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Table of Contents
CaseMap/TimeMap ............................................................................................................................4
Start a new Case .............................................................................................................................4
Entering Information into Spreadsheet..............................................................................................4
Linking ..........................................................................................................................................4
New Record ...................................................................................................................................5
Short name .....................................................................................................................................5
Specific Spreadsheets......................................................................................................................6
Facts...........................................................................................................................................6
All Objects..................................................................................................................................6
Persons.......................................................................................................................................6
Documents..................................................................................................................................6
Issues.........................................................................................................................................7
TimeMap Introduction ....................................................................................................................7
Excel.................................................................................................................................................7
Create Spreadsheet..........................................................................................................................7
Formatting (Font, Size, Bold, Borders Italics etc.).............................................................................8
Merge& Center...............................................................................................................................8
Copy text formatting to other cells ...................................................................................................9
Change width of columns and height of rows....................................................................................9
Center align text or numbers within a cell.......................................................................................10
Sum Formula................................................................................................................................10
AutoSum......................................................................................................................................11
Autofill (eg. copying formulas across cells) ....................................................................................11
Insert a Chart................................................................................................................................12
Edit Chart.....................................................................................................................................13
Internet Research..............................................................................................................................13
Connectors ...................................................................................................................................13
FindLaw.......................................................................................................................................13
Search Strategy.............................................................................................................................14
PowerPoint.......................................................................................................................................14
New Slideshow.............................................................................................................................14
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How to Add a Slide.......................................................................................................................14
How to Delete a Slide ...................................................................................................................15
Right Click Options ......................................................................................................................15
Editing Layouts ............................................................................................................................16
Applying a Theme ........................................................................................................................16
Inserting Pictures/Graphics............................................................................................................17
View Slideshow............................................................................................................................17
The Rule of 5's..............................................................................................................................18
Timekeeping & Billing .....................................................................................................................18
Create Timekeeper........................................................................................................................18
Create Clients ...............................................................................................................................19
Create a Task................................................................................................................................20
Creating an Expense......................................................................................................................21
Creating a Time Slip .....................................................................................................................22
Creating Expense Slip ...................................................................................................................23
Generating a Bill to the Client........................................................................................................23
Windows Tools ................................................................................................................................24
Image Insertions ...........................................................................................................................24
Screen Shots.................................................................................................................................25
Method 1 ..................................................................................................................................25
Method 2 ..................................................................................................................................25
Word ...............................................................................................................................................26
Create Page/ New Document.........................................................................................................26
Format Painter..............................................................................................................................26
Removing unwanted paragraph marks............................................................................................27
Replacing text...............................................................................................................................27
Sorting .........................................................................................................................................28
Vertical Scroll Bar........................................................................................................................28
Legal Pleading..............................................................................................................................28
Table of Authorities ......................................................................................................................29
Table of Contents..........................................................................................................................29
5. 4
CaseMap/TimeMap
Start a new Case
Click on Start a newcase on the right side and follow the Case Wizard
Entering Information into Spreadsheet
Click on NewRecord and select which type of information you want to input
Linking
1. Locate Issue Linking button at the top
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2. Choose which record in the spreadsheet you want to link
3. Find the Issue Linking tool that relates to your record or click Add NewIssue
New Record
For any that you would like to input, use New Record which is in the left corner with a green cross
Short name
Short Names are unique identifiers that are assigned to each person, place, or thing in a case.
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- They bring consistency to your case so you do not get confused between other same names,
organizations, or documents
- Create links to make data entry faster
Use Link Assistant
Specific Spreadsheets
(each part of each spreadsheet can be manually typed)
Facts
Includes: Date and time, Fact text, Sources, Material+, Status+, Linked Issues,and Evaluation
All Objects
Includes: Object type, Full Name, Short Name,Role In Case,Key,# Facts
Persons
Includes: Full name, Short Name, Role in Case,Type +, Key, # Facts, # Docs
Authored, #Docs Received,#Emails, address & email
Documents
Includes: Names, dates,descriptions, authors, recipients
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Issues
Includes: Names, Short Name,Facts
TimeMap Introduction
This programming helps you transform your data from CaseMap into a Visual Timeline of events
Excel
Create Spreadsheet
1. Click on the Office Button located in the top left-hand corner
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2. Click on Newwhich is the first option
3. Choose the option Blank Workbook
Formatting (Font, Size, Bold, Borders Italics etc.)
