The DepoDirect platform provides Cases as a way to organize information in your account and have a one-to-one mapping with your actual cases. Cases are meant to organize all of your depositions (Events) and Exhibits. Cases also give you a level of access control through teammates.

What is in a Case?

Every Case in DepoDirect contains a general set of information to help you identify and organize your cases. That information includes

• Case Name
• Case Number
• Plaintiff
• Defendant
• Represented Party
• Court Location

In addition to that information, Cases organize Events and Exhibits and provide access control through Teammates.

Events

Events are scheduled within a Case to grant that specific event access to the Exhibits of the Case as well as access for Teammates assigned to the Case. The Events list on the Case page allows you to find the specific witness you are looking for within a case quickly and easily.

Teammates

Teammates on Cases are a great way to grant access to people in your organization that you are working on a particular Case with. By adding a Teammate to a Case, you are giving them access to the Case details, all of the Events for the Case, and the Exhibits for the Case.

Teammates can be added or removed as needed. When looking at the Teammates list on a Case, the Permission column will indicate the kind of access that particular teammate has. On a Case, there are two levels: Case Owner and Case Access. The Case Owner is the original creator of the Case, and their access cannot be removed. A teammate with Case Access has access to the case, so they can see all of the Events and Exhibits. They can be removed from the Case.

Exhibits

The Exhibit list for a Case is made up of all of the documents uploaded directly to the Case as well as any documents uploaded to specific Events. The Exhibits on a Case provide a central repository for all of your Exhibits for the specific Case. The Case also tracks the stamping of Exhibits throughout your Events, so you never have to wonder if a particular Exhibit has been stamped before or not.

Creating a Case

There are two ways to create a Case in DepoDirect. The first is to create just the case from the My Cases page by clicking on the "New Case" button. The second is to create a Case while scheduling the first Event for that case.

Creating a Case from the My Cases Page

Step 1 Navigate to the My Cases page and click on the "New Case" button.
Step 2 Fill in the form with your Case details. After saving your Case, you can create events, add teammates, or upload exhibits on the Case detail page.

Creating a Case while scheduling an Event

Step 1 Click the "Schedule Event" button in the application header.
Step 2 Type the desired Case name into the case selection box. DepoDirect will show any Cases with the same name, but if the case is new, you should only see the name you typed and "(New Case)". Select that option.
Step 3 Once the New Case option is selected, the form fields for the case will appear, and you can provide the case details. Once the details are filled in, you can click the "Next" button to provide the rest of the Event details. The Case will be created automatically when you save the Event.

Archiving Cases

DepoDirect offers an archive function for Cases to keep your Case list limited to the Cases that need your attention. Archiving should be used when a Case is settled or otherwise resolved.

When a Case is archived, it will be moved off of your main Case list to the archived list. All of the data for the case will be retained, and your main Case list can be used to reflect just your active Cases.

Cases are able to be unarchived, which will move them back to the main Case list. This could be done if the Case is reopened or will otherwise need to be worked on further.