casemaker - maine state bar associationmsba.mainebar.org/cle/handbooks/2014_programs/lyr/... · 1...
TRANSCRIPT
Materials provided by:Rebecca Skeeles, Esq.
Casemaker - Lawriter, Charlottesville, VA
Casemaker
Chapter 2 - MSBA Page #2-1
Chapter 2 - MSBA Page #2-2
1Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
Use
r Gui
deTh
is u
ser g
uide
to C
asem
aker
is d
esig
ned
to fa
mili
ariz
e yo
u w
ith it
s di
ffere
nt p
ages
and
pro
vide
inst
ruct
ion
on h
ow to
use
its
vario
us s
earc
h ca
pabi
litie
s, br
owsi
ng
feat
ures
, org
aniz
ing
com
pone
nts
and
tool
s.
For m
ore
assi
stan
ce in
usi
ng C
asem
aker
,liv
e cu
stom
er s
uppo
rt is
ava
ilabl
e M
onda
y th
roug
h Fr
iday
, 8 a
.m. t
o 8
p.m
. Eas
tern
:Ca
ll: 1
-877
-659
-080
1 or
Emai
l: Su
ppor
t@ca
sem
aker
lega
l.com
Clic
king
the
Live
Cha
t lin
k fro
m th
e na
viga
tion
bar
will
allo
w y
ou to
talk
with
our
cus
tom
er s
uppo
rt
repr
esen
tativ
es o
n sc
reen
dur
ing
our b
usin
ess
hour
s. Se
e pa
ge 3
.
Nee
d m
ore
help
? Si
gn-u
p fo
r a tr
aini
ng w
ebin
ar b
y cl
icki
ng o
n “w
ebin
ar”
in th
e na
viga
tion
pane
l. Se
e pa
ge
3 . Case
mak
er s
uppo
rts
the
follo
win
g br
owse
rs:
IE 8
+, F
irefo
x F3
+, S
afar
i4+
, Chr
ome
10.
Cont
ents
Hom
e Pa
ge
Page
2Th
e Se
arch
Bar
Page
3M
y Ac
coun
ts
Page
4H
ow to
Bro
wse
Page
7Re
sults
Pag
e
Pa
ge 1
1D
ocum
ent P
age
Pa
ge 1
2H
ow T
o Ru
n a
Sear
ch fr
om S
crat
ch P
age
13Se
arch
Tip
s Ex
pand
ed
Page
14
How
To
Set U
p Fo
lder
s
Pa
ge 1
7H
ow T
o W
ork
With
Not
es
Pa
ge 1
8Th
e H
isto
ry
Page
19
How
To
Set U
p A
Clie
nt
Page
20
How
To
Prin
t
Pa
ge 2
1H
ow T
o Em
ail
Page
22
How
To
Dow
nloa
d
Page
23
Case
mak
er P
ro
Pa
ge 2
4H
ow T
o U
se T
he M
obile
App
licat
ion P
age
26
Chapter 2 - MSBA Page #2-1
2Re
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2014
Page
s: Th
e H
ome
Page
The
hom
e pa
ge is
whe
re e
very
thin
g be
gins
. H
ere
you
can
type
a n
ew
sear
ch in
to th
e se
arch
box
, bro
wse
thro
ugh
the
libra
ry, p
ull u
p re
cent
ly
view
ed c
ases
from
you
r fol
ders
, or v
iew
you
r sea
rch
and
docu
men
t hi
stor
y.
The
hom
e pa
ge c
onsi
sts
of
thre
e se
ctio
ns:
1. T
he S
earc
h Ba
rA
stat
e-of
-the
-art
sea
rch
engi
ne m
akes
cre
atin
g a
sear
ch s
impl
e an
d st
ress
fre
e. P
age
3
2. M
y Ac
coun
tsEv
eryt
hing
that
mak
es
Case
mak
er y
ours
can
be
foun
d rig
ht h
ere.
Pag
e 4
3. T
he L
ibra
ry B
row
ser
Just
wan
t to
look
thro
ugh
the
data
base
? Th
e Li
brar
y m
akes
it e
asy.
Pag
e 7
12
10
12
10
12
10
Not
e:Te
xas
mem
bers
’ hom
e pa
ge is
the
Texa
s lib
rary
.
Chapter 2 - MSBA Page #2-2
3Re
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The
Hom
e Pa
ge: S
earc
h Ba
rTh
e se
arch
bar
is a
con
sist
ent p
art o
f Cas
emak
er’s
user
inte
rfac
e an
d m
akes
cre
atin
g a
new
sea
rch,
vie
win
g se
arch
his
tory
, or a
cces
sing
you
r fo
lder
s at
any
time
durin
g th
e re
sear
ch a
sim
ple
proc
ess.
The
sear
ch b
ar h
as 3
con
sist
ent f
eatu
res.
1. T
he S
earc
h Bo
xCr
eate
a s
earc
h qu
ickl
y in
the
sear
ch b
ox. A
dvan
ced
sear
ch o
ptio
ns a
re
show
n be
low
the
sear
ch b
ox to
spe
cify
the
type
of s
earc
h. S
earc
h by
ke
ywor
d, c
itatio
n, p
arty
, sec
tion,
or d
ocke
t. Ad
ditio
nal s
earc
h op
tions
ar
e lo
cate
d on
the
left
sid
e of
the
scre
en u
nder
“Adv
ance
d Se
arch
”.
Use
the
sear
ch ti
ps u
nder
the
sear
ch b
ar to
be
mor
e sp
ecifi
c in
you
r sea
rch.
Thi
s to
ol g
ives
ph
rasi
ng tr
icks
that
mak
e yo
ur s
earc
hes
mor
e pr
oduc
tive.
See
pag
e 13
to s
ee a
list
of t
hese
se
arch
tips
. 12
101
210
12
10
Tip:
Aut
o Co
rrec
tTh
e Se
arch
box
is e
quip
ped
with
aut
o co
rrec
t cap
abili
ties
for
mis
type
d ci
tatio
ns. E
.G. I
f you
put
the
cita
tion
270n
e2d4
6 in
the
sear
ch b
ox, i
t will
reco
gniz
e th
e la
ckin
g sp
acin
g, p
unct
uatio
n,
and
capi
taliz
atio
n ci
tatio
n an
d co
rrec
t it t
o 27
0 N
.E.2
d 43
6.
How
ever
, you
mus
t pro
perly
abb
revi
ate
your
repo
rter
s. Ca
sem
aker
goe
s by
Blu
e Bo
ok c
itatio
n gu
idel
ines
for c
itatio
n ab
brev
iatio
ns.
You
can
turn
this
opt
ion
off b
y se
lect
ing
the
chec
kbox
.
NO
TE: Y
ou’ll
not
ice
that
impo
rtan
t fea
ture
s ar
e ad
ded
to th
e se
arch
bar
thro
ugho
ut th
e se
arch
pro
cess
to m
ake
orga
niza
tion
fa
ster
and
eas
ier.
2. A
Juris
dict
ion
Pop-
Up
Men
uSe
lect
a ju
risdi
ctio
n to
sea
rch
by c
licki
ng th
e dr
op d
own
arro
w, p
ullin
g up
the
pop-
up m
enu
and
chec
king
the
box
or b
oxes
that
cor
resp
onds
w
ith y
our n
eeds
.Yo
u w
ill n
eed
to m
ake
a se
lect
ion
here
with
eac
h se
arch
that
is n
ot in
yo
ur d
efau
lt ju
risdi
ctio
n. T
o ch
ange
this
sel
ectio
n:A.
Clic
k on
the
pop-
up m
enu.
B. C
heck
the
box
besi
de th
e st
ate
you
wan
t to
sear
ch w
ithin
.C.
The
n se
lect
whe
ther
you
wan
t to
also
sea
rch
thro
ugh
“Sel
ecte
d Re
late
d Fe
dera
l” D
ocum
ents
(U.S
. Circ
uit a
nd U
.S. D
istr
ict c
ases
)- o
r “Al
l Fe
dera
l” do
cum
ents
. D.
Sav
e yo
ur s
ettin
gs a
t the
bo
ttom
of t
he w
indo
w.
