Case Dynamics

Relativity Case Dynamics, formerly Fact Manager, assists in organizing and analyzing case details such as facts, issues, key organizations, key people, interview questions, and documents. This analysis helps identify strengths and weaknesses in litigation strategy and leads to better preparation for depositions, interviews, and trial.

Access Case Dynamics using the Case Dynamics tab located in the workspace where you installed the application.

This page contains the following information:

Case Dynamics topics

Topic Description
Installing and upgrading Case Dynamics

The Case Dynamics application must be installed in each workspace that you want to use application. This topic contains the compatibility matrix, installation and upgrade instructions, and security permissions.

Working with Case Dynamics objects You can use objects in Case Dynamics to store information related to your case. Object types include entities, facts, issues, interview questions, printing profiles, report sets, timeline builder, and outlines.
Organizing facts and issues You can organize facts and issues using several methods, including nesting, numeric ordering, drag and drop, and color coding.
Working with Outlines With the Outlines feature in Case Dynamics, you can easily build case narratives, create free-form outlines, and link to existing or create new Case Dynamics objects and documents.
Reviewing documents with Case Dynamics

When reviewing documents in the Core reviewer interface, you can create and link Case Dynamics objects to the active document.

Working with the Timeline Builder

You can use the Timeline Builder to visualize the chronology of facts. Being able to visualize the chronology of Facts adds value during the stages of a case life cycle.

Printing from Case Dynamics

You can print specific facts, issues, interview questions, and outlines along with associated information, such as documents and excerpts.

Creating Case Dynamics reports With Case Dynamics reports, you can view Case Dynamics objects without internet access or export Case Dynamics views into an Excel document.
Using the UTC toggle The UTC toggle is controlled by a Relativity script that updates the UTC state in one or all workspaces where Case Dynamics is installed. You can toggle the UTC conversion On or Off.
Case Dynamics fields This topic lists the object data entry fields used when adding or editing a fact, issue, organization, person, or interview question.

Case Dynamics life cycle

Case Dynamics life cycle

Case Dynamics correlates facts and issues in all stages of the case life cycle.

Case Dynamics assists in the following areas of case preparation:

  • Case outline
    • Organize ideas about case or investigation
    • Prioritize important facts about case
    • Collaborate with colleagues on case strategy
  • Document review preparation
    • Define document review protocol
    • Identify initial possible issues, people, etc.
  • Document review
    • Include additional issues and people
    • Add facts to support case
    • Tag documents with details
  • Case analysis
    • Add supporting documentation
    • Organize and analyze case details
  • Interview and deposition prep
    • Use pre-organized case details to prepare witnesses.
    • Add additional details.
  • Trial preparation
    • Use information gathered to organize and analyze details for trial preparation.