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A case is the foundation of your work in the JurisLit suite. You can create a new case on the desktop using JurisDiscovery, or directly on your iPad using the JurisTrial app. Once a case exists, it moves between devices and firms through JurisPrep, the cloud sync layer.
Cross-device and cross-firm transfer now flows through JurisPrep cloud sync. The legacy “import/export to file” workflow has been replaced by automatic syncing — see Moving a case between devices below.

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Create a new case using JurisDiscovery

JurisDiscovery is the desktop eDiscovery and ingest engine where most cases begin. Its case-builder walks you through setting up the case and bringing in your initial documents.
Creating a new case in JurisDiscovery

The JurisDiscovery case-builder guides you through creating a new case.

1

Open the case-builder

Launch JurisDiscovery and start a new case from the case-builder. This is where you give the case its name and core details.
2

Follow the guided setup

Work through the case-builder steps to configure the case and begin ingesting your documents and discovery materials.
3

Finish and open the case

Complete the builder to create the case. It is now ready for review and, when you’re prepared, for syncing to other devices.
Detailed step-by-step screenshots for this section are being finalized.

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Create a new case using the JurisTrial iPad app

If you’re heading into the courtroom, you can also create a case directly in JurisTrial — the iPad-first, offline-resilient trial-presentation app.
1

Start a new case in JurisTrial

Open the JurisