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Thomson Reuters Case Notebook is case analysis and management technology that gives you a central location to collaborate and strategize on the full story of each case.

Recently, a survey was conducted among a sample group of Case Notebook users. To understand the full benefits of this technology, the sample group included both attorneys and paralegals focusing on litigation work.

Each individual was polled on tasks involving organizing, analyzing, and sharing case information. The sample group was asked to compare time spent on typical litigation tasks before and after Case Notebook. The survey also asked about agreement or disagreement regarding the intended advantages of Case Notebook.

96% of attorneys agree that it's important to organize case documents in order to analyze all facts and issues in a case.  77% "Electronic trial books help provide better client service." 74% "Electronic trial books are more efficient than printed three-ring binders."


The survey findings were substantially favorable. Participants acknowledged that cases are more document intensive, and that Case Notebook helped alleviate this pressure. Users called out efficiency, integration, strategy, collaboration and organization as the key advantages of Case Notebook.

80% Attorneys said cases are more document intensive than just a few years ago. 70% Attorneys said Case Notebook helps manage the growing amount of information.

The following is an in-depth discussion of the features and benefits of Case Notebook that support the survey findings.


Litigation work is a paper-heavy process; each new case brings more documents than the last. Case Notebook changes that by giving you access to an electronic case notebook filled with essential data. Access important case information when you need it most. Keep the important details top of mind, and easily switch between cases to provide faster, more complete responses to your clients.

Here are some Case Notebook features that create efficiency in your litigation work:

Customized Organization Structure
Create groups of data and organize folders in the most convenient and logical way for your office.

Customize searches for specific terms/documents because documents are OCRed and searchable.

Run reports and instantly view instances of an issue, character, or key fact in your case with the ability to restrict to specific types of data/files.

Here's what users are saying about Case Notebook efficiency: 77% "It's easy to search for an item of interest among all case documents." 67% "Case Notebook makes me more productive." 61% "I am more organized with Case Notebook."


You need the right strategy to build a strong case, and that means making the right connections among all the key facts and issues. Finding key facts and issues means sifting through large amounts of information. Case Notebook helps you do just that by providing a platform for all your case documents, making it easier to construct a comprehensive and understandable story of your case.

Here are some strategy-shaping features of Case Notebook:

Electronic Highlights and Notes
To begin building a case direction, tie notes and highlighting to specific issues.

Key Facts
See a bird's-eye view of your case's most important facts, issues, and evidence; as well as the documents they reside in.

Create outlines for depositions and trial to help strategize on a line of questioning.

Here's what Case Notebook users are saying about building a better strategy: 88% "I developed a more clear direction for evidence and key facts." 82% "I reduced costs in analyzing all the data to determine case connections." 73% "I mapped out a more comprehensive and understandable story for my case." 57% "I better anticipated events and arguments by opposing counsel."


Case Notebook users saw a 35%-84% reduction in time to complete a litigation task. See how Case Notebook helps increase your productivity by streamlining your work.

The percentages below show the reduction in time to complete each task.


Despite the growing amount of documents in a given case, you can create synergy across your information, your tools, and your team. Case Notebook helps keep everything and everyone on the same page, reducing the risk of lost information.

Here's what Case Notebook users are saying about creating synergy across their entire litigation process.


Many Case Notebook users rely on the technology on a weekly basis to:

  • Locate specific documents
  • Prepare for and conduct depositions
  • Review key facts in cases
  • Collect all information for a particular issue

Attorneys and paralegals agree, Case Notebook adds value to their practice!

The more frequently they use Case Notebook, the higher their reported productivity gains: 89% "Case Notebook is easy to use." More than half of the users said Case Notebook is easy to learn, and a large majority of them taught themselves. 73% "I plan to continue using Case Notebook for the foreseeable future." More than half of the users said Case Notebook benefits outweigh the costs for even small cases; almost half said that it lowers the case cost for clients.

Your clients trust you with the decisions that matter. Trust us to provide the technology you need to win.

Efficiency. Strategy. Synergy.
Case Notebook is the answer.