Using full text search

One of MasterFile’s most valuable features is its full text search engine. You can perform simple Google type searches or Boolean searches or if you turn on the proximity option, even searches like ‘car PARAGRAPH wheels’ which finds documents in which ‘car’ and ‘wheels’ appear in the same paragraph.

MasterFile and Practice Management Systems

Linking your MasterFile databases to your practice management system is as simple as filing MasterFile’s NDL file(s) as a new document for the relevant client and/or matter in its document’s tab. When you double click or open the relevant .NDL “document” shown in the client or matter’s documents tab in your practice management system, the related MasterFile database opens.

Using doc-links

MasterFile has only one linking technology — doc-links. One of MasterFile’s most valuable features, they’re simple to understand and easy to use. It doesn’t matter why you’re linking or what you’re linking — they’re used for everything. MasterFile’s doc-links substantiate argument, provide security over e-mail, eliminate file links, and more. They let you link work product, evidentiary documents, transcripts, extracts, or facts to any other document, extract or fact. They’re self-descriptive so there are no short names (as in CaseMap) to remember, and because MasterFile stores everything in its database, unlike external document file links, they never break.

Working with profiles

Document, extract and fact profiles are to MasterFile what e-mail messages are to e-mail  — without them your database is empty! Learning their features, how they work together and how they relate to views will help you get the most out of  MasterFile. Here are some tips we hope you will find useful.

Bookmarks and shortcuts

Like browser bookmarks and desktop shortcuts, you can create shortcuts to MasterFile databases and critical information for instant access. In this post, we show you how to do that in MasterFile’s “Favourite Bookmarks” panel and on the Windows desktop — using simple drag and drop.

Innovative uses of MasterFile beyond the obvious

One of MasterFile’s unique design points is its single file database architecture and browsing metaphor. This architecture makes MasterFile simple to understand and ideal for small project and case files — or even just a few documents that need to be organized, secured and shared. In this post we look at how MasterFile’s unique browsing metaphor and issue/topic categorizations let you customize it to use in creative ways you might not have thought of — without any programming.

Questions, answers and interrogatories and how to handle them in MasterFile

In this post we look at how MasterFile lets you stay on top of questions, set out interrogations, helps you record the answers and more importantly, quickly use that information in your argument.

Setting out argument — Strategies and techniques

One of MasterFile’s unique features is the ability to let you set out and substantiate your argument or thesis, point by point. Why? Because setting out and proving the facts related to the issues with concrete argument, substantiated by key extracts from evidence is what it’s all about. In this post we cover how, based on what we’ve learned and refined from actual cases argued with MasterFile.

3 Tools for Maintenance

To help you complete bulk revisions or corrections quickly and easily, MasterFile provides three easy to use, visual maintenance tools: “Global Replace”, “Global add/remove” and “Power Assisted Revision”. We explain them here.

Loading documents and email

Documents are at the heart of your work and being able to efficiently load existing documents and e-mail, and manage work-product, is essential. MasterFile’s unique document repository is designed to manage both evidence which is generally static and work product such as correspondence, pleadings, reports, etc. that is often also revised.

Get your client’s story accurately and import it easily with MasterFile’s Client Intake

In new litigation, understanding your client’s case is paramount. In this article, we show you how MasterFile’s intake module and professional practice area specific intake forms save you valuable time, ensure you capture critical case information and by reducing tedious and time consuming data entry, help you load your case into MasterFile quickly. The intake forms can also be used internally by your own staff or yourself for rapid initial loading of facts and players.

How to load your first case file’s documents into MasterFile

Work flow: loading a case’s documents into MasterFile and keeping it up to date as you create work product or receive more evidence is the focus here. You’ll find the concepts useful for both litigation and transactional case files.

Getting started right with MasterFile

Since MasterFile is a multifaceted product, putting it to work effectively depends on what’s most important to you and your requirements. In this article we focus on setting out and keeping track of your facts and argument. A good way to learn is to pick a new case or one that’s just begun and just dive in with these 6 simple steps.