Creating a New Case

The first process in CloudNine™ LAW is to create a new case. The following facts apply to cases:

•A case is the basic unit of organization in CloudNine™ LAW. It consists of a database that tracks source documents, extracted data, metadata, images, and other files.

•Before you can begin working in CloudNine™ LAW, you must create a case or open an existing case.

•A case list is a list managed in SQL that records the name and file path of all the cases that LAW has opened or created. The case list can be viewed in the New Case dialog.

•By default, a local case list is created in SQL for new installations.  See Caselist Options for more information.

•Case lists are migrated in SQL database using the LAW Configuration Utility.

•Whenever multiple users share a case list, if one station adds or removes a case, the changes are immediately visible to all other stations.

 

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When using LAW with UAC (User Account Control) enabled, it is recommended that you do not create cases under the Program Files or Program Files (x86) folder. This is a protected location in Windows and therefore the case folder is redirected to the virtual store. This virtual store is located in the profile of the current user (ex. C:\Users\<User>\AppData\Local\VirtualStore\Program Files (x86)\Law50\Cases). Some functions in LAW will not work properly when this data redirection occurs. To avoid this issue you can disable UAC (NOT recommended) or create cases in a network location or other location not treated as a protected location by Windows.

 

The C:\Program Files, C:\Program Files (x86), C:\Program Data, and My Documents directories are treated as protected locations and should not be used for storing case files.

 

hmtoggle_plus1To create a new case

1.On the File menu click New Case or alternatively click the New Case icon from the toolbar.  The New Case - Properties dialog box appears.

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2.Configure the case using options as described in the following table.

Option

Description

Case Name

The name should be unique and must adhere to file name requirements of the host operating system. For example, the case name may contains spaces but cannot contain any of the following special characters: \ / : * > < |

 

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There is a 120 character limit for all case names.

 

Case Description

Type a description of the case in this optional field. Case descriptions are visible when you open a case.

Enable Electronic Discovery

Selected by default or if the prior case created was an electronic discovery case. When enabled the case is registered for electronic discovery and any files added are available to electronic discovery tools.

 

ED Loader

This enables the files to be imported through ED Loader.

Turbo Import

This enables the files to be imported through Turbo Import.

 

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Turbo Import cases are not eligible for importing (dii or opt) load files, or case to case imports.  

 

Case Template

If enabled, you can select a template to apply to this case. A case template specifies a pre-determined of selections of case options. For more information see Case Templates.

Client or Project Name

If enabled, you can select a client or project name to associate with the case.  Select Edit to display the Project Administration dialog to modify your project list.

Database Engine

Select your database type: either SQL Server or Access.

Database: Defaults to the Case Name.

Server Name: Name of the SQL server instance.

Use Windows Authentication: This should be selected for Windows Authentication, otherwise you need to enter a User Name and Password that has access to your Database.

Case Paths

Specifies the paths where case files are stored. The Case and Image path may be entirely different.  A UNC path is recommended.

 

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The case paths must point to a network drive that can be identically mapped for all stations if using multiple LAW Stations. For example, if you create a case on a mapped network drive Z:\SomeCase then any other computer intended to use that case must also be able to map a drive to Z:\SomeCase. Mapped drives are not recommend in the paths for Turbo Import databases.  

 

Append case name to case paths

Creates new folders under the default directory for the case and image files using the same name as the case. This option is enabled by default. When disabled, all cases and images are stored in the default directory.

3.Click OK.

 
hmtoggle_plus1What to name cases

As the case list grows, it can help to implement a naming scheme for cases. Applying a consistent and intuitive naming scheme can make is easier to find cases and ensure that the right case is selected as the target for importing documents and for other processing.

There is a 120 character limit for all case names.

Below are some examples of possible naming schemes:  

•Client_JobNumber_InvoiceID

•Client_Matter

•Client_Matter_JobNumber

•Date_CaseName

•CaseName_StartDate

•Client_JobNumber_Today'sDate

•Client_Invoice_JobNum

 

 

Need additional help? E-mail the CloudNine™ LAW Technical Support team at: lawsupport@cloudnine.com, or contact a support representative at 713-462-6464 for CloudNine™ LAW Ext. 12 or CloudNine™ Explore Support Ext. 13. The Technical Support team is available between the hours of 9:00 A.M to 7:00 P.M. Eastern Time, Monday - Friday.

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