Casemaker Tips and Tricks for August

by Alexa Drago on August 14, 2018

Each month we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient.  For more Casemaker tips and tricks follow them on FacebookTwitter, and via the Casemaker blog.

 

Support Chat

Would you rather type than call? You can get help from Casemaker Support by clicking on the Live Chat link in the upper right of the screen from 8 am – 8 pm EST Monday – Friday. You can also email Casemaker at support@casemakerlegal.com.

Using History

The History Link in the upper right will provide you with a complete history of all the searches you’ve created, and documents you’ve viewed since logging into the Casemaker system. Each item in the History comes complete with a date and time stamp, as well as a client label if you performed it while logged in to a client. So if you spent Friday evening searching for a particular statute and forgot to save it to a folder, you don’t need to worry! Just click your history to find it again without the hassle. The date and time stamps will help you be able to navigate which of these descriptions is the right one.

Searching by Party

Searching by party works best if the party or parties in question have a less than common name. Obviously, searching for the party name of Smith is going to yield a large number of results compared to other less common names.

To search by party simply type the name of the party in the search bar and select the circle (often called a radio button) under the search bar labeled party. This will pull up all cases where that name is mentioned as a party in the case.

Excluding Terms with a NOT search

Are your results giving you a bunch of cases that are not relevant but still contain your terms? Do those irrelevant cases all seem to have a term in common? Maybe you should try excluding a term. For example, maybe you want documents that mention property but not commercial property. In the search bar, you can enter property NOT commercial and Casemaker will give you cases that mention property that do not contain the word commercial.

Citing References

While it is great to get that green thumbs up or red thumbs down from Casecheck+ to tell you if a case has been treated negatively in subsequent cases – it is also nice just to have a list of what actually cited the case you are reading. This is where Citing References comes in. When you are reading a case, you will notice in the bar above the case a link for Citing References. This will provide you with a list of cases that have cited this case. Links to these cases are included and will take you directly to the portion where the case you are researching is involved. When you pull up the list of Citing References you can narrow the results by keyword or jurisdiction using the menu on the left as well.

Always Available –  Folders

Perhaps you often print cases that you need, or maybe you download them to your work computer. As you have likely found, the file on your computer or the case you printed are only useful if you have them with you. However, you can access Casemaker from anywhere using a web browser! So instead, you can save the items you need to a folder in your Casemaker account which is accessible from anywhere you can access the web.

The first thing you’ll need to do is to create a folder. Click on the save to folder icon and type a folder name here into the new folder name field. Then just click create.

There are two methods to save a document to a folder. You can click on the Save To Folder icon from the Dark Gray toolbar, choose your folder, and click Save. Or you can click on the orange My Folder Icon next to the search button, and then choose the folder you’d like to use and click OK. This allows the orange folder icon to represent the folder that you’ve selected. Then you can simply click, drag, and drop documents into that folder for saving.

When you are ready to view the contents of your folders, you can click on the white My Folders link at the top of the search area. The listing of your folders is displayed on the left and clicking on your folder will display its contents in the central area of the screen. Once the folder has loaded you have the opportunity to move, rename, or delete the entire folder. You can also utilize the individual check boxes to print, download, email, or throw away individual contents.

Phrase Searching

So you are looking for Ohio cases which involve improper driving. “Well,” you say to yourself, “I will just type in the words improper driving and hit search.” Casemaker then gives you quite the impressively long list of results. However, when you pull up a few cases you notice that they do not all seem to be on point. In fact, they just seem to be cases with the word improper somewhere in them and the word driving somewhere else in them. That is too broad. This just won’t do!

So how do you fix this? Try using the phrase search.

To use the phrase search put the phrase or words you are looking for in quotation marks. This tells Casemaker to treat all the words in the quotes as one single search term. This will only pull documents where the words within the quotations are adjacent and in the same order.

Dialing in your search with the Radio Buttons

Below the search bar are a number of radio buttons you can use to select the type of search you are doing. The system will default to a keyword search. If you are searching for a case and know the citation then select the citation option. If you only have the name of one of the parties, the party button is the option you want. If you are typing in a statute cite then make sure to select section. Finally, if you are looking for an unpublished or slip opinion you can select docket number to search using that information.

Using Proximity Search

If you type in the word tax and the word annuity in the search bar Casemaker will pull up every document that has the word tax and the word annuity in it. Sadly that may not be what you are looking for. Proximity searches are great for getting closer to the issue. When using Casemaker means “within” so would mean within five words. So for example, if you wanted to find cases where the word tax was mentioned near the word annuity you could enter. If you wanted to find tax mentioned a bit further from annuity you could try tax w/25 annuity.

 

 

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