Brochure 3
Contents
1. A Thinking Tool for Litigators amp Their Clients m CaseMap is a software tool designed specifically for litigators and their clients CaseMap isn t a time and billing package a document management system or any other type of software with which you may be familiar Irs an entirely new category of software a litigation strategy manager CaseMap helps you organize evaluate and explore the facts and issues in a case It helps you keep your client and any other members of the trial team informed CaseMap is designed for use with all types of cases and by all types of litigators It s not general purpose software that has been repackaged for the legal market CaseMap is a litigation specific program built from the ground up to help you develop case strategy CaseMap is easy to learn and easy to use It features a consistent design and prebuilt example cases that make mastering CaseMap a snap And it removes the tedium from data entry by lending a hand with input whenever possible CaseMap is a thinking tool It doesn t do any thinking for you but we believe you will find it a tremendous asset as you do yours ORGANIZE case facts and issues Create custom TIMELINES and chronologies Evaluate CASE RISK Ensue COMPLETE DISCOVER Standardize REPORTING Beatyour BEST in rontof clients Gana COMPETITIVE A New Way to Ensure Complete Discovery Qv m When your case is filed create a Ca2. Das t Tine este Japas Suuces Caton Tie Sang a peers Rich izeerten arsine itat tanen SORTE ranse Daler hired eT del casera rur are seine pains Ula erra in aR 12 Ore a armel dpud marae I ven weiss iae EESTI Ferns tm PT Sto send Bae Canales ad Und locos adn mew er nar Slr nop Ue parson sai elton ai Danan amma You aren t required to enteral information abouta fact object issue or question Only enter the aspects you want CaseMap is Easy to Learn m CaseMap s consistent design dramatically reduces the learning curve For example once you learn how to use CaseMap s sort feature to reorganize the information displayed on the Fact tab you know exactly how to use the sort feature to reorganize the information displayed on the Object Issue and Question tabs The example cases that come with your purchase also make it easy to master CaseMap Open an example case and let it rip Experiment with every feature Click every button Bump into something unfamiliar Reference CareMap User Guide or CaseMap s detailed online Help Each copy of CaseMap comes with two example cases that make it easy to leam CaseMap These exemplars are preloaded with hundreds offacts witnesses issues and questions Example cases are also useful when you wantto demonstrate CaseMap to a prospective client Ex E E Getting Help amp Technical Support 2 m When
3. Click to jump to a step by step procedure 5 paei he Forttabie m a markas teat copyetesimats coed tote Heated Overviews fT Data Deinen Key Overview Click to jump to a related Overview topic Date Nevigetor Fact Fionae About CaseSoft W Our software and our software company reflect our litigation experience CaseSoft is a division of DecisionQuest the nation s leading provider of trial con sulting services Over the past decade the founders of CaseSoft have conducted jury research projects on over 2 000 cases in more than 175 state and federal venues As we helped our clients develop case strategies we were struck by several ideas for litigation specifie software products In 1993 we created the first prototypes incorporating these ideas and began to get feedback on them from litigators and in house counsel at firms across the United States In 1995 after 150 demonstrations and four generations of prototypes we established CaseSoft to create software products based on our accumulated learning CaseSoft is exclusively dedicated to creating software products for litigators and their clients CaseSoft developers programmed and debugged CaseMap Our Quality Assurance staff tested it And out Technical Support team answers your questions We know from experience that you demand excellence Our goal is to exceed your expectations Visitthe CaseS oft Web site at www casesoft com to lear
4. Study Case Timelines amp Chronologies Imm s B CaseMap s Fact tab displays case facts in chronological order And irs easy to limit the facts in view to those in which you are interested at any given moment For example rather than viewing a timeline of all case facts you can filter it down to those facts that are undisputed CaseMap also provides a number of specialized timeline analysis tools Most important among them is the CaseWide bar graph CaseWide charts the dates of case facts and displays a visual summary of your case organized by year month or day In two mouse clicks you can display a list of the facts represented by any CaseWide bar Place your mouse pointer over a bar and a screen hint displays Clickto display the CaseWide CaseWide is a special timeline tool Itgraphs the dates ofthe facts displayed on the Facttab In Month View three years of case activity are visible In a single snapshot Click to display CaseWide Click again to close it The Facttab displays a timeline of case facts the exact number of facts thatthe bar represents graph by year month or day Right click a barto display a pop up listof the facts thatthe bar represents PUTTING CASEMAP TO Staying in Touch With What s New In house counsel for a manufacturer manages over 30 cases contract cases employment cases products cases even an intellectual property matter Before turning to CaseMap keeping tabs on this br
