Using History

The History Link in the upper right will provide you with a complete history of all the searches you’ve created, and documents you’ve viewed since logging into the Casemaker system. Each item in the History comes complete with a date and time stamp, as well as a client label if you performed it while logged in to a client. So if you spent Friday evening searching for a particular statute and forgot to save it to a folder, you don’t need to worry! Just click your history to find it again without the hassle. The date and time stamps will help you be able to navigate which of these descriptions is the right one. 

Accessing Archived Content

Casemaker offers you not just current statutes, rules, and session law – but archived versions as well. There are a number of ways to locate the archive versions of content. If you are reading the content of a rule or statute, you will see a tab in the grey bar labeled “Archive.” Clicking on that tab will show you a page of years giving you the ability to see the rule or statute in previous years. If you click on a state library you can also find a tab labeled “Archive” in the blue bar at the top of the list of library sections. If you click on Federal materials you will find a similar link in the grey bar above the list of Federal materials. These archive links on the library pages will take you to a page that allows you to choose which archive you would like to view. You can also find the archives in Tree View by expanding any section that has archives and clicking on the year you wish to view.

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.

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.

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.

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.