Organizing Case Documents

Lexel can handle huge number of documents in a case. The system is designed for scalability. We have seen cases with hundreds of gigabytes of files containing trial briefs, submissions, communications, evidence documents, exhibits, court records, witness statements, deposition transcripts, expert consultant reports, research summaries and so on. Lexel provides several tools to organize the documents so that key documents can be located quickly for review and analysis.

Case documents are by default placed in standard folder structure. Based on their intended usage and priority or relevance, the documents can be grouped and categorized.

More importantly, grouping and categorizing documents can help in placing together, even if they are in separate folder structures, documents that are of similar nature. For example, crime scene reports can be grouped with relevant witness statements and deposition transcripts. Similarly, documents related to the schedule of a project can be part of a document group that may contain context-specific files such as email communications and so on. When grouping or categorizing documents into clearly named sets, the original folder structure will not be affected.

Organizing documents by folders, categories and groups is precursor to case analysis. These methods are well integrated across all features in Lexel. Wherever a user expects to locate a document, they are presented with these options. They can find a document by searching for its name or other metadata properties in a folder structure or within a document group or a category. Apart from the obvious advantage of improving efficiency in locating a document, users develop a simpler means of communicating and collaborating with their team when referring to documents. The result is subtle but effective.

Search and reporting functionalities of Lexel also enable users to set the scope of their search queries to particular folders, document groups or categories. This helps in reducing noise, and fetches content that is based on a well-defined context.

The document organization methods of Lexel improves productivity and collaboration. The well-designed interfaces of Lexel guide the user to select the most appropriate context when locating files and when performing search and reporting operations. The document organizing strategy of a legal team by taking full advantage of features in Lexel, can help in keeping track of key case information from pretrial to trial phases of a case.