The
fede
ral l
ibra
ry g
ives
you
th
e op
tion
to c
usto
miz
e yo
ur
sear
ch a
nd y
ou c
an c
hoos
e in
divi
dual
libr
arie
s, yo
u do
n’t
have
to s
earc
h th
e w
hole
lib
rary
.N
OTE
: Our
def
ault
set
ting
fo
r th
is is
All
Stat
es a
nd R
elat
ed F
eder
al. Y
ou c
an c
hang
e th
e de
faul
t se
ttin
g on
you
r ac
coun
t to
be th
e ju
risd
icti
on(s
) of y
our
choi
ce,
rath
er th
an A
ll St
ates
and
Rel
ated
Fed
eral
usi
ng th
e M
y Se
ttin
gs
link.
To
Chan
ge y
our
defa
ult j
uris
dict
ion,
see
pag
e 4.
3.
A N
avig
atio
n Pa
nel
Loca
ted
at th
e ve
ry to
p of
the
sear
ch b
ar, t
he n
avig
atio
n pa
nel c
an
retu
rn y
ou to
the
hom
e pa
ge, a
llow
you
to v
iew
you
r fol
ders
, che
ck
your
his
tory
, get
hel
p, s
ign
up fo
r a fr
ee, l
ive
onlin
e w
ebin
ar, a
nd w
atch
tu
toria
l or p
rodu
ct v
ideo
s re
late
d to
the
New
Cas
emak
er. I
t will
als
o di
spla
y th
e na
me
of th
e cl
ient
you
are
cur
rent
ly w
orki
ng fo
r.Fo
r mor
e ab
out u
sing
fold
ers,
refe
r to
page
17.
To le
arn
mor
e ab
out t
he “c
lient
” bu
tton
see
pag
e 20
.
Chapter 2 - MSBA Page #2-3
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2014
The
Hom
e Pa
ge: M
y Ac
coun
ts.
The
“My
Acco
unts
” se
ctio
n of
the
hom
epag
e pu
ts e
very
thin
g th
at m
akes
Case
mak
er y
ours
on
the
front
pag
e.
This
incl
udes
impo
rtan
t set
tings
like
:
1.
My
Sett
ings
2.
Pass
wor
d Cr
eatio
n3.
Pe
rson
al L
ogin
4.
Fold
ers
5.
Save
d Se
arch
es6.
Re
cent
Sea
rche
s7.
Ad
vanc
ed S
earc
h
From
this
sec
tion
you’
r e a
ble
to e
asily
set
add
ition
al s
ecur
ity m
easu
res,
view
cus
tom
fold
ers,
go b
ack
to re
cent
and
sav
ed s
earc
hes,
or c
reat
e an
adv
ance
d se
arch
.
See
page
8 to
lear
n ho
w to
sav
e a
sear
ch.
Pass
wor
d Cr
eatio
n:Th
e ne
w C
asem
aker
sys
tem
incl
udes
man
y fe
atur
es th
at a
llow
you
to p
erso
naliz
e, s
ave
and
orga
nize
you
r res
earc
h. T
o pr
otec
tyo
ur w
ork,
the
new
Cas
emak
er a
llow
s yo
u to
cre
ate
a pa
ssw
ord
and
secu
rity
ques
tion
to p
reve
nt u
naut
horiz
ed u
se o
f you
r per
sona
l in
form
atio
n.
To d
o th
is, s
elec
t “Se
tup
Pass
wor
d” fr
om th
e “M
y Ac
coun
ts”
sect
ion
of
the
hom
epag
e. S
et y
our p
assw
ord
and
secu
rity
ques
tion
then
sel
ect
“sub
mit.
”
NO
TE: Y
our
pers
onal
info
rmat
ion
in C
asem
aker
is n
ever
at r
isk,
se
ttin
g an
add
itio
nal p
assw
ord
here
is ju
st a
n ad
ded
secu
rity
ch
eckp
oint
.
Chapter 2 - MSBA Page #2-4
5Re
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Pers
onal
Set
tings
To c
hang
e yo
ur d
efau
lt se
ttin
gs, c
hoos
e “M
y Se
ttin
gs”.
This
will
brin
g yo
u to
the
Def
ault
Use
r Set
tings
win
dow
.To
cha
nge
the
defa
ult s
earc
h ju
risdi
ctio
n:
Clic
k M
y Se
ttin
gsCl
ick
Sele
ct S
tate
but
ton
Chec
k co
rres
pond
ing
boxe
sCl
ick
OK.
Chan
ging
def
ault
sear
ch li
brar
y (c
ases
, sta
tute
s, al
l boo
ks, e
tc.):
Clic
k M
y Se
ttin
gsCl
ick
Sele
ct D
ata
Type
but
ton
Chec
k co
rres
pond
ing
boxe
sCl
ick
OK.
Chapter 2 - MSBA Page #2-5
6Re
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2014
Chan
ging
resu
lts s
ort o
ptio
nCl
ick
My
Sett
ings
Choo
se ra
dio
butt
on c
orre
spon
ding
with
cho
ice
of s
ort o
rder
Clic
k O
K.
Ente
r you
r em
ail a
ddre
ss, p
rimar
ily u
sed
for E
mai
ling
docu
men
tsCl
ick
My
Sett
ings
Ente
r E-M
ail a
ddre
ssCl
ick
OK.
Case
mak
er d
oes
not r
ecom
men
d ch
angi
ng th
e Pr
int O
ptio
n.
Chan
ge th
e D
ocum
ent f
orm
at fo
r em
ailin
gSe
lect
the
radi
o bu
tton
cor
resp
ondi
ng to
you
cho
ice
of fo
rmat
Choo
se p
refe
rred
Pag
e La
yout
Clic
k M
y Se
ttin
gsCh
oose
radi
o bu
tton
cor
resp
ondi
ng w
ith c
hoic
e of
layo
ut.
Choo
se to
turn
on
or o
ff th
e co
py s
elec
tion
yello
w te
xt b
oxTh
is re
fers
to th
e ye
llow
box
that
app
ears
whe
n yo
u hi
ghlig
ht te
xt
with
in C
asem
aker
. The
yel
low
box
app
ears
allo
win
g yo
u to
cop
y yo
ur
text
with
the
cita
tion
for t
hat c
ase.
Tur
ning
this
feat
ure
off w
ill p
reve
nt
the
yello
w b
ox fr
om a
ppea
ring,
allo
win
g yo
u to
cop
y th
e te
xt w
ithou
t th
e ci
tatio
n fo
r the
cas
e.Cl
ick
My
Sett
ings
Choo
se ra
dio
butt
on c
orre
spon
ding
with
cho
ice.
IMPO
RTA
NT!
Aft
er m
akin
g an
y ch
ange
s in
My
Sett
ings
, be
sur
e to
clic
k Sa
ve, t
hen
clic
k Cl
ose.
Chapter 2 - MSBA Page #2-6
7Re
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2014
The
Hom
e Pa
ge: B
row
se
On
the
Hom
e Pa
ge is
Cas
emak
er’s
brow
sing
co
mpo
nent
. It g
ives
acc
ess
to th
e da
taba
se
with
out r
equi
ring
a se
arch
.
The
libra
ry s
ectio
n is
bro
ken
into
thre
e se
para
te
libra
ries:
1. A
ll Co
nten
t2.
Fed
eral
Mat
eria
ls3.
Sta
te M
ater
ials
Each
of t
hese
thre
e lib
rarie
s co
ntai
ns c
ore
cate
gorie
s or
“bo
oks”
that
can
be
sele
cted
and
br
owse
d.
See
page
9 to
lear
n ho
w to
bro
wse
the
libra
ry
in m
ore
deta
il.
NO
TE: Y
ou w
ill a
lway
s be
abl
e to
nar
row
do
wn
the
cont
ent i
n th
e br
owse
r. Th
is m
eans
no
mat
ter h
ow m
uch
the
cont
ent i
s fil
tere
d,
Case
mak
er w
ill a
lway
s ha
ve a
resu
lt fo
r you
.
Clic
k th
e to
ols
tab
to a
cces
s Ca
sem
aker
’s su
bscr
iptio
n-ba
sed
prem
ium
pro
duct
s. Se
e pa
ge 2
4 fo
r mor
e in
form
atio
n ab
out C
asem
aker
’s pa
ckag
e of
pre
miu
m p
rodu
cts:
Case
mak
erPr
o an
d to
lear
n ho
w e
ach
tool
wor
ks.
12
10
12
10
12
10
Chapter 2 - MSBA Page #2-7
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2014
The
Ove
rvie
w P
age
This
is th
e fir
st p
age
enco
unte
red
afte
r cre
atin
g a
sear
ch.
It is
bro
ken
into
two
colu
mns
:
1. N
umbe
red
resu
lts c
onta
in im
port
ant
info
rmat
ion
such
as
cita
tion,
cou
rt, d
ate
deci
ded
and
part
y na
mes
.
2. T
wo
resu
lts fr
om e
ach
book
.
3. T
ext e
xcer
pts
belo
w th
e tit
le in
form
atio
n di
spla
y fo
ur c
onte
xtua
lly re
leva
ntoc
curr
ence
s of
the
sear
ch te
rms.
The
se s
earc
h te
rms
are
high
light
ed fo
r ea
sy re
cogn
ition
. E
ach
libra
ry is
a h
yper
link
and
whe
n cl
ick
on th
ese
links
, it w
ill a
uto
sort
s by
ju
risdi
ctio
n. Y
ou c
an u
nclic
k to
go
back
.
The
Left
Col
umn
1. R
esul
ts a
re c
ateg
oriz
ed in
boo
ks. T
hey
are
liste
d by
the
num
ber o
f pul
led
docu
men
ts th
ey c
onta
in fo
r the
sea
rch.
2. T
he n
umbe
rs c
oinc
ide
with
the
num
ber o
f doc
umen
ts
unde
r eac
h bo
ok.
NO
TE: T
his
colu
mn
can
be
colla
psed
usi
ng th
e bl
ack
tab
to
mak
e m
ore
room
for v
iew
ing
resu
lts.
The
Righ
t Col
umn
NO
TE: T
o sa
ve th
e se
arch
, clic
k on
“sav
e se
arch
” be
low
the
juris
dict
ion
drop
-dow
n. E
ven
thou
gh a
co
nfirm
atio
n do
esn’
t app
ear,
your
sea
rch
is s
aved
in
the
“sav
ed s
earc
hes”
tab
on th
e ho
mep
age.
Chapter 2 - MSBA Page #2-8
9Re
turn
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able
of C
onte
nts
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sed
Apr.
2014
How
To:
Bro
wsi
ng T
he L
ibra
ryTh
e lib
rary
com
pone
nt a
llow
s a
syst
emat
ic b
row
se o
f Cas
emak
er’s
data
base
s.
Befo
re b
row
sing
, it i
s im
port
ant t
o kn
ow th
at n
o m
atte
r how
man
y se
lect
ions
you
mak
e, C
asem
aker
will
alw
ays
have
con
tent
to s
how
you
. Th
is m
eans
that
you
will
nev
er b
e le
ft w
ith a
bla
nk s
cree
n.
As b
riefly
des
crib
ed o
n pa
ge 7
, the
libr
ary
is b
roke
n do
wn
into
sim
ilar
core
cat
egor
ies
that
you
find
in th
e ju
risdi
ctio
n po
p-up
tab
on th
e se
arch
bar
(pag
e 3)
, or t
he o
verv
iew
pag
e in
side
a s
earc
h (p
age
6).
In th
e lib
rary
, the
se c
ore
cate
gorie
s w
ill b
e re
ferr
ed to
as
“boo
ks”
and
thei
r sub
sequ
ent s
ubca
tego
ries
as “s
ectio
ns.”
We’
ll ex
amin
e th
e pr
oces
s be
hind
bro
wsi
ng th
e lib
rary
by
clic
king
on
“Sta
te M
ater
ials
” H
ere
we’
ll pi
ck O
hio.
the
n lo
ok u
nder
the
book
tit
led
”Rev
ised
Cod
e” (o
r “St
atut
es”
in m
ost o
ther
sta
tes)
.”
Chapter 2 - MSBA Page #2-9
10Re
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able
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onte
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2014
How
To:
Bro
wsi
ng T
he L
ibra
ry (C
ontin
ued)
We
are
now
at t
he fi
rst l
evel
of c
onte
nt.
Her
e w
e fin
d th
at C
asem
aker
pro
vide
s a
“bre
ad-c
rum
b” tr
ail t
o sh
ow
us th
e se
ctio
n an
d th
e bo
ok w
e ar
e cu
rren
tly v
iew
ing.
Nex
t, w
e ha
ve th
e “t
able
of c
onte
nts”
for t
he O
hio
Stat
utes
.Cl
ick
on a
title
to s
ee it
s co
nten
t.
The
“bre
ad-c
rum
b” tr
ail n
ow a
ppea
rs b
oth
abov
e th
e se
arch
box
as
bef
ore,
and
bel
ow th
e st
ate
nam
e.
Her
e yo
u ar
e ab
le to
vie
w th
e se
ctio
ns in
eac
h ch
apte
r. To
go
back
to th
e pr
evio
us p
age,
clic
k th
e ba
ck b
utto
n on
you
r web
br
owse
r.
The
stat
ute
Anno
tato
r pro
vide
s lin
ks to
cas
es a
nd a
ll ot
her
Case
mak
er d
ata
that
cite
a s
tatu
te th
at a
use
r is
view
ing.
Ca
sem
aker
’s st
atue
Ann
otat
or is
bui
lt w
ith e
dito
rial i
nvol
vem
ent
to id
entif
y th
e m
any
vary
ing
patt
erns
that
are
use
d to
refe
r to
part
icul
ar s
tatu
tes.
Chapter 2 - MSBA Page #2-10
11Re
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able
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onte
nts
Revi
sed
Apr.
2014
Icon
s (fr
om le
ft to
righ
t):1.
Th
e pa
ge ic
on e
limin
ates
text
exc
erpt
s fro
m th
e tit
les.
2.
The
prin
ter i
con
will
sen
d th
e se
lect
ed re
sults
to p
rint.
3.
The
mai
l ico
n w
ill e
mai
l the
sel
ecte
d re
sults
dire
ctly
to a
pe
rson
al e
mai
l.4.
Th
e fo
lder
s ic
on s
aves
the
sele
cted
resu
lts d
irect
ly to
a fo
lder
.5.
Th
e flo
ppy
disk
icon
dow
nloa
ds th
e se
lect
ed re
sults
to y
our
hard
driv
e.
The
Left
Col
umn
Allo
ws
you
to:
1. T
o co
nduc
t a s
earc
h w
ithin
the
resu
lts e
.g. T
o ru
n a
sear
ch fo
r onl
y th
e ca
ses
invo
lvin
g be
havi
or ty
pe
“beh
avio
r” in
to th
e “S
earc
h W
ithin
Res
ults
” bo
x or
, if y
ou
wan
t to
filte
r the
resu
lts to
co
inci
de w
ith a
cer
tain
dat
e,
use
the
Dat
e D
ecid
ed b
ox.
2. K
eep
trac
k of
whe
re y
ou
are
in a
sea
rch
and
retu
rn to
a
prev
ious
boo
k by
sel
ectin
g th
e ch
eck
box
agai
n.
Unc
heck
ing
the
box
will
retu
rn
you
to th
e O
verv
iew
pag
e,
rath
er th
an re
turn
ing
to a
pr
evio
us b
ook
by s
elec
ting
the
chec
k bo
x ag
ain.
3. A
pply
filte
rs to
the
resu
lts
sim
ply
by c
heck
ing
the
box
next
to a
ny o
ne o
f the
face
ts
on th
e le
ft.
Resu
lts P
age
The
resu
lts p
age
disp
lays
the
cont
ent o
f a s
ingl
e bo
ok s
elec
ted
from
the
over
view
pag
e.Th
e la
yout
is s
imila
r to
the
prev
ious
pag
e, b
ut w
ith a
dded
feat
ures
.
The
“thu
mbs
up”
icon
s co
inci
de w
ith h
ow th
e ca
se
was
vie
wed
by
late
r cou
rts.
This
is a
sub
scrip
tion
base
d pr
emiu
m p
rodu
ct c
alle
d “C
aseC
heck
+”.
See
page
24
to le
arn
mor
e ab
out t
his
and
othe
r pre
miu
m p
rodu
cts.
The
Righ
t Col
umn
1. C
hoos
e ho
w y
ou w
ant t
he
resu
lts to
be
disp
laye
d w
ith th
e “s
ort b
y” d
rop
dow
n m
enu.
You
can
sort
by:
Rele
vanc
e (d
efau
lt)D
ate
Dec
ided
Mos
t Cite
dSt
ate
(asc
endi
ng)
Stat
e (d
ecen
ding
)
To p
erm
anen
tly c
hang
e th
e de
faul
t sor
t, re
fer t
o Pa
ge 4
.