5. and phy ical evidence issues and questions The features on the four tabs work the same way For example once you learn the simple steps required to print a report of case facts you know the steps it takes to print reports about case witnesses issues and questions Each tab displays a custom view of one type Help tools CaseMap offers four afcase information All you need do to printa types of online Help example cases report based on this view is click E and a 180 page user s guide Use options on the Main menu and Main toobarto create cases print reports and view case statistics Fae niil ina esl BD HI BO ua e Gm sll el Easter Ter TEn i ETa FEEDS henaa Tanant a aaen ty TOR EC EE tenana aap nana ep Saee jm o ELI prsima ms ces nO bree EUN c ELM LM HUI eat AS 3 Vaa Camer aak Sheda taskan adde ker prona a verae MI stais dita namm enai a ESI Termes o qne dese csi Ses a Pim T eena lo Dano rior koara te enne y T This column displays an evaluation of case facts You can also evaluate objects i e persons organiza tions physical evidence issues and questions PuTTING CASEMAP TO Keeping the Facts at Your Fingertips A sole practitioner uses CaseMap to organize case information and ensure com plete discovery When she begins work on a new case she creates a Case
6. you need information about a particular CaseMap feature or guidance in completing a CaseMap task you can find the answer in the 180 page CaseMap User Guide or in CaseMap s online Help system CaseMap offers an array of integrated Help options They range from brief hints that appear automatically on the CaseMap screen to detailed explanations that are available in the online Help system Should you encounter a problem that the user s manual or online Help tools don t solve the CaseSoft Technical Support team is only a phone call away Each CaseMap license includes 90 days of no chasge technical support Overview Help is one of four types of help integrated into CaseMap ig Sok 12147 6 B Each CaseMap window has an Overview button in the lower left corner When you have a question abouta window feature click this button and CaseMap takes you directly to the appropriate Help topic Fact Bookmark Overview Overview Helpis presented as a series of yt he agmen ithe Sonim iene questions and answers Read the entire topic or tech ener ciek e yous Poen ohuni tnb had icr m skip toa question ofinterest psp e epe mete le Eien ddr dinier anisat aeeai i cre capped on Te ckone maru you mistopen neBachnot dort ue helulco toimae sete Ere remanere cop tenes reed by otar uenra end illo Fact canbe lang up tcSSchomcte Analengy maie ide veces Cansen on he Biol mera ony e eril eel dre oun How Do fa Aasa bookmark
7. Map case to mirror it She enters the facts and issues in the complaint to get an early handle on the case timeline She also holds a brainstorming session with the client and uses CaseMap to capture the list of questions that need to be answered before depositions begin Each month thereafter she spends an hour or so entering new facts and fleshing out information about witnesses and documents As discovery proceeds CaseMap keeps her in control of the case s growing complexity Build a Repository of Critical Case Information QUE m UE TIONS I Some of the information you can capture about each type of case element are listed below The fact The date and time when the factoccurred The source ofthe fact Whether the factis disputed and ifso by which party Links to the issue or issues on which the factbears Links to the persons organizations and physical evidence mentioned in the fact Evaluations ofthe fact The name ofthe person organization piece of physical evidence event or place The role the object plays in the case e g fistofficeron the scene Links to facts that mention the object Evaluations ofthe object For witnesses deposition status calling party phone numbers and addresses For organizations phone numbers and addresses The issue A description ofthe issue The burden of proof associated with the issue Links to facts thatbear on the issue Evaluation
8. Woke recs Where e rora eie sds San Dean wa A Esene Cien hat trael agency Joseph Bate ip to Las Voge Assess the criticality ofa question fo we hevenimles Fem the Impromptu 5720 80 C tied here did Ted Durian gst his encnesino degree by making a selection from this list D NotVewliica hen was Rona Skeneck hned by Diemende D of optins nue Jove have tho eir papersrk and tame of hoi eating the nene documerting progres A When whe pant eriaroements ct Diamonds Si n Where wa he Hera Dinner Pay lor Hg What f any is Winslow amp Coren reblorehio wil _Unevalstad PUTTING CASEMAP TO WOR Assessing Case Risk An associate at a large firm knows that a case has taken a turn for the worse over the past three months of discovery But how much worse He uses CaseMap to evaluate the facts and make his gut feelings concrete Out of the 498 facts in the case he evaluates only 92 as weighing for the client Conversely he evaluates more than twice that number as weighing against them No longer convinced that proceeding to trial is a wise course of action the associate e mails the CaseMap case to the partner in charge and asks her to use CaseMap to make her own assessment Her evaluation confirms the associate s concerns She schedules a meeting with the client to discuss a new settlement strategy Create Custom Views of Case Information m CaseMap s sorting filtering and tagging features make i
