Create a New Case in OPEN DISCOVERY

Case creation is easy in OPEN DISCOVERY. There are different types of cases you can create, each of which serving a different purpose. To learn more about the different case types, see Case Management.

Complete the following steps to create a new case in OPEN DISCOVERY.

Note: Before you create a new case, ensure that the associated managing client and client have already been created. If not, see Create New Managing Clients and Clients.

  1. Open the Case Management module.

  2. Take one of the following actions:

    • To associate the new case with a new code name: Click corresponding to the required client and select Add Case.

    • To associate the new case with an existing code name: Click corresponding to the required code name and select Add Case.

  3. On the Create Case page, click the required case type(s), then select Create. To learn more about the different case types, see Overview: Case Management.

  4. On the Code Name step of the Create Case wizard, enter information for any of the following fields:

    Note: These options are able to be modified only if associating the new case with a new code name.

    ITEM

    Description

    Code Name*

    Enter the new code name using a maximum of 256 Unicode characters. For example, “Smith v. Jones.”

    Matter Number

    Optional: Enter a matter number using a maximum of 128 Unicode characters. A matter number is an additional internal identifier organizations may use to facilitate reporting. In OPEN DISCOVERY, assigning a matter number is optional and not required.

    Client

    Review the selected client. If the wrong client was selected, click Cancel and start again with the correct client. If you want to use an existing case as a settings template, check the box .

  1. Click Next. Complete the case details page(s) as described in the following table.

    Note: Specific pages/labels will differ, depending on the type of case you are creating (Processing, Review, and/or LIVE EDA).

    2. ITEM

    Description

    Case Name*

    Enter the full name for the new case. By default, it will be the code name with a suffix indicating the case type. For example, “Smith v. Jones – Processing.” Ensure the name is unique.

    App Environment*

    Select the needed Processing and/or Review environment. Check with your administrator if you are not sure of the environment to select.

    Data Directory*

    For Review cases, select the required data directory. The data directory is where OPEN DISCOVERY Review places database-specific files and other files required for the case, see Create New Managing Clients and Clients

    Connectors, Custodians, and Groups*

    For LIVE EDA cases, select the required connector locations, custodians, and groups. For more information about the options available, see Create LIVE EDA Case.

    Advanced Options

    • If you checked the box to use an existing case for a settings template, you must select the case you wish to use. This will be available for both Processing and Review cases.

    • To use a default template, ensure that the term “default template” is listed in the Case Template field.

    • To use a custom template(s): Select the required template(s), depending on which type of case is being created:

      • For a Processing case, click in the Processing Case Template field. In the resulting dialog box, navigate to and select the required .INI file, then click Open.

      • For a Review case, click in the Review Case Template field. In the resulting dialog box, navigate to and select the required .CSE file, and then click Open. See Workflow: Create a Case Definition Template for more information.

  2. Click Next to review the Summary page. If any items must be changed, click Back (or the required page button at the top of the page) and make corrections.

  3. Click Create Case. Wait as the case is created. When finished, it displays in the Case Management page summary.

 

Related Topics

Case Management

Create LIVE EDA Case

Modify Settings for a Case

Overview: Case Management