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LITIGEX ORDER FORM TO: INTEGRA COMPUTING Box 72063 Marietta, GA 30007-2063 Name __________________________________________________________ Address __________________________________________________________ City _________________ State ___ Zip _______ County ________ Firm Name __________________________________ Phone ________________ # Professionals _____ # Employees ____ Type of Practice ________________ Computer Type __________________________________________________________ I first heard of LitigeX from _____________________________________________ Please register me as a LitigeX user and send _____ copies of LitigeX ($50 ea), totaling $______ _____ half-hour blocks of phone support, to be used within 90 days ($30 ea), totaling $______ Total Order $______ ___% Sales Tax for ___________ county, if I'm a GA resident $______ TOTAL ENCLOSED $______ I have read and agree to the terms of the License, Disclaimer, and Agreement found at the beginning of the LitigeX documentation. _______________________________________ SIGNATURE COMMENTS: ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ LITIGEX DOCUMENTATION LICENSE The following text and the LitigeX program are copyrighted (C) in 1987 and 1988 by R.A. Kelly. They are published by Integra Computing. You may use LitigeX on a single computer, provided that you do not use it in a business with more than 15 employees and that you accept the terms of the following AGREEMENT. You may distribute LitigeX, as long as this license and the following disclaimer, agree- ment and instructions accompany the program, and as long as you never divulge your LitigeX serial number to anyone. You may not distribute LitigeX if any of its accompanying files or this documentation has been altered. No fee may be charged for LitigeX, nor may LitigeX be bundled with (or in any way accompany or be used as an incentive to purchase or lease) any other product or service, without the express written consent of R.A. Kelly. All rights not expressly granted in the above paragraph are reserved in R.A. Kelly. LitigeX is a trademark of Integra Computing. DISCLAIMER Though LitigeX and its predecessors have been under development since 1986, LitigeX may contain design and programming flaws. Before using ANY software on a regular basis, try estimating the potential harm that could result from your reliance upon it. Please don't use LitigeX unless you are willing to assume the associated risks. LITIGEX AND ITS INSTRUCTIONS ARE PROVIDED "AS IS", WITHOUT LITIGEX AND ITS INSTRUCTIONS ARE PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND (INCLUDING THE IMPLIED WARRANTIES OF MERCHANT- WARRANTY OF ANY KIND (INCLUDING THE IMPLIED WARRANTIES OF MERCHANT- ABILITY AND FITNESS FOR A PARTICULAR PURPOSE). NO ORAL OR WRITTEN ABILITY AND FITNESS FOR A PARTICULAR PURPOSE). NO ORAL OR WRITTEN INFORMATION OR ADVICE PROVIDED BY INTEGRA, ITS DEALERS, DISTRIBUTORS, INFORMATION OR ADVICE PROVIDED BY INTEGRA, ITS DEALERS, DISTRIBUTORS, AGENTS, OR EMPLOYEES SHALL CREATE A WARRANTY OF ANY KIND REGARDING AGENTS, OR EMPLOYEES SHALL CREATE A WARRANTY OF ANY KIND REGARDING LITIGEX, AND YOU MAY NOT RELY UPON SUCH INFORMATION OR ADVICE. USE LITIGEX, AND YOU MAY NOT RELY UPON SUCH INFORMATION OR ADVICE. USE OF LITIGEX IS ENTIRELY AT YOUR OWN RISK. OF LITIGEX IS ENTIRELY AT YOUR OWN RISK. NEITHER INTEGRA NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE NEITHER INTEGRA NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF LITIGEX SHALL BE LIABLE FOR ANY CREATION, PRODUCTION, OR DELIVERY OF LITIGEX SHALL BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES (INCLUDING, DIRECT, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, AND LOSS OF BUSINESS INFORMATION) ARISING FROM THE INTERRUPTION, AND LOSS OF BUSINESS INFORMATION) ARISING FROM THE USE OF (OR INABILITY TO USE) LITIGEX, EVEN THOUGH INTEGRA MAY BE USE OF (OR INABILITY TO USE) LITIGEX, EVEN THOUGH INTEGRA MAY BE ADVISED THAT SUCH DAMAGES ARE POSSIBLE. ADVISED THAT SUCH DAMAGES ARE POSSIBLE. THIS DISCLAIMER APPLIES TO ALL PAST, PRESENT AND FUTURE VERSIONS THIS DISCLAIMER APPLIES TO ALL PAST, PRESENT AND FUTURE VERSIONS OF LITIGEX, AS WELL AS TO UPGRADES, AUGMENTATIONS, EXTENSIONS, EXTRA OF LITIGEX, AS WELL AS TO UPGRADES, AUGMENTATIONS, EXTENSIONS, EXTRA MODULES, AND MODIFICATIONS OF THE PROGRAM THAT MAY BE PROVIDED TO YOU. MODULES, AND MODIFICATIONS OF THE PROGRAM THAT MAY BE PROVIDED TO YOU. AGREEMENT As used in this documentation, the term "LitigeX", if not followed by a series or version designation, means any version or series of LitigeX provided to you now or in the future. Your attempt to use LitigeX constitutes your acceptance of the terms set forth in the foregoing LICENSE and DISCLAIMER (which are incorporated into this Agreement). Your attempt to use LitigeX also constitutes your agreement that if you bring any legal action relating to LitigeX, 1) your sole remedy for the damages for which any defendant is found liable (including direct, indirect, incidental and consequential damages) will be the recovery of forty dollars from that defendant, and 2) you will pay the defendants' attorneys fees and other legal costs. The terms of this agreement are governed by Georgia law. If any of this Agreement's terms shall be held invalid to any extent, the remainder of this Agreement shall be unaffected by such invalidity. THE ABOVE PARAGRAPHS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN YOU THE ABOVE PARAGRAPHS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN YOU AND INTEGRA. NO ORAL OR WRITTEN COMMUNICATION, INFORMATION, OR ADVICE AND INTEGRA. NO ORAL OR WRITTEN COMMUNICATION, INFORMATION, OR ADVICE FROM ANY SOURCE MAY ALTER THE AGREEMENT AS SET FORTH ABOVE. FROM ANY SOURCE MAY ALTER THE AGREEMENT AS SET FORTH ABOVE. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO SOME OF THE OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO SOME OF THE ABOVE EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU. YOU MAY HAVE ABOVE EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU. YOU MAY HAVE OTHER RIGHTS WHICH MAY VARY FROM STATE TO STATE. OTHER RIGHTS WHICH MAY VARY FROM STATE TO STATE. LITIGEX INSTRUCTIONS SECTION 1. INTRODUCTION LitigeX, the research, document, and evidence organizer for at- torneys, is a member of the ManageX Time & Billing software series. It is designed with an interface similar to the other programs in the series, and, where appropriate, it will access the data files main- tained by ManageX. Please see the appendix for an overview of ManageX. LitigeX allows you to enter notes on evidence, research you're conducting, etc. You may enter such things as the source, page, and line numbers where each item you enter can be found. You may also enter an eleven-line summary of the item and indicate the subject cat- egory into which the item falls. A note's subject and its abbrevia- tion are very useful in finding specific individual notes among hun- dreds or thousands. A prime use of this program is to create print- outs of research data, sorted alphabetically by subject abbreviation. Another use is to keep tabs on documents and other evidence (who sent it, who received it, its current location, etc). Finally, it can be used to prepare a chronological report of a sequence of events which may have been entered at random into the data base. You may string several consecutive records together if just one isn't long enough for you. And, at any time in the future, you may sort though your notes by several criteria, sending the sorted data to the printer, the screen, or a text file on your hard disk. Each data base file you open may have up to 32,000 records and up to 500 subject/type categories. You may establish any subject/type categories you desire for each data base, or you may copy previously- established categories from one data base to another. You may keep as many 32,000-record data base files as your hard disk will hold, and you may sort through several at a time when you're looking for infor- mation. SECTION 2. THE BUILDING BLOCKS Before you begin using LitigeX, you should first acquaint your- self with some basics. Sec.2.A Keyboard Entries Using LitigeX requires you to make data entries at your compu- ter keyboard. When you are asked to `enter' something, you should type in the response at the keyboard and then finish your entry by pressing RET (the return key). `Enter', therefore, implies that you will complete your entry with a RET. If you are asked merely to `press' a key, you should not press RET after you have pressed the appropriate key. `Press' means that you need make only one key- stroke; 'enter' implies that more that one keystroke is permissible, since all entries must end with RET. Sec.2.B Control characters On-screen instructions will frequently instruct you to press control characters. A control character is represented graphically as a letter preceded by an up caret (eg: ^A or ^H). If you are instructed to press a control character, you must hold the Ctrl key down, while simultaneously pressing the appropriate letter key. For example, to press ^O, hold down the Ctrl key and tap the "O" (or "o") key. Do not actually press the up carrot key; the up carrot is used merely as a graphic representation of the control key. Sec.2.C The RET key RET (the return key) serves two functions in LitigeX. First, it is the key used to end all entries. And second, if, in response to a screen prompt, you press it before you press any other keys, it acts to tell the program that you wish to ignore the prompt and retain the current response, if any. If, for instance, LitigeX asked you a name, you could just press RET, and the program would infer that you wished to ignore the question. Depending upon the circumstances, LitigeX would then move on to the next question in a series, or it would abort the procedure in which the question occurred. ESC (the Escape key) will usually serve to tell LitigeX not only to ignore a response, but also to abort the procedure entirely. Sec.2.D Pausing When you find the computer in the middle of some lengthy proce- dure, such as printing a report, and you want to pause, press the space bar. Doing so will cause the process to stop until you press the space bar again. This use of the space bar will not work in all of the program's operational modes, but it will in most. Pressing the space bar may take a few seconds to have an effect, so be patient. Sec.2.E Aborting If, instead of wishing that the computer pause in the middle of a procedure, you prefer to abort that procedure altogether, press ESC (the Escape key). As with the space bar, this key may not work in all parts of the program, and it may take a few seconds to work. Sec.2.F Printer Toggling and Sending Reports to a Disk File Whenever you are about to have a report printed on the screen, and you would prefer that it be printed on your printer, press ^P before the report preparation begins. ^P is the printing toggle, and it turns the flow of data to the printer on and off. You may alter- natively send the data to a disk file, instead of the printer, by pressing ^F (in place of ^P). The file created or appended, named "TEXT.MX", may then be modified with most any text editor. Sec.2.G Message Line The last line on the display screen will nearly always have a message for you. The message will often contain either instructions or an error message. If you are ever unclear about what you are supposed to do next, look at the message line, which will be printed in reverse video. If the intent of the message is not clear, you might find an explanation of it in the MESSAGES section of these instructions. Sec.2.H Help Very generalized on-line help will appear whenever you press the ALT-F1 key combination. More specific help is also available when you are entering a subject abbreviation in the (M)ake mode. To obtain a listing of all the abbreviations being used by the current data base, press the F1 key when the cursor is at the abbreviation item. To limit the list to only those abbreviations beginning with a certain letter, press that letter just before you press F1. SECTION 3. SETTING UP When you first begin using LitigeX, you will have to answer a series of CUSTOMIZING questions. Very brief explanations follow: -> Colors: 0=blk; 1=blu; 2=grn; 3=cyan; 4=red; 5=mgnta; 6=brwn; 7=lgtGry; 8=drkGray; 9=lgtBlu; 10=lgtGrn; 11=lgtCyan; 12=lgtRed; 13=lgtMgnta; 14=Ylw; 15=white. SECTION 4. USING LITIGEX LitigeX is so simple, little explanation of its use is needed. Start the program by entering "LX" at your computer's DOS prompt. Then tell LitigeX which data base file you'll be using. Use the (M)ake option to add a new note to the data base. The (E)dit option allows you to make changes to a record that has previously been en- tered. Sec.4.A Entering LitigeX When you enter the program, you will be shown a listing of all the data base files (if any) presently on the hard disk, and you'll be asked to enter the name of the data base file with which you intend to work. If you're opening a new file, give it a one- to eight-character name. Make the name as descriptive as possible. A data base that contains research of a general nature might, for instance, be called "RESRCH1". A suggested scheme for naming case files is that you use the first three characters of the client's last name and the first three characters of his last name, followed by a number. For ins- tance, the first file you open for the John Smith case might be called "SMIJOH1". If you would prefer to work with a diskette in drive A, place a disk into the drive and enter "A", instead of a file name. If you're using floppies for your research, make sure that you use each diskette for only ONE project. For example, don't try to keep on one diskette files for both 1) the JOHN SMITH business research and 2) the JOHN SMITH v. ELLEN SMITH divorce research. If you're using the hard disk for your data base files, and if you're now opening a new one, you will be asked to enter the name of a file from which you want to copy subject abbreviations. If you wish to create this file's abbreviations "from scratch" as you enter data into the file, you should just press RET. But you might prefer instead to copy the abbreviations from a related old file as you open the new one. The advantage of doing so is that the new file you're opening will already have an abbreviations listing before you start; therefore, you can save some time entering data, because you won't have to create abbreviations "on the fly" as you make individual entries. Finally, if you're opening a new file, you'll be asked to enter a a few items. One is a description of the file's contents. The gener- al research file mentioned above (RESRCH1) might be described as fol- lows: "General Legal Research". If the new file will contain records for a particular case, you might enter the style of the case (eg: the SMIJOH1 file might be described as "John Smith v. Harvey Jones"). Other things you may wish to include in the description include the responsible attorney's initials and the date you open the file. Two other items you'll be asked to enter, if you're opening a new file, are the names of two untitled miscellaneous "fields". Each re- cord in the file will contain many fields of information, such as a date, a source, and a recipient. All the fields, except the last two, are pre-defined. The last two fields are for miscellaneous text en- try, and they may be defined by you. You should enter a 1-to 9-char- acter name for each of these fields. See Sec.4.B for a discussion of the fields that are pre-defined; only after you've seen what fields are already available can decide what extra fields you'll need. If are unsure about what to name the extra fields, just enter "Misc1" and "Misc2" for each one respectively. If you're not opening a new file and can't seem to remember which one contains the information you want, press ^V to view/change the files' descriptions. Then, enter the name of the file you wish to open (if you want to change a file's description and miscelleous fields, type it's name and press ^O, instead of the RET key). Sec.4.B (M)aking a data base record To enter a record into the data base, press "M" when the MAIN MENU is on the screen. Then, fill in each appropriate blank item. When asked for a subject abbreviation, enter a 1- to 8-character keyword by which you intend this record to be indexed for quick ret- rieval and alphabetical sorting. If the abbreviation you enter is not already part of the data base, you'll be asked to formally enter it. If it is already in the data base (having been entered as the abbrevi- ation for a prior record), the subject to which it refers will be dis- played and the cursor will move on to the next item. If you want to index this record by more than one subject, you'll be given the oppor- tunity to do so when you have finished filling it in. Other items that you may enter are described below: DATE: Enter whatever date you think is pertinent to the type of information being entered. For instance, if you're describing an occurrence, you may wish to enter the date that it took place. This will help you later on, when you want LitigeX to prepare a chronological report of a sequence of events . If you're just entering a simple research note, you might use today's date. SOURCE/AUTHOR: Here, enter the source of the information that you're summarizing. For instance, you might enter "S.E. Reporter", or "John Smith Deposition". If you're summarizing a document without a title, you should enter the document's author. PAGE/LINE: These items will help you find the exact source of the summary. They're of particular value when you need an accurate citation to case law or a deposition. RECIPIENT/ADDRESSEE: If this record describes a document or other evidence, you might wish to enter the person to whom it was addressed or the one who actually received it. LOCATION: If you're involved in complex litigation, you'll need to keep track of where your evidence is locat- ed. TYPE: This item will assist you in future searches through the data base. You should enter here an abbre- viation for the category into which the source for this information falls. Is it a document? Physical evidence? Research? An event? Make up whatever short category abbreviations you wish. With some forethought, your scheme of assigning types will prove to be invaluable. You might begin or end each type with some unique two- character sequence that identifies it as belonging to a certain major category (containing several sub-types). For instance, you might assign all summaries with chrono- logical importance a type beginning with `@-'. That way, you can later produce a report that includes all records whose types are `@-accdnt', `@-hsptl', etc. You're urged to set up and play with a practice data base in order to get the "hang" of how best to assign types. See the discussion of Hunt Gates, below, for more details on producing reports. ID NUMBER: If your firm assigns ID numbers to documents and evidence, you can follow them with LitigeX if you fill in this item. MISCELLANEOUS FIELDS 1 AND 2: The last two fields are user-definable text fields. You will define them when you open a data base for the first time. The first field may contain up to twenty-five characters, and the second may have up to fifteen. The records in each data base you open may have different MISC1 and MISC2 fields, de- pending upon the data base's particular needs. You might be interested to know that you can also re-define the LOCATION and ID NUMBER fields if you wish. The instruc- tions for doing so will appear as you open each new data base. You are allowed up to 11 lines for summarization. The fewer lines you use, the less disk space will be used in storing the record. You may enter anything you wish into the summary area. Assume, for instance, that this record is a summary of a letter that mentions five people. If you think that it will be important for you to be able to sort through all your documents by peoples' names (among other things), you should be sure to include the name of each person cited in the letter. You might also wish to state the relationship each person has to the matter at hand, as well as to each other person. If the standard entry fields that LitigeX supplies for each re- cord do not include one that you think is important, the summary sect- ion may be used as a substitute. For example, if you wish LitigeX had a field for entering an importance factor (to measure how critical the document or other evidence summarized in the record is), you could decide that you will always enter that factor on the first line of each record's summary and precede it with a unique character sequence. If your importance ranking scheme were based upon a numerical weight of 1 to 5, you might enter "!!1" on the first summary line of a record summarizing something of the most critical nature. "!!5" would be used for something that is not very important at all. Later, when you want to find all the items that are extremely important, you could tell LitigeX to hunt for every record whose summary section contains "!!1". Something else you might want to include in the summarization area is whether the item being summarized is privileged information. You could indicate such a record with a unique character sequence, such as !!P. Later, when you're asked to provide the opposition with all documents, you could ask LitigeX to sort through its data base for all records, EXCEPT those that contain "!!P". The resulting report would contain only non-privileged information. As you can see, LitigeX's potential flexibility is enormous. If you plan to consistently use the summary section for some of your pet fields (such as the "importance" factor or the "privileged" notation), try to always put all such those items on the first or second line of the summary. The reason for this request is that doing so will make subsequent searches for these items faster than would be the case if they were to appear nearer the bottom of the summary. When you're finished entering all the information you need, press the F6 key. This will cause the record to be saved on the disk. Next, a new blank record will appear. Fill it in if you wish. But if you're all done, just press F6 again. If the new record is to be a continuation of the last one, just skip down to the Summary/Description area and continue the summary. When done, just press F6. There's no need to waste time filling in any of the other items. LitigeX automatically assumes that if you've left all the other items blank, this record is to be regarded as a continuation of the prior one. You may, instead, want the new record to be a duplicate of the last record in all respects but the subject abbreviation. To do so, simply enter the new abbreviation, skip down to the Summary/Descrip- tion area, and enter "S" (for "same"). LitigeX will then copy all the data from the last record to this one, saving you precious time. You may often wish to enter a summary under two or more different sub- jects. This procedure allows you to easily do so. Don't worry about wasting a lot of disk space on duplicated records, because LitigeX saves only what it needs to for each record. NOTE: LitigeX maintains a complete listing of both TYPE and SUBJECT abbreviations in the same file. To see an alphabetized listing of this file, press the F1 key when the cursor is positioned at either the "Subject Abbrevia- tion" or "Type" item. This file is maintained to assist you in recalling an abbreviation that may have been used with the data base earlier. Since the same file main- tains both TYPE and SUBJECT abbreviations, and since each abbreviation within the file must be unique, you should not use the same abbreviation for both a subject and a type. For example, if one of your subjects is "Doctor problems" and one of your types is "Document", you shouldn't assign them both the abbreviation, "DOC". Sec.4.B (H)unting through a Data Base The (H)unt option allows you to prepare reports on the contents of the file with which you're working. Pressing the F6 key begins the hunt through the file's records. To send the report to the printer, instead of to the screen, press ^P (that's control-P) just before you press F6. If you begin a hunt without changing any of the hunt gates, all the records in the file will be displayed. That's because, in their default state, they are all "open", allowing all records to pass through them. But if you want to produce a selective report, you have to set the hunt gates accordingly. For instance, if you want a report of only those records pertaining to a particular subject, you should enter its abbreviation at hunt gate A. When you press F6 to begin the hunt, the program will allow only the records whose sub- ject abbreviations match your entry at gate A to pass through and ap- pear on the screen (or printer). Likewise, if you want to find only those records whose summaries contain a certain word, you would enter that word at gate B. Generally, the more hunt gates you fill in, the more discriminating the subsequent hunt will be. Hunts may be made on the basis of partial entries. For instance, if you wish to find all records whose summaries contain the words, "salt" and "salutation", you could enter "sal" at gate B. The hunt would then find all records whose summaries contained the character string "sal". LitigeX also accepts "wildcard" characters. If you want to find all records whose summaries contain either "salt" or "silt", you should enter "s?lt" at gate B. The question mark means, "this posi- tion in the word can be occupied by ANY character." The report pro- duced would find all records whose summaries contained "salt" or "silt", since the second character of the word to be found can be "a" or "i" (or anything else, for that matter). Gates A to D may have up to 10 multiple entries, each separated from the next by a slash. For instance, if you wanted to find all records whose summaries contain either "bull" or "cow", you would enter "BULL/COW" at Gate B. Exclusionary hunts may be conducted by preceding with a minus sign any character sequence entered at Gates A to D. For example, to find all records EXCEPT those whose summaries contain neither "BULL" nor "COW", you would enter "-BULL/-COW" at gate B. Incidentally, "BULL/-COW" would cause the