Digest and Alerts

You may have heard about Digest and Alerts in Casemaker4. You may even know they are tools to help you stay up to date on changes in the law. However, you may be confused about what they actually do and what the differences are.

Case Digest, previously known as CasemakerDigest, is a summary service of cases that are currently coming out of the court system which is integrated within the Casemaker4 system.  These are usually published within about 72 hours of the case’s publication. After clicking the Case Digest menu on the left-hand side, you can select your area of practice, court, judge, and jurisdiction to view summaries from. The summaries are displayed in the central area of the screen and will provide you with the case name, area of practice, court, the date decided, docket number, judge, and the date it was added to our system. This is in addition to the short summary itself. Just below the listed summary information is a link labeled more. Clicking this link will display the longer, full summary for that case. The case name is a link that when clicked on will take you to the case’s full text in our system. At the top of the screen, you will find buttons allowing you to add a custom Digest filter. Here you can create a name for your filter and provide a description. Then submit an email address or email addresses that you would like to receive these summaries as emails. You can then select your jurisdiction or jurisdictions, court, judge, practice area, and more. You can choose if these filters are updated on a daily or weekly basis. Any Digest filters you have created are then listed at the top of the digest menu. The Toggle switches here allow you to activate or deactivate those filters, and the pencil and paper icon will allow you to edit the filter. Alerts provide you with notifications of changes to search results, cases, statutes, rules, and more – be it a change to the document itself, such as an updated statute, a new case citing the case or statute, new negative treatment of a case, or even new search results for a search query.

Unlike Digest, alerts do not provide you with summary information.  You can set up alerts in multiple ways. If you are viewing a statute or case, you can use the “Add Alert” icon in the Document Toolbar. Similarly, if you wish to set up an alert for a search you can use the same icon on the page of search results.  In addition to creating or adding alerts from the search and document pages, you can also create an alert from the Alerts page itself. After clicking the Create Alert button you have the opportunity to choose if you are creating a search or document alert type, as well as provide the description and specifications for your alert. The Alerts tab will also provide you with a notification if there is new information or an update for an alert since your last log in. You can then use the toggles on the left of the alerts page to select what you are viewing. The pencil and paper icon next to the toggles for your alerts will allow you to make any changes you wish to make. You can also choose to receive email notifications for updates from your alerts, in addition to the Casemaker notifications.

So which is best for you? Digest gives you summaries of new cases in the area you choose. Alerts, however, cover more than just cases and while it does not provide summaries, Alerts can track changes in cases, statutes, and even search queries for you. We think you will find both tools to be great ways to keep up to date.

Using the Document Toolbar in Casemaker4

(We will discuss the document toolbar from the perspective of looking at a Case. However, the page is similar when viewing other types of materials.)

When you first click on a case from your search results, the document tab on the left of the screen is highlighted letting you know that you are viewing the case document. If you Citing References tab, the Citing References tab will be highlighted. The Citing References tab will display the list of all the cases that have cited this case. Also, on the document page is the Negative Treatment tab. This will display the listing of cases that have negatively affected the case you are researching. The Cited Cases tab provides a listing of all the cases the case you are researching has mentioned. On all three tabs mentioned, you have the ability to conduct a search within the listed cases, and you can limit them by jurisdiction, court, date range, and case type.

When viewing the case, the Document Toolbar provides us with some useful links. On the left is a link to return to the listing of results. You can also navigate your results by using the set of arrows to go to the next and previous results. Next, there is a set of arrows to toggle back and forth between occurrences of your search terms. Search terms are highlighted to be easily recognizable. The two paper icons allow you to toggle between the full document and the paragraphs with hits from your search query.

In the Document Toolbar you will also notice the page jump feature. This makes navigating a lengthy case easier – simply select where in the document you want to jump to. Next to the page jump feature is our font resize option. You have the ability to increase the font with just one click. The Note function gives you the ability to add, show or hide notes. The notes you add here will always be available when you view this case, or when you view your notes in your My Account menu.