9. k Summary data for you automatically Boetii Lor ily eben leechers tae Create Custom Reports that Keep the Trial Team Informed Wi CascMap makes it easy to generate custom reports of case data You don t need to learn a separate reporting system and you don t need to complete special procedures each time you want to print a report In CaseMap the custom views you create are tantamount to reports When you view information on the Fact Object Issue or Question tab all you do to print a report is click E on the Main toolbar Anytime you adjust your screen view you simultaneously adjust your printed report Your printed report parallels your screen view As you change your screen view you automatically change the printed report CaseMap creates a default reporttite and confidentiality statement for you You can editthese to make them read as you want aa CaseMap numbers and date stamps each report page PUTTING CASEMAP TO WOR Gaining a Competitive Advantage When meeting with prospective clients a partner at a litigation boutique demonstrates CaseMap and explains how he uses it to work up a case and to keep his clients informed He starts by displaying one of the fictitious example cases that come with CaseMap Later in the interview he creates a CaseMap case for the matter under discussion and enters a few facts and witnesses Trial experience and strong references are the most important rea
10. n mare aboutCaseSoftand CaseMap Firm Overview The Evolution of CaseSoft iM the frst anet eriy comprahansie salle specif ally ed ve desman oF nang cae ate Poe sin tn gallon cta hos woe ene 2 ae na pieni fre rd opine der Rsk toe Law es conporanons AE u System Requirements amp Order Information SECURITY SYSTEM REQUIREMENTS MuLTI UsER SUPPORT TRY CASEMAP Risk FREE ORDERING QUESTIONS CaseMap s security system is always operational Only individuals with valid passwords are able to open case files CaseMap 2 requires the Microsoft Windows 95 Windows 98 or NT 4 0 Workstation operating system Italso requires a computer with a 100 MHz or greater Pentium processor 16 MB or more of RAM and 30 MB of available disk space CaseMap 2 permits multiple CaseMap users to simultaneously edit and view a case file stored on the firm s network For example ftwo paralegals and two attorneys each have a CaseMap license installed on their computer all four can be working in a case file atthe same time We invite you to try CaseMap risk free for three months If you don tagree that CaseMap is the best way to a winning case strategy return your license within three months fora full refund To order CaseMap please call 888 227 3763 8 30 a m 6 00 p m ET Monday through Friday Orders placed by 4 p m ET are shipped for delivery the next business day Ifyo
11. ood had been a challenge Even though outside counsel worked hard to keep him informed he found it difficult to keep up with case details Asking outside counsel to standardize on CaseMap changed all that Now each outside counsel sends him a copy of the CaseMap case database quarterly He employs CaseMap s What s New feature to identify the information that has been added or updated since his last review On critical cases he prints summary reports for the General Counsel These days the teleconferences with counsel are used for analysis and plan ning not simply for case updates Examine the Connections Among Facts amp Issues m CaseMap makes it easy to explore the relationships between case facts and issues CaseMap also makes it easy to study the relationships between facis and witnesses organizations and physical evidence CaseMap automatically tabulates the number of facts linked to each issue and to each witness organization and piece of physical evidence The resulting count is displayed in CaseMap s innovative Link Summary columns Want to see the facts that a Link Summary count represents Double click a number of interest and CaseMap displays a timeline listing the facts behind the figures Double click a number of interest to display a timeline Only the 87 facts that bearon listing the facts behind the figures the Fraud issue display a agar Serene son Nairn ier cot CaseMap generates Lin
12. s ofthe issue The question The date by which an answer to the question is due The individual who is responsible for finding the answer The status ofthe question e 9 unaddressed in progress answered Theanswerto the question Evaluations ofthe criticality ofthe question Evaluate Case Risk in a Thorough amp Consistent Manner W Does a fact help your ase or hurt it Is your position on an issue weak or strong Are you confident or concerned about a witness testimony Use CaseMap s evalua tion tools to capture your assessment CaseMap lets you store as many evaluations of each case element as you want For example you can have three separate evaluations of case facts one by you one by your client and one by an associate working on the case with you Once you have multiple evaluations you can use CaseMap s evaluation comparison tools to explore the differences among them Make multiple evaluations ofeach Fane aor Babe case element Compare your thinking dan Cony Red Css a to thatof your clientand ta any other Shei acksan members ofthe tralteam T Evaluate whether a fact object tere anie z arissue weighs for you or Renny Lanor againstyou by makinga L mon Lawson selection rom this istofoptions Ben Matere Jack Mercez Miler Phere Calta lea Edva Wiler EE fem Wire does Cratere Higgs Thor ve nev AL Where di Chalene Figs Traas nd up