2. S
how
s th
e nu
mbe
r of t
imes
th
e ca
se h
as b
een
cite
d in
the
who
le d
atab
ase.
3. T
he g
raph
icon
will
plo
t the
nu
mbe
r of t
imes
a c
ase
has
been
cite
d ov
er th
e ye
ars
on a
lin
e gr
aph.
12
10
12
10
12
10
Chapter 2 - MSBA Page #2-11
12Re
turn
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able
of C
onte
nts
Revi
sed
Apr.
2014
The
Doc
umen
t Pag
e Th
e D
ocum
ent p
age
cont
ains
feat
ures
that
hel
p yo
u de
term
ine
a do
cum
ent’s
impo
rtan
ce to
you
r ca
se a
nd o
rgan
ize
any
usef
ul in
form
atio
n. T
he to
ol b
ar g
ives
you
acc
ess
to a
ll th
ese
feat
ures
.
Citin
g Re
fere
nces
: For
mer
ly k
now
n as
Cas
eChe
ck in
Cas
emak
er 2
.2,
Citin
g Re
fere
nces
is a
ble
to d
ispl
ay th
e ca
ses
that
cite
the
sele
cted
ca
se. Y
ou n
eed
to c
lick
this
tab
to s
ee th
e re
sults
.
Neg
ativ
e Tr
eatm
ent:
Neg
ativ
e tr
eatm
ent i
s pa
rt o
f the
func
tiona
lity
for C
aseC
heck
+ s
ubsc
riber
s. To
lear
n m
ore
abou
t thi
s to
ol s
ee
page
24.
The
icon
s ar
e co
nsis
tent
with
thos
e of
the
prev
ious
pag
e.H
ere
you
are
able
to:
1. P
rint
2. E
mai
l3.
Sav
e to
a fo
lder
4. A
nd d
ownl
oad
the
docu
men
t tha
t is
bein
g vi
ewed
.
The
Tool
Bar
1. R
etur
n to
the
resu
lts p
age
at a
ny ti
me.
2. M
ove
thro
ugh
mul
tiple
doc
umen
ts w
ithou
t lea
ving
the
docu
men
t pag
e.3.
Jum
p to
the
plac
e w
here
you
r sea
rch
term
app
ears
. 4.
Vie
w F
ull D
ocum
ent (
defa
ult s
ettin
g)5.
Vie
w p
arag
raph
s w
ith s
earc
h hi
ts.
6. Ju
mp
to a
spe
cific
pag
e w
ithin
the
docu
men
t.7.
Fon
t res
ize.
Enl
arge
s th
e fo
nt.
8. P
ost n
otes
to th
e do
cum
ent.T
he N
otes
feat
ure
allo
ws
you
to w
rite
com
men
ts a
nd p
ost t
hem
dire
ctly
to th
e do
cum
ent t
hat i
s be
ing
view
ed. S
ee p
age
18 to
lear
n ho
w.
12
101
210
12
1012
10
12
101
210
12
101
210
Chapter 2 - MSBA Page #2-12
13Re
turn
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able
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onte
nts
Revi
sed
Apr.
2014
Crea
te a
Sea
rch
Onc
e th
e se
arch
type
is s
et, c
reat
e th
e se
arch
in th
e se
arch
box
.
NO
TE: T
he q
ualit
y of
you
r re
sult
s is
not
inhi
bite
d by
you
r ab
ility
to
prov
ide
prop
er p
unct
uati
on in
a c
itat
ion.
Aut
o Co
rrec
t is
built
into
th
e se
arch
box
so
you
alw
ays
get g
ood
resu
lts.
For
bes
t res
ults
, use
Bl
ue B
ook
cita
tion
gui
delin
es.
Use
the
“Sea
rch
Tips
” bu
tton
dire
ctly
und
er th
e se
arch
bu
tton
to fi
nd s
peci
fic p
hras
ing
to m
axim
ize
the
sear
ch
rele
vanc
y. Se
e pa
ge 1
4 fo
r a fu
ll lis
t of s
earc
h tip
s.
How
To:
Run
a S
earc
h fro
m S
crat
chN
ote:
Sin
ce th
e se
arch
bar
is a
con
sist
ent c
ompo
nent
of t
he in
terf
ace,
a
sear
ch c
an b
e ru
n fro
m a
ny p
age
insi
de C
asem
aker
.
Set t
he S
earc
h Pa
ram
eter
s If
you’
re lo
ggin
g in
to C
asem
aker
for t
he fi
rst t
ime,
you
will
need
to s
elec
t opt
ions
und
er “
my
Sett
ings
” on
the
hom
e pa
ge. O
nce
set,
Case
mak
er w
ill re
mem
ber t
he s
elec
tion
for y
our n
ext v
isit.
Se
e pa
ge 5
to c
hang
e yo
ur d
efau
lt Se
ttin
gs.
If yo
u w
ould
lik
e to
con
duct
a o
ne-t
ime
sear
ch w
ith a
diff
eren
t ju
risdi
ctio
n, c
lick
on th
e ju
risdi
ctio
n ar
row
loca
ted
on th
e se
arch
bar
an
d se
lect
the
desi
red
stat
e(s)
. Be
sur
e to
sav
e th
e se
lect
ion(
s) a
t the
bo
ttom
righ
t of t
he w
indo
w b
y cl
icki
ng S
AVE.
Thi
s se
lect
ion
will
onl
y be
sav
ed fo
r you
r cur
rent
sea
rch
and
will
reso
rt b
ack
to y
our s
elec
tion
unde
r “M
y Se
ttin
gs”.
NO
TE: o
nce
a st
ate
is s
elec
ted,
the
defa
ult f
or fe
dera
l mat
eria
lsis
“Se
lect
Rel
ated
Fed
eral
.” Th
is m
eans
that
the
resu
lts
from
the
sear
ch w
ill in
clud
e re
late
d U
.S. C
ircu
it a
nd U
.S. D
istr
ict c
ases
. U
nsel
ect t
his
opti
on if
it is
not
des
ired
.
Set t
he ty
pe o
f sea
rch
Clic
k on
the
type
of s
earc
h yo
u w
ant
to c
reat
e un
der t
he s
earc
h ba
r. Yo
u ca
n se
arch
by
keyw
ord,
cita
tion,
par
ty,
sect
ion,
or d
ocke
t num
ber.
You
can
also
clic
k on
“Adv
ance
d Se
arch
” on
the
left
sid
e of
the
scre
en.
Chapter 2 - MSBA Page #2-13
14Re
turn
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able
of C
onte
nts
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sed
Apr.
2014
Sear
ch T
ips
Expa
nded
:
Sear
ch T
ype
AND
OR
NO
T
Gro
upin
g
Phra
se
Thes
auru
s
Prox
imity
Aste
risk
Exam
ple
cont
ract
bin
ding
alim
ony
OR
supp
ort
prop
erty
NO
T co
mm
erci
al
(alim
ony
OR
supp
ort)
AND
di
vorc
e
“rig
ht o
f way
”
~ p
arol
e
tax
/10
prop
erty
tax
w/1
0 pr
oper
ty
run*
Resu
lt
Find
s do
cum
ents
with
bot
h “c
ontr
act”
and
“bi
ndin
g”.
Find
s do
cum
ents
with
eith
er “
alim
ony”
or “
supp
ort”
.
Find
s do
cum
ents
that
hav
e “p
rope
rty”
but
not
“com
mer
cial
”, N
OT
requ
ires
ther
e to
be
mor
e th
an o
ne te
rm o
f phr
ase.
Find
s do
cum
ents
that
mus
t hav
e th
e w
ord
“div
orce
” an
d m
ay
have
eith
er “
alim
ony”
or “
supp
ort”
.
Find
s do
cum
ents
with
the
phra
se “
right
of w
ay”.
Find
s do
cum
ents
that
incl
ude
‘par
ole’
AN
D/O
R an
y sy
nony
ms
for ‘
paro
le’.
Find
s do
cum
ents
that
hav
e th
e w
ords
“ta
x” a
nd “
prop
erty
” w
ith 1
0 w
ords
of e
ach
othe
r.
Find
s do
cum
ents
that
hav
e “r
un”,
“run
s”, “
runn
er”,
etc.
Chapter 2 - MSBA Page #2-14
15Re
turn
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able
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onte
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sed
Apr.
