Printing a Disclosure List

1
Printing a Disclosure List
Openlaw Litigation Software
This is a brief guide to one of Openlaws main
functions printing a disclosure list. There is
more information on our web site at
www.oxfordlaw.co.uk and www.openlaw.co.uk
including other illustrated guides. If you want
further information, please contact Richard
Brockbank richard.brockbank_at_oxfordlaw.co.uk
Oxford Law and Computing Limited Tatham House,
Northcourt Lane, Abingdon, Oxfordshire, England
OX14 1PN Tel [phone]
2
The Control Panel
Openlaw Litigation Software
- this is where you start
This is the name of the Case
The name of your current selection
The total number of Items in the Case
The number of Items in the current selection (all
of them)
Click here to Add to or View the Items in your
current selection
All the main functions are accessed from the
Control Panel
3
Add basic document details
Openlaw Litigation Software
(or outsource this to a bureau)
Your team will need to enter basic details of
each document, in any order. They can use this
Quick Add Screen. Users can pick name details
from lists or free-type them.
This shows what normally goes in your List this
is an Internal Memorandum with a sender,
recipient and date made up from the elements in
the boxes above
4
More about Quick Add
Openlaw Litigation Software
Pick entries from pick-lists less typing
and more accuracy than a word-processor
Repeat this entry if the next Item is similar
Full Description builds up as you enter
information
Shows just the primary Disclosure Fields for fast
addition of new Items
5
See the List build as you add
Openlaw Litigation Software
The order of items does not matter at this stage
as they can be sorted into date order later
Select Tab View for a different way of looking
at each item
6
Look at each document
Openlaw Litigation Software
this is the Tab View
Your team or a bureau will have entered basic
details about each document
This shows what normally goes in your List this
is an Internal Memo with a sender, recipient and
date
Here the image is displayed beside the Item
card. The image can be any file type which the
computer knows how to display
Select Grid View for a different way of looking
at each item
Use these buttons to move between the cards
each time you move forwards or backwards, the
image changes
7
Mark each document as required
Openlaw Litigation Software
Click here if this document is to be in the
List or unclick if it is not to be in the List
Click here if this document is privileged
If a document has several pages use these
arrow keys to move from one to the next
8
Or mark items in the Grid View
Openlaw Litigation Software
with linked Image
Click here if this document is to be in the
List or unclick if it is not to be in the List
The Grid View shows less detail than the Tab
View but makes it very easy to review and tag
Items
9
Repeat this for each document
Openlaw Litigation Software

• Mark each document to be listed as
• - In List
• - You may also want to mark those that are
  Privileged
• - or mark it Review if you are unsure and want
  to come back to it

• If almost all documents are going to be In
  List you can mark them all
• with a single command and then just unmark
  those that are not to be In List

• Dont worry about date order at this stage
  you can sort your list Into
• date order at any time

• Your List will be a selection made by finding
  all documents marked
• In List Y, Priv N, sorted into a
  convenient order, such as date order

• You can then save your sorted selection as a
  Bundle

• The next screen shows how to make the selection

10
Make your selection
Openlaw Litigation Software
Make sure that In List is ticked and Privileged
is set blank
Click All Items to ensure all Items are
included in the search
Take one of the Find options Quick Query is the
simplest for making a Disclosure List
Click Date to sort the result into Date order
Press Run to run the query This will find all
items where In List is ticked AND Priv is not
ticked, and put them in Date order.
11
15 items in your new Selection
Openlaw Litigation Software
Click here to see the Items in your current
selection as a draft Disclosure List report
The total number of Items in the Case
The number of Items in the current selection (the
ones going in the List)
Until you find or load a new selection,
everything you do from now relates only to this
Selection
12
Take the default options
Openlaw Litigation Software
This will give a 3 column report with rows
numbered 1, 2, 3
It takes two clicks to produce a
standard Disclosure Report from your Selection
13
Draft List in date order
Openlaw Litigation Software
Review on-screen before sending to a printer or
use the button to send the document to Microsoft
Word or to an export file
Notice that uncertain dates can be used, and put
in the correct chronological position
If you have to add or remove an Item, simply
change its In List or Privileged setting and
re-run the Query and Report
These numbers are simply sequence numbers. You
can preserve them by saving them as List Numbers
when you print your final list.
This is one of the built-in Standard Reports.
There is a wide range of Additional Reports or
you can specify your own layouts
14
Now save the selection
Openlaw Litigation Software
Once you are happy with the draft list, save the
Selection as a Bundle for re-use
The total number of Items in the Case
The number of Items in the current selection (the
ones going in the List)
Click here to Save the Items in your current
selection in the order they are in as a named
Bundle which can be reloaded at any time
Click here to load a previously saved Bundle or
selection, then you can View or Report on them
15
A Saved Bundle
Openlaw Litigation Software
The total number of Items in the Bundle
Admin details about the Bundle
Default name based on your selection criteria
Rename your Bundle to something meaningful
Update your Selection by re-running the Query
16
After Disclosure
Openlaw Litigation Software

• Electronic Inspection
• Supply opponents with documents data and
• images exported from your Openlaw Case

• Print Bundles of images
• Bundles of exhibits, trial bundles

• Detailed Coding
• Mark Items with more refined tagging
• e.g. relevance to issues or witnesses

• Search for specific words
• Tag Items by reference to words or terms
• stored in the Item Cards, including OCR text

17
Pricing etc
Openlaw Litigation Software
Openlaw is sold by the Case, so you do not have
to commit to capital expense. The core price
for Openlaw Professional is a case quarterly
rental of 300 for the right to add 500
Items. Blocks of extra capacity can be added,
with discounts for large blocks. Openlaw Add-Ons
are separately priced. Site Licences allow you
to create as many Cases as you like. Rental
Prices include a Low-Start monthly option under
which the initial rental is very low, rising as
the Case goes on. There is further information,
a copy of the full Manual and a working Demo
version on our web sites at www.oxfordlaw.co.uk
and www.openlaw.co.uk There you will also find
details of our support options and our
consultancy and data conversion services.
If you want further information, please
contact Richard Brockbank richard.brockbank_at_oxfo
rdlaw.co.uk Oxford Law and Computing
Limited Tatham House, Northcourt Lane, Abingdon,
Oxfordshire, England OX14 1PN Tel [phone]
9890