Overview: Cases

The primary focus of LOCAL DISCOVERY Case Management is case management for the discovery process. In the Case Management module, you create managing clients, clients, and cases. The Administration module allows you to edit cases, perform import/export activities as well as production and review preparation.

Create Cases

To get started you need to create your case. For more information, see:

Overview: Create Cases

Create a Case

Edit Cases

Once you have a case created, you can edit the case and add additional information. A general overview of the edit case process is covered in Overview: Edit Cases. Each of the individual tabs are covered in the following topics:

Edit Case Details and Perform Basic Case Actions

Edit Database Fields

Edit Groups and Users Assigned to a Case

Change the Tag or Redaction Palette

Work with Stop Words and Key Words

Review or Change Database Records

Configure Production Shield

Manage Coding Forms

Manage Multi-Field Sort Indexes

Remove a Case

If you need you remove a case, you can do so. For more information, see Remove a Case.

Migrate Cases from Summation and Concordance

You can also migrate cases from Summation and Concordance. For more information, see:

Migrate Cases from AD Summation

Migrate Cases from LexisNexis Concordance