At the right end of the document toolbar are a number of tools for printing, saving and more. First, are the icons for the Print Queue allowing you to add just the document or the document and all its citing references to your print queue. The graph icon lets you view the citing references graph. Using the Alert icon, you can create a document alert to track changes. The printer icon will print your document now while the envelope allows you to email the document to yourself or others. The folder will allow you to save the document in the folder of your choice. And the download icon will save the document to your computer. Finally, the link icon will give you a sharable link to the document, allowing others to view it even if they are not Casemaker users.

You got your results. Now what?

You’ve submitted your search and got your results. Now what? Let’s examine the results page!

The results page appears after you have submitted your search. These results may vary depending on what you selected in the Jurisdiction and Compilation menu. Unless you specified a specific compilation type, Casemaker4 defaults to showing Cases. On the left, however, you can select a different compilation, such as Statutes, Administrative Code, or Attorney General Opinions.

On the left, you will also see a number of ways to narrow the search results you found. Search within results allows you to type in a new search query that will apply only to the results from your initial search. You can set up your Search Within Results query just as you would any other query in Casemaker, using the same search operators. In addition, the left bar allows you to narrow your results by jurisdiction, courts, date, and published or unpublished for Case Law. For Statutes and Administrative laws, you can narrow by jurisdiction or by Chapter or Title.

The results page can be sorted. Along the top of the results list is a toolbar with the option to change your sorting criteria. When viewing case results the system defaults to Relevance, but at the top of your results list you can choose to sort by state, date, the number of times cited, and court level. When viewing statutes or similar material you will see the options to sort by relevance, state, code section, or title. The toolbar above your list of results also provides the opportunity to save the search, create a new search alert, create or edit a document alert, print, email, save to folder, download, and send selected documents to the print queue.

The results themselves show you the case name, citation, and parallel citation where available; court, the date decided, and the number of times it was cited in our database along with a graph plotting how often it has been cited over the years. Clicking on this graph will allow the graph to open larger. There are different colored lines for which courts the case was cited in: Same state of publication, Federal, or Other states. You can hover over the dots provided to see how many times it was cited in that year specifically. Clicking on the dot will provide you with a list of clickable links to those cases.

Case results have green thumbs up or red thumbs down icons. These indicators are part of CaseCheck+, a citator service letting you know whether or not the case is still good law. The green thumbs-up indicates the case has not received any negative treatment by subsequent cases, while the red thumbs down indicates that it has. Clicking to view the case will give you more information on the treatment.

“Sharing is Caring!”

So, you found the PERFECT case for your argument and you just have to share it with your partner. But your partner doesn’t have access to Casemaker. In Casemaker4 there are a number of ways you can share that case – and anything else you find in Casemaker, with anyone.

Some people prefer the feeling of print in hand, and if you share your office with your partner, you can simply use the print function in Casemaker4 to print the case out and walk it over to them. When you are viewing the document in Casemaker you will see a number of icons in the upper right grey bar. The first of these icons is a box with a plus. This will add the document you are viewing to the Print Queue, so you can print it along with any other documents you have added to your queue at a later time. You can access what you have added to your print queue by clicking the Print Queue link in the upper right of the Casemaker4 system or by clicking Print Queue under My Account.

“But what if I want to add all the citing references to my Print Queue as well?”, you ask. Next to the simple plus box there is a plus icon in a notepad. Clicking this icon will allow you to add not just the case but all the associated cases which mention the case to the Print Queue.

Of course, maybe you don’t plan on printing anything else and you just wish to print this one case so you can share it with your partner. No problem! Click the printer icon. Once you have clicked the printer icon a window will appear giving you options for what kind of document you wish to print, what format you wish to print in, and what information, references, and notes you wish to include.

Perhaps, you would rather save a tree and not print this case. You have paper-free options as well. You can click the envelope icon and email the case to your partner. You can click the icon with the computer and the downward arrow, and you can download the case to the drive or media of your choice. Finally, you could just send your partner a link using the links icon. With the links icon, you will get a sharable link that works for anyone, including those who do not have access to Casemaker.