1. Use the box that says Font
2. Choose between Bold, Font Style, Borders, Text Size
3. Each option will create a scroll with specific options
For more options click on the bottom right corner of the Font box
Merge& Center
1. Type information into cell
2. On the Home tab,locate the box that says Alignment
3. Click on Merge & Center
4. Select which direction you would like your information to merge towards
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Copy text formatting to other cells
1. Highlight text with the formatting you want to copy by dragging cursor across
2. Select Format Painter which is located in the Home tab inside the Clipboard box
3. You should then see that the surroundings of your formatting is blinking and a dotted line,
4. Highlight and select which part you would apply the formatting (cursor should be a plus sign and paint
brush) and release cursor
Change width of columns and height of rows
1. Place your cursor in between the cells that you want to change (ex. A &B) (ex. 1 &2)
2. Click and move the cursor in the direction you are trying to expand or make smaller
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Center align text or numbers withina cell
1. Type information into your cell
2.Highlight that information by clicking your cursor and dragging across what you want to be centered.
3. Find Alignment in the 3rd box under the Home tab
4. Under the Alignment box there are small icons of different positioning for your text, choose the one
that says Center text when you drag your cursor over it.
Sum Formula
The formula to add values together is = SUM (cell, cell)
To choose the values you want to add together, highlight them
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AutoSum
1. To add values, go to Home tab and locate Editing
2. In the Editing box locate AutoSum in top left corner and click
Autofill (eg. copying formulas across cells)
1. Type information into your cell
2. Click on the box, so that it has a thick black border
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3. Put your cursor in the bottom right corner, click, hold and drag in direction you want the information
Insert a Chart
1. After all the information is imputed, highlight the information you want for your chart
2. Locate the Insert tab
3. Look for the Chart box
4. Choose from the options shown or click on the bottom right corner for more options
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Edit Chart
1. Click on the chart or use the Chart Tools function under the Design tab
Internet Research
Connectors
Use: To help you find information more accurately and filters out the unnecessary
Boolean Terms:
And: Search for all keywords combined
Or: Search for either keywords
Not: Search for one keyword but not the other.
FindLaw
Website used to learn about lawyers, the law, legal forms, news and blogs
Use FindLaw in your search
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Search Strategy
Here are some hints that can help someone when researching a topic
1. Unique key words
2. Synonyms
3. Connect
4. Verify
PowerPoint
New Slideshow
When you open Microsoft PowerPoint there should already be a new presentation, if not click on the
Office Button in the top left hand corner and go to new, and choose NewPresentation
How to Add a Slide
1. Locate the Slides box under the Home tab
2. Search for NewSlide
3. Click and choose between the options which type of slide you would like to use and click.
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How to Delete a Slide
1. Go to Slides box under the Home tab
2. Click on the Delete slide which is located in the bottom right corner
Right ClickOptions
Options for right clicking outside of text box Options for right clicking inside text box
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Editing Layouts
(2 methods)
1. Find the Slide box under the Home tab 2. Right Click and find Layout
Choose the button saying Layout and choose which one you intend you use.
Applying a Theme
1. Locate the Design tab
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2. Choose between themes in the Themes box or scroll for more options
Inserting Pictures/Graphics
1. Click on the slide you want to put picture/graphic on
2. Go to the Insert tab
3. Click on Picture
4.Choose photo from files
View Slideshow
Select the View tab and choose which way you would like to view slideshow
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The Rule of 5's
-5 slides
-5 bullets
-5 words
Timekeeping & Billing
Create Timekeeper
1. Click the Newbutton and select Timekeeper
2. Type first initial and last name in Field 1,then type a nickname in Field 2
3. Click Apply Defaults
4. Enter name, then tab to Initials
5. In the Title Field,choose Paralegal
6. Enter rates
7. Save
8. Verify by clicking Timekeeper list
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Create Clients
1. Go to Newbutton and select Client
2. Field 1 enter Client Name, Field 2 enter short name or numerical date
3. Select Client Default,then click Apply Defaults
4. Enter the information asked
5.Save
6. Verify by looking at Client List
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Create a Task
1. Click on NewButton,select Task
2. Enter actual task in Field 1 and the task code in Field 2
3. Click Rules in General Settings and Apply Defaults
4. On the General tab enter name of specific task
5. Enter rate in the Rate Table
6. Save and verify by checking Task List
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Creating an Expense
1. Select New button, choose Expense
2. Enter codes in Field 1 and 2
3. Apply Defaults
4. In the Expense Information General Page,type the task completed
5. Enter Price Levels
6. Enter Quantity
7. Locate Billing tab check mark CA
8. Save and Verify under Expense List
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Creating a Time Slip
1. Click New button and select Time Slip
2 Enter information for: Timekeeper, Task,Client, and Time Spent
3. Save and view by clicking Time and Expense Slip
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Creating Expense Slip
1. Click New button and select Expense Slip
2. Slip Entry box shows so check the name of the Timekeeper
3. Select Expense and Client
4. Save and view in Time and Expense Slip
Generating a Bill to the Client
1. Click Bills menu and go to Billing Assistant
2. Select Client
3. View slip Entries for Total Fees and Total Expenses
4. Print or email bill
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Windows Tools
Image Insertions
1. Go to Google and look up the image you want
2. Click on Image or View Image
3. Right Click and choose Save Picture As and save to folder or desktop
4. Go to Microsoft programming you want to insert image in
5. Locate Insert tab and click Picture Icon and relocate your photo and select.
6. Edit photo to your liking
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Word
Create Page/ New Document
1. Go to Office Button
2. Click on New
3. Choose NewDocument
Format Painter
1. Highlight the section you want to copy formatting
2. Locate and click Format Painter under Clipboard box on Home tab
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3. Highlight section you want to apply it to
Removing unwanted paragraph marks
1. On the Home tab,click on the Show Hide icon in the Paragraph box
Replacing text
1. Go to Home tab and find Editing group box
2. Click on Replace tab
3. Find in the search box for what you want to replace and type text
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Sorting
1. Highlight information you want to sort
2.. Go to Paragraph box on Home tab
3. Locate Sort (AZ arrow pointing downward)
4. Choose which way you would like to sort information
Vertical Scroll Bar
Legal Pleading
1. Go to Office Button in top left corner and choose New
3. Type in "Pleading Paper with 28 lines"
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Table of Authorities
1. Take a look at your document and try to determine what type of information you have
2. Highlight one of them, then got to the References tab and find Mark Citation in the Table of
Authorities box
3. Select Category and determine which category your information belongs, close and then choose Mark
All, then do the same with each citation
4. If the category you want is not present,click on one of the number, type the category you want and
select Replace
5. You will see unwanted paragraph marks in your document. Remove them by going to the Home tab
and clicking on Show/Hide button in the Paragraph box
6. Go to References tab and select Insert Table ofAuthorities (make sure you choose all when you
choose category)
Table of Contents
1. Make a NewDocument
2. Type your list of categories/topics on the 2nd page
3. Go to Sort Key in the Paragraph box of the Home Tab,and choose alphabetical A to Z
4. Change your categories/topics into headings by first highlighting them and then Choose Heading 1
option in the Styles box
5. To create subheadings, click under your Headings and click Heading 2
6. Insert page numbers by going to Insert tab and choose Page Numbers,then choose which formatting
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7. Go to the first page, then to References,then search for Table ofContents,and choose with style you
would like to use.
8. If you want to update, click on Table ofContents,then choose Update table,finally select Entire
Table
