Overview: Create Cases

Case Management provides an easy way for you to create and manage cases. In the Case Management module, you can add, edit, and remove cases. For complete instructions, see Create a Case and Overview: Edit Cases.

Note: By default, you must have Super Administrator rights to perform all Case Management tasks. Those with Case Administrator rights can perform all case management tasks except for creating or deleting cases. These requirements may differ if the Super Administrator modifies privileges for a particular user.

On the Case Management page you can create, edit, and remove cases.

When you add a case (see Create a Case), your first step is to enter basic case details.

The next step is to choose one of five options for adding the case.

  • Option 1: Copy from Existing Case
  • Option 2: Load From Case Definition File
  • Option 3: Load Fields from a Data Load File
  • Option 4: Use Default Template
  • Option 5: Use Native File Ingestion Template

    For more information, see Step 2: Load a Case Definition.

After you enter basic case details and select an option for adding a case, you follow the remaining steps in the wizard to create the case. These steps are as follows:

Step 3: Define Database Fields

Step 4: Create a Tag Palette

Step 5: Create Redaction Palette

Step 6: Select Case Options

Step 7: Define Case Options

Once all of your case settings are selected, you review the information on the Summary page of the wizard and then click Create. The system processes the information you entered in the wizard and creates the case.


Note: A client ID is required when you create a case. Create clients (see Overview: Clients) before you create cases associated with a client.

Cases can be changed after they are initially defined (explained in Overview: Edit Cases).


To complete your new case, continue with additional activities as needed.





Case data/documents

Import documents/data for the case, and/or ingest image and/or native files.

Overview: Import/Export

Overview: Processing Files

Case groups and users

Assign groups and users to the case and associated reviews/batches. (Groups and users must exist and be assigned to a case before a review pass can be set up.)

Overview: Security


Review batches

Set up batches for the review of case documents.

Overview: Managing Reviews

Coding forms

Create coding forms to facilitate efficient field editing.

Manage Coding Forms

Case-related documents

Add instructions, alerts, and other documents to ensure reviews are conducted correctly and consistently.

Add, Edit, or Delete Case Instructions, Alerts, and Non-Discovery Documents

As needed

Tags, redactions, stop words

If tags, redactions, or stop words were not included in case creation or need to be revised, plan the time you will address these items or complete this work now.

Change the Tag or Redaction Palette

Work with Stop Words and Key Words

Field-level changes

Edit field definitions; change field-level security if required for your organization.

Edit Database Fields

Print server

If your firm has large printing needs you can use the IPRO Print Manager to manage print jobs. You configure a print server and it manages your print jobs.

Configure Printer Servers