Please click on one of the topics below to get instructions for common tasks, or click to access the Training Page

To raise a support ticket, click on one of the links below:

Task: You have forgotten your password and would like to be emailed a password reminder.

Action:

  1. Go to the CaseLines website at www.caselines.com
  2. If you are logged on, click on ‘Log Off’ (near the top right of the window).
  3. Click on ‘Log On’ (near the top right of the window).
  4. Click on ‘Forgotten password: Click Here’.
  5. Enter the email address that you used when you registered with the CaseLines website.
  6. Click on ‘Submit’.

Task: You want to change your password.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘My Details’ (near the top right of the window) to view the ‘My Details’ screen.
  3. Click on ‘Change Password’.
  4. Enter your current password in the first field.
  5. Enter your new password in the second field, and repeat it in the third field.
  6. Click on ‘Change Password’.

Task: You want to change your name, qualifications or description as displayed on the CaseLines website.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘My Details’ (just above the gray area) to view the ‘My Details’ screen.
  3. Click on ‘Change Details’ to view the ‘Change My Details’ screen.
  4. Update the details that you want to change.
  5. Click on ‘Save’.

Task: You want to login to the CaseLines website with a username and password.

Action:

  1. Go to the CaseLines website at www.caselines.com
  2. Click on ‘Login’ (near the top right of the window).
  3. Select the appropriate court from the drop down menu.
  4. Click ‘Log On’ at the top of the screen. If you have a user name and password, enter them on the screen and click on the green ‘Log On’ button at the bottom of the screen.
  5. If you do not have a user name and password then click on ‘Register’.
  6. Fill in each of the fields, starting with your first name.  The information on this page can be changed at a later point.
  7. Click on the ‘Register’ button at the bottom of the screen.

Task: You want to stop a person from accessing a case on CaseLines. 

Note:  If you remove access to a case for a person, you can re-invite that person in the future.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘People’ (In the list of options at the top of the white area on the right hand side).
  5. Choose the person you want to remove from the case and click on ‘Remove Case Access’.
  6. Click ‘OK’

Task: You want to leave a message on the forum for a particular case. 

Note: CaseLines supports a forum for discussing each case.  Professionals that have been invited to view a case can also view and/or add messages to the case forum.  This note tells you how.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘Forum’ (In the list of options at the top of the white area on the right hand side).
  5. Click on ‘Add a Comment’ (note: this step does not apply for the first forum comment).
  6. Type a comment into the large white box.
  7. Click on ‘Add Comment’

Task: You want to leave a message on the forum for a particular case. 

Note: CaseLines supports a forum for discussing each case.  Professionals that have been invited to view a case can also view and/or add messages to the case forum.  This note tells you how.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘Forum’ (In the list of options at the top of the white area on the right hand side).
  5. Click on ‘Add a Comment’ (note: this step does not apply for the first forum comment).
  6. Type a comment into the large white box.
  7. Click on ‘Add Comment’

Task: You want to change a message that you have previously placed on the forum for a particular case. 

Note:  CaseLines supports a forum for discussing each case.  Professionals that have been invited to view a case can also view and/or add messages to the case forum.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘Forum’ (In the list of options at the top of the white area on the right hand side).
  5. Find the comment you want to change and click on Click on ‘Change’.
  6. Update your comment.
  7. Click on ‘Save’

Task: You want to eDisclose a set of documents to one or more parties. 

Note: CaseLines is designed to support small and large scale eDisclosures of legal documents as required by Part 31 of the Civil Procedure Rules of England and Wales.  Documents can be loaded into a CaseLines case followed by an invitation to the other party to view and search the loaded documents.  As new documents are added to the bundle, parties are automatically informed by email with a link that leads directly, and securely, to the new documents.  All parties can obtain a printed version of the complete bundle directly from the CaseLines website, removing the need to organise, paginate and send out printed bundles.

Action:

  1. Create a new case on the CaseLines website.
  2. Load the case documents into the new case.
  3. Invite a professional from the other party to join the case.
  4. Perform word searches across the bundle.
  5. Create a legal bundle from the case.
  6. Continue to load documents into the case.

Task: You want another person to have access to the documents in your case. 