And if your partner doesn’t have time to read the entire case? You can highlight the important part of the case and right-click with your mouse. This will allow you to copy the highlighted text with a shareable link. You also can copy your highlighted portion will the citation or the pin citation if you prefer.

As always feel free to contact customer support with any questions you may have. Support is available Monday – Friday from 8 am to 8 pm EST and can be reached by email at support@casemakerlegal.com, by phone at 877.659.0801 or by clicking the LIVE CHAT link in the upper right of the Casemaker4 system.

Casemaker and Discovery Genie

Casemaker allows for integrations and partners with a variety of products and services. You can learn about all of these services in the My Accounts menu in Casemaker4. This week we are taking a look at Discovery Genie – a minimalist, less-is-more discovery tool to simplify document production for cases with up to 35,000 pages. The Genie converts documents to PDF, applies Bates Numbers, marks confidential documents, and organizes your evidence. It also generates a privilege log and an index with your notes, has special handling for key documents and is, of course, secure. Discovery Genie integrates with Casemaker so you can check the law and the facts while reviewing evidence.

We will let our friends at Discovery Genie give you more information below:

We hope you’re doing well amidst the pandemic, feeling healthy, and finding silver linings wherever possible.

Right before the pandemic hit, Casemaker announced our integration with Discovery Genie and now it’s time to circle back and talk about how amazing this perk is for you.

Our strategic partnership connects Casemaker’s legal research platform with Discovery Genie’s web-based document production tool, enabling smaller law firms to get the law and get the facts when it matters most: when you’re in the thick of reviewing your evidence during discovery.

The mission of this integration is simple: Get the Law. Get the Facts. Win your case. 

Casemaker users can access Discovery Genie’s eProduction solution directly from Casemaker and simplify disclosure and discovery by streamlining document upload, conversion, review, production and indexing. The Genie is specifically designed and priced for small and midsized cases—the ones most lawyers handle most of the time.

Learn more or signup for a quick call with Discovery Genie’s CEO to see if the Genie is right for you.

And of course, an added silver lining! Casemaker users get an added perk of $100 credit to be used in the first 60 days of signing up with Discovery Genie if they sign up by October 31, 2020. 

Casemaker Libra

Casemaker Libra is an online, searchable library of treatises, practice guides, coursebooks, deskbooks, Continuing Legal Education (CLE) and other secondary materials, collected from professional associations and other sources (collectively referred to as “publishers”), and linked directly to the Casemaker4 research system. In other words, as you search the primary law collections on Casemaker4, you may access secondary materials related to your search as well.

Access to Casemaker Libra material is typically by paid annual subscription but may vary by publisher. (No physical, print publications will be delivered.)

A subscription to an “All Publications” collection includes online access to all supplements, new editions, new titles, and selected CLE course materials released by a publisher during the term of the subscription. A practice area subscription includes online access to the aforementioned materials pertaining to that practice area released by a publisher during the term of the subscription.

All materials have been enhanced with linked primary law citations for cases, statutes, acts, administrative codes, etc. Full-text searching is available across Casemaker4 databases and all publications included in your Casemaker Libra subscription.

Publishers within the Casemaker Libra system include the American Bar Association
Colorado Bar Association, Kansas Bar Association, Maine State Bar Association
Tower Publishing, Virginia CLE, Washington State Bar Association, and more.

To learn more about Casemaker Libra and to see what materials are available, click the Libra Tab in the Casemaker4 system.

The My Account menu

The first option provided in the My Account menu is settings. Clicking this link will allow you to change the Casemaker default settings in favor of your preferences. On the settings page, you will see four tabs. First, the General Settings tab. Here you can choose how many results appear on the screen at a time and what page you land on when you first log in. If you want the system to default to include related federal materials when searching from a state page, as well as when using the Annotator and Citing References tabs. You can choose if your default browsing method is list view or tree view, and if you would like the Notes you type in to be visible on those documents.

The Search Settings tab is next. Here you can select your default search area and data type, number of results per page, and sort order. You can also let the Casemaker4 system know if you want to include unpublished cases in your search results.