13. seMap case to mirror it As the case proceeds to trial CaseMap keeps the facts at your fingertips Here s how the CaseMap process works ORGANIZE Use CaseMap to bring order to critical case data CaseMap is a central repository for information about case facts and issues It s the place to record what you know about witnesses organizations and physical evidence And it s the place to trap your questions EVALUATE Use CaseMap to assess the facts the issues and the witnesses organizations and physical evidence in a case Which weigh in yourfavor Which weigh against you Use CaseMap to evaluate the criticality of outstanding case questions Which mustbe answered before discovery closes EXPLORE Use CaseMap to create custom views of case data Filter the facts issues and questions in view on your screen down to the ones in which you are interested ata particular moment Use the What s New feature to find out how the case has changed while you ve been in trial on another matter Use the CaseWide graphical timeline to explore the case chronology COMMUNICATE Use CaseMap to keep your client and any other members of the trial team informed Send them printed reports or copies ofthe case database that they can use to explore the case on their own View Essential Case Information Through the CaseMap Window QP m CaseMap organizes your case information across four tabs one each for facts objects Gie persons organizations
14. sons that clients choose to hire this litigator However he views CaseMap as an essential practice development tool that allows him to showease his experience and distinguish himself from other litigators being considered CaseMap is Easy to Use m When you enter data CaseMap lends a hand For example When you entera date CaseMap automatically adds the day ofthe week and converts atwo positon year into a four position year MI Entering case data into CaseMap takes no longer than typing it into a word processing document or writing it on a legal pad You enter case information on the same tabs that are used to view it And once your data is in CaseMap you can explore it in ways heretofore impossible CaseMap has been designed to accommodate the realities of capturing case information For example CaseMap lets you enter a date for a fact even if you don t know the exact date when it occurred Substitute question marks for the portion of the date you don t know If you know that a fact occurred in June of 1997 but you don t know what day just enter 6 22 97 Wherever practical CaseMap does the data entry work for you For example when you add a fact object issue orquestion to a case CaseMap automatically stamps it with your name and with the date and time when it was added Click to add a new fact object issue or question to the case res labeo iona deser u a reu eB ae e 0 u amp tl a el
15. t easy to explore case data SORTING Use CaseMap s sorting feature to order the presentation of case data as you want For example list case questions by your assessment of how critical they are by the date on which answers are due by the person who is responsible for obtaining the answer or by dozens of other criteria FILTERING Use CaseMap filtering feature to limit the case data in view to that which meets criteria you specify For example instead of viewing a timeline that displays every case fact filter the facts in view down to those that are linked to a particular issue TAGGING Use CaseMap s tagging feature to mark with an icon the case data that meets criteria you specify For example instead of hunting for the facts that are linked to a witness have CaseMap tag these facts with icons so they stand out as you scroll through the case timeline In less than 30 seconds you can create and apply a fiter that limits the data displayed on a tab Forexample fiterthe questions being displayed down to those you have evaluated as being an A ie extremely critical Inthis example case only 9 ofthe 108 case questions meetthis criterion and display on the screen nent Tad wen dither extrac I P iet Var ine ps renee rer These questions are sorted by the names ofthe individual to whom they are assigned abe Meee cco nh Oe ori Dr They could be sorted by any Miserere ee ii emus soe Don number af other criteria
16. u have addtional questions aboutCaseMap please call CaseS oft at 904 273 5000 8 30 a m 6 00 p m ET Monday through Friday or visit oursite on the World Wide Web at www casesoft com 5000 Sawgrass Village Circle Ponte Vedra Beach FL 32082 m 804 273 5000 mwww casesoft com Copyright 1998 CaseSoft AI rights reserved Oter product and company names mentioned herein may be the trademarks of thelr respective owners
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