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READ ME - Cudgel®45.617DemoX Welcome to

1. Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 13
2. MacGuide has provided commentary and evaluation for Macintosh products and services since 1985 Available from the Elan website are selections of MacGuide publications MacGuide welcomes your comments at lt macguide mac com gt Elan provides consulting services and has developed the MoneyLab an exploration of money and psychology Elan s MoneyLab helps you gain practical understanding and effective control of your personal money attitudes and restraints society s last remaining taboo Included in the bonus is Elan s Twelve Steps to Money Literacy Avoiding Asset Anxieties Also available from the Elan website is Reducing the People Problems of Computerization Law Office Economics and Management 7 YOUR CUDGEL DEMO LICENSE READ THIS it is your license to use Cudgel Elan Associates Elan grants you a non exclusive license to use GreenLight Software s Greenlight Cudgel DemoX including Cudgel with CalendarEye Client Portrait and Cadence the Software according to the following terms If you do not agree to these terms you must stop your use of Cudgel and related documentation Please advise Elan of your experience with GreenLight software at lt elan keganlaw com gt e Demo Version Cudgel DemoX users may explore Cudgel with CalendarEye Client Portrait and Cadence to determine whether they wish to purchase Cudgel and may install the Cudgel DemoX version on their computers Cudgel De
3. gt Cudgel Helps You Setup e Complete reading this ReadMee Welcome to Cudgel gt Cudgel Topview gt Help gt Manual If you want to read part of the Manual Start with the A About pages Then the B Basic pages This demo pdf manual is static once Cudgel is launched in Helix the Cudgel Manual and associated Help Hints are dynamic Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 1 2 CUDGEL GIVES CALENDAR CLIENT AND CASE CONTROL FROM A TO Z Cudgel with CalendarEye Client Portrait and Cadence software is a powerful structured flexible data environment in which attorneys and other professionals can place much of their work data and from which they can readily retrieve that data automatically create intelligent short letters and gain control over calendar client marketing and cases Cudgel is designed to accommodate single and multi user firms newer computer users and power users CalendarEye gives its users perspective over commitments by managing workflow with target start due grace dates Its WhyTime simply structures complex deadline rules of diverse jurisdictions while Mapper graphically displays clients matters cases by jurisdiction For each matter readily see the last and next required actions and the responsible staff person CalendarEye helps to monitor and maintain government registrations of diverse venues from county to country trademarks patents designs copyrights customs FD
4. others With current phone and Internet communication your consultant need not be geographically close While consultants are available GreenLight generally recommends users read the Cudgel manual follow the Start guide start with the major simple functions and expand as comfort and need suggest The Welcome to Cudgel Demo view presents five ways to explore Cudgel First Cudgel Topview shows over fifty features grouped in five categories CalendarEye Client Portrait Cudgel Cadence and Help We suggest you interact with Cudgel simulate getting a new client and case and Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 8 add some of your own data Second the Warning and Icon Symbols view displays fifty common icons keyed to upcoming deadlines client issues statutes of limitations and data posting Third the Online User Manual describes Cudgel operation in 26 chapters Fourth CaseBook shows common reports for a case CaseBooklet shows Case Actors Billings Cites amp Lines Dates Marker Exhibits Papers and VTabs CaseBook opens 25 views Fifth explore the Cudgel Start textual description and Setup Panels 29 icon guided steps to set up your Own Firm Actors Work Customize Files amp Cases The Demo User is provided for demonstration versions of Cudgel Choose DemoMoreMenus and then Demo User s menus expand to almost all the commands of the fully licensed Cudgel program but with seve
5. A and more Client Portrait s hierarchical design efficiently organizes complex corporate contacts personal contacts secretaries parent and sibling corporations subsidiaries affiliated businesses partnerships trusts name changes mergers and acquisitions With user defined groups Client Portrait eases firm marketing identifies potential conflicts of interest prints multi lingual form letters exports to Palm PDA and provides for Myers Briggs personality descriptions Comprehensive patented simplicity Most professionals will benefit from GreenLight s integration of efficient computer techniques traditional management approaches and today s marketing concerns Litigators gain more Patented litigation companion coordinates dates pleadings citations facts laws costs more while helping evaluate evidence and witnesses For many matters only the basic Cudgel data is needed As a case develops the user friendly additional data structures and links are available It s hard enough keeping track of evidence and cases in the early stages of a lawsuit Cudgel s designer Dr Daniel Kegan explained Keeping paper lists current and neat during trial can be a miracle With Cudgel an attorney has easier access to the multidimensional matrix of litigation information and with the famous Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 2 Macintosh user interface even under the heat of trial attorneys can k