The Email and Print Settings tab provides an opportunity to enter an email address to be automatically populated when emailing documents. You can also choose your default document format for printing, emailing, and downloading, as well as the page layout and preference for printing documents or a list of results.

The next option in My Account menu is Profile. Here you can provide some basic personal information for your profile. This makes it easier for our customer service representatives to locate your account in the event you need assistance and allows you to manage your billing information for any paid subscriptions you may be subscribed to. If you are a member of a bar association that provides Casemaker4 as a valued member benefit the billing tab will not be relevant to you as your subscription is paid for by the association.

The Folders, and Client links, as well as the Print Queue link, works, in the same way as the corresponding links in the top Features Toolbar. These links allow you to manage your folders, clients, and the documents in your print queue.

The Notes link allows you to view and manage the notes you have added to various documents throughout Casemaker all in one place. Clicking on the citation the note is associated with will bring you right back to the document and your notes.

My Libra Books provides you with the listing of documents you have leased through Libra. Several bar associations and publishers offer materials via Casemaker Libra. (Casemaker Libra will soon be fully integrated into Casemaker4 as well).

You will also see a link for Mobile Application in the My Accounts menu. Casemaker does have a mobile application that you can download to your Android or Apple Device. It is free to use and free to download. To use the application, you will need to register for it. Clicking the link will pull up the registration form. Some basic registration information is needed, such as first and last name, email address, phone number, that kind of thing. Once you have registered you will be provided with a reference code. After you have registered, each time you click the Mobile Application link the reference code will be provided to you. Once you have downloaded the app you will be asked to provide the email address you registered with as well as the reference code you were given. This will link your mobile application to your Casemaker account, storing your search history, and allowing you to utilize your folders.

The last few options in the My Account menu are related to services Casemaker partners with. While all of these partnerships are separate subscriptions and costs, many of the companies listed offer Casemaker4 users discounts for their services.

  • Cosmolex is an accounting a practice management software that integrates with your Casemaker4 account
  • Discovery Genie is a minimalist, less-is-more discovery tool to simplify document production for cases with up to 35,000 pages.
  • vLEX is an international law database which offers users access to legal information around the world
  • Memos, Briefs and Discovery leads to the Legal Research Center. This service that helps you manage your workload by doing research for you, and writing memos, briefs and more
  • US Legal Forms partners with Casemaker to provide you access to legal forms from all 50 states
  • Tracers is a public records service that gives you access to billions of public records

As always feel free to contact customer support with any questions you may have. Support is available Monday – Friday from 8 am to 8 pm EST and can be reached by email at support@casemakerlegal.com, by phone at 877.659.0801 or by clicking the LIVE CHAT link in the upper right of the Casemaker4 system

Casemaker4 Jurisdiction and Compilations menu

Directly to the left of the bar that you can type your search query in is our Jurisdiction and Compilations menu. In blue text on the search bar, you will see what jurisdictions and compilations are currently selected.

Clicking on the menu will allow you to select the jurisdictions you wish to conduct research in. This can be any number of state, Federal, or trial courts. On the left side of the menu above the list of states is the Related Federal box. Checking this box will allow you to receive results from your selected state or states as well as any federal material relevant to that jurisdiction specifically. Similarly, if you are conducting research in the Circuit Opinions, you can also use the Related State box to return results from your selected circuits and the corresponding state-level results as well.

At the far-right side of the menu, you have the opportunity to select any or all compilations as well. Casemaker’s default is All Compilations but if you are interested in only conducting a search in the admin code, for example, you can make that designation here.

At the bottom of this menu, there are other buttons available. The first is Save To My Settings. If the settings that you’ve just selected are your most normally used settings when conducting research in the Casemaker system, then it would be beneficial for you to click this button so that those settings are saved. This way they’re established as your default and will be chosen automatically for you every time you login. If you had previously conducted a search outside of your norm and would like to revert to your default, you can click the Use My Settings button, which is the next button on the screen. If you had multiple boxes checked and you decide that you’re going to completely change what you’re doing, you have the opportunity to clear all of your checks with just one click as well.