hunt to find all records whose summaries contain "BULL", but do NOT also contain "COW". Remember, any gate that is left blank will be considered to be open, allowing ANY record to pass through. In other words, each record will be deemed to meet that gate's criterion, and, assuming that all the other gates' criteria are also met, will be displayed during the hunt. An exception to this rule occurs when you're doing an "OR" hunt (see discussion of Gate O below). If you want the hunt to be done in alphabetical or chronological order, select gate L or M. But be aware that such hunts are much, much slower than unsorted hunts. Gate N (which will not work until you register as a user) allows you to hunt through more than one data base for the information you're looking for. If you select gate N, you'll be shown a listing of the data bases available to LitigeX, as well as the current que of those already selected for the hunt. To add a data base to the hunt que, press "A" and then enter the name of the data base. To delete a file from the que, press "D". To clear the entire que (except for the data base which you are currently accessing), press "C". To return to the Hunt Gates screen, just press RET. Gate O allows you to choose between associating gates A through I with either "AND" or "OR". An "AND" hunt will find all records that contain matches for ALL the gates you've filled in, while ignoring those gates that you haven't filled in. An "OR" hunt, on the other hand, will find all records that contain a match for ANY of the re- cords you've filled in. In other words, an "AND" hunt will allow a record to pass through its filters if that record meets the criteria set by Gate A and Gate B and Gate C and Gate D, and so on. An "OR" hunt will allow a record to pass through the filters if it meets the criteria set by Gate A or Gate B or Gate C, and so on. The effect of leaving Gates A through I blank differs between an "AND" and an "OR" hunt. If you leave these gates blank, an "OR" hunt will allow no records to pass through, while an "AND" hunt will allow ALL records to pass. Hence, if you leave all the hunt gates blank and do an "AND" hunt, the resulting report will contain ALL the records in the data base. But, if you do an "OR" hunt with all the hunt gates blank, then no records at all will appear on the report. Gate P allows you to select whether the report will contain citations only or full summaries as well. If you choose the "Full-Screen Edit" hunt at Gate Q, the data shown for each conforming record will appear on a screen identical to that used in the Edit mode. While it is on the screen, you may edit it just as if you were in the Edit mode. Only one conforming file's data will be displayed on the screen at one time. Unlike the "Con- tinuous" hunt routine, this one will not search for the next conform- ing file unless you press F6 to indicate that you wish to move on. If you want to abort the Hunt routine, press ESC instead of F6. NOTE: If you can edit a record in the Hunt mode, why even bother having an Edit mode? The answer is that, with large data bases, you can find the record you're looking for more quickly in the Edit mode. Sec.4.C Scanning Text Files Most of the entries you make into each of your data bases will probably be made with the (M)ake option on the MAIN MENU. With it, you manually enter the source, pages, lines, subject area, and summary. An automated alternative is to use the (S)can mode to have Liti- geX read the source directly from a file on your hard disk. In this mode, you can scan a file and copy blocks of text to the active data base. An advantage of this method is that it saves time, allowing you to quickly place verbatim passages into the data base. If your court reporter, for instance, makes a deposition available to you on floppy diskette, you can have LitigeX transfer it to your hard disk. Then, it will be ready for your perusal. When you enter the Scan mode, you'll be shown a list of the text files currently in the LitigeX research area of the hard disk, and you'll be asked to enter the name of the file you wish to scan. Sec.4.C.1 New Text Files If the file you want is not yet on the hard disk, enter a name for it anyway. LitigeX will look for it, inform you that it's not present, and ask whether you want to copy it from a diskette in drive A. If you answer affirmatively, LitigeX will then show you what's on drive A and ask you which file you wish to copy. After you've iden- tified the file you wish transferred, LitigeX will ask you to desig- nate a new name for it on the hard disk. The new name can be only eight characters long and can contain only letters and numbers. Af- ter you've designated a new name, LitigeX will copy the file from drive A to the hard disk and give it the name you requested. NOTE: LitigeX actually appends ".TX1" to the name you re- quest, but it will rarely show you any more than the one- to-eight-character name you specified. By the way, LitigeX also sets up an index file and gives it, too, the name you designated, followed by ".TX2". Then, LitigeX will request that you enter a 1-to-25-character description of what the file contains (eg: the Bert Cummins 23 December deposition might be called, "B.Cummins 12-23-88"). Whenever you transfer passages from this file to a data base, the "source" item in the data base will be derived from this description. After LitigeX does an initial scan, the file will be displayed on the screen. You will note that all blank lines have been eliminated, so that more text can appear on your screen at once. Then, you'll be asked to move the cursor to the first line of the first actual page and press RET. This step is necessary for the proper identification of page and line numbers. The typical deposi- tion, for instance, has a few introductory pages before the actual "meat" of the document. Unless you tell it otherwise, LitigeX will assume that the first physical page it encounters should be called page "1", even though page 1 is really the third or fourth physical page. You must also properly identify the first line of text on the page. If you don't, LitigeX will assume that the first physical line on the page is line "1", even if that line is just a header contain- ing a title and page number. If you're working with a deposition, you should move the cursor to the first numbered line on the first numbered page and press RET. LitigeX will assume that it should begin counting lines on every subsequent page at the position you've identified as the first line on page 1. Sec.4.C.2 Using the Scan Mode The bottom line of the screen always displays the page and line number (as well as a couple of other items, like the name of the file you're scanning. Use the up and down arrows (or PgUp and PgDn keys) to move through the file. To quickly get to the end of file, press the END key. To go to the beginning of the file, press the HOME key. To move to a particular page, press "P" and then enter the number of the page you wish to appear. To find a word within the body of the file, press "F" and then enter the word to find. After the first occurrence of the word is found, you may find the next occurrence by pressing "N" (for "next"). When you find text that you want copied to the data base, its beginning and end need to be marked. Simply move to the first line you want included and press "M" (for "mark"). Then move down to the end of the block you wish to copy and press "M" again. As you move down, the text you are marking will appear in a different color. After you've pressed "M" a second time, you'll be asked to enter the subject abbreviation applicable to marked-off block of text. LitigeX needs to know the subject so that it will be able to quickly sort through the data base to find this and other passages pertaining to a particular subject. Then, you'll be asked to specify the file to which you wish to send the marked text. If you want to send it to the currently active data base (opened when you first entered LitigeX), enter "DB". To send the text to the printer, instead, enter "P". Or, if you prefer, you may send the text to another separate text file by simply entering the name of the file (up to eight characters). If you specify a file (other than the data base or printer), LitigeX will append ".LBU" to the name you specify and will store the file in the \MANAGEX\RESEARCH subdirectory (where the data bases are also stored) If you send the text to the data base ("DB"), the source, page, and line information will also be automatically transferred, along with a pre-set type ("SCAN"). Note that each data base entry is limi- ted to eleven lines of text. If the block you're transferring is lon- ger than eleven lines, more than one data base entry will be made. For example, transferring 24 lines will cause two data base entries, each with eleven lines, to be created, along with a third entry with two lines. Unless you have LitigeX configured otherwise, the text that it sends to other files will be with all blank lines removed (as it ap- pears on the screen). If you prefer the text to be sent with blank lines included, you should press ^O BEFORE you enter the block-sending mode. ^O toggles between "blank lines output" and "NO blank lines output". The current status of the toggle is always shown on the bot- tom line. If "NoBlank" is present, then no blank lines will be out- put; otherwise, blank lines WILL be output (except to the data base, which will not accept blank lines). If, after transferring the marked block to one file or data base, you wish to repeat the procedure to a second file (or to the printer), enter "C" (for "copy). You might even want to transfer the same block to the data base a second time, but this time entering an alternate subject abbreviation. NOTE: If you want to create a data base SUMMARY of the text block you've marked off (after pressing "M" the second time), press the ALT-F2 key when LitigeX askes you for a subject abbreviation. If you enter the subject abbrevia- tion, LitigeX will assume that you want to send verbatim text. If you press ALT-F2, instead, you'll be presented with a new record creation screen. To mark off another block of text, simply use "M" to mark the beginning and end and repeat the procedure outlined above. When you're done with the text file, press the ESC key. Sec.4.C.3 Files That Can Be Scanned. Only industry-standard "ASCII" files can be scanned by LitigeX. All modern word processors can create this type of file, which is needed when different word processors try to read each other's files. When you order depositions, etc., be sure to specify ASCII format, rather than a specific word processor's proprietary format. SECTION 5 THE ADDREX PROGRAM (provided to registered LitigeX users) AddreX is designed to hold the name, address, phone number, and various miscellaneous data for up to 8,000 people. It has many uses. For instance, if you diligently enter the appropriate information for for each person you encounter, you will be able to run conflicts of interest searches through your data. This program is also useful if you need to quickly find someone's telephone number or if you need to track hundreds or thousands of class-action litigants. The program is accessed by entering "AX" (not "ADDREX") at the DOS prompt. When you (M)ake a record in this program, you will be expected to enter various items of information, such as the person's address and phone number. One item is the category into which this person falls. You may establish your own scheme of one- to eight-character category abbreviations (eg: `Def' for defendant and `Plntf' for Plaintiff). If there are items of information that you think should be kept on record, but which are not specifically listed on the Edit screen, you may enter them in the seven lines of notes allowed. To find a telephone number quickly, just press `E' (for `Edit'), and then enter the last and first names of the person whose number you need. In some circumstances you can save some time by NOT entering the first name, in which case AddreX will find Every person with that last name. Entering a last name only may well work for Fred Dozie, but will slow you down for Fred Smith (since ALL Smiths would be found, one after the other). The (H)unt routine is similar to that found in LitigeX. One additional feature is the Report Format gate. This gate toggles between "One-Line Report", "Full-Screen Edit", "Names & Addresses", and "Labels". A One-Line Summary report will display each person's name, category and phone number. The Full-Screen Edit mode will allow you to edit each person's record, then press the F6 to save it an move on to the next record. A Names & Addresses report will list each per- son's name and address (as well as any notes you've entered about that person, if you wish). The Labels mode allows you to create mailing labels for all the people in the file (standard 15/16" X 3-7/8" labels are required). If you utilize either of the latter two modes, you might want to take advantage of the gate that turns on alphabetiza- tion. In the (^O)mit routine, the only records that will be omitted will be those: 1) which have been specifically tagged for omission; or 2) which