6. Law Office Computerization Avoiding Legal Problems When Marketing and Cudgel My Litigation Companion Winning with Computers Trial Practice in the 21st Century ABA Cudgel v1 received Sophistication 10 Ease of Use 10 ratings from Computer Counsel which also found Cudgel an excellent weapon for organizing and retrieving case information Litigation attorneys will love Cudgel s ease of use power and versatility The dictionary defines cudgel as a short heavy club With today s competitive complex environments Dr Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 4 Kegan recommends professionals speak softly and carry Cudgel 3 DEMO DOWNLOAD AND INSTALLATION This Cudgel demonstration package is available online Windows users can also download and read much of the documentation and bonus material However to run the Cudgel application requires a Macintosh operating system NOTE TO WINDOWS USERS For several years now Apple s Macintosh computers have Intel central processing units CPU or chips and thus with a licensed copy of Windows operating system can run Windows applications as well as the many Macintosh applications Some reviewers have found Windows applications run better and faster on Macintosh hardware than on conventional PCs If you received an optical disk CR ROM from GreenLight drag the GreenLight folder from the distribution disk icon to your computer s desktop Before ins
7. Orders Papers Questions Rulings Scripts Themes Units Vital files World venues X Cross Reference Numbers YWhy rules Zones and more to readily retrieve your data to automatically create intelligent letters and to gain control over your cases v 4 EXPLORING THE CUDGEL DEMONSTRATION SOFTWARE Under the Demo menu choose WELCOME TO CUDGEL There are several ways to explore Cudgel Read the User Manual especially the About section for an overview of Cudgel e Explore the Top View sequence buttons which demonstrate over 50 Cudgel views Under the Demo menu choose DEMO_MORE_MENUS which gives Demo user access to most menus e Launch the CaseBook which shows several common reports used for case management Under the Demo menu choose SETUP PANEL step by step iconic button guides to customization Under the Demo menu choose START which describes customizing Cudgel for you and your firm e You can always return to the WELCOME and the TOPVIEW views under the SET or DEMO menus Read the GreenLight Cudgel Demo License button on the Welcome view if the license doesn t appear View gt Find First Send GreenLight your Feedback An easy form is under the Demo menu Order the full Cudgel software without the Demo limitations under the Demo menu choose Yes Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 7 5 CUDGEL IS A POWERFUL FLEXIBLE STRUCTURE NOT A GAME Cudgel with Cal
8. READ ME Cudgel 45 617DemoX Welcome to Cudgel with CalendarEye Client Portrait and Cadence READ ME CONTENTS Demo QuickStart Cudgel CalendarEye Gives Calendar Client and Case Control From A to Z Demo Download and Installation Exploring the Cudgel Demonstration Software Cudgel is a powerful flexible structure not a game Exploring the Bonus MacGuide and Elan Your Cudgel Demo License 1 DEMO QUICKSTART This Demo version has a few records of sample data so you can see how most functions work The Demo version uses QSA Toolwork s Helix Engine demo version so it may quit after 60 minutes or so and is limited to 30 records per relation When you purchase Helix Engine Helix Rade or Helix Server Client QSA will provide you with an Enablement Key and Serial Number the fully registered versions of Helix do not have the demo limitations Cudgel requires a Macintosh operating system currently at least Mac OS 10 5 e Transfer lt Cudgel 45DemoX gt lt Helix Engine gt and lt Helix Help gt to your hard drive Helix Engine should be v 6 1 7 or later e Double click Helix Enginee File menu gt Open gt Cudgel DemoXe Login Information gt Username gt Demo Leave Password blank gt OK Demo menu gt Welcome to Cudgel e Welcome to Cudgel gt Cudgel Topview Brain button Shows some of Cudgel s many easy functions Click on TopView icons if you want to see some views immediately e Welcome to Cudgel
9. eep organized Moreover they can use the same Cudgel companion to prepare for trial at trial local rules permitting and for appeal Five Concurrent User License Guarantee GreenLight 30 day moneyback guarantees its products to work as it describes them The basic Cudgel license includes five concurrent users Cudgel 6 X require at least Macintosh OS 10 7 Lion and a separate Helix license stand alone and multi user Helix licenses are available from QSA Toolworks lt http www qsatoolworks com gt Major discounts available to members of MacLaw American Bar Association International Trademark Association Copyright Society of the USA AIPLA and voluntary state and local bar associations Cudgel Challenges Others Can you easily distinguish your client John Smith Co Delaware corporation Illinois address from your adverse party John Smith Co IL corp WY address from Dr John Smith the expert witness in the case Client Portrait can Can you flexibly show due dates where the law was amended March 1 1989 and due dates differ depending whether the trigger event occurred before Nov 16 1989 or after Nov 14 1989 CalendarEye can Can you consistently manage both the small brief settlement and the large extended dispute from initial investigation through discovery and trial through appeal dates pleadings witnesses case authorities evidence motions jurors costs notes Cudgel can Helix relational database environm
10. endarEye and Client Portrait is not a game it does not do anything by itself it is not a demo slideshow Cudgel is a powerful structured flexible data environment in which you can place much of the data you encounter and from which you can readily retrieve that data automatically create intelligent short letters and gain control over your cases calendar and client marketing The more you read the Cudgel and Helix manuals the more you can do and do more easily Or just explore with the menus and demo panels it s only software and sample data CudgelDemoX ships with two sample cases and a few sample actors dates matters and the like Sample actors include Michael Heinlein Smith of Groking Endeavors Robin Clark Kent Daniel Webster II Otto Schmink Adolph Entropy Magistrate Solomon the two sample cases are Alpha Centori v Zed Co and Alpha Centuri v Havoc Enterprises WARNING The data that ship with Cudgel may be fictitious and or out of date Do not rely on any of the data from address phone number to case holding or citation initially included it is provided only as a tutorial within Cudgel GreenLight s products are user friendly open architecture However if you don t want to bother with setting up the software for your particular use inserting your firm name defining the major areas of your practice building a library of form letter scripts diverse consultants can assist you Elan Associates Helix developers and
11. ent published by QSA Toolworks initially launched in 1984 has grown from early client server multi user versions to its current sophisticated features with referential integrity and for the power user powerful technology with iconic programming lt http www qsatoolworks com gt GreenLight provides its non demo software as open architecture making available the seven structural icons and 100 programming tiles of the full Helix customization environment Cudgel is designed for the sophisticated and user friendly Macintosh Intel chips and Helix platforms and isn t now available for Windows If calendar client or case control is important Windows users should consider adding a Macintosh Intel computer with Cudgel to their firm See Apple s Why Switch to a Mac lt www apple com getamac gt Windows users can also download and read much of the documentation Data structures from A to Z and functions include Actors Clients Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 3 Adverse Parties Witnesses Billing Cites Cases Statutes amp other Authorities Dates case facts docket deadlines Evidence Exhibits Custody Chains Facts what you have to prove disprove Groups for marketing client bulletins Help Hints online Issues the whether you must prove Jury Voir Dire amp trial notes Law Points of Law with citation Matters track each pending motion in the case Notes Electronic refrige
12. hase price will be refunded You might want to try GreenLight help beforehand a perceived unsolved problem may have a usable solution Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 11 e DISCLAIMER OF WARRANTIES EXCEPT AS SPECIFICALLY PROVIDED IN THIS LICENSE ELAN GREENLIGHT MAKES NO OTHER WARRANTY OR REPRESENTATION EITHER EXPRESS OR IMPLIED ABOUT THIS SOFTWARE AND DOCUMENTATION INCLUDING THEIR QUALITY MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE IN NO EVENT WILL ELAN GREENLIGHT BE LIABLE FOR DIRECT INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING FROM THE USE OR INABILITY TO USE THE SOFTWARE OR DOCUMENTATION EVEN IF ELAN HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES THE WARRANTIES AND REMEDIES OF THIS LICENSE ARE EXCLUSIVE AND IN LIEU OF ALL OTHERS ORAL OR WRITTEN EXPRESS OR IMPLIED e Term This license is effective until terminated Elan has the right to terminate your license immediately if you fail to comply with any term of this agreement Upon termination you must stop your use of the Software and destroy all copies of the Software and related documentation in your custody or control e Problems This agreement is made under Illinois law excluding its conflict of laws provisions Should there be an unresolved dispute the parties agree to the exclusive jurisdiction and venue of the federal and state courts in Chicago Illinois USA Please be practical if you have a p
