What’s New in LexisNexis® CaseMap® 7.5?

Many of the new features in CaseMap® 7.5 enhance already exceptional reporting capabilities. Others build on core CaseMap capabilities such as linking and the ability to cull information from source material in other applications.

Please read further details below and click here to view a prerecorded Webinar on What’s New in LexisNexis CaseMap 7.5.

New Reporting Features

CaseMap 7.5 includes a number of new features that make it even easier to create a wide array of practical and polished work product.

A new Reports Menu consolidates new and preexisting work product output options, making the reports easily accessible. The Reports Menu enables quick navigation to any spreadsheet you want to turn into a report. Every report is available with a mouse click from the menu.

Reports Menu options include:

• Page Setup option

• Print options

• TimeMap® timeline graphics (for Facts and Documents)

• NoteMap® outlines (on any spreadsheet)*

• Send a spreadsheet report to Microsoft® Word, your Web browser (HTML) or WordPerfect® in your choice of spreadsheet view or vertical format, or create a By-Issue report easily. Export any CaseMap spreadsheet easily to Excel®

• Launch the Summary Judgment Report Wizard

*Producing TimeMap and NoteMap work product requires that you have a subscription to use the programs and that you have them installed on your computer.

Title page graphics can be added to all report and ReportBooks cover sheets.

You can add your organization logo or other graphics on a report cover sheet and the ReportBook title pages. Access the Edit Graphics dialog through Page Setup on the Reports menu and give your cover sheets an image-enhancing boost.

By Issue Reports can now be included in ReportBooks

A By Issue report takes all the visible records in any spreadsheet and lays them out in a comprehensive report that shows the records organized according to the issues from the Issues spreadsheet to which they’re linked. Click here to see an example of a Facts-By-Issue report.

You can add your own custom By-Issue reports to any ReportBook. The new case default template also includes a pre-built ReportBook template of By-Issue reports. Click here to see an example of the Mark Me Up ReportBook with a Key Facts-By-Issue report added.
 

By Issue reports are also available by accessing the new Reports Menu from a spreadsheet. You can still see all the Facts linked to an individual issue by using the LS: Linked Fact Text column on the Issues spreadsheet.
 

Dozens of new reports are quickly available using the new CaseMap 7.5 Link Summary (LS) fields.
 

New Linking Features

CaseMap 7.5 has been renovated to substantially enhance the linking of the data you add to each case file. This change improves the performance of the CaseMap searches and, far more importantly, automatically links critical case information in ways not previously possible.

The hallmarks of CaseMap linking capabilities are the unique Link Summary (LS) fields that count the relationships between different types of case information and make it easy to display reports based on these counts. The revamped linking that underpins CaseMap 7.5 allows us to add over twenty additional Link Summary fields to each CaseMap file and also paves the way for more LS fields in future versions.
 

LS: Docs Authored and LS: Docs Received on the Persons spreadsheet are critically important examples of the new linking architecture.

• LS: Docs Authored automatically displays a count of the number of times each case player is listed as the author of a document.

• If you want to review the documents authored by any player, click the count that appears in the LS: Docs Authored column next to his or her name and a pop-up window displaying these documents appears.

• Click print and a report generates based on these documents.
  Two more of the new Link Summary fields—LS: Emails Authored and Emails Received—display a count of only emails and not of any other documents.

When you convert your existing CaseMap files to CaseMap 7.5, the new LS fields will automatically build themselves and show the counts of associated links. For example, if you’ve already been listing the authors and recipients of documents by using the CaseMap short name method (expedites entry and yields data consistency) the new LS: Docs Authored and LS: Docs Received fields for Persons will automatically show current counts.

Other New Features
 

Send-To-CaseMap Enhancements

Bulk Send-to-CaseMap—This feature (BSTCM) makes importing document records a simple task.

• Select or filter to a set of records in your document management system or LexisNexis® online application.

• Right-click and launch the Bulk Send-to-CaseMap wizard.

• It guides you through selecting fields from the document database and mapping them to CaseMap document spreadsheet fields.

NOTE: Bulk Send requires development work by our integration partners. Click here to see a list of litigation support tools that are BSTCM-enabled.
 

LexisNexis CaseMap 7.5 adds several ease-of-use improvements in the Send-To-CaseMap (STCM) dialogs. The STCM feature makes it easy to extract passages from documents and send them over to the Facts spreadsheet as facts. This feature works in a vast number of litigation support tools (like Acrobat®, LexisNexis® Concordance® and LexisNexis TextMap®). The new fact record links back from CaseMap to the passage in the document, putting critical document references a mouse click away.
 

Live Spell Checking—We introduced live spell checking (the “red-squiggly-line” behavior we know from our word processor) in CaseMap 5. CaseMap 7.5 checks spelling continuously in description fields (like Fact Text) in the dialog boxes of STCM. With live spell check you also get auto-correct.
 

Adding Objects on the Fly—Frequently when entering data you come across people, places, and things like documents that haven’t been set up as Objects in CaseMap. When this happens, it’s easy to add them by:

• Right-click an empty spot in the cell where you’re working.

• Choose “Add Object” from the shortcut menu and the Add Object dialog appears.

• Enter the Type and Full Name of your new object.

• Click OK and your new Object becomes part of your cast of characters in CaseMap.

This eliminates flipping back to the appropriate spreadsheet to add the object and boosts productivity while keeping your train of thought on track. CaseMap 7.5 brings this timesaver into the STCM dialogs for the first time.
 

All the enhancements for STCM appear in both the Edit Object and Add New Fact dialogs. There is no need to change or upgrade other lit. support tools you use to send facts to CaseMap. These new features are added into CaseMap 7.5 so they’ll automatically be available no matter what STCM-enabled program you’re using to view your documents.
 

Import Issues From NoteMap

In CaseMap 7.5 you can import an Issue Outline authored in NoteMap directly into the Issues Spreadsheet. Outline the issues in your new case using the practical NoteMap outline features, select the title node of your outline and copy it to the clipboard. Then, with a couple of a mouse clicks on the File menu in the Issues spreadsheet, you'll import NoteMap issues into your CaseMap case. Use this feature to jump-start your Issues spreadsheet. Or, add a new issue to the case Issue Outline that you want to develop in-depth using NoteMap.
 

More New Features

Case Auto-logon—For a new CaseMap case that you're the only one working on you don’t set a password. If you are a sole user in that case, CaseMap 7.5 will ask you if you want to take advantage of the Case Auto-logon. When you activate this feature you won’t go through the Case Logon dialog each time you access the case file.
 

Still More ...

Many CaseMap 7.5 changes aren’t readily apparent to users as we continuously strive to improve CaseMap performance.
 

Conclusion

We invite you to set up an online tour of What’s New in CaseMap 7.5 by contacting your account representative at casemap.sales@lexisnexis.com. You can view the LexisNexis CaseMap 7.5 What’s New Webinar 24/7 by clicking here. Please click here to review What Was New in CaseMap 7 or here to see a selection of Webinars demonstrating new features in earlier versions of CaseMap.

Our pace of developing and introducing improvements to our tools has increased as we’ve allocated more resources to this area. That means we can incorporate more of your ideas and suggestions quicker plus add more features that we develop. We welcome your comments and suggestions. Please write casemap.suggestions@lexisnexis.com.
Thank you for being a LexisNexis CaseMap client!