were entered into the program before a date you will be asked to specify. THE CASE FOR MANAGEX AND TICKLEX Billing is an unpleasant necessity that probably distracts you from your chief interest - providing service to your clients. If you look upon it as something to be postponed or completed hastily, you may be denying your clients the frequent and detailed accounts of your assistance they deserve. Consider ManageX, a system designed to relieve you of the drudgery involved in billing. In a nutshell, it will track the time you work on pro- fessional matters, keep up with your receipts and disbursements, and calculate the amount owed by each client. And it will automatically prepare informative monthly statements for all your clients. Engineered exclusively for the small firm, this innovative software offers a rare combination of power and ease of use at a fair price. Unlike programs that attempt to electronically emulate ancient manual accounting procedures, ManageX is designed to capitalize upon the power of your computer. If you are an "old hand" at bookkeeping, then open your mind to a real-time system which immediately updates all balances at the time an entry is made; one that does not require periodic batch postings or annual close-outs; one that provides a convenient method for correcting erroneous entries; a system that never erases old data in the interest of consolidation. You'll find each member of the Man- ageX family to be an advanced product: --> ManageX I, designed for solo practitioners having up to six hourly billing rates (or for offices with two or three timekeepers, each having two or three hourly rates); --> ManageX III, similar to ManageX I, but capable of hand- ling up to fifteen timekeepers, offering more billing for- mats, and suitable for tracking all types of bank accounts, including checking, trusts, and retainers; --> TickleX, a scheduler/tickler/docket control program with features not found in any competing program at any price. --> ManageX IV, which builds upon ManageX III's features, adding many features found in TickleX, more reports, the ability to store extensive memos, sort through legal re- search entered into the program's data base, conduct con- flict of interest checks, prepare mailing labels, write checks on your printer, and more. BOOKKEEPING WITH MANAGEX III and IV While some other time & billing programs offer interfaces to external ac- counting packages, ManageX III and IV contain their own general ledgers. One benefit of this design is that no data conversion routines ever need to be run. But more importantly, since bookkeeping is completely integrated into ManageX, your bank accounts can be updated automatically as soon as a disbursement or receipt is entered. Neither duplicate entries nor batch postings are required. The advantages of ManageX's level of integration become all the more apparent when you consider that access to the bookkeeping portion of the program is only a couple of keystrokes away and that it employs the same consistent user inter- face found elsewhere in ManageX. Speed and simplicity are the beneficiaries of this design. Bookkeeping couldn't be easier. DISTRIBUTION Since ManageX I, ManageX III, and TickleX are distributed as shareware, a friend may give you an unregistered copy. Of course, if you use any of these programs on a regular basis, you are expected to contribute a very reasonable registration fee. In addition to the satisfaction of knowing that you are hel- ping support the shareware concept, you will receive the latest version of the program for which you register and complete disk-based documentation. Unregistered copies of ManageX I and ManageX III may be found on computer bulletin boards across the the country, as well as in the libraries of many computer clubs. If you are unable to obtain the program from one of these sources, or if you want to be assured of receiving a current version, you may order directly from Integra. Just return the accompanying order form. Please note that, unlike its siblings, ManageX IV is not shareware. Each copy of it must be ordered directly from Integra. HARDWARE REQUIRED ManageX and Ticklex require a hard disk-equipped computer operating under PC DOS. Since all ManageX bills and reports are in 80-column format, any mo- dern printer will do. No special monitors or other equipment are required. DOCUMENTATION, SUPPORT, and MONEY-BACK OFFER Because ManageX's documentation is contained in disk files, it is always current and is never accompanied by loose errata sheets. Telephone support is available in pre-purchased blocks costing $30 each. Each block entitles you to half-an-hour of on-line help for a ninety day per- iod. If, within thirty days of your order, you decide that ManageX or TickleX is not for you, and if, at the time you placed your order, you also purchased half-an-hour of telephone support, you may return the program's disks for a full refund of both the program cost and the support cost. No questions asked. MANAGEX REPORTS ManageX can prepare several types of reports. Whenever you request a re- port, you will be presented with a screen listing the parameters by which you can choose the information to be included. After you have selected the approp- riate parameters, ManageX will hunt through its data base for information meet- ing your specifications. The report may be sent to either the screen or the printer (or, except in the case of ManageX I, to a disk file). You won't find such flexibility anywhere else. With each type of report, ManageX allows you to select from a wide assortment of data-searching criteria. Some other programs will offer one rigid report for a monthly summary, another for a quarterly summary, and yet another for an annual summary. ManageX's sum- maries, on the other hand, allow you to select any range of dates you choose. Its summaries can show data for all cases, or only selected ones. If you wish, you may customize any of ManageX's reports, so that they will include certain areas of business, certain income/expense categories, certain responsible em- ployees, etc. You may even sort through some of your data for specific words or phrases. Represented below is a simple report of all the Services performed and Fees charged on December 28 by both members of the Figby & Snort firm. Each entry shows the employee who performed the service, when it was done, the time spent doing it, which case was involved, exactly what was done, how much was charged, and which data record contains the entry's information. Other reports include Disbursements, Receipts, Cases, etc. Most