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.