Searching by keyword

The most basic Casemaker search is the keyword search. It can also be the most complex if you wish – just use the search operators found in the blue Search Tips link under the Search button. To search first select your jurisdiction from the jurisdiction menu, then type in your word or words in the search bar and hit the blue search button. The keyword search can be found in other places as well. When you are viewing the list of cases you discovered in a previous search you can narrow that search by keyword in the left menu. If you are looking at a list of citing references you can also narrow that list by keyword on the citing references page.

The radio button selections below Casemaker search bar defaults to keyword. You may find that you can still enter things that are not keywords and get results, however, they may not be as accurate. You certainly can leave keyword selected and enter in a case citation – but you may get more than just the result you were seeking. In those cases, you may wish to choose a more specific search type.

Additional Security

Casemaker takes pride in being safe and secure – but we understand if you would like another layer of security. This is why we give you the option to add an additional password to Casemaker. Simply click Setup Password in the My Accounts section of Casemaker. Here you will be able to set a password and security question to further secure your research and notes. You will be asked to enter this password after you login to Casemaker via your Bar. If the password is not entered or entered incorrectly, your history, folders, clients, and personalization will not be available.

Learning, at any time.

While Casemaker offers regular live webinar training, you may find that you are unable to attend those sessions. You can learn how to use Casemaker at any time with our recording videos.  In the upper right corner of the Casemaker screen is a link labeled Videos. Here you will find our Introductory Training Video as well as other informative presentations available 24 hours a day. 

Seeing more with the Combined Link

While you are browsing administrative code, statutes, rules and other materials you may sometimes notice an italicized chapter or section title with the word combined at the end in parentheses. Clicking on this link will give you not just one statute or rule, but all the statutes or rules in that chapter or section. This is helpful if you wish to print the entire chapter or section. It is also useful if you simply do not want to be forced to navigate to each individual statute or rule and would like to view them together.

Client Tracking in Casemaker

Need to keep track of time spent doing online research for a client?  Utilizing the Client and Session Summary features of Casemaker can help.  Simply create a Client and select the client each time you begin to conduct research for that client.  Once you have finished, click the Sign Out link to sign out of Casemaker and view the Session Summary.  The Session Summary contains the date, time and client for each search, which can be used to keep track of billable hours for the client.  Please remember to print this information as it cannot be retrieved after closing the Session Summary.

Archives and Annotator in Administrative Codes

Casemaker is providing you with more tools to navigate administrative codes. Now not only does your state’s administrative code offer an archive of past versions but you also can use our Annotator feature. The Annotator feature, also available in statutes, let you know what cases have cited the code you are viewing. Once you click on a case in the Annotator list, you will be taken to exactly where the code you were viewing was cited in the case.

Practice Management Software Integration

Casemaker and Cosmolex

Did you know Cosmolex, a leading cloud-based, law practice management software provider, is integrated with Casemaker to allow you to easily track and bill your research time? As part of this partnership, you can create a free trial with Cosmolex or attach your existing account to your Casemaker account. To get started simply click any of the Cosmolex links in Casemaker. After you click any of the Cosmolex links you will be shown a new screen with two options. To link an existing account, simply click the Link my existing Cosmolex Account button. You will be asked to log into CosmoLex and allow Casemaker to report time and information. Don’t have a Cosmolex account? You can get started with a free trial by clicking the Start my free Cosmolex Trial button.

Printing in Casemaker

While viewing a document in Casemaker, you will notice a set of icons on the far right in the dark gray toolbar. These icons allow you to print, email, save to a folder, and download. Let’s discuss Print.

After clicking the icon for Print,  you can choose the document format you are printing to. You can also choose if you would like to print the case in single or dual column layout. You can include highlighting for the terms you searched for, print the citing references, as well as the negative treatment if you have Case Check + access. Here you can attach your notes as well as a cover page. Once you are done you can click the blue Print button and the system will give you document to print out in the format you selected.

Searching for Cases with Citation

The most frequently used function of Casemaker for most users is searching by citation. From the home page, you can simply type your citation in. You do not have to worry about being too picky if you use the wrong spacing, punctuation, or capitalization; Casemaker will automatically correct that for you. You do however need to make sure you are using only the reporter citation and the proper abbreviation. Casemaker goes by the Blue Book citation guidelines if you have any questions regarding abbreviations. For example, with Kearns v. Ford Motor Co., 567 F.3d 1120 (9th Cir. 2009), all you would put in the search bar is 567 F.3d 1120. Be sure you select the correct jurisdiction, however, you will not be able to pull up a New Hampshire Superior Court case when searching in US Court of Appeals!
Sometimes a particular citation brings up more than one result, and there is a very good reason for this. The other case shares a page with the case you were searching for. For example, your case may end on page 104 and another case begins on the same page of the reporter. This means even if you are typing in a pin cite, you will still be able to locate the case you are looking for.