After you’ve made all of your jurisdiction and compilation selections be sure to click the blue save button to save them and continue with your search.

Still haven’t tried Casemaker4?

Still haven’t tried Casemaker4?

You may be a bit hestitant to use Casemaker 4. Changing to a new system can be a bit overwhelming, but the improvements make it worth it. With the newest version of Casemaker, we have updated the homepage, improved the search, added an alert system and have given our users the ability to customize the interface to more suit their individual needs.

The home page design is a little different, but still retains the elements you are familiar with. These changes allow for quicker searching and browsing. We have added tabs to our navigation bar where you can easily access Libra, Case Digest, and Citecheck as well our new alert system.

The libraries menu can be found in the navigation bar. You can easily access the various libraries we offer, such as state materials, federal materials tribal courts and our archive from this location. The navigation bar is always present no matter where you are in Casemaker4. At any time, you can browse to another page quickly and efficiently.

We have put our currency directly on our libraries pages. In addition, if you ever need to know just how broad our currency is, you can now access that information by clicking any of the view currency links that we have added to the bread crumb as well as the libraries menu.

Speaking of breadcrumb, based on customer feedback we realized users wanted a way to more easily access the information in their browsing path. Now with our enhanced breadcrumb feature, you can easily click to any point in your path and go back to it without starting over. You will see this along the top of the browsing area as you navigate the system.

The Search Bar has been improved as well. Search tips, advanced search, and recent searches can all be accessed with just a click. The search bar is always with you and it knows where you are in the content. For example, if you are in the Pennsylvania admin code, and perform a search, Casemaker will automatically search within the admin code for your query without having to select it from the Jurisdictions and Compilations menu.

You can still perform searches from the homepage by putting in your search criteria and then choosing the jurisdiction and compilation you wish to search. We heard our users and based on your feedback we have added the ability to search by an individual federal circuit.

The search bar now offers a type-ahead feature. You can begin to type a citation, party name or keyword and Casemaker will offer suggestions based on what you are typing.

Our search results page gives you access to even more information. The Citing References graph is now visible directly from the search page so you can more easily how a case has been cited over time. We have also added more options to narrow your search. You can even choose to include or remove unpublished opinions. As always you can narrow by Jurisdiction, Court, Date and with a keyword.

In the settings section of the My Account menu, to the left of the navigation bar, you can configure Casemaker 4 to work for you. You can set the max results that are shown per result page, set the court level sorting, show the notes you have created as well as totally disregard unpublished cases when you perform searches.

In Casemaker 4, you can now open multiple documents in different tabs without a hitch. Next, to the title of a document, you will see an icon with an arrow, click on this to open this document in a new tab.

We have made parallel citations much easier to find. They are now color-coded to particular reporters and can be seen at the top of the case as well as throughout the document.

Our notes section has been upgraded as well. From the notes section of the My Accounts page, you can now access all of your notes in one place. The notes can be set to be displayed on the documents where they were created or hidden if you prefer. You can see the documents you have added notes to, as well as the note that you added, and edit those notes, all from the notes page.

CasemakerDigest is now Case Digest. It is now integrated into the Casemaker4 system. Of course, you still have the ability to set up email notifications for cases in a specific area of practice.

Our secondary materials which we offer through Casemaker Libra, are now integrated in the Casemaker system as well. These are books and documents that pertain to various practice areas that can be purchased by navigating to the document of interest. These materials are not included with your Casemaker4 subscription.

Casemaker 4 now offers a brand-new feature to its users, The Alert System. Our Alert System allows users to set up an email alert for a particular search query, or document. A search alert will send a notification when a new document meets the criteria of that query. The tracking alert will notify you when a document is updated or cited.  This feature comes in handy if you would like to monitor any statutes and wish to see if they are modified, updated or used in any other cases.

Similar to Case Digest, you can view your alerts in your email, or have it set in your alerts section on Casemaker4. You can set up these alerts from the navigation bar, as well as from the search results or document pages.

