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Casemaker Weekly - January 15th

Wednesday, January 16, 2019  

This week we talk about setting up and using Client tracking, the Advanced Search feature as well as how to save searches. Let's get started!

 

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.

 

Advanced Search

Need to find a case but don't have all the reference information? Casemaker's Advanced Search is a tool for just that situation. Here you can enter a combination of information including keywords, a date range, even a partial name, judge, and more. Advanced Search's single step process gets you there faster.

 

Saving Searches

Do you find yourself using the same search query often? Maybe you would just like to come right back to the search you just did? In Casemaker you can save your searches! Once you have entered your query and submit the search you will notice the blue “save search” link will appear under the jurisdiction menu. You can click on this to save the search you just performed. Later when you want to access this search again, you can find it in the left sidebar on the homepage by clicking “My Saved Searches”

That is all for this week! We will back with more tips and tricks next week. Thanks again for making Casemaker a Valued Member Benefit.


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