Frequently Asked Questions

A:  Here is a link to a CaseManager demonstration video on YouTube: 

https://www.youtube.com/watch?v=Tq8zYwwLeSc.

Or, give us a call (or write) and we'll show you.


A: This is accomplished by creating a CaseManager case/matter for these kinds of events, such as "General Events" or "Daily Stuff", and then putting that in the title of the event in Google Calendar.  The details of the event should be inserted in the "Location" and "Description" fields in Google's "Edit Event" screen.


A: Existing Google Calendar events can be synchronized to CaseManager by associating them with a case/matter which is in CaseManager's Cases list.  

If the event relates to a case in CaseManager's Cases list, click the event in Google Calendar, then click "Edit Event" and ensure that the title of the event is only the precise title of the case as it is in CaseManager's Cases List (otherwise CaseManager will not recognize it).  The other descriptive facts about the event should be transferred to the "Description" and "Location" boxes in Google's Edit Event screen.


A: Yes, the next web demonstration will be held on Thursday, April 27th, at 4:30 pm EST. at www.screenleap.com/goodcaseapps.  The call-in phone number will be displayed 10 minutes before the demo.  We hope to see you there!


A: CaseManager has added 3-way billing to its practice management apps (coming any day).  Attorneys can pick from Hourly, Flat Fee and Contingent fee billing types and get potential fee calculations at any time.  For example, in a contingent fee case, enter the attorney's fee percentage in the Client Profile and at any time CaseManager will calculate the potential fee taking in consideration the amount of the recovery, expenses, and client payments.

Three-way billing requires very little setup.  In Client Profile (in the case dashboard), select from Hourly, Flat and Contingent Fee representation.  If you wish CaseManager to include the expenses in future fee calculations, click the checkbox for that.  In Contingent Fee cases, enter the attorney's percentage of the recovery.  (Note: For a one-third percentage, make sure you enter 33.33 for the attorney's percentage, not simply 33.)  If  "include expenses" has been checked, CaseManager will subtract the expenses from the gross recovery before applying the attorney's percentage.

To generate the attorney's fee calculation, in Time & Expenses, click the PDF/printing button and select your preferred viewing method--printing or PDF, from the printing options.  The attorney's fee calculation will appear at the top of the report generated.


With Google Calendar Sync, events in CaseManager appear in Google Calendar and vice versa.

To make Google Calendar Sync work, you more or less exchange the business cards of the two applications--you give Google Calendar an address from CaseManager, and you give CaseManager an address from Google Calendar. (If you're setting up a phone or a tablet, see below for additional instructions.)

1. Google Calendar ID-in Google Calendar, in the left column, click on the calendar you would like to use for synchronizing, and from the choices below it, click "Calendar settings". To the right, scroll down the information until you come to "Integrate calendar". The Calendar ID, the calendar business card, is the first item. Copy the ID, go to CaseManager Settings, and paste the ID in the Google Calendar ID box. 

2. CaseManager Sync Account-in CaseManager Settings, copy the text in the Sync Account box. Return to the chosen Google calendar and, from the choices under the calendar, click "Share with specific people". Click Add People, and paste the Sync Account text in "Add email or name". Ensure that under "Permissions", "Make changes and manage sharing" is selected.

That's it! Events entered in CaseManager should now appear automatically in Google Calendar. Events entered in Google Calendar (remember that the title of the events must be the PRECISE name of the case or matter with which you wish to associate the event) will appear in CaseManager as a SYCHED EVENT when you click "Synchronize Calendar".

When you create such events in Google Calendar, make sure to include all important event details in the time, location and details fields since the title will not give much information.

Note: When creating an event in Google Calendar, if a time is not specified, Google Calendar records it as an "all-day" event. When such an event synchronizes to CaseManager, CaseManager will by default give the event a 9 am time.

Mobile devices: The mobile Google Calendar app will  not permit you to create a new Google Calendar, share a calendar, or show you the ID of a given calendar. These operations can be done by using Google Calendar on the web ("Desktop View") or by using a desktop/laptop computer. If you copy the Calendar ID on a desktop/laptop, you can transfer it to your mobile device by emailing it to yourself there (and use the same technique for transferring the Sync Account text to the Google Calendar). When you paste the Calendar ID into the box in CaseManager Settings, you will need to click "Save" at the bottom of the screen.


