Have you have been viewing a document in Casemaker and wanted to just email it to your client or colleague? Casemaker allows for just that! To email a document to your client, your colleague, or even yourself – you first need to click on the envelope icon located in the upper right-hand corner of the document in the dark gray bar. A pop-up window will appear giving you a number of options to choose from. You can select the document format. You can choose to send a PDF, Word or WordPerfect document as well as chose dual or single column format. You can also decide to include your notes or any highlighted terms. If you would like, you can attach the list of citing references and any negative treatment found as well. Make your choices then enter the recipient's email address (or addresses), a subject for the email, and a short message if you wish. Then hit the blue email button and Casemaker will email the document for you. It is that simple!
Make a Note of it!
You can add notes to any document you find in Casemaker. The note is unique to your account and cannot be seen by anyone else. When you are viewing a document you can add a note by clicking the “Notes” drop-down in the light gray bar and then selecting “Add Note.” A new window will appear and you can type in what you wish. Once you are done typing click save. The note is the stored at the top of the document. You can use the same notes menu to determine if notes or visible or hidden. Clicking the pencil icon on the note will allow you to edit the note and to delete it permanently click the “x” icon
Statutes and Administrative Code by Citation
Below the search bar, you will find a series of small labeled circles that are called radio buttons. They are Keyword, Citation, Party, Section, and Docket. If you click on the radio button for Section you can then enter the citation for not just statutes as you might expect, but administrative codes as well, and Casemaker will pull up the code section you are seeking. Of course, you can always browse administrative codes, statutes, and other materials by clicking the appropriate link under the state or federal library of your choosing
Casemaker On the Go!
You can access Casemaker on the go. Visit the iTunes or Google Play store and download the Casemaker App to your iOS or Android device.
After downloading the Casemaker mobile application you will need to register online. Access the Casemaker website using your computer as you normally do. Once you have entered Casemaker look on the left side of the screen for the “Mobile Application” link. Clicking this will direct you to a form to fill out and submit to receive a reference code. Now, open the mobile application on your device. You will be asked for a username and password or for a reference code. Your username is the email address you used to register the mobile application. Your password is the reference code you received when you registered. Please note that the reference code is case-sensitive.
That is all it takes to have the comprehensive power of Casemaker in the palm of your hand.
Searching by Party
Searching by party works best if the party or parties in question have a less than common name. Obviously, searching for the party name of Smith is going to yield a large number of results compared to other less common names.
To search by party simply type the name of the party in the search bar and select the circle (often called a radio button) under the search bar labeled party. This will pull up all cases where that name is mentioned as a party in the case.
Clicking on My Settings from the homepage allows you to customize Casemaker in several ways. You can set the primary email you would like to send cases to. You can set the default jurisdiction for your searches. You can also set preferred document types and page formatting as well. In addition, you can set the preferred sort method of your results from this page if you wish.
Searching for Cases with Citation
The most frequently used function of Casemaker for most users is searching by citation. From the home page, you can simply type your citation in. You do not have to worry about being too picky if you use the wrong spacing, punctuation, or capitalization; Casemaker will automatically correct that for you. You do however need to make sure you are using only the reporter citation and the proper abbreviation. Casemaker goes by the Blue Book citation guidelines if you have any questions regarding abbreviations. For example, with Kearns v. Ford Motor Co., 567 F.3d 1120 (9th Cir. 2009), all you would put in the search bar is 567 F.3d 1120. Be sure you select the correct jurisdiction, however – you will not be able to pull up a New Hampshire Superior Court case when searching in US Court of Appeals!
Sometimes a particular citation brings up more than one result, and there is a very good reason for this. The other case shares a page with the case you were searching for. For example, your case may end on page 104 and another case begins on the same page of the reporter. This means even if you are typing in a pin cite, you will still be able to locate the case you are looking for.
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”
The most basic Casemaker search is the keyword search. It can also be the most complex if you wish – just use the search operators found in the blue Search Tips link under the Search button. To search first select your jurisdiction from the jurisdiction menu, then type in your word or words in the search bar and hit the blue search button. The keyword search can be found in other places as well. When you are viewing the list of cases you discovered in a previous search you can narrow that search by keyword in the left menu. If you are looking at a list of citing references you can also narrow that list by keyword on the citing references page.
The radio button selections below Casemaker search bar defaults to keyword. You may find that you can still enter things that are not keywords and get results, however, they may not be as accurate. You certainly can leave keyword selected and enter in a case citation – but you may get more than just the result you were seeking. In those cases, you may wish to choose a more specific search type.
Additional Security Option
Casemaker takes pride in being safe and secure – but we understand if you would like another layer of security. This is why we give you the option to add an additional password to Casemaker. Simply click Setup Password in the My Accounts section of Casemaker. Here you will be able to set a password and security question to further secure your research and notes. You will be asked to enter this password after you login to Casemaker via your Bar. If the password is not entered or entered incorrectly, your history, folders, clients, and personalization will not be available.
While Casemaker offers regular live webinar training, you may find that you are unable to attend those sessions. You can learn how to use Casemaker at any time with our recording videos. In the upper right corner of the Casemaker screen is a link labeled Videos. Here you will find our Introductory Training Video as well as other informative presentations available 24 hours a day.
Follow us on Social Media
You can get news and tips about Casemaker on social media as well. Find us on Facebook at https://www.facebook.com/casemakerlegal/ or on Twitter at https://twitter.com/casemakerlegal
Using the OR Search
Sometimes you may find you actually want a case that mentions either one term OR another term. That is where the OR search comes in. For example using the query alimony OR support will give you cases which mention either word.
Seeing more with the Combined Link
While you are browsing administrative code, statutes, rules and other materials you may sometimes notice an italicized chapter or section title with the word combined at the end in parentheses. Clicking on this link will give you not just one statute or rule, but all the statutes or rules in that chapter or section. This is helpful if you wish to print the entire chapter or section. It is also useful if you simply do not want to be forced to navigate to each individual statute or rule and would like to view them together.
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