Case Overview Workspace

When you open a Case, the CaseOverview workspace appears. It consists of three views: Locations, Filter (hidden by default), and Document. The Case Overview workspace is where you will do your work.

When you are managing hundreds of cases and need to share it with your team, provide a report to your boss of ongoing searches, and track legal holds, you can quickly export a list of cases to a Microsoft Excel spreadsheet in .csv format. This kind of list is very useful for managing the progress of searches.

  • Open the Case Management Overview. If you are in a case, select Case Management from the Case Overview toolbar.

  • Click the CSV icon.

  • Choose to open or save the .csv file. Double-click the downloaded file to view its contents.