2014
How
To:
Run
a S
earc
h fro
m S
crat
ch (c
ontin
ued)
Vie
w S
earc
h Re
sult
s on
the
Ove
rvie
w P
age
The
over
view
pag
e di
spla
ys th
e tw
o m
ost r
elev
ant r
esul
ts fo
r eac
h co
re
libra
ry in
the
data
base
. To
mak
e th
ings
eas
ier,
a lis
t of t
he li
brar
ies
is
show
n on
the
left
sid
e.
1. S
crol
l dow
n th
e pa
ge to
get
a fe
el fo
r the
con
tent
.
2. C
lick
on a
doc
umen
t’s ti
tle to
ope
n th
e do
cum
ent p
age.
3. S
elec
t a b
ook
from
the
left
to lo
ok d
eepe
r int
o its
con
tent
.
Vie
w R
esul
ts o
n th
e Ca
tego
ries
Pag
e
The
cate
gorie
s pa
ge d
ispl
ays
the
cont
ent o
f a s
ingl
e bo
ok.
On
the
Cate
gori
es P
age
Und
er “
Case
s”:
1. L
ocat
e th
e th
umbs
up
or d
own
icon
to s
ee h
ow th
e do
cum
ent w
asvi
ewed
by
late
r cou
rts.
Not
e: Ic
ons
are
a pa
rt o
f Cas
emak
erPR
O, s
old
sepa
rate
ly
unle
ss y
our
Bar
has
it in
clud
ed in
you
r Ca
sem
aker
A
cces
s.
2. S
elec
t a d
ocum
ent t
o vi
ew b
y cl
icki
ng o
n its
title
.
3. N
arro
w th
e re
sults
furt
her b
y ad
ding
a fi
lter f
rom
the
left
col
umn.
To d
o so
: typ
e th
e in
form
atio
n in
to th
e ap
prop
riate
filte
r box
and
clic
k “G
O.”
Filte
rs a
re:
1. S
earc
h W
ithin
Res
ults
2. Ju
risdi
ctio
n (if
sea
rchi
ng m
ore
than
one
sta
te)
3. C
ourt
s4.
Cite
5. D
ocke
t Num
ber
6. C
ase
Nam
e7.
Judg
e8.
Att
orne
y9.
Dat
e D
ecid
ed
4. N
arro
w th
e re
sults
furt
her b
y se
arch
ing
with
in
the
resu
lts. F
or e
xam
ple,
type
“gui
lty”
into
the
“sea
rch
with
in re
sults
” bo
x to
add
it a
s a
keyw
ord.
Chapter 2 - MSBA Page #2-15
16Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
How
To:
Run
a S
earc
h fro
m S
crat
ch (c
ontin
ued)
On
the
Cate
gori
es P
age
Und
er “
Stat
utes
”:
Cool
Fea
ture
: Whi
le s
earc
hing
thro
ugh
“Sta
tute
s” th
ere
is a
sim
ple
way
to
go
into
a b
row
se m
ode
and
view
all
the
stat
utes
rela
ted
to th
e on
e yo
u’ve
foun
d du
ring
your
sea
rch.
Her
e’s
how
:
1. S
elec
t the
Sta
tute
you
wis
h to
look
und
er fr
om e
ither
the
Ove
rvie
w
page
or t
he c
ateg
orie
s pa
ge. T
his
will
take
you
to th
at s
tatu
tes’
do
cum
ent p
age.
2. C
lick
on “
Brow
se T
OC”
on
the
tool
bar
.
3. Y
ou’ll
be
dire
cted
to th
e St
atut
es’ b
row
se p
age:
4. T
o re
turn
to y
our p
revi
ous
loca
tion
on
the
sele
cted
Sta
tute
s’ d
ocum
ent p
age,
si
mpl
y cl
ick
the
“bac
k” b
utto
n on
you
r br
owse
r.
Not
e: W
hen
view
ing
a st
atut
e, e
asily
acc
ess
any
arch
ived
ver
sion
of t
he
stat
ute
by c
licki
ng o
n th
e “a
rchi
ve”
tab.
View
the
Doc
umen
tAf
ter r
unni
ng a
sea
rch
and
filte
ring
thro
ugh
the
resu
lts, h
opef
ully
yo
u’ve
foun
d w
hat y
ou’re
look
ing
for.
If no
t, ad
d m
ore
filte
rs to
you
r re
sults
. If s
o, to
vie
w a
doc
umen
t, cl
ick
on it
’s tit
le. T
his
will
brin
g yo
u to
the
docu
men
t pag
e.
The
docu
men
t pag
e of
fers
som
e of
the
best
feat
ures
Cas
emak
er h
as
to o
ffer.
Her
e yo
u ca
n:
1. S
ee if
the
case
has
bee
n ci
ted
in o
ther
cas
es.
2. If
you
hav
e a
subs
crip
tion
to C
asem
aker
Pro
and
the
case
you
’re
view
ing
has
a di
gest
sum
mar
y fo
r it,
you
can
clic
k on
the
“dig
est”
tab
to a
cces
s th
at s
umm
ary.
3. S
kip
to s
peci
fic p
ages
of t
he c
ase.
4. C
reat
e an
d po
st n
otes
dire
ctly
to th
e ca
se.
5. If
you
wan
t to
do s
omet
hing
spe
cific
with
the
case
, the
doc
umen
t pa
ge h
as ic
ons
on th
e rig
ht s
ide
of th
e w
indo
w th
at a
llow
you
to:
A.
Prin
t
B. E
mai
l
C. S
ave
to a
fold
er
D. D
ownl
oad
the
docu
men
t tha
t is
bein
g vi
ewed
Chapter 2 - MSBA Page #2-16
17Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
To S
ave
a Si
ngle
Doc
umen
t to
Your
Fol
der
1. M
ake
sure
you
r fol
der i
s se
lect
ed.
2. C
lick,
dra
g an
d dr
op th
e do
cum
ent’s
title
into
the
fold
er O
R w
hile
in th
e do
cum
ent,
use
the
icon
in th
e da
rk g
rey
tool
bar
to s
ave.
To S
ave
Mul
tiple
Doc
umen
ts S
imul
tane
ousl
y1.
Che
ck th
e bo
xes
besi
de th
e tit
le o
f the
doc
umen
t.2.
Sel
ect t
he F
olde
r ico
n di
rect
ly b
elow
the
fold
ers
drop
dow
n ta
b.3.
Sel
ect w
hich
fold
er to
sav
e to
.4.
Clic
k sa
ve.
To D
elet
e D
ocum
ents
Fro
m Y
our F
olde
rYo
u ca
n de
lete
sel
ecte
d do
cum
ents
from
you
r fol
der
at a
ny ti
me.
1. E
nter
the
fold
ers
mai
n pa
ge u
sing
the
“My
Fold
ers”
butt
on o
n th
e na
viga
tion
pane
l.2.
Che
ck th
e bo
x be
side
the
title
s yo
u w
ish
to d
elet
e.3.
Clic
k th
e tr
ash
can
icon
bel
ow th
e se
arch
bar
.4.
A w
arni
ng w
ill a
sk fo
r con
firm
atio
n. H
it “O
K.”
To D
elet
e an
Ent
ire F
olde
r1.
Ent
er th
e fo
lder
s m
ain
page
usi
ng th
e “M
y Fo
lder
s”bu
tton
on
the
navi
gatio
n pa
nel.
2. S
elec
t the
fold
er y
ou w
ish
to d
elet
e.3.
Ope
n th
e “o
ptio
ns”
drop
dow
n ta
b.4.
Sel
ect “
dele
te.”
CAU
TIO
ND
elet
ing
a fo
lder
will
del
ete
all o
f its
con
tent
as
wel
l.
How
To:
Org
aniz
ing
Your
Res
earc
h U
sing
Fo
lder
s
Usi
ng a
per
sona
lized
fold
er m
akes
it e
asie
r to
revi
sit t
he m
ost r
elev
ant
cont
ent o
f you
r cas
e.
Mak
ing
a Pe
rson
aliz
ed F
olde
rIn
ord
er to
use
a fo
lder
, it m
ust b
e cr
eate
d. T
his
can
be d
one
one
of
two
way
s.
1. T
he e
asie
st w
ay to
cre
ate
a fo
lder
is b
y us
ing
the
drop
dow
n m
enu
on th
e se
arch
bar
.
a. C
lick
on “
Crea
te F
olde
r”
b. T
ype
a na
me
into
the
box
that
app
ears
c.
Clic
k “O
K.”