A:  They are:

Archive:  This feature puts your archived, or closed, cases in a separate list from your open cases.  To archive your case, go to the case Dashboard, click the Archive icon (top right on desktop/laptop, bottom right on phone/tablet) and then choose "Yes". The entire case will be saved.  (Deleting the case documents, if you choose, is possible; contact us.)

Client Payments:  To record a payment by a client, in the Time & Expenses section of the case or matter in question, click the dollar sign icon (desktop/laptop) or "+" and choose  "Add Payment" (phone/tablet), fill in the details, and click Save.  CaseManager will total the payments.

Join CaseManager Users Group:  This is our CaseManager community which we hope will provide you with useful information and also inform us about what will make CaseManager better. Your email address will not be given to anyone.  In Settings, click Join Users Group and follow the directions.  You can unjoin in the same way.

Comic of the Day:  In the opening screen that you see when you open CaseManager, swipe the screen to the left with your finger or mouse.  When you've finished, swipe the other way and click "Continue" to go to the  Global Calendar.


When you finish installing CaseManager, it will ask you if you would like to link to Dropbox. This link is useful because it permits you to syncrhonize with your other devices (computers, phones, tablets) using CaseManager, as well as providing another backup for your data and documents.

If you have a Dropbox account, you will need to provide the sign-in credentials, and then click "Allow" when Dropbox asks if you would like to allow CaseManager to link to Dropbox. Thereafter, every time you syncrhonize with Dropbox, you will be updating your database and documents on Dropbox. If you do not have Dropbox yet, sign up for an account at Dropbox.com.  It is free.

When you have finished with Dropbox, you’re ready to start using CaseManager. The first thing to do is to add a case or matter. To do that, go to Global Menu (swipe right or click on the CaseManager icon at the top left of the screen) and click on Cases.  Add a case by clicking on the “+” at the top right of the screen.

Once you have a case, you access the case by clicking on it in the Cases list. You will see the Dashboard and the 8 categories of information you can create and display in CaseManager. When you select a category, you will see a list of your items. Add data by clicking the “+”.

When you start CaseManager for the day, it asks if you would like to synchronize your data/documents (you would choose Yes if you had added data with another device) and shows you some new legal news stories. When you click "Continue", CaseManager opens to the Global (“all cases”) Calendar so you can see what your day and month look like. You can add Events and Tasks in that view (rather than navigating to the individual cases to add that information) by using the “+”.


A:  CaseManager does not currently integrate with Outlook or Google Calendar.

However, since this is one of the most requested additions, we are working to include it with our next major end-of-the-summer updates.


A: In any screen, swipe right or tap the CaseManager icon at the top left of the screen to display the global menu which includes all-cases lists as well as Newsfeed, Settings, and Sychronize.

 


A: Assuming you have established the link with Dropbox in Settings (see FAQ "How do I link CaseManager with Dropbox?"), you will be prompted whether or not you would like to synchronize upon starting and exiting CaseManager.  You can also synchronize by accessing the global menu (swipe the screen to the right or tap the CaseManager logo at the top left of any screen) and pressing Synchronize.

When you sychronize, your Dropbox database and the database in your device will be made the same.

 


A: First, if you do not have a Dropbox account, sign up for one at Dropbox.com--it's free.  Then, in CaseManager, go to settings and "Link Dropbox".  Sign in to Dropbox and when asked whether to allow CaseManager to link with Dropbox, click "Allow".

 


A: There are two ways:  The easiest--if the work you have done was pursuant to a saved Event or a Task, then all you have to do is tap "Send to Time & Expenses" and then fill in the number or hours and billing rate.  (If you used the clock in the Event or Task screen then you don't even have to fill out the time.)

If the work was not the result of an Event or Task, go to Time & Expenses, tap the "+" time button, and then fill out the date, amount of time, and hourly rate.

 


A: Yes, your CaseManager data resides in each device on which you use CaseManager, and you can access it any time, with or without the internet. You only need the internet to synchronize your data with your Dropbox account. When you synchronize, you will acquire all data which you have previously pushed to Dropbox by synchronizing any of your devices.

