Three Steps to Staying Organized During a Lawsuit with FactBox

No one wants to waste valuable time. So why does this happen? According to our nationwide survey of lawyers who primarily practice litigation, an average of 10 hours every week is repeated work like:

  • “Wasting time looking for the same thing over and over.”
  • “Integrating information from many sources into one place.”
  • “Organizing documents and files when working on multiple cases in the same day.”

As an ABA TECHSHOW attendee, you are probably aware of these inefficiencies and looking for a change. FactBox is fact-management and timeline software. Cloud-based FactBox makes it easy to take notes that stay organized, linked to source materials and instantly transformable into editable work product.

Come to Booth 503, to see how FactBox keeps you organized in three easy steps:

1. Take Notes the First Time

Often when we first look at a document, a relevant website, or an email, we’re just reading it over. Then we move on. Maybe while you look, you’re thinking, “Wow this is interesting. I’ll have to remember that.” And you probably do…at least some of the time.

FactBox makes it easy to take notes online the first time you look at materials with three clicks: 1) open a note card to copy/paste the important fact; 2) connect the fact to the source document, and 3) save the fact and return to reading the material.

Three clicks and you are already tracking the key facts and evidence in your case. Easy steps at the beginning; loads of saved time later.

2. Re-Organize as You Work

What about the early, early stage of the case? When you’re pretty sure the fact, idea, or note is going to be worthwhile, but you haven’t thought about the organization or hierarchy of the case yet? We all know the frustration of putting documents into folders like “regulatory communication” or “notes” or “documents” that make sense at the beginning of the case but are completely useless later on.

In FactBox, you can edit the names of the issues in your case, you can drag/drop them to reorder the hierarchy and you can create sub-issues and sub-sub-issues. You don’t need to be concerned that if you start organizing your documents or facts, you’ll be stuck with that order. Get started tracking your facts from the very beginning. Then, instead of moving the facts around, re-organize the whole case structure at once.

3. Use Timelines and Summaries Regularly

So now you’ve taken notes of your materials. You’ve changed the organization of those facts to fit your needs. These steps are worthless if the facts end up in a database no-one looks at.

In FactBox it’s easy to move your facts around for various views of your case.

Want to focus on a certain date period? Done.
Want to focus on comments by one witness? Done.
Want to look at highlights of a long transcript? Done.

Using timelines and summaries is so easy that it becomes a tool for organizing your case instead of a task you’d rather avoid.

Come by Booth# 503 in the EXPO Hall at TECHSHOW to see FactBox in action.

This is a guest post from FactBox. Visit them at ABA TECHSHOW in the EXPO Hall at Booth #503 and learn more about the Conference

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