2. A
noth
er w
ay to
cre
ate
a fo
lder
is b
y en
terin
g th
e fo
lder
s m
ain
page
. a.
Clic
k “M
y Fo
lder
s” o
n th
e na
viga
tion
pane
l to
get t
o th
e fo
lder
s m
ain
page
b. C
lick
on “
New
”c.
Typ
e a
nam
e in
to th
e bo
x th
at a
ppea
rsd.
Clic
k “O
K.”
Sele
ctin
g Yo
ur F
olde
rO
nce
you
have
cre
ated
you
r fol
der.
Mak
e it
easi
ly
acce
ssib
le b
y se
lect
ing
it w
ith th
e dr
op d
own
men
u on
th
e se
arch
bar
.a.
Clic
k on
the
tab.
b. C
lick
on y
our f
olde
r.c.
Clic
k “O
K.”
Now
it c
an b
e us
ed to
org
aniz
e co
nten
t whi
le in
side
the
data
base
.
12
10
12
10
Chapter 2 - MSBA Page #2-17
18Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
How
To:
Cre
ate,
Pos
t, H
ide,
Del
ete
and
Prin
t Not
esPo
stin
g no
tes
dire
ctly
to a
doc
umen
t nea
rly e
limin
ates
the
back
and
fort
h be
twee
n Ca
sem
aker
an
d a
wor
d pr
oces
sor.
In o
rder
to d
o an
ythi
ng w
ith n
otes
, you
mus
t be
view
ing
a do
cum
ent.
See
page
9 if
you
wan
t to
mak
e su
re y
ou’re
in th
e rig
ht p
lace
.
To C
reat
e a
Not
e1.
Sel
ect t
he “
Not
es”
drop
dow
n ta
b fro
m th
e to
ol b
ar o
n th
e do
cum
ent’s
pag
e.
2. C
lick
“Add
Not
e”
3. W
rite
your
not
e in
the
pop
up w
indo
w
To H
ide
a Po
sted
Not
e
1. S
elec
t the
“N
otes
” dr
op d
own
tab
from
the
tool
bar
on
the
docu
men
t’s p
age.
2. C
lick
“Hid
e N
otes
”
To E
dit a
Pos
ted
Not
e
1. C
lick
on th
e pe
ncil
icon
loca
ted
on th
e fa
r rig
ht o
f the
not
e.
2. M
ake
the
edit
on th
e po
p up
win
dow
that
app
ears
.
3. S
ave
the
chan
ge b
y cl
icki
ng o
nth
e “S
ave”
but
ton
at th
e bo
ttom
of
the
win
dow
.
To D
elet
e a
Post
ed N
ote
1. C
lick
on th
e “x
” ic
on lo
cate
d ne
xt to
the
pen
icon
on
the
far
right
of t
he n
ote.
2. A
war
ning
mes
sage
will
ask
for a
co
nfirm
atio
n. C
lick
“OK.
”
Caut
ion:
Del
etin
g a
note
is a
per
man
ent
acti
on. O
nce
you
dele
te, y
ou c
anno
t get
it
back
.
Prin
ting
the
docu
men
t with
not
es
Not
e: W
hen
prin
ting
a do
cum
ent w
ith y
our
note
s, th
e no
tes
will
app
ear a
t the
end
of t
he
docu
men
t.
See
page
21
to le
arn
how
to in
clud
e yo
ur n
otes
w
hen
prin
ting.
The
pop
up w
indo
w c
an c
onta
in a
max
imum
of
255
char
acte
rs. T
he c
ount
er o
n th
e bo
ttom
of
the
win
dow
cou
nts
the
num
ber o
f cha
ract
ers
in
the
note
. If t
he c
ount
er tu
rns
red,
the
note
has
ex
ceed
ed th
e m
axim
um n
umbe
r and
the
note
w
ill n
ot s
ave.
How
ever
, you
can
add
as
man
y no
tes
as y
ou n
eed
to a
ny d
ocum
ent -
we
do n
ot
put a
lim
it on
this
.
4. S
ave
your
not
e. N
OTE
: Onc
e yo
u sa
ve y
our
note
, it w
ill a
ppea
r bel
ow th
e do
cum
ent t
itle.
Chapter 2 - MSBA Page #2-18
19Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
How
To:
The
His
tory
The
hist
ory
feat
ure
auto
mat
ical
ly k
eeps
trac
k of
you
r mos
t rec
ently
ru
n se
arch
es a
nd v
iew
ed d
ocum
ents
.
Ther
e ar
e a
few
way
s to
acc
ess
the
hist
ory.
1. C
lick
the
“His
tory
” bu
tton
on
the
navi
gatio
n pa
nel.
2. O
r, ac
cess
rece
nt s
earc
hes
dire
ctly
from
the
“My
Acco
unts
” se
ctio
n of
the
hom
epag
e.
Und
er th
e “h
isto
ry”
butt
on o
n th
e na
viga
tion
pane
l, th
e hi
stor
y is
orga
nize
d in
to tw
o ca
tego
ries.
1. R
ecen
t Sea
rche
s2.
Rec
ent D
ocum
ents
Both
pag
es c
arry
a s
imila
r des
ign
whi
ch c
onta
ins
the
desc
riptio
n of
th
e ca
se v
iew
ed o
r the
sea
rch
that
was
cre
ated
, whi
le a
lso
givi
ngth
e da
te, t
he ti
me,
and
the
Clie
nt ID
-if
a cl
ient
was
sel
ecte
d be
fore
crea
ting
the
sear
ch.
Chapter 2 - MSBA Page #2-19
20Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
How
To:
Set
a C
lient
If yo
u ar
e w
orki
ng fo
r a s
peci
fic c
lient
, the
clie
nt fe
atur
e is
a
conv
enie
nt w
ay o
f kee
ping
trac
k of
the
hour
s sp
ent,
sear
ches
m
ade,
and
doc
umen
ts v
iew
ed fo
r tha
t clie
nt. E
ach
time
you
log
into
Ca
sem
aker
, you
will
hav
e to
set
the
clie
nt if
you
wan
t Cas
emak
er to
ke
ep tr
ack.
Thi
s is
sim
ple
to d
o.
Sett
ing
up a
clie
nt1.
Clic
k on
“Cl
ient
” on
the
navi
gatio
n pa
nel o
f the
sea
rch
bar.
If yo
u al
read
y ha
ve c
lient
s ad
ded,
clic
k on
the
drop
dow
n m
enu
unde
rth
e te
rm “
Clie
nt N
ame”
and
sel
ect t
he c
lient
. The
n, c
lick
cont
inue
.
2. If
you
do
not h
ave
any
clie
nts
adde
d or
wou
ld li
ke to
add
a n
ew
clie
nt, c
lick
“Add
,” en
ter t
he c
lient
nam
e in
the
pop
up, a
nd c
lick
“OK.
”
3. S
et a
uni
que
“Mat
ter N
umbe
r.” T
his
allo
ws
you
to w
ork
on m
ore
than
one
cas
e fo
r a s
peci
fic c
lient
, with
out h
avin
g to
ent
er a
diff
eren
t na
me.
4. O
nce
the
two
field
s ar
e fil
led,
clic
k “C
ontin
ue”
and
you
will
be
retu
rned
to th
e ho
me
page
.
Onc
e yo
u ha
ve s
elec
ted
a cl
ient
, the
clie
nt’s
nam
e w
ill a
ppea
r on
the
navi
gatio
n pa
nel i
n pl
ace
of “
Clie
nt.”
From
this
poi
nt o
n, C
asem
aker
w
ill k
eep
trac
k of
the
time
you
spen
d un
der t
hat c
lient
.
Whe
n yo
u ha
ve fi
nish
ed w
orki
ng fo
r a s
elec
ted
clie
nt a
nd
wan
t to
view
the
repo
rt o
f hou
rs w
orke
d, y
ou w
ill n
eed
to
sign
out
of C
asem
aker
. The
repo
rt w
ill c
ome
up a
fter
you
ha
ve s
igne
d ou
t and
will
offe
r the
opt
ion
to p
rint t
he re
port
, si
gn b
ack
into
Cas
emak
er, w
hich
take
s yo
u ba
ck to
you
r sta
te
bar’s
web
site
. (Th
is fe
atur
e is
not
ava
ilabl
e fo
r Tex
as B
ar u
sers
.)
