Always Available – Folders

Perhaps you often print cases that you need, or maybe you download them to your work computer. As you have likely found, the file on your computer or the case you printed are only useful if you have them with you. However, you can access Casemaker from anywhere using a web browser! So instead, you can save the items you need to a folder in your Casemaker account which is accessible from anywhere you can access the web.

The first thing you’ll need to do is to create a folder. Click on the save to folder icon and type a folder name here into the new folder name field. Then just click create.

There are two methods to save a document to a folder. You can click on the Save To Folder icon from the Dark Gray toolbar, choose your folder, and click Save. Or you can click on the orange My Folder Icon next to the search button, and then choose the folder you’d like to use and click OK. This allows the orange folder icon to represent the folder that you’ve selected. Then you can simply click, drag, and drop documents into that folder for saving.

When you are ready to view the contents of your folders, you can click on the white My Folders link at the top of the search area. The listing of your folders is displayed on the left and clicking on your folder will display it’s contents in the central area of the screen. Once the folder has loaded you have the opportunity to move, rename, or delete the entire folder. You can also utilize the individual check boxes to print, download, email, or throw away individual contents.

Make a Note of it!

You can add notes to any document you find in Casemaker. The note is unique to your account and cannot be seen by anyone else. When you are viewing a document you can add a note by clicking the “Notes” drop-down in the light gray bar and then selecting “Add Note.” A new window will appear and you can type in what you wish. Once you are done typing click save. The note is the stored at the top of the document. You can use the same notes menu to determine if notes or visible or hidden. Clicking the pencil icon on the note will allow you to edit the note and to delete it permanently click the “x” icon

Emailing Documents

Have you have been viewing a document in Casemaker and wanted to just email it to your client or colleague? Casemaker allows for just that! To email a document to your client, your colleague, or even yourself – you first need to click on the envelope icon located in the upper right-hand corner of the document in the dark gray bar. A pop-up window will appear giving you a number of options to choose from. You can select the document format. You can choose to send a PDF, Word or WordPerfect document as well as chose dual or single column format. You can also decide to include your notes or any highlighted terms. If you would like, you can attach the list of citing references and any negative treatment found as well. Make your choices then enter the recipient’s email address (or addresses), a subject for the email, and a short message if you wish. Then hit the blue email button and Casemaker will email the document for you. It is that simple!

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.

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.

Narrow by Circuit

While the Jurisdiction menu will aid you to narrow your search to Circuit court cases, it will not allow you to narrow to a specific circuit. However, that option is still available! Once you perform your search, click to view all the case results. You can also click on the Cases link on the left. Either option will pull up your results list and a menu on the left side. This left side menu gives you the option to narrow your results by a variety of different ways. For example, you could use the Jurisdiction option to narrow to check the box for Circuit. Note you may have to click a link at the bottom of the category to get all your options. Next, you can the United States Court of Appeals you wish by checking off the appropriate box. Now your results should be narrowed to the Circuit court you prefer