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Technology Quick Tip: Still haven't tried Casemaker4? NOW is the time to take it for a test drive.

Posted By Danielle M. Hall, Tuesday, June 30, 2020

Did you know that with your KBA membership you get access to the legal research tool Casemaker through the KBA website? Also, did you know Casemaker has upgraded its platform to Casemaker4? If you are still using the old version of Casemaker, now is the time to become familiar with the upgraded version. To start using Casemaker4:

1.     First, go the Kansas Bar Association website at ksbar.org. To begin using Casemaker, click the Casemaker link in the menu items. 

2.     Click Login Now.

3.     Enter your username and password, then click Sign In.

4.     Click, Click here to log into Casemaker.

5.     On the Casemaker homepage, in the left-hand corner you will see, the option to Click here to try the new Casemaker 4. Click the option and you will be taken to the new platform for a test drive.

Tags:  Author: Danielle M. Hall  Casemaker  Casemaker4  KBA membership  legal research 

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Casemaker Tip: Tutorial Videos

Posted By Danielle M. Hall, Tuesday, February 18, 2020

You may be a bit hesitant to use Casemaker4, since changing to a new system can be a bit overwhelming. The improvements, however, make it worth it. With the newest version of your KBA member benefit, Casemaker has updated the homepage, improved the search, added an alert system, and have given users the ability to customize the interface to more suit their individual needs. Are you looking to learn more about Casemaker4 before committing to the change? If so, there are tutorial videos available within the Casemaker system that can be helpful.

Once you log in to the research tool through the KBA website, you will be prompted to try Casemaker4. If not prompted, you will find this option on the lower left hand side. Once in Casemaker4, you can click on the Videos link in the upper right. Here you can review a tutorial overview that covers all you need to get started with Casemaker4. 

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Tags:  Author: Danielle M. Hall  Casemaker  Casemaker4  tutorial  video tutorial 

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Casemaker4 Quick Tip — Alerts

Posted By Danielle M. Hall, Tuesday, November 5, 2019

This past summer Casemaker launched a redesign of their legal research system. The new platform design is known as Casemaker4. Currently, upon log-in to your member benefit, the system defaults to the prior version, Casemaker Legal. This, however, will eventually change. As a result, now is a good time to start getting familiar with the new platform. If you want to explore Casemaker4, simply click the “Click here to try the new Casemaker4” icon, which is found on the right side of your screen under the KBA logo.

 

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A new feature to become familiar within Casemaker4 is Alerts. Alerts provide you with notification of changes to search results, cases, statutes, rules and more – be it a change to the document itself, such as an updated statute, a new case citing the case or statute, new negative treatment of a case, or even new search results for a search query. You can set up alerts in multiple ways. If you are viewing a statute or case, you can use the “Add Alert” icon in the Document Toolbar. Similarly, if you wish to set up an alert for a search you can use the same icon on the page of search results.  

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In addition to creating or adding alerts from the search and document pages, you can also create an alert from the Alerts page itself. After clicking the Create Alert button you have the opportunity to choose if you are creating a search or document alert type, as well as provide the description and specifications for your alert.


The Alerts tab will also provide you with a notification if there is new information or an update for an alert since your last log in. You can then use the toggles on the left of the alerts page to select what you are viewing. The pencil and paper icon next to the toggles for your alerts will allow you to make any changes you wish to make.


You can also choose to receive email notifications for updates from your alerts, in addition to the Casemaker notifications.

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Tags:  alerts  Author: Danielle M. Hall  Casemaker  Casemaker4  legal research  new platform design  search query 

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Casemaker Tip: Search Operators in Casemaker4

Posted By Danielle M. Hall, Tuesday, July 16, 2019

If you were not aware, Casemaker recently introduced a redesign of its legal research platform called Casemaker4. Currently, upon log-in to your member benefit, the platform will continue to default to the prior version. You can, however, select to switch to the new version. Eventually this default will change to Casemaker4 for everyone upon log-in. In the meantime, I suggest taking a look at the new version prior to this switch.

While there are somethings that have changed in Casemaker4 quite a few things have not. For example, you can use the same search operators in Casemaker4 that you used in previous versions of Casemaker. Let’s review them!

Search Operators

"AND" searching

Example: Contract Binding

To perform the AND search, simply leave a space. Casemaker sees the space as the AND operator. Our example will give us documents that have the word contract as well as the word binding.


"OR" searching

Example: alimony OR support

Using OR as the operator will find documents that use either word in the query. In our example, this query will pull up documents mentioning either alimony or support anywhere in them.