Note: You can organise access for other people to the information in your case.  There are different types of access including ‘read-only’, ‘forum-access’ and ‘add-documents’.  The people to whom you give access can be a member of your organisation or from another group of people. 

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘People’ (In the list of options at the top of the white area on the right hand side).
  5. Click on ‘Invite New Participant’.
  6. In the ‘Person’s Name’ field type in the name of the person (e.g. John Smith)
  7. In the ‘Person’s Email’ field type in the person’s email address
  8. Carefully choose the access you want to give to this person by ticking or un-ticking the choices on this page.  Hover your mouse over the green question marks to see a description of each item.
  9. Click on ‘Invite’
  10. CaseLines will now send an automatic email to the person you have invited.  In that email the person will be invited to click on a link to join your case.  If the person has not used CaseLines before, he or she will need to register with the CaseLines website first.  Following this, the person will have access to the case, according to the permissions you have chosen.

Task: You want to search for a particular word or phrase across all the documents in a case. 

Note: CaseLines can search all the documents in a case for words or phrases.  CaseLines looks for exact matches and partial matches.  For example, a search for ‘smith’ will also return results for ‘smythe’ using the sounds like capability built into CaseLines.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘Search’ (In the list of options at the top of the white area on the right hand side).
  5. Type the word or phrase for which you would like to search.
  6. Click on ‘Search’
  7. Search results are shown below.  Click on the name of a document to see the search results highlighted in that document.

Task: You want to create and print a document bundle from a case. 

Note: CaseLines can take the documents in a case and automatically create a single bundle.  The bundle has a title page, a document index and all the active documents.  The bundle is automatically  paginated and numbering is either continuous through the bundle or restarts for each section.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘Bundle’ (In the list of options at the top of the gray area on the right hand side).
  5. Choose a bundle part to download to your PC.
  6. The bundle part will download as a PDF.  When it has downloaded you can print it from your PC or save it to your hard disk or network drive.

Task: You want to add documents to a case on CaseLines. 

Physical Paper

A typical scenario is that your client has delivered a large amount of paper documentation to your office. You have the job of creating a date ordered index and paginated, number stamped bundle. You plan to use CaseLines to make your job significantly easier.

 

Your first step is to identify the individual documents in the pile of paper. You do not have to put them in any order (CaseLines will do that for you later). But you do need to identify the start and end of each document.

 

Often a document will be a single piece of paper. Sometimes a document will be much longer.  An example of a longer document would be a legal agreement that runs to 30 pages.

 

A good way to work is to insert a blank coloured page between each document. When you have finished the next stage will be a lot easier.

 

Your next step is to scan each document using equipment in your office.Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762.

 

Start by scanning the documents for one section and save the scans into a folder on your PC or network drive. Give the folder the same name as the target section name.

 

At this stage you can choose to rename each scanned file according to the name you want to appear in the index.  You can also choose to do this later after you have loaded the documents into CaseLines.   Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762.

Electronic Files

A typical scenario is that your client sends you a number of electronic files. These may include spreadsheets, word files, PDFs, emails and other specialist formats.

 

Your first step is to save each file in PDF format.  Note that CaseLines will automatically create PDF versions for you from well used formats such as Microsoft Office and Open Office. However, the results depend on how the print settings have been applied within the individual files. Our experience is that it is more reliable to save the files into PDF format at this stage before loading into CaseLines. In this way you can be sure that the format of the result is correct before carrying out any further work. Note:the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762.

 

In some cases your client may have sent more than one document in a single PDF. For example, your client may have picked up a sheaf of papers, put them through the scanner in one go, and sent you a single PDF file. In this case you must save individual PDF files for each document from the large PDF file. Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on.

 

Save the PDFs into a folder on your PC or network drive. Give the folder the same name as the target section name.

 

At this stage you can choose to rename each scanned file according to the name you want to appear in the index.  You can also choose to do this later after you have loaded the documents into CaseLines.  Note: the CaseLines team can do this for you as a part of the “Scan & Title” service – call us on +44 (0)203 301 3762.

Loading Documents into the Bundle

Now we are going to load files from your PC hard drive or network folder into the CaseLines bundle.