 


Your data is very secure. First, GoodCase Apps could never be required to disclose your data because we do not have it! Your case information resides in a database on each device in which you have CaseManager and, if you synchronize through Dropbox, in a file on your own Dropbox account. Also, data on Dropbox is encrypted and, if you desire the maximum security, you can use Dropbox's two-factor authentication system. For more information, read Dropbox's statement regarding the security of your data, https://www.dropbox.com/help/27/en, and this article in Lawyerist on that issue, http://lawyerist.com/72903/dropbox-lawyers/.


A: On the Cases page (or any page but the Title Page), select Settings in the horizontal menu at the bottom. (If you don’t see Settings, touch More.) Your Name, Company, and Address appear in separate boxes. Touch the appropriate box. Using the keypad that appears, make the change. Retract the keyboard touching the keypad symbol at the bottom right. Use the bottom menu to proceed.


A: In the mobile devices (for iPhone, iPad and Android) touch that case, then go to Overview. Simply touch the misspelling and type the correct letters.

In the Windows/Mac apps, go to the case dashboard, click the edit button (the icon with the pen) and change the Case Title.


A: Jotted Notes need to be attached to another item—Note, Time & Expense entry, Task, or Event. For example, describe and save the formal Note within which the jotted Note resides. Or, email the jotted Note to yourself, then download it.


A: Android — Tap the back arrow. Apple — Tap the return key or the keyboard symbol, bottom right. Windows tablet—Tap the keyboard symbol bottom right, select the down arrow.


A: Touch the item, swipe your finger across the item, and touch the red “delete” button that appears.


A: Apple — Swipe right with one finger on the case name; the Delete button appears. Android — Touch and hold on item, the Delete button appears. Windows — Inside case, press the trash can icon.



A: Refresh the note function by tapping Erase then Pen. (If the problem persists, upgrade your device’s operating system.)


A: You have a choice of methods.

Apple: [1] Email it to yourself as an attachment. Then, on your device, open the email and the attachment. A menu appears with the option Open In. Tap it and CaseManager should be among the choices. Tap that and the instructions that appear will guide you. Be sure to name and save the document on CaseManager as instructed, or it won’t transfer. 

Apple: [2] Use Dropbox. First upload the document to Dropbox. Then, in Dropbox, press the Open In button and select CaseManager. The document or photo will appear in the CaseManager Document Archive where you can select it and save it to the appropriate case. 

Apple: [3] From iTunes. With the device cabled to a laptop or desktop, go to Apps from the top menu, then CaseManager in the File Sharing section. Click Add then browse and select the document or photo. Sync your device, then find the document in the CaseManager Document Archive. Select and save it to the appropriate case or matter. 

Android: [1] Email it to yourself as an attachment, then download. In CaseManager, select the appropriate case, then Documents, then tap the + symbol and browse to the file in which the document or photo was saved to select it. 

Android: [2] With the Android device cabled to a computer, drag the desired document to a document file in the Android device, where you can locate it from within CaseManager as above. 

Windows desktop: Place the document in any desired folder. In CaseManager, from within a case and Documents, simply press or click the + symbol, then Browse and select the document. 

Windows tablet: Email the document to yourself and save it, or save the document to a cloud service such as Dropbox and Skydrive, and import to CaseManager from there.


A: iOS — Select and display the document from the Documents section of CaseManager. Press the Open In button at the top right of the screen, and from the list of compatible applications, select the desired application. The document or photo will open in the selected application, where you can annotate or edit it. When you have finished, utilize the Open In button to transfer it back to CaseManager. 

Android — Start the desired third-party application and open the desired document or photo by locating it in the folder from which it was originally added to CaseManager. When you have finished working with the document or photo, save it back to the original folder. Open it in CaseManager as you did originally, using the + symbol in the CaseManager/Case/Documents section and selecting the item from the original folder.


A: One of two situations, or perhaps both. First, two people can’t sync the same Dropbox file at the same time. Just a wait a moment and try again. (Time of a typical sync varies depending on the size of your CaseManager files and transmission speed.) Second, your Internet connection may have been temporarily interrupted during the sync. If this occurs, try again. (For best results, use the fastest, strongest signal source available.)


A: Apple devices: Use two fingers to scroll. Android: Open the note in Gallery or other apps to see the whole note. Windows: Press or mouse the scroll bar on the right side of the note to scroll.


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