13. moX users may not reverse engineer or otherwise illegally simulate the organization structure or function of GreenLight software Moreover Cudgel is patented as well as protected by copyright and trademark law This agreement does not grant you any ownership right in or to the Software s intellectual property e Fully Licensed Version A full license to use this GreenLight product may be obtained from Elan The standard initial license permits five concurrent Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 10 users with a single server using Helix licensed Helix Server with five Helix licensed Helix Clients permits alternative use with Helix Engine or Helix RADE Rapid Application Development Environment in Design mode and permits remote use on a laptop computer by one of the licensed concurrent users e Copies amp Transfers You may physically transfer the Software from one computer to another provided that the number of licensed concurrent users is not exceeded all users are members of your licensed organization and Elan GreenLight s proprietary notices remain prominent You may not physically or electronically distribute copies of the non demo software to others not covered by your license Licenses for additional concurrent users are readily available contact Elan Associates for license arrangements Elan s license is personal to you and may not be transferred without prior written authorization from Ela
14. n e Open Architecture Cudgel Cudgel is open architecture software licensed users may see and modify the Cudgel source code which is programmed in Helix language However you are solely responsible for the software once you make any changes to it The underlying Helix software is not open source and is licensed by QSA Toolworks not by Elan e Separate Remote Use A separate litigation Cudgel collection may be created for remote optimized use at trial Simply make another working file from your server Cudgel with data or from the GreenLight distribution disk which will lack the previously entered data calling it for example CudgelDWebster If you enter new data at trial and you want to integrate the new data with the firm centralized data the new remote data will have to be synchronized with the firm centralized data see your firm Administrator who should be well versed in Helix and Cudgel You may create a separate remote Cudgel version provided that you only use one remote Cudgel at a time If you need to use two separate Cudgel collections at the same time contact GreenLight for an appropriate license e Warranty GreenLight 30 day guarantees its products to perform as it describes if you encounter an unsolved problem simply send us within thirty 30 days of your purchase of the Software license a written description of the problem with your certified statement that you have destroyed all copies of the Software and your purc
15. nching and starting Helix and Cudgel Standalone single users will use Helix Engine or Helix RADE Multiuser non demo versions will use Helix Server and Helix Client Cudgel remains operable as a single user system when the Cudgel collection is not being used by multiuser Helix After successful installation store the GreenLight distribution disk in a secure place Remember that computers are physical objects subject to error frequently backup your data on separate media routinely run your Helix collections through the Helix utilities 0909A Welcome to Cudgel O Welcome to GreenLight Cudgel with CalendarEye Client Portrait and Cadence MO 2 Cudgel Topview shows some gt of the many easy functions View CaseBook Reports A Warning icons alert you to upcoming deadlines 9 Online Tlear Mannal Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 6 55528 4 OS ST SSCS LCS When you close the Manual it is ok to discard the Changes you wil not delete the manwal Also available as Help Mints under the Apple Menu Read your Cudgel License Cudgel helps you Setup Cudgel Demo s sample data Details below scroll gt fa gt Cudgel provides a powerful efficient structure to keep all your important firm data neatly organized and easily retrievable Actors Billings Cases Dates Evidence Facts Groups Help Issues Jury Laws Matters Notes
