Managing Documents


The civil litigation process involves keeping track of documents, producing lists of them, and including them in indexed paginated bundles. The best way to manage this task is to load the documents, at the outset, into a system such as Caselines, typing in a concise title for each document (e.g. "Letter Smith to Jones") and the date of the document. This takes a bit of time initially but means that you can then produce documents lists and bundle indexes without ever having to type in document titles and dates  again.

If you have a large number of paper documents to scan in, or a large number of electronic documents to copy, or both, you will probably prefer to use the Scan and Title service provided by Caselines to scan in paper documents, and make PDF copies of JPG, MSG, Word, and other electronic files, and load them into a Caselines “case”, rather than do all this work yourself. Once the documents are loaded in a Caselines “case” you (and anyone else you grant access to) can view/download/print them as necessary as the litigation proceeds.

If you prefer to load documents into Caselines yourself, see here. Even if you use the Caselines Scan and Title service to do an initial bulk load, you still may need to yourself load at least a small number of further documents into Caselines as the litigation proceeds. 


Disclaimer

This information page is designed to be used only by clients of John Antell who have entered into an agreement for the provision of legal services. The information in it is necessarily of a general nature and is intended to be used only in conjunction with specific advice to the individual client about the individual case. This information page should not be used by, or relied on, by anyone else. 

The information on this page about specific computer techniques is provided for information purposes only. Every reasonable effort has been made to ensure that the information is accurate and up to date at the time it was written but no responsibility for its accuracy, or for any consequences of relying on it, is assumed by me. You should satisfy yourself, before using any of the techniques, software or services described, that the techniques are appropriate for your purposes and that the software or service is reliable.

This page was lasted updated in November 2016          Disclaimer