Facts & Issues

Location: Analysis >> Facts & Issues

General

The Facts & Issues feature is used to organize facts, issues, and dynamic timelines specific to a case. Facts may be associated with one or more issues. Each fact may link to one or more underlying documents which support the fact. Facts with dates will automatically display in a dynamic timeline when in the timeline view. Facts & Issues can be exported to excel for review outside of LEP.

**Lexbe plans to continue adding functionality (e.g. filtering, ability to batch add documents to facts, etc.) to this page throughout 2022.

Issues: Creating, Editing, and Deleting

Creating an Issue

  1. Click on the blue circle with the white plus sign in the upper left corner to add an issue

  2. The Add Issue window will open, populate the Title and Description fields as desired

  3. Click OK to add the issue to the case

  4. Issues will appear in an alphabetized list on the left side of the screen

Editing an Issue

  1. Hover over the issue you wish to edit

  2. Click the pencil icon to open the Edit Issue window

  3. Make the desired edits and click OK to save

Deleting an Issue

  1. Hover over the issue you wish to delete

  2. Click the X that appears next to the issue title

  3. The Delete Issue window will open asking the user to confirm the deletion

  4. Click OK to delete

Issues List

Facts: Creating, Editing, and Deleting

Creating a Fact

  1. Click on the blue plus sign in the white circle located in the upper right corner

  2. The Edit Fact window will open and the following fields will appear:

  • Fact Title: Enter the substance of the fact in this field. Facts are easier to work with when the Title refers to one fact and not several or compound facts.

  • Date Range: Enter a date or date range to which the fact applies.

  • Contested: This field allows the user to indicate whether a fact is Not Contested, Contested, Unsure, or Prospective.

  • Material: This field allows users to select whether a fact is material or not.

  • Linked Issues: Assign the fact to one or more Issues by:

    • Manually checking the boxes next to the applicable Issues

    • Clicking All to select all of the Issues

    • Clicking None to uncheck any Issues to which the fact is already assigned

  • Linked Documents: This field cannot be updated through this page; however, hyperlinks to any documents added to a fact via the Doc Viewer will appear here.

  1. Click Save to add the fact to the case

**Facts can also be added via the Facts Tab in the Doc Viewer. Visit the Facts Tab help page to learn more.

Editing a Fact

  1. Identify the fact you wish to edit

  2. Click on the Fact Title

  3. Update any of the abovementioned fields

  4. Click Save to save any changes

Linking and Unlinking a Document to a Fact

  1. In the Edit Fact window, place your cursor in the "Search by document title" box and begin typing the title of the document you wish to link

    • To aid in identifying the proper document, search results display the document title, the Bates range (if available), and the length of the document in pages

  2. Click on the desired document to select it

  3. To link the document, click Add

  4. If a document is more than one page in length, then a Page dropdown menu will appear and a specific page can be selected if desired

    • Selecting a specific page will result in the linked document opening to the specified page

  5. Click Save to retain your changes

  6. To delete the linked document, click the X to the right of the linked document

  7. Click Save to retain your changes

**Documents can also be linked via the Facts Tab in the Doc Viewer. Visit the Facts Tab help page to learn more.

Deleting a Fact

  1. Identify the fact you wish to delete

  2. Locate the trashcan icon to the right of Material field and click on it

  3. The Delete Fact window will appear

  4. Click OK to delete the fact, or Cancel to keep it

Edit Fact Window

Sorting Facts

Facts can be sorted by the following fields:

  • Fact Title

  • Date Start

  • Date End

  • Contested

  • Material

To sort:

  1. Hover over the fieldname you wish to sort by.

  2. Click the arrow that appears next to the fieldname to sort the field.

  3. Click the arrow again to reverse the sort.

Facts Sorted by Date Start

Viewing Issues and Assigned Facts

All Facts

The default is to display all facts in the case. To return to this display, click on the All Facts option which is always located at the top of the issues list.

Issues and Assigned Facts Only

To view a specific issue and its assigned facts, click on the desired issue from the list on the left, and all facts assigned to that issue will be displayed on the page.

Viewing Facts Assigned to a Specific Issue

Timeline View

The timeline view places facts with an assigned date on a horizontal timeline. Facts that do not have an assigned date are automatically excluded in timeline view. The timeline can be viewed with gaps (Overview) or without (Collapsed), and the Scale slider functions like a zoom button allowing users to expand or condense the view of their timeline.

To view the timeline, click on the graph icon located in the upper right corner next to the Add Fact icon. The timeline can be viewed for all facts in the case, or users can click on an issue to display only the assigned facts in the timeline. Clicking on a fact in the timeline will automatically open the Edit Fact window.

**Currently, there is no option to export the timeline view; however, the timeline can be saved to PNG or JPG/JPEG format and resized as needed (e.g. to create a demonstrative) via the Print Screen option on your keyboard, or through a utility like Microsoft's Snipping Tool.

Timeline: Overview


Timeline: Collapsed

Exporting Facts & Issues

Data from the Facts & Issues page can be exported to Excel, and imported through Excel. The exporting process is explained below, but please read our Technical Note: Facts & Issues - Importing and Exporting for additional information on the importing process.

Exporting

Please note, an export from this page will include all of the facts and issues. Any filtering will need to be done in Excel once the export is complete. Follow these steps to generate an export:

  1. Click on the vertical ellipses in the upper right corner

  2. Select one of the following options:

Export: This option exports all facts and issues, but does not include hyperlinks to any associated documents.

Export to Pivot: This option exports all facts and issues including hyperlinks to any associated documents.

  1. Save the export to the desired location.