Casemaker Tips and Tricks

              This week we discuss tracking client research in Casemaker4. Let’s get started! In the Features Toolbar is a link to your Clients. In the Clients menu you can create and store a list of clients you will be doing research for. Click Add next to the client field, […]

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This week we are going to talk personalization and customization with the Casemaker4 My Account menu. The first option provided in the My Account menu is settings. Clicking this link will allow you to change the Casemaker default settings in favour of your preferences. On the settings page, you will see four tabs. First, the […]

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            This week we are reviewing the folders functionality in Casemaker4. Let’s get started! Like its predecessor CasemakerLegal, Casemaker4 also allows you to store documents you find over the course of your research. Using the Folders feature you can access your documents from anywhere you can access the internet. Saving […]

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Monday, August 5 Noon to 1 pm This free comprehensive session is for both those familiar with Casemaker and those new to this valued member benefit. Members will learn about the new Casemaker4 legal research platform. Special emphasis will be placed on site navigation, search query formulation, document management, current awareness tools and personalization options. […]

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              Last week we discussed Casemaker4’s search operators. This week we will review the results page. The results page appears after you have submitted your search. These results may vary depending on what you selected in the Jurisdiction and Compilation menu. Unless you specified a specific compilation type, Casemaker4 […]

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This week we will focus on a new aspect of the Casemaker4 system – The Search Bar Menu. Let’s get started! When you click into the search bar to begin typing, you will notice a menu appears. Three different buttons are available, the first of which is your Recent Searches. Clicking on this will show […]

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This week we talk about saving documents, browsing data, and getting the search results you want. Let’s get started! ________________________________________ Get control of your searches with the Jurisdiction menu Rather than clicking on the state you want on the homepage, give yourself more control with the Jurisdiction menu. You can select a jurisdiction or any […]

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This week we talk about how to use annotator, how to customize your account and how to email documents to yourself or others.  Let’s get started! Annotator Casemaker’s Annotator is a feature available when reviewing a statute or admin code. Annotator provides you with a list of cases and other documents that mention or use […]

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This week we talk about browsing statutes, using the mobile app and Casemaker’s fantastic editorial staff. Let’s get started! Browsing Statutes In Casemaker Browsing statutes is another great way to research your issue. At times, you may not know the exact citation for the statute that is relevant to your issue. On other occasions, you […]

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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 CasemakerNeed 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 […]

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