Casemaker Tips and Tricks for May

by Alexa Drago on May 11, 2017

Each montCasemaker-logoh we will be bringing you a few tips and tricks for making your research with Casemaker that much more efficient. This month — adding notes, excluding terms in a search, citing references, your search history, and tracking for clients.  For more Casemaker tips and tricks follow them on Facebook, Twitter, and via the Casemaker blog.

Adding Notes
The Note function is located in the light gray toolbar when you are viewing a document. You can add a note to any document within Casemaker. This note is specific to your account and cannot be seen by any other accounts, and you can add as many notes to as many documents as like. To add a note, click the Notes drop-down box, and select Add Note. A new window will appear where you can type in your note. Click SAVE when you are finished. The note is stored at the top of the document. Using the Notes menu, you can choose whether the notes are hidden or on display. To edit a note you’ve created, just click the pencil icon and make the necessary changes. To delete a note, click the corresponding ‘X

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.

You have History with Casemaker
Perhaps you have found yourself logged out of Casemaker. This is normal – to protect your privacy, Casemaker will log you out automatically after time has passed without any activity on your part. However, you may be concerned you won’t be able to get back to what you were doing. Don’t worry! Casemaker can help! Casemaker keeps a history of your activity as you search and browse. You can access this at any time by clicking the History link in the upper right corner of Casemaker. At the History link, you can view what you had worked with previously. The data is marked with a time stamp and if you were working with the Client function, you will see the tagged Client information as well. You can also delete content from the History screen if you wish by selecting one of the options from the drop-down menu.

Tracking a Client
Casemaker offers you tools to help you track the work you do such as the Client Tracking tool. Click on Client in the upper right of Casemaker. From here you can add or select a client to use. Once a client is selected, Casemaker will track and log any research you do in the system. When you sign out of Casemaker using the Sign Out link in the upper right, you will be given a report of the hours you spent researching for that client.







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