reports provide totals at the bottom. A Cases report, for instance, will tell you the total amount owed by all your clients, while the Services/Fees report shown below indicates the total amount charged your clients, the total time spent working for them, and several categories of uncharged time. THIS REPORT PREPARED 3 JAN 88 Emp Date Time Case Number Service/Fee Charge Rcd ----------------------------------------------------------------------------- SS 28 DEC 87 1.50 JONETO1 Prepared Interrog Answers 150.00 113 FF 28 DEC 87 0.30 WILMET Phone call to client to 60.00 114 discuss settlement offer FF 28 DEC 87 1.00 SAMPLES Drafted Answer 0.00 115 FF 28 DEC 87 0.50 WILMET LD call to New York City 100.00 116 Attorney's office SS 28 DEC 87 2.50 SAMPLES Interviewed client in jail 0.00 117 SS 28 DEC 87 1.16 MORGLA1 Appeared for Hearing 0.00 118 HUNT TOTALS: TOTAL TIME CHARGED: 2.30h CHARGES: 310.00 Time not charged that could have been: 0.00h worth 0.00 Contingency Work: 3.50h worth 450.00 Retainer Work: 0.00h worth 0.00 Fixed Fee Work: 1.16h worth 116.00 Other time not charged: 0.00h worth 0.00 TOTAL TIME NOT CHARGED: 4.66h worth 566.00 MANAGEX ORDER FORM TO: INTEGRA COMPUTING Box 72063 Marietta, GA 30007-2063 Name __________________________________________________________ Address __________________________________________________________ City _________________ State ___ Zip _______ County ________ Firm Name __________________________________ Phone ________________ # Professionals _____ # Employees ____ Type of Practice ________________ Computer Type __________________________________________________________ I first heard of ManageX from _____________________________________________ Please send unregistered* copies of the following: _____ copies of ManageX I ($15 ea), totaling $______ _____ copies of TickleX ($15 ea), totaling $______ _____ copies of ManageX III ($20 ea), totaling $______ Please register me and send registered* copies of the following: _____ copies of ManageX I ($50 ea), totaling $______ _____ copies of TickleX ($50 ea), totaling $______ _____ copies of ManageX III ($125 ea), totaling $______ _____ copies of ManageX IV ($200 ea), totaling $______ _____ half-hour blocks of phone support, to be used within 90 days ($30 ea), totaling $______ Here's how things add up: Total Order $______ ___% Sales Tax for ___________ county, if I'm a GA resident $______ TOTAL ENCLOSED $______ I have read and agree to the terms of the License, Disclaimer, and Agreement found on the following page. I understand that that, if I have ordered 30 min- utes of phone support, I may return a registered copy of ManageX or TickleX within 30 days of this order for a full refund of BOTH the support cost AND the program cost. _______________________________________ _________________ SIGNATURE DATE * Unregistered copies are generally accompanied by less complete documentation than their registered counterparts. They are also programmed to remind you to register if you continue using themn Please note that no credit can be given at the time of registration for the cost of an unregistered copy. LICENSE The ManageX and TickleX programs and documentation are copyrighted (C) in 1985, 1986, & 1987 by R.A. Kelly. ManageX and TickleX may be used on a single computer in any business employing up to 15 people. A multiple-user version of ManageX IV may be used by a registered user on as many computers as it will handle. A user may copy TickleX, ManageX I or ManageX III and distribute it to potential new users, but no fee may be charged for for the program, nor may it be bundled with (or in any way accompany or be used as an incentive to purchase or lease) any other product or service, without the written consent of R.A. Kelly. All rights not expressly granted above are reserved in R.A. Kelly. DISCLAIMER ManageX and TickleX may contain design and programming flaws. Before us- ing ANY software on a regular basis, try estimating the potential harm that could result from your reliance upon it. Please don't use ManageX or TickleX unless you are willing to assume the associated risks. MANAGEX, TICKLEX, AND THEIR INSTRUCTIONS ARE PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND (INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE). NO ORAL OR WRITTEN INFORMATION OR ADVICE PROVIDED BY INTEGRA, ITS DEALERS, DISTRIBUTORS, AGENTS, OR EMPLOYEES SHALL CREATE A WARRANTY OF ANY KIND REGARDING MANAGEX OR TICKLEX, AND YOU MAY NOT RELY UPON SUCH INFORMATION OR ADVICE. USE OF MANAGEX OR TICKLEX IS ENTIRELY AT YOUR OWN RISK. NEITHER INTEGRA NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF MANAGEX OR TICKLEX SHALL BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES FOR LOSS OF BUSINESS PROFITS, BUSINESS INTERRUPTION, AND LOSS OF BUSI- NESS INFORMATION) ARISING FROM THE USE OF (OR INABILITY TO USE) MANAGEX OR TICKLEX, EVEN THOUGH INTEGRA MAY BE ADVISED THAT SUCH DAMAGES ARE POSSIBLE. THIS DISCLAIMER APPLIES TO ALL PAST, PRESENT AND FUTURE VERSIONS OF MANAGEX AND TICKLEX, AS WELL AS TO UPGRADES, AUGMENTATIONS, EXTENSIONS, EXTRA MODULES, AND MODIFICATIONS OF THE PROGRAM THAT MAY BE PROVIDED TO YOU. AGREEMENT As used in this documentation, the terms "ManageX" and "TickleX", if not followed by a series or version designation, mean any version or series of Man- ageX or TickleX provided to you now or in the future. Your attempt to use ManageX or TickleX constitutes your acceptance of the terms set forth in the foregoing LICENSE and DISCLAIMER (which are incorporated into this Agreement). Your attempt to use ManageX or TickleX also constitutes your agreement that if you bring any legal action relating to ManageX or Tick- leX, 1) your sole remedy for the damages for which any defendant is found li- able (including direct, indirect, incidental and consequential damages) will be the recovery of whatever you paid to register as a user of the program, and 2) you will pay the defendants' attorneys fees and other legal costs. The terms of this agreement are governed by Georgia law. If any of this Agreement's terms shall be held invalid to any extent, the remainder of this Agreement shall be unaffected by such invalidity. THE ABOVE PARAGRAPHS CONSTITUTE THE ENTIRE AGREEMENT BETWEEN YOU AND INTE- GRA. NO ORAL OR WRITTEN COMMUNICATION, INFORMATION, OR ADVICE FROM ANY SOURCE MAY ALTER THE AGREEMENT AS SET FORTH ABOVE. SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR OF LI- ABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO SOME OF THE ABOVE EXCLU- SIONS AND LIMITATIONS MAY NOT APPLY TO YOU. YOU MAY HAVE OTHER RIGHTS WHICH MAY VARY FROM STATE TO STATE.