Organizing Individual Matters

Individual matters are comprised of facts, people, documents, and issues. These need to be managed using CaseMap, Airtable or CaseFleet. For information on CaseFleet and best practices, see the CaseFleet Knowledge Base.

For (old) videos on how to organize individual matters using the old desktop version of CaseMap, see the links below. Although these are not tailored to using CaseFleet, nearly all of the principles discussed in the videos still apply to CaseFleet or Airtable.

Introduction to CaseMap

CaseMap Document Management

CaseMap for Chronologies and Brief Writing