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:
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 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
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:
Version: 2023.8.12
Last Revision: 11/8/2023