 

  1. Click on “Sections” (at the top of the grey area, in the middle of the buttons).
  2. Identify the section and click on “Bulk Load”.
  3. At the bottom of the page, click on “Add Files”.
  4. Navigate to the folder on your PC or network drive that contains the document files.
  5. Select one or more files in the folder and click on “Open”.
  6. Click on “Start Upload”.
  7. Wait until the upload is complete.  This is indicated by the progress bar at the bottom of the screen.
  8. Click on “Index” (at the top of the grey area).
  9. Scroll down and review the latest version of the index.

Task: You want to create a new case on the CaseLines website.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Create a New Case’ (near the top left of the window).
  3. Choose an option from the list of case types.  If you see the case type you need then click on that case type.  Otherwise click on ‘Create a blank case’.
  4. On the ‘Create a new Case’ screen, enter the initial details of the case.  For example, for ‘Name’ enter ‘Smith vs. Johnson’.  All other fields on this page are optional and can be filled in later.
  5. Scroll to the bottom of the screen and click on ‘Create’.

Task: You want to add cross references to an eBundle.  For example, you want to cross reference a statement to the supporting evidence or authorities.  You want to start this exercise before all the documents are identified.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘Index’.
  5. Find the document in which you will place the cross reference.  Click on ‘View’.
  6. Choose the document page in which you will place the cross reference (you can use the drop down of page numbers).
  7. Click on ‘Hyperlink’ (just above the displayed page).
  8. Click in the right hand margin of the page adjacent to the cross reference in the text.
  9. Click ‘OK’ to the question “Add a hyperlink to this page?”.
  10. Choose “Document Page”.
  11. Fill in a short description (max 10 characters) (for example “Ref One” or “—“).
  12. Choose the Section, Document and Page Number for the target document (the page number is the internal page number for the target document).
  13. Click Save.
  14. On the next pagination of the eBundle the target pagination numbers is automatically updated for each hyperlink.  Click on ‘Bundle’ to download the complete paginated bundle.
Task: You want to stop using the CaseLines website until you next log in. Action: Simply close the browser or click on ‘Log Off’ (near the top right of the window).
CaseLines is charged per page, allowing organisations to attach costs directly to individual cases. There is a charge for storing documents in the CaseLines cloud and an additional charge for the use of the Scan & Title service. Full pricing details are available here. For details please call on +44 (0)203 301 3762 or email info@caselines.co.uk
CaseLines uses 1024 bit encryption technology to ensure that all transmissions over the internet are secure. Access to case documents is tightly controlled by the case owner, who grants (and removes) access by individual case. Documents are triple backed up and securely stored on our professionally managed servers.
Right now! CaseLines is available 24/7. Go to www.caselines.co.uk and choose the ‘create new case’ option. You can load up to three trial documents and create an automatic document bundle. Call us for help on +44 (0)203 301 3762
CaseLines is designed to work with small cases comprising a few trial documents and very large cases containing up to 10,000 documents and up to 5 million pages. CaseLines meets the challenge of size, small and large.

Task: You want to update the settings for an eBundle so that the paginated result is suitable and acceptable to the Supreme Court and the Judicial Committee of the Privy Council.

Action:

  1. Access the CaseLines website with your user name and password.
  2. Click on ‘Case List’ (near the top left of the window).
  3. Find the right case and click on ‘Go To Case’.
  4. Click on ‘Case Home’.
  5. Click on ‘Change Case Details’.
  6. Apply the following settings to your eBundle and click on ‘Save’:
Pagination Numbering
Right
Large
Red
No
No
Index Creation
Yes
Yes
No
Yes
15*
Hyperlink Format
Page Only
Section, Tab and Page
Other Items
No

 

*Note: this number should be set to a number that is guaranteed to be a few pages greater than the final size of the index after supplemental bundles have been added to the eBundle both during and after the hearing.  It is safer to have ten blank pages in the index than run the risk of disturbing the page numbering due to an enlarged index.

You will have received an ‘invitation email’ from the person who invited you to join the case.  You will have completed step one which is to register on the CaseLines website.

Now you should complete step three in the invitation email which is to click on the join case link.  After doing this you will have access to your case.

Please note that the join case link can only be used by the invited person.  If you want another person to join the case you may be able to invite them yourself (if you have the appropriate permissions) or you can ask the person who invited you to also invite the other person.

See the question: “How do I invite a professional to join a case”.