The three primary methods for populating a case include:
Video of this session:
Manually entering data into spreadsheets or using the Case Jumpstart Wizard (populates Cast of
Characters in object spreadsheets)
Using the Send to CaseMap tool to send fact text or documents directly to your case file and to
link the case record to the file. Text excerpts are sent the Facts spreadsheets and documents to
the Documents spreadsheet or another selected sub-object spreadsheet.
The Send to CaseMap tool works with Microsoft Outlook, Microsoft Word, Adobe Acrobat or Reader,
document management systems like LexisNexis Concordance, LexisNexis TextMap, and case web sites
like www.lexis Advance.com. For more information, see About the Send to CaseMap tool.
Importing data using the Import Linked Files Wizard to automatically link to your case files on the
network and create a new case record for each file (populates the Documents spreadsheets and other
object sub-level spreadsheets while linking to documents, videos, graphics, photographs, etc.) This
also includes an option to automatically import and map the file metadata to a CaseMap object
spreadsheet. For more information, see About importing data and Importing linked files.
Additional methods of getting data into your case include:
Sending/saving authority and authority extract content from case law research sites like
www.lexis.com (populates Research spreadsheets and links to web site data or PDF files)
Importing data using the Intake Interview Jumpstart Form (populating the All Objects spreadsheet
and other sub-level object spreadsheets)
Linking to emails in Microsoft® Outlook (populates the Documents spreadsheet and links to
emails in Outlook)