CaseFleet designed issues with the litigator in mind. Issues are tags used to categorize the facts of your case. Often, they are used to show how facts relate to the different elements of legal claims. When used in conjunction with our advanced filters and customizable reports, issues become one of the most important building blocks of your chronology.
To create issues for your case, visit the Issues tab in the case menu bar. Common issues to include are: (1) elements of the causes of action in a claim, (2) jury instructions (we recommend paring down the language to a word or short phrase), and (3) other identifiers such as "disputed", "key", "material", "background" etc. Note that each issue you create can be part of a claim or left unassigned.
You'll use issues when you analyze the source files you upload in CaseFleet. By tagging each fact you pull from the evidence you review with its relevant issue(s), you'll create an impeccably organized chronology of facts from which you can instantaneously locate all of the facts that relate to a certain issue or issues. Having a complete record of this information at your fingertips is imperative when it comes time to prepare for witness examination or motions.
To learn how to navigate the Issues tab, including how to create issues and claims, and how to use the Issues page to customize reports, check out our article on creating claims and issues. To learn how to create issue templates, click here.