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Computer Corner:
Analyze Evidence – and more –
with CaseMap 10

By Marjory Harris, Esq.
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In this series, we explore organizational techniques, software and hardware that will help you clear the mess from your desk, be more productive, and cut office overhead.

This article presents a case analysis software program, CaseMap10, designed to analyze facts, issues, documents, and research, and describes how it can also be used to store information across an entire caseload, area of law, or law firm.

If you missed previous Computer Corners:
A Case Management Adjunct
Analyze Evidence – and more – with TextMap
Babystepping Your Way to a Paperless Office
Be More Productive with Office OneNote
Create Your Own Medical Manager
File Utilities on Steroids
Getting on Top of To-Dos
How to Calculate Settlement Values & Organize Issues & Evidence
How to Store It, How to Find It
How to Work Faster, More Efficiently and with Lower Overhead
Saving Graces
Using Your Smartphone in the Paperless Office

For some years I have been using software from CaseSoft, a company that designs tools for organizing and analyzing facts (CaseMap), creating outlines (NoteMap), analyzing deposition transcripts (TextMap), and creating graphic timelines (TimeMap). In a previous “Computer Corner” article I reported on TextMap. In this article I explore the new CaseMap 10, Lexis’ case analysis tool.
Download free trial copy

For more information, click here.
Recent changes to CaseMap make it well worth the price, even for a solo practitioner with a small practice. While there is still a learning curve, it is not so steep and worth the investment of time. After one or two webinars, you may wonder how you worked without it. It also comes with a sample case to help in the learning process.
CaseMap Webinars
Described as a “case analysis tool” and a “fact- and issue-management software” that allows a practitioner “to capture, organize and share critical Case knowledge,” CaseMap 10 is not just for individual cases, but a great way to store information used across an entire caseload, area of law, or law firm.

CaseMap is not just for individual cases, but a great way to store information used across an entire caseload, area of law, or law firm.
rule2   rule3
A customizable, sophisticated spreadsheet or
outline – CaseMap shows data in many ways

CaseMap is a highly sophisticated and specialized spreadsheet which can also be used as an elaborate outline. What makes it more useful than standard databases for analyzing a subject or a case is the fact that you can limit what you view to just what you need to see at that moment. For example, if you just want to see a list of all medical-legal reports in the case, with a description of the contents, it is easy to create and save such a view, then print it to a PDF file or a Word file to tweak anyway you like.

If you want to see only a few selected records relating to a particular source and issue, and just some of the many fields that are available, the search function makes it easy to get just that. This screenshot shows facts related to treatment at Kaiser with my comments:


CaseMap was designed to link together documents, facts, issues, comments, questions, or whatever else you designate. Thus, a fact may be linked to a document, a person, various issues, and also fields which show questions or comments that help in assessing the value of facts or evidence or research.
CaseMap is a highly sophisticated and specialized spreadsheet which can also be used as an elaborate outline.
Not Just for Litigation or Individual Cases

Originally designed for litigation, CaseMap can be used in a variety of other ways: A nurse uses it to store information on commonly-used medications; a Sunday school teacher stores Bible passages; a programmer stores snippets of code. You are limited only by your imagination.

Some Ways to Use CaseMap in a Worker's
Compensation Practice

For individual cases:

1. On any complex case, such as one that involves multiple body parts or systems, different dates of injury, apportionment to previous injuries or other factors, CaseMap is invaluable.
2. To analyze a complex issue within a non-complex case, such as conflicting medical reports and/or depositions on pre-existing disability or “other factors” subject to apportionment.
3. To prepare for a deposition, MSC, or trial.

4. To summarize data to send to an expert (you can export to Word and tweak, or email a pdf file of selected facts, issues, etc.).

For information that relates to many cases:

1. To keep information concerning use of the AMA Guides and other ratable or rebuttable issues, such as apportionment or DFEC.

2. To store research on frequently appearing issues.
3. To store briefs, deposition questionnaires and other documents that take much time to prepare from scratch. By linking issues, you can quickly find just what you need later and have a giant head start on a project.
4. To keep track of doctors and vocational experts.
5. To keep information on the foibles of judges or opponents.