"NOT" searching

Example: property NOT commercial

Using the NOT operator will tell the system to find the documents that mention the first term but do not mention the second. In our example, the query will pull up documents that refer to property but do not mention the term commercial


"Phrase" searching

Example: “right of way”

This search type tells the system to treat everything in the quotations as if it were one search term. In our example, this means it will only pull cases that mention right of way but not cases that mention the words right, of and way by themselves.


"Thesaurus" searching

Example: ~parole

The thesaurus search not only locates your search term but also words with the same meaning. In our example query, the search will pull up documents that mention the word parole as well documents that mention any synonyms of the word parole.


"Asterisk" searching

Example: run*

This search will pull up documents that mention terms that begin with the letters prior to the asterisk. In our example, the query will find documents that mention not only run but also any words that start with run such as runner, runs, running and so on.


"Proximity" searching

Example: Tax w/10 property

This search will pull up documents that mention your first term within the number of words you specify of the other term. In our example, this will bring us documents where tax is mentioned within ten words of the term property.


"Grouping" searching

Example: (alimony OR support) AND divorce 

This would be the one case where you should use the word AND in Casemaker. Using the parentheses tells the system we want to group these queries. In this example, the system will return documents that mention alimony or support but also mention divorce.

 

When creating searches, if you run into trouble or need a few tips Casemakers highly recommends contacting their customer support department. They have a live chat feature which will allow you to instant message the customer support team during their regular hours. You will find a link to livechat in the upper right of the Casemaker4 screen. Live chat is especially useful when you are looking for search query assistance. Casemaker’s support team can give you a sample query and you can copy and paste the search suggestions they have to offer.

Tags:  Author: Danielle M. Hall  Casemaker  Casemaker4  operators  search operators  search tips 

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Casemaker Tip - Client Tracking

Posted By Danielle M. Hall, Tuesday, June 11, 2019

Need to keep track of time spent doing online research for a client?  Making use of the Client and Session Summary features of Casemaker can help. First, make sure to sign in to your personal Casemaker profile. Next, simply create a Client and select that client each time you begin to conduct research for that individual.  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. **

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Tags:  Author: Danielle M. Hall  billable hours  Casemaker  client tracking  session summary 

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Casemaker Tip - Finding a Case by Docket Number

Posted By Danielle M. Hall, Tuesday, May 28, 2019

Sometimes a case is so new, you may not have a citation. If you have the docket number, you can still find the case. Under the search bar on the homepage of Casemaker, you will see words with circles next to them. These circles are called radio buttons. The options you will see are Keyword, Citation, Party, Section, and finally, Docket No. Make sure you have selected the correct jurisdiction from the jurisdiction menu drop down to the right of the search bar (it is the box with the downward pointing blue arrow); then select the radio button next to Docket No. Enter the docket number of your case and hit the blue search button. You should be able to pull up the case you are looking for.

Tags:  Author: Danielle M. Hall  Casemaker  Citation  Search  Search by Docket Number  Tip 

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Searching for Cases with Citation in Casemaker

Posted By Danielle M. Hall, Tuesday, April 30, 2019

The most frequently used function of Casemaker for most users is searching by citation. From the home page, you can simply type in your citation. 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 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 U.S. 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 share 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.

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Tags:  Author: Danielle M. Hall  Casemaker  citation  research  Weekly20190430 

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Casemaker Tip - Using History

Posted By Administration, Tuesday, April 2, 2019

 

The History Link in the upper right will provide you with a complete history of all the searches you’ve created and documents you’ve viewed since logging into the Casemaker system. Each item in the History comes complete with a date and time stamp, as well as a client label, if you performed the search while logged in to a client.

So if you spent Friday evening searching for a particular statute and forgot to save it to a folder, you don’t need to worry! Just click your history to find it again without the hassle. The date and time stamps will help you be able to navigate which of these descriptions is the right one.

With permission from Khristina Williams, Casemaker Support and Marketing Manager

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Do You Know What's New with Casemaker?

Posted By Sara E. Rust-Martin, Tuesday, June 13, 2017

 

Do You Know What ‘s New with Casemaker? The Legal Researching Bundle Available to You

 

 

Casemaker, and all of the researching tools included with it, make an excellent research bundle. In May, I presented at KBA’s Solo & Small Firm Conference in Lawrence on, what else, Casemaker! And, I learned through this presentation that some of our members are not all that familiar with some of the “extras” that come along with Casemaker as a part of their membership to the KBA. So, I want to take this opportunity to fully inform you of all that is included with this excellent benefit to your bar membership.

