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The Lawyer's Guide to LexisNexis CaseMap

Attorney Dan Siegel is the author of The Lawyer's Guide to LexisNexis CaseMap, published by the American Bar Association Law Practice Management Division.

Click here to visit the CaseMap Book website for more information about the book, to order the book, and about our consulting, training and support services for CaseMap, TextMap, TimeMap and NoteMap.

Click here to read the Fact Sheet about The Lawyer's Guide to LexisNexis CaseMap.

The book, a thorough overview of every feature of CaseMap, is a must-have for every CaseMap user. The book covers the following topics (per the Table of Contents):

  • CHAPTER  1
  • Introduction
  • Why CaseMap
  • Expectations and Objectives  CaseMap Book Cover
  • The Theory of CaseMap
  • About CaseMap
  • CaseMap  Case File Types
  • CaseMap  SQL Administration
  • CHAPTER 2 Getting Started
  • Logging On
  • Basic Terms
  • The Demo Case (“Hawkins”)
  • Creating a New Case
  • CaseMap Windows
  • Viewing Files
  • Spreadsheets (Overview)
  • Facts Spreadsheet
  • Objects Spreadsheet
  • All Objects Spreadsheet
  • Persons Spreadsheet
  • Organizations Spreadsheet
  • Documents Spreadsheet
  • Other Physical Evidence Spreadsheet
  • Events Spreadsheet
  • Places Spreadsheet
  • Pleadings Spreadsheet
  • Proceedings Spreadsheet
  • Other Discovery Spreadsheet
  • Demonstrative Evidence Spreadsheet
  • Other Objects Spreadsheet
  • Issues
  • Creating and Working with Issues
  • Other Shortcuts
  • Research Spreadsheets
  • Research Authorities Spreadsheet
  • Extracts from Authorities Spreadsheet
  • Authorities and Extracts Spreadsheet
  • LexisNexis
  • Question Fields
  • Update History Fields
  • Customizing CaseMap
  • The Customize Menu
  • The Options Menu
  • General Options
  • Dates
  • Documents
  • Research
  • File Locations
  • Scripting, Send to Plug Ins, and ReportBook Plug Ins
  • Accessibility
  • Changing Fonts
  • Row Heights
  • Views
  • Default Views
  • Creating Views
  • Arranging and Manipulating Columns
  • CHAPTER 3 Entering Case Information
  • Introduction
  • Full Names and Short Names
  • Full Names
  • Short Names
  • Creating and Naming Objects
  • Merging Objects
  • Document Naming Tips
  • Dates/Date Stamper
  • Times
  • Time Zones
  • Date Ranges
  • Fuzzy Dates
  • Date Sequencing
  • Date Navigator
  • Entering Facts and Data into a Spreadsheet
  • Entering Facts and Other Information - An Overview
  • Entering a Simple Fact
  • Entering a Fact and Creating Objects on the Fly
  • Linking an Object from the All Objects or Specific Spreadsheet
  • Using All Objects View
  • Entering New Facts
  • Creating a Fact Chronology
  • Links
  • Using Links Effectively
  • Quick Linking of Facts to Sources
  • Link Summary Fields
  • Link Assistant
  • Record Detail/Detail Dialog Boxes
  • Creating an Issues Outline
  • The Bulk Issue Linker
  • Linking Facts, Objects, and Questions to Issues
  • Viewing Information and Updating Information
  • Fields
  • Detail Views
  • Fact Detail Boxes
  • Object Detail Boxes
  • Issue Detail Boxes
  • Question Detail Boxes
  • Research Detail Boxes
  • Custom Fields
  • Intake Interview Jumpstart
  • Research Directly from Persons in Your CaseMap Database
  • Importing Information
  • Importing Text Files
  • Importing E-mail from Outlook
  • DocPreviewer E-mail to Outlook
  • Outlook E-mail Linker
  • Importing Issues from NoteMap
  • CHAPTER 4 Analyzing, Searching and Preparing Reports of Case Data
  • Basic Searches
  • Advanced Searches
  • Find vs. Filter
  • Tagging
  • AND versus OR
  • The Bates Analyzer
  • Reports
  • Reports Menu
  • Page Setup
  • Page Tab
  • Report Options Tab
  • Title Page Tab
  • Title Page Info Tab
  • Case Options Tab
  • Print or PDF Current View
  • Send Current View to Reports
  • Send to TimeMap
  • Send to NoteMap (or Your Word Processor)
  • Send Current View to Word, Word Perfect, or Web Browser
  • Send Current View to Excel
  • Other Report Wizards
  • By Issue Report Wizard
  • By Object Report Wizard
  • Report of Facts Spreadsheet Report
  • Summary Judgment Wizard
  • Printing a Spreadsheet
  • PDF Printing
  • HTML (Web Page) Printing
  • Send to Features and Formats
  • CaseWide
  • Simple Filter Report
  • ReportBooks
  • ReportBook Tools
  • ReportBooks Overview Report
  • The Various ReportBooks
  • Introduction
  • The Specific ReportBooks
  • Printing ReportBooks
  • Customizing ReportBooks
  • Exporting and Importing ReportBooks
  • Privilege Log Wizard
  • Evaluation Fields
  • Issue Traits and Evaluation Field Features
  • Evaluation Comparison Dialog
  • Evaluation Comparison
  • # Fields
  • CHAPTER 5 Case Tools
  • Auto Number Records
  • The Adobe Acrobat DocPreviewer
  • Integration With Other Applications
  • Bulk Field Copy Tool
  • Bates Analyzer
  • Bates Stamp Tools
  • Case Optimizer
  • File Viewers
  • Bulk Change File Viewer
  • Spelling and AutoCorrect Options
  • Spell-Checking
  • Replicas: Replication and Synchronization
  • Managing Case Staff
  • Adding Staff Members
  • Staff Types
  • Changing Staff Passwords
  • Backup and Restoring
  • Backups
  • Restore
  • Case Scripts
  • Create a New Case Script
  • Copy a Case Script
  • Run a Case Script
  • Creating a Case Template
  • Bulk Field Update
  • Bulk Import PDFs
  • Bulk Issue Linker
  • Short Name Assistant
  • Object Link Merger
  • Facts Linked to Selected Objects Utility
  • Change Linked File Paths Utility
  • Delete All Records in View
  • Batch Processing
  • Appendix
  • Index

For more information about the CaseMap book, call (610) 446-3467 or click here to send an email.

 

 

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