Not
e: O
n th
e H
isto
ry p
age,
you
can
sor
t the
sea
rch
hist
ory
by c
lient
by
clic
king
on
the
up (a
scen
ding
) and
do
wn
(des
cend
ing)
arr
ows
next
to th
e Cl
ient
ID.
Chapter 2 - MSBA Page #2-20
21Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
How
To:
Prin
t a D
ocum
ent
You’
ll fin
d th
e pr
int i
con
dire
ctly
und
erne
ath
the
fold
er d
rop
dow
n ta
b at
the
top
right
on
both
the
“cat
egor
ies”
and
“doc
umen
t” p
ages
.
NO
TE: W
hile
the
icon
s ar
e th
e sa
me
on b
oth
page
s, th
e pr
int
opti
ons
vary
dep
endi
ng o
n th
e pa
ge b
eing
vie
wed
.
From
the
cate
gorie
s pa
ge
On
the
“cat
egor
ies”
pag
e (w
hen
view
ing
the
sear
ch re
sults
list
ing)
cl
icki
ng th
e pr
int i
con
brin
gs u
p a
pop
up w
indo
w w
ith a
few
spe
cific
op
tions
for t
hese
pag
es:
1. “
List
of i
tem
s” w
ill p
rint a
list
of t
he d
ocum
ents
as
they
app
ear o
n th
e sc
reen
.
2. “
Doc
umen
ts”
will
prin
t eac
h do
cum
ent i
n th
e lis
t in
the
orde
rth
at th
ey a
ppea
r.
3. U
nder
the
“opt
ions
” ta
b, y
ou’re
ab
le to
incl
ude
“Ter
m H
ighl
ight
ing”
.**W
ith th
is o
ptio
n se
lect
ed, t
he li
st o
f ite
ms
or d
ocum
ents
bei
ngpr
inte
d w
ill p
rint w
ith th
e se
arch
te
rms
high
light
ed.
NO
TE: N
o m
atte
r w
here
the
prin
t opt
ions
are
bei
ng v
iew
ed,
ther
e’s
alw
ays
an o
ptio
n to
pri
nt a
cov
er p
age
wit
h pe
rson
aliz
ed
com
men
ts.
From
the
Doc
umen
t Pag
e
Your
Prin
t opt
ions
will
aut
omat
ical
ly a
ppea
r as
you
sele
cted
in
“M
y Se
ttin
gs”
as d
escr
ibed
on
page
6 Y
ou a
n ch
ange
thes
e se
ttin
gs a
ny ti
me.
The
prin
t ico
n on
the
docu
men
t pag
e al
low
s yo
u to
sel
ect a
de
sire
d fo
rmat
for p
rintin
g. T
here
are
thre
e fo
rmat
s to
cho
ose
from
:1.
PD
F2.
Wor
d3.
Wor
d Pe
rfec
t
Oth
er p
rint
opt
ions
on
this
pag
e in
clud
e:“P
age
Layo
ut”
allo
ws
you
to c
hoos
e be
twee
n si
ngle
or d
ual c
olum
n la
yout
on
the
prin
ted
page
.
“Not
es” w
ill p
rint t
he d
ocum
ent w
ith
any
post
ed n
otes
.
“Con
tent
to A
ppen
d” w
ill a
dd to
the
docu
men
t any
rele
vant
mat
eria
l to
the
sele
cted
doc
umen
t.
Afte
r sel
ectin
g fro
m th
e op
tions
, cl
ick
“prin
t” to
prin
t the
docu
men
t.
Not
e: th
e “T
erm
Hig
hlig
htin
g” o
ptio
n is
not
ava
ilabl
e w
hen
prin
ting
as
a “D
ual C
olum
n” la
yout
.
Chapter 2 - MSBA Page #2-21
22Re
turn
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able
of C
onte
nts
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2014
How
To:
Em
ail a
Doc
umen
t
The
emai
l ico
n is
pre
sent
on
the
“cat
egor
ies”
an
d “d
ocum
ent”
pag
es a
nd is
alw
ays
situ
ated
ne
xt to
the
prin
t ico
n.
NO
TE: E
mai
l opt
ions
dif
fer
depe
ndin
g on
the
page
bei
ng
view
ed.
Emai
ling
from
the
cate
gorie
s pa
ge
Whe
n vi
ewin
g th
e lis
ting
of
resu
lts c
licki
ng th
e em
ail i
con,
w
ill g
ive
you
thes
e op
tions
:
Atta
ch:
1. L
ist o
f ite
ms
(a li
st o
f sel
ecte
d re
sults
* lis
ted
on th
e pa
ge b
eing
view
ed a
nd th
eir t
itle
info
rmat
ion)
.
2. D
ocum
ents
(the
doc
umen
ts
sele
cted
will
be
emai
led
in th
ier
entir
ety)
.
*Sel
ect t
he re
sults
you
wou
ld li
ke to
em
ail b
y cl
icki
ng o
n th
e ap
prop
riate
che
ck b
oxes
nex
t to
the
resu
lt (s
ee b
elow
).
Emai
l opt
ions
on
the
Doc
umen
t Pag
e
Onc
e yo
u’re
vie
win
g a
spec
ific
docu
men
t on
the
docu
men
t pag
e,
the
emai
l opt
ions
cha
nge
to re
flect
the
chan
ge in
the
cont
ent o
f th
e do
cum
ent b
eing
sen
t. Am
ong
othe
r opt
ions
, the
doc
umen
t pa
ge’s
emai
l dia
log
box
incl
udes
: a d
ual c
olum
n la
yout
of t
he
docu
men
t, a
cove
r pag
e, p
erso
nal n
otes
, etc
.
NO
TE: T
he s
ent e
mai
l fro
m th
e do
cum
ent p
age
will
con
tain
an
atta
chm
ent o
f tha
t spe
cifi
c do
cum
ent w
ith
any
of th
e cr
iter
iayo
u se
t in
the
“opt
ions
” di
alog
box
.
Chapter 2 - MSBA Page #2-22
23Re
turn
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able
of C
onte
nts
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sed
Apr.
2014
How
To:
Dow
nloa
d a
Doc
umen
t
The
dow
nloa
d ic
on is
pre
sent
on
the
“cat
egor
ies”
and
“doc
umen
t” p
ages
and
is
alw
ays
situ
ated
nex
t to
the
prin
t ico
n.
NO
TE: D
ownl
oad
opti
ons
diff
er d
epen
ding
on
the
page
bei
ng
view
ed.
Dow
nloa
ding
from
the
cate
gorie
s pa
ge
Whe
n vi
ewin
g th
e lis
ting
of
resu
lts c
licki
ng th
e do
wnl
oad
icon
, will
giv
e yo
u th
ese
optio
ns:
Atta
ch:
1. L
ist o
f ite
ms
(a li
st o
f sel
ecte
d re
sults
* lis
ted
on th
e pa
ge
bein
g vi
ewed
and
thei
r titl
e in
form
atio
n).
2. D
ocum
ents
(the
doc
umen
ts s
elec
ted
will
be
dow
nloa
ded
in
thie
r ent
irety
).
*Sel
ect t
he re
sults
you
wou
ld li
ke to
dow
nloa
d by
clic
king
on
the
appr
opria
te c
heck
box
es n
ext t
o th
e re
sult
(see
bel
ow).
Dow
nloa
d op
tions
on
the
Doc
umen
t Pag
e
Onc
e yo
u’re
vie
win
g a
spec
ific
docu
men
t on
the
docu
men
t pag
e,
the
dow
nloa
d op
tions
cha
nge
to re
flect
the
chan
ge in
the
cont
ent
of th
e do
cum
ent b
eing
sen
t. Am
ong
othe
r opt
ions
, the
doc
umen
t pa
ge’s
emai
l dia
log
box
incl
udes
: a d
ual c
olum
n la
yout
of t
he
dow
nloa
d, a
cov
er p
age,
per
sona
l not
es, e
tc.
NO
TE: T
he d
ownl
oade
d fi
le fr
om th
e do
cum
ent p
age
will
in
clud
e an
y of
the
crit
eria
you
set
in th
e “o
ptio
ns”
dial
og b
ox.
Chapter 2 - MSBA Page #2-23
24Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
Case
mak
erPR
OCa
sem
aker
Pro
is a
pac
kage
of p
rem
ium
pro
duct
s de
sign
ed to
en
hanc
e Ca
sem
aker
’s ca
pabi
litie
s, as
wel
l as
prov
ide
new
ser
vice
s to
th
e us
er.