Still uncertain? Web-based training is available! You can click the webinar link in the upper right of the Casemaker4 system. Videos are available at the Video link as well. As always if you have questions let us know. You can reach us at 877.659.0801 or support@casemakerlegal.com.

A national first: Casemaker, Kentucky Bar Association Announce Free Unlimited Member Access to vLex US and the AI-powered legal assistant, Vincent

A national first: Casemaker, Kentucky Bar Association Announce Free Unlimited Member Access to vLex US and the AI-powered legal assistant, Vincent

Charlottesville, VA, April 6, 2020Casemaker, the Kentucky Bar Association and global legal research provider vLex today announced a first-of-its-kind affiliation, under the terms of which KBA members will enjoy free, unlimited access to vLex’s industry leading intelligent legal research assistant, Vincent, and to a comprehensive US collection in the vLex Justis platform.

Built on top of vLex’s cloud-based data platform Iceberg, Vincent is the only Artificial Intelligence tool that can analyze legal documents in two languages (English and Spanish) and across 10 countries. Vincent is part of the vLex Justis research platform, which itself includes a global collection of primary law and expansive secondary sources, and is capable of securely integrating a firm’s internal knowledge management resources. The U.S. primary law in vLex Justis is provided by Casemaker.

The KBA has provided its members with free access to the Casemaker legal research service since 2005. Now, in renewing their member benefit agreement, the KBA and Casemaker have expanded their affiliation to include member access to Vincent and vLex. KBA members may access Vincent from the Casemaker4 platform, or if they prefer, from the vLex Justis platform directly from the KBA website.

“We are thrilled to continue our valued relationship with Casemaker, and now to build upon that by offering cutting-edge AI capabilities to our members,” said John Meyers, Executive Director of the KBA. “For smaller firms, in particular, this will be a great equalizer, enabling them to tap into technology previously only available to the very largest firms in the country.”

“Kentucky Bar members will now have the ability to go beyond traditional keyword or Boolean search into a more robust contextual search that begins with Casemaker’s rich content and is accelerated by artificial intelligence,” said Sarah Gorman, Chief Operating Officer at Casemaker.

Lluis Faus, vLex CEO shared that “in all markets, we are seeing rapidly increasing adoption of AI-powered research tools to reduce risk, know more and build better arguments. As lawyers everywhere discover the extraordinary value that comes from incorporating Vincent, we are excited to collaborate with Casemaker to bring Vincent to every member of the Kentucky Bar Association”

Under the terms of an existing agreement, vLex US subscribers globally will continue to receive access to Casemaker’s full collection of U.S. federal and 50-state primary law content. Likewise, Casemaker4 users will retain the ability to search databases of international legal materials provided by vLex.

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About Casemaker: Casemaker provides attorneys with affordable access to high quality legal research. Available for free to members of almost 30 bar associations, and to non-members at a fraction of the cost charged by “premium” providers, the Casemaker legal research system outperformed other low cost legal research providers in recent third party testing. For details, go to  http://casemakerlegal.com/pdf/public/database-comparison.pdf. For more information, please visit www.casemakerlegal.com. Casemaker is a division of Lawriter®, LLC.


About vLex: vLex delivers Your World of Legal Intelligence through personalization, global coverage, and artificial intelligence. Hundreds of thousands of clients of all sizes and millions of users around the world rely on vLex to address their research and legal technology needs. Our team of over 170 lawyers, engineers and editorial experts apply the power of our Iceberg AI cloud-based data hub to ingest, enrich, classify and deliver the insights contained in over 120 million legal documents from 2,000+ multilingual and multi-legal system global sources. Our intuitive platforms, tailored to the geographic, topical and functional need of our clients are powered by leading global innovations and the latest in machine learning advances, aided in 10 countries (soon to be 20) by the world’s only English/Spanish bilingual intelligent legal assistant, Vincent. With Global headquarters split between Miami, U.S.A. and Barcelona, Spain the vLex team also has executive, customer support and engineering teams in Canada, the U.K, Mexico and throughout Latin America. Learn more at vLex.com and vLexjustis.com

For additional information please contact press@vlex.com