16. rator magnets Orders by the Court Papers Pleadings Discovery Disclosure Questions for depositions or testimony Rulings trial objections amp motions Scripts case transactional amp firm form letters Theme cluster your client s cases by product Unit Track the way you structure your practice Vitals monitor each file with critical dates World Follow different countries or counties XRef CrossReference Numbers YTime Structure for deadline rules Zone Know the location of exhibits files Functions include Flexible Reporting Fixed amp User Defined Sorts GreenLight Open Architecture Simple Task Timer and Invoicing Client Server 5 concurrent Cudgel user license Multi lingual form letters GreenLight software is designed for the busy professional to get them going with fast flexible and friendly management tools Initially developing software for attorneys since 1984 GreenLight products can also be used by accountants consultants educators commercial real estate firms and related professionals Daniel Kegan PhD JD a trademark copyright and computer law attorney organizational psychologist and management consultant designs GreenLight software and serves as counsel to other counsel lt http www keganlaw com gt Dr Kegan began personalized data base programming three decades ago He has written dozens of computer programs and scores of research and popular articles including Reducing the People Problems of
17. rely restrictedaccess privileges The Demo User often cannot print and cannot export or import data Demo user may delete records only from some views In addition the Demo User is limited to no more than 30 records of data per most relations thereafter the demo misbehaves erratically The Demo User is also limited in time beyond the given time limit the demo misbehaves erratically Because of some use protection in the demo it may perform slightly slower than regular Cudgel The Demo User can print the Feedback form for GreenLight and can print an order form to purchase Cudgel the Yes command under the Demo menu DemoFixer under the Demo menu of Demo user presents menu choices that customize Cudgel for your firm form letter scripts abbreviation interest rates case tabs quotes matter statuses treaties firm organizational units venues deadline rules zones customized help hints proof standards and commands to make powerful changes new client new owner new staff close case close client Cudgel helps you work your way with your clients cases and matters You can start productively using Cudgel with only a few clients matters and scripts As you continue to transfer your firm s data into Cudgel you ll gain the fast flexible friendly power of a relational database and the efficiency of Cudgel Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 9 6 EXPLORING THE BONUS MacGuide and Elan
18. roblem with Cudgel let Elan know as soon as feasible If you have a problem with Helix first review the QSA tech database lt http www qsatoolworks com support techdb html gt thereafter if not solved let QSA Toolworks know as soon as feasible You may also find the independent Helix List useful Archives at lt http groups google com group helix 1 gt and lt http mail realpeople com 8100 Lists Helix L List html gt subscribe at lt lt Helix L request realpeople com gt e Government Restricted Rights This Software including its documentation is provided with RESTRICTED RIGHTS Use duplication or disclosure by the Government is subject to restrictions of subparagraph c 1 ii of the Rights in Technical Data and Computer Software clause of 38 CFR 52 277 7013 Contractor manufacturer is Elan Associates 79 W Monroe St 1310 Chicago IL 60603 4931 312 782 6496 Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 12 e Miscellaneous You acknowledge that you have read this agreement understand it and that it is the complete and exclusive statement of your agreement with Elan which supersedes any prior agreement oral or written and any other communications between Elan and you relating to the subject matter of this agreement These license terms are subject to change especially if you are reading this long after the initial distribution of a generally distributed demonstration version of the Software
19. talling new software it is prudent to check your hardware and software with a utility program such as Disk First Aid Tech Tool Pro or Disk Warrior Also ensure you have a good backup on separate media Windows users can download the documentation and bonus extras but need not download Cudgel 45 617 DemoX Helix Engine Demo and Helix Help these applications currently require the Macintosh Operating System Mac OS 10 6 or higher If you already have Helix at least v 6 1 5 installed on your computer you may delete the Helix demonstration icons If you do not delete the Helix demo icons and double click Cudgel your full Helix or the demo Helix program may launch Cudgel DemoxX is limited to 30 records in many critical relations and is time limited after 30 days from first installation it may intermittently behave erratically Helix Engine Demo is limited and automatically quits after 60 minutes of use you may restart the full Helix program is not so limited The full Cudgel product does not have these demonstration limits usage is limited only by your hard drive and the generous Helix specifications You may also learn more about QSA s Helix at Elan GreenLight READ ME for Cudgel 45 617 Demonstration Package Page 5 lt http www qsatoolworks com product gt You may directly download QSA demo Helix applications from lt http www qsatoolworks com product demoreq html gt See DEMO QUICKSTART 1 above for lau

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