 

*Casemaker:  Research Tool

Casemaker is one of the leading low-cost legal research services available. With intuitive search capabilities, you are able to conduct your legal research quickly and, with your bar membership, at a cost you can afford. The Google-like search bar is conveniently located at the top of every page, inviting you to conduct your search using either simple or complex search language. Once the results are delivered, Casemaker offers intuitive ‘search-within-a-search-capability’ to further narrow the results.

 

Casemaker is filled with organizational features that make it more than just a research library with a fast search engine. With Casemaker you can create individual folders to store your research, and they can be renamed, reorganized, or deleted with just a few clicks. And, with its notes feature, Casemaker makes it possible to write, post, and save notes directly to the documents being viewed.

 

Casemaker carries annual archived versions of state statutes for all states and the U.S. Code. Attorneys with an issue arising in the past are able to quickly and easily check the text of the law in effect at the time the issue arose.

 

 

*CaseCheck+:  Sheppardizing Feature

In addition to the standard Casemaker subscription, the Kansas Bar has also added CaseCheck+ which is a sheppardizing like feature. Previously available only by subscription, CaseCheck+ allows members to quickly determine if a case is still good law through a negative citator system that rivals Shepards® and KeyCite®.

 

 

*Casemaker Digest:  Summaries of Appellate Decisions

The newest addition to the standard Casemaker subscription with your KBA membership is Casemaker Digest. The Digest is a summary of appellate decisions you can receive based on criteria you set. Once you log on, you set the criteria based on date decided, date added, jurisdiction, court, and judge. The Digest case summaries will be sent to you either daily or weekly, depending on which you select and only within the criteria you select.

 

 

*CiteCheck:  Citation Report—Still Good Law?

Another great feature of the Casemaker bar membership bundle is CiteCheck allowing members to enhance their research. With CiteCheck, you can upload a document or brief to see whether your case citations continue to be good law. In most situations, reports are generated between 30-90 seconds after the initial document is uploaded.

 

 

*Casemaker Libra:  Online Searchable Library (available Summer 2017)

Casemaker Libra is an online searchable library of treatises, practice guides, coursebooks, deskbooks, and continuing legal education materials linked to the Casemaker database. Books can be purchased individually or the entire library can be downloaded. Typical links into the Casemaker system include case law, statutes, acts and administrative codes. Books can be browsed individually or searched similarly or by practice area or library.

 

 

Legal Research Center:  Expert, On-Demand Assistance

Another feature of Casemaker available to members for an additional price (not included in the KBA membership bundle) is the Legal Research Center (LRC). Casemaker has partnered with LRC to offer members expert on-demand memoranda, brief writing, and discovery support and analysis services at a reasonable price. All contact information is located on the Casemaker platform and KBA members are offered a 10% discount on LRC services.

 

 

 

Legal Forms:  Online Database of State-Specific Legal Documents

Casemaker also offers KBA members a discounted rate for Legal Forms. Legal Forms are not part of your KBA membership Casemaker bundle, but they can be accessed through the Casemaker platform and are available to KBA members at a 10% discounted rate. Legal Forms is an online database of state-specific legal documents and forms.

 

 

vLex:  International Primary & Secondary Legal Materials

vLex is a new product partner of Casemaker recently made available to Casemaker users. vLex provides international primary and secondary legal materials. Casemaker users may search the vLex Global Platform and receive a translated preview of their search results for free. To gain unlimited access to full text versions and downloads, a 24-hour Daily Passport may be purchased for $129, or members can select the “contact vLex button” and a representative will contact them to customize an annual subscription to their needs at a 10% discount.

 

 

CosmoLex:  Practice Management Software

CosmoLex is another partner of Casemaker providing a solution for the attorney’s time management, billing, accounting, and other practice management needs/systems. Because CosmoLex is a partner of Casemaker, any Casemaker user, or KBA member, receives a discount for this product. CosmoLex is also a member benefit provider through the KBA. If you are interested in CosomoLex, contact them through the member benefit page on the KBA website and be sure to tell them you are both a Casemaker user and a KBA member to guarantee you receive all available discounts.

 

 

*= Products included in the Casemaker bundle provided through your KBA Membership. All other products are available to you for an additional fee.

 

Have questions about any of the Casemaker products?

 

Contact the Casemaker Helpdesk:

            helpdesk@lawriter.net

            (877)659-0801

 

Contact Sara Rust-Martin, Law Practice Management Attorney at the KBA

            srustmartin@ksbar.org

            (785)234-5696


 

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Tags:  Casemaker  Legal Research 

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