This
pac
kage
is s
ubsc
riptio
n ba
sed
and
does
not
com
e bu
ilt in
to
Case
mak
er u
nles
s yo
ur B
ar h
as p
urch
ased
them
and
mad
e it
part
of
the
Case
mak
er p
acka
ge a
vaila
ble
to y
ou.
How
the
Tool
s W
ork
1. C
aseC
heck
+/
Neg
ativ
e Tr
eatm
ent
Case
Chec
k+ w
orks
like
She
pher
d’s®
and
Key
Cite
® a
t a fr
actio
n of
the
cost
.
Case
Chec
k+ v
alid
ates
you
r res
earc
h an
d id
entifi
es w
heth
er o
r not
yo
ur c
ase
law
cita
tions
are
stil
l goo
d la
w. C
aseC
heck
+ re
turn
s bo
th
posi
tive
and
nega
tive
trea
tmen
ts in
stan
tly a
s yo
u re
sear
ch. L
ink
to
nega
tive
trea
tmen
ts a
nd q
uick
ly re
view
the
cita
tion
hist
ory
for b
oth
stat
e an
d fe
dera
l cas
es.
It w
orks
so
wel
l with
the
inte
rfac
e th
at it
doe
sn’t
requ
ire e
xtra
ste
ps in
or
der t
o us
e.
Afte
r mak
ing
a se
arch
, loo
k fo
r the
thum
bs u
p or
thum
bs d
own
icon
s on
the
left
sid
e of
the
case
cita
tion.
A th
umbs
up
mea
ns th
at th
e ca
se is
go
od la
w.
A th
umbs
dow
n m
eans
it w
as v
iew
ed
nega
tivel
y by
a la
ter c
ourt
.
12
10
12
101
210
If a
case
has
had
neg
ativ
e tr
eatm
ent,
whe
n yo
u en
ter t
he
docu
men
t pag
e, th
e de
tails
of t
he tr
eatm
ent w
ill b
e sh
own
at th
e ve
ry to
p of
the
docu
men
t.
You
can
clic
k on
the
Neg
ativ
e Tr
eatm
ent t
ab fo
r mor
e in
form
atio
n.
Chapter 2 - MSBA Page #2-24
25Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
2. C
asem
aker
Dig
est
Case
mak
erD
iges
t pro
vide
s a
first
look
into
the
mos
t rec
ent d
ecis
ions
hand
ed d
own
by s
tate
and
fede
ral c
ourt
s.
Case
s ar
e su
mm
ariz
ed a
s so
on a
s th
ey b
ecom
e av
aila
ble
and
you
can
easi
ly c
reat
e yo
ur o
wn
area
s of
inte
rest
to re
ceiv
e no
tifica
tions
thro
ugh
RSS
feed
and
/ o
r em
ail o
f the
cas
es m
ost r
elev
ant t
o yo
urpr
actic
e.
3. C
iteCh
eck
A pe
rson
al c
ite c
heck
er fo
r a p
lead
ing,
brie
f or o
ther
doc
umen
t.Si
mpl
y up
load
it in
MS
wor
d, te
xt o
r sea
rcha
ble
and
Case
mak
eran
alyz
es e
very
cita
tion
and
prov
ides
you
with
a re
port
of g
ood
law
,ne
gativ
e tr
eatm
ents
, and
pot
entia
l cita
tion
form
at e
rror
s.
How
to a
cces
s Ca
sem
aker
Dig
est a
nd C
iteCh
eck
To a
cces
s Ca
sem
aker
Dig
est a
nd C
iteCh
eck,
clic
k on
the
“too
ls”
tab
insi
de th
e lib
rary
sec
tion
of th
e ho
mep
age.
The
n, s
elec
t the
tool
you
wan
t to
acce
ss b
y cl
icki
ng o
n it’
s tit
le.
NO
TE: S
ome
user
s ha
ve a
utom
atic
acc
ess
to th
ese
addi
tion
al
prod
ucts
at n
o ad
diti
onal
cha
rge.
Som
e ba
rs h
ave
paid
for
acce
ss to
th
ese
feat
ures
.
Case
mak
er L
ibra
Case
mak
er L
ibra
is a
n on
line
sear
chab
le li
brar
y of
trea
tises
, pra
ctic
e gu
ides
and
con
tinui
ng le
gal e
duca
tion
mat
eria
ls s
pons
ored
by
a St
ate
Bar A
ssoc
iatio
n an
d lin
ked
dire
ctly
in C
asem
aker
. W
hen
a se
arch
is d
one,
Lib
ra w
ill b
e lis
ted
on th
e re
sults
pag
e if
ther
e is
a
docu
men
t ava
ilabl
e re
late
d to
the
user
’s se
arch
. Cl
icki
ng o
n th
e re
sult,
will
take
the
user
to th
e Li
bra
web
page
.
Chapter 2 - MSBA Page #2-25
26Re
turn
to T
able
of C
onte
nts
Revi
sed
Apr.
2014
Case
mak
er o
n M
obile
Dev
ices
Rece
ntly
Cas
emak
er h
as p
ut o
ut a
new
pro
duct
– th
e Ca
sem
aker
m
obile
app
licat
ion.
It is
ava
ilabl
e on
for b
oth
Appl
e an
d An
droi
d de
vice
s.
From
the
Case
mak
er h
omep
age,
loca
te a
nd c
lick
on th
e “A
vaila
ble
mob
ile a
pplic
atio
n” li
nk. I
t can
be
foun
d in
red
text
in th
e up
per l
eft
corn
er o
f the
pag
e be
low
the
Case
mak
er lo
go.
A ne
w w
indo
w w
ill a
ppea
r ask
ing
you
to fi
ll ou
t som
e ba
sic
re
gist
ratio
n in
form
atio
n. O
nce
you
have
fille
d ou
t the
form
, clic
k Cr
eate
Acc
ount
.
You
will
then
be
prov
ided
with
a re
gist
ratio
n co
de. P
leas
e no
te th
is
code
and
that
it is
cas
e se
nsiti
ve. Y
ou w
ill n
eed
it in
just
a m
omen
t.
Appl
e de
vice
sU
sing
you
r App
le d
evic
e, a
cces
s th
e ap
p st
ore
and
run
a se
arch
for
Case
mak
er L
egal
. The
app
will
pul
l up
and
you
can
tap
it to
vie
w th
e in
form
atio
n.
Clic
k In
stal
l App
and
follo
w th
e ne
cess
ary
step
s to
dow
nloa
d th
e ap
plic
atio
n, a
nd o
pen
it.
Her
e yo
u w
ill n
eed
to e
nter
the
emai
l add
ress
you
regi
ster
ed w
ith a
nd
the
refe
renc
e co
de p
rovi
ded
to y
ou w
hen
you
regi
ster
ed fr
om y
our
com
pute
r. Pl
ease
rem
embe
r thi
s co
de is
cas
e se
nsiti
ve.
You
will
then
be
prov
ided
with
acc
ess
to th
e Ca
sem
aker
mob
ile
appl
icat
ion.
Andr
oid
devi
ces
Usi
ng y
our A
ndro
id d
evic
e, a
cces
s th
e ap
p st
ore
and
run
a se
arch
for
Case
mak
er L
egal
. The
app
will
pul
l up
and
you
can
tap
it to
vie
w th
e in
form
atio
n.
Whe
n vi
ewin
g th
e ap
p in
form
atio
n, ta
p th
e In
stal
l but
ton
to
dow
nloa
d th
e ap
p.
You
will
nee
d to
tap
the
Acce
pt b
utto
n to
pro
ceed
.
The
app
will
then
dow
nloa
d on
to y
our d
evic
e. W
hen
it ha
s co
mpl
eted
th
e sc
reen
will
cha
nge.
Tap
the
Ope
n bu
tton
to a
cces
s th
e ap
p.
Her
e yo
u w
ill n
eed
to e
nter
the
refe
renc
e co
de p
rovi
ded
to y
ou w
hen
you
regi
ster
ed fr
om y
our c
ompu
ter.
Ple
ase
rem
embe
r thi
s co
de is
cas
e se
nsiti
ve.
You
will
then
be
prov
ided
with
acc
ess
to th
e Ca
sem
aker
mob
ile
appl
icat
ion.
Chapter 2 - MSBA Page #2-26
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Chapter 2 - MSBA Page #2-29
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Chapter 2 - MSBA Page #2-30
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Chapter 2 - MSBA Page #2-31
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Chapter 2 - MSBA Page #2-32