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Getting Started: Best Practices for Initial Data Input
Getting Started: Best Practices for Initial Data Input

Best practices for initial case set up after opening a new case.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Once you have created a new case in CaseFleet, you're ready to start building out your case file. If you're just getting started in CaseFleet, here's a suggested workflow for entering your data: 

By following the 4-step process above, you'll create the framework of your case first. Establishing who is involved in the case and what legal/factual issues you need to prove before you dive into reviewing documents and creating facts, will save you time in the long run. (Watch our Getting Started video.)

Initial Source Upload

The Sources tab in CaseFleet holds the files and documents relevant to your case.

To get started, upload a few key documents like a deposition, trial record, or investigative document. Once a file is uploaded, CaseFleet will begin processing the document behind the scenes. While the file is processing, you can click the "pencil" edit icon next to it in the Sources list, and add relevant information about the document, such as source tags, assigned reviewer, date, and more.

Document processing can take some time depending on a variety of factors. While you wait, we recommend getting familiar with other features on the Sources tab, like filters, tags, and column customization. These will maximize your efficiency and analysis.

To learn more about working with Sources, click here.

Initial Contact Setup

Contacts are the key players in your case. These are the individuals and entities that will be referenced in the facts of the case. Contact records can also be used to identify places or things relevant to the case, such as the "grassy knoll" or a registered trademark. For records like this, create the contact as an "Entity" rather than a person.

Under the "Contacts" tab, you can easily create new contacts or assign existing contacts to your case. 

To learn more about working with Contacts, click here.

Initial Issue Setup

To create Issue tags for organizing your case, click on the "Issues" tab. Each issue has a name and an optional color and description. In addition to creating issues for each element of the various claims or defenses in your case, we also recommend that you create Issues for key facts and for background information. We often name these issues "Key Facts" and "Background". These issue tags can be helpful later on when you need to filter down to the core facts in your case. 

To learn more about working with Claims and Issues, click here.

Creating Your First Facts

Facts are the events, assertions, and pieces of information you have taken from the sources you've uploaded. The best way to create facts is by utilizing the highlighting feature in the document reviewer. This way, each fact is linked to its exact proof. 

To learn more about our best practices for creating Facts, click here.

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