CaseEdge Library


Guides

Learning the basics


Videos

Training Videos


White Papers

What is CaseEdge?

More than just law practice management, your entire firm can access legal research, e-Signature, expert witness profiles and build a pleadings library.

Getting Started

Our Getting Started series walks you through the basics of CaseEdge™ and shows you how to use the essential tools you need. You can watch the On-Demand webinar and feature video modules as you need to learn more about our features.

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Integrations



Casemaker® is filled with organizational features that make it more than just a research library with a fast search engine. With Casemaker®, you can create, rename and reorganize individual folders to store your research, or delete with just a few clicks.

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We have integrated DocuSign, the world’s premier provider of e-Signature solutions, to give you instant e-Signing capabilities

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Bill clients, track your time and receive payments with access to IOLTA compliant and ABA approved legal payment processing leader, LawPay®.

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Frequently Asked Questions

How do I change my password?

You can do this from the "My settings" page. Locate the + icon across the top of the screen (far right hand corner). My settings is one of the drop down choices/3rd from bottom. Find the picture of the person on upper right hand corner next to your name.


Click where it say Change Password – follow and fill out as preferred.


Change Password Video

How do I set my internet options to get Casemaker® to open in CaseEdge?

Click on the orange icon “how do I log in?"


For Firefox: Click the menu button and choose Options.Preferences. Set Firefox will: to Use custom settings for history. Check mark Accept cookies from sites to enable Cookies, and uncheck it to disable them. If you are troubleshooting problems with cookies, make sure Accept third party cookies is also check marked.

For Chrome: Manage your cookies and site data. You have control when it comes to cookie permissions in Google Chrome. All cookies are allowed by default, but you can adjust this setting. If cookies have been set or blocked on the page you’re viewing, an icon appears at the end of the address bar.

How do I integrate and synchronize my Outlook® with your e-mail communication option?

You can do this from the My settings page. Locate the + icon across the top of the screen (far right hand corner) My settings is one of the drop down choices/ 3rd from bottom Choose Email Settings. Set your required information.

How do I get Casemaker® to be viewed as full screen?

Right click over the Casemaker logo and select OPEN IN NEW TAB


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