This document introduces Case Story, a tool for managing facts and issues in legal cases. It discusses key elements like issues, facts, cast members, evidence, and workbooks. It also explains how to set up a case in Case Story, ingest evidence, link facts to evidence and cast, and create reports. The goal is to help legal teams organize information and prepare for tasks like document review, depositions, and trial.

1. Fact Management
Building your case with Case Story

2. This session will introduce you to Case Story which helps
case teams manage the facts and issues of their case.

3. Private and Confidential – Copyright 2020
Overview of Case Story Elements
Issues
Facts
Cast
Workbooks
Evidence
Reports

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When to Use Case Story
As part of
Document
Review
Deposition
Preparation
Ingestion of
Facts at
Onset of
Case
Witness
Preparation

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• Predefined Issues on Case Creation
• Use Case Manager to Modify Issues
• Issues Explorer only shows issues that
have been applied to items
Initial Setup: Issues

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• Cast Members are anyone that is
important to the case
• Custodians, Witnesses,
Organizations/Entities, Counsel
• Rolodex
Initial Setup: Cast Members

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• Open Globex Case
• Add the following Issues:
• Wrongful Termination
• Discrimination
• Whistleblower Retaliation
• Add the Following Cast:
• Daffy Duck
• Mickey Mouse
• Globex Industries
Initial Setup - Hands On

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Methods of Ingesting Evidence:
In Review: Send to Trial/Case Story
Import Directly
Shared DB with TrialDirector 360
Building the Case: Evidence
Types of Evidence:
Documents/Images
Transcripts
Multimedia

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Direct Import – Hands On
Globex Case:
Import Evidence located
at DesktopBuilding
your case with Case Story
• Michael Poli Deposition
• PX0001-PX00010

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• Fact Creation: Where to start?
• Supporting known Facts with
Citations from Evidence
• Identifying New Facts during
Evidence Review
Fact Creation & Supporting Citations

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• Link the “Signature on Page
2 from PX0001 ” to the Fact:
“ATLN Knowledge”
• Locate Sarkisian Transcript 13:19-
14:05 and Create a NEW Fact
with your own details
Citations – Hands On

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• Linking Issues with Facts
• Associating Evidence with Cast
• Linking Facts to Cast
Making Associations

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• Issue Report
• Case Elements organized by Issue
• Cast Fact Report
• Facts organized by Cast Member
• Cast Evidence Report
• Evidence organized by Cast Member
Reports

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• Workbooks synchronize with
TrialDirector 360
• Add Evidence to Workbooks
• Witness Based
• Topic Based
• Openings/Closings
Workbooks: Preparing for Trial

15. Thank you!
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