Overview: Create Cases

Case Management provides an easy way for you to create and manage cases. In Eclipse Administration, you add, edit and remove 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.


For more information on creating a case, see the ClosedCreate a Case video.


When you add a case (see ), your first step is to select the case creation option.

  • Option 1: Create Case (New)
  • Option 2: Create Case from Existing
  • Option 3: Migrate Case from Concordance
  • Option 4: Migrate Case from Summation
  • Option 5: Batch Migration from Summation

After you select your case creation option you:

Step 1: Add Basic Case Information

Step 2: Load a Case Definition

Step 3: Define Database Fields

Step 4: Create a Tag Palette

Step 5: Create Redaction Palette

Step 6: Select Case Options

Step 7: Review Case Summary

Once all of your case settings are selected, you click Create. The system processes the information you entered and creates the case.


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

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: 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.)

Edit Groups and Users Assigned to a Case


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 Redaction Palette

Work with Stop Words

Change the Tag Palette

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