Customizing Your Template

While the program comes with many suggested fields, you can create your own as needed and hide or show the fields that are important to you. Without having to enter additional data, you can show the same material in different presentation spreadsheets. The uses are limitless.

A good place to start creating a specialized workers’ compensation CaseMap template is Quick Reference. As you go along, you can tweak your outline and export it to be used as a template. The topics can be added to the issues list, and the law can be entered as facts or research and linked to the issues.

Here is an example of a detailed issue list:

Suppose the left knee is a disputed body part in a case, and the left knee is important because it may mean the difference between a vastly diminished future earning capacity involving a life pension and COLA, and a much smaller amount of permanent disability. If the left knee is added as an issue, then whenever the treaters or evaluators and any documents or facts mention the left knee, the attorney or assistant can link that to the left knee issue. If something becomes important later in the case, using the search engine, you can find every mention of that and then link to a newly-created issue. The result may be a few pages of very useful data that can be incorporated into a brief, questionnaire or some other document for use with a doctor or vocational expert, deposition or trial.

In addition to using CaseMap on individual cases, you could set up a CaseMap for storing ratings information. For example, as you receive reports that explain how Almaraz/Guzman applies to a particular condition, you would add that condition to the issue list, and link the issue to the report. You might extract paragraphs from the record where the doctor explains how he analyzed or analogized, again linking to the issue. You could insert the questions you used that gave rise to the doctor’s answers, again marking the applicable issues. Since multiple issues can be assigned to the same fact or document, when you later search you can restrict your search to just those issues you want to see on your screen. The benefit of doing this is that the next time you need to write to a medical-legal evaluator or prepare for a deposition on that issue, you do not have to look all over trying to find the case where it came up earlier. You would have it all in your ratings CaseMap.

In this screenshot, I searched for “DRE”:

Linking to other programs

CaseMap links to a number of other programs such as TextMap, TimeMatters, Outlook, Adobe Acrobat (standard or professional version), and Lexis-Nexis. Data can be exported or sent to Word, WordPerfect, Excel, pdf, etc. If you use Adobe Acrobat Standard or Professional versions, you can link the document and/or segments of the document to CaseMap, and identify and link to issues in the same quick process.

Getting the Habit

For an individual case, you can add important information as it arises. If you use TextMap to analyze depositions, this links to CaseMap, making it easy to highlight important material, mark issues and insert into the CaseMap for that case. If you scan to pdf and OCR, it is easy to get the information into CaseMap. Anything can be copied and pasted into CaseMap or added as a document, etc.

Later, using the search box, you can find anything you need. Another advantage is to send key facts to a client to review, or prepare a summary to help an expert witness.

For areas of practice (such as permanent disability rating), if you make a habit of adding important new reports, case law, DEU ratings and the like to your ratings CaseMap, in time you will be able to quickly assemble everything to do with a particular body part, condition, or work restriction. While it takes a few minutes to store things, it saves hours of time later.

You can set up a CaseMap to store information about different doctors and attach resumes, sample reports, letters which produced good results, depositions, and the like.

You can store research for common issues and workers’ comp practice within one CaseMap, and update by Shepardizing research quickly through the link to Lexis online. Since the data can be shared by everyone in the firm, there is no need to reinvent the wheel when an issue comes up that has already been researched by someone else in the firm.

In sum, CaseMap 10 at the minimum is a fast way to search and review a deposition transcript, make notes, link to documents, exhibits, and issues, and generate reports that are useful as a basis for settlement, trial briefs, petitions, and to keep clients informed. By extending the concept into a tool for analyzing the law, medical and other evidence, you are sure to get your money’s worth.

Create a specialized template or add issues on the fly.
Marjory Harris began practicing law in 1974 as a defense attorney and later became an applicant's attorney and a certified specialist. She continues to represent injured workers at the San Francisco, Oakland, San Jose and San Bernardino venues and mentors attorneys on big cases.

Reach Marjory at (888) 858-9882 or
email to MHarrisLaw@verizon.net www.workerscompensationcalifornia.com

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All product and company names refernced herein are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. CaseMap is a trademark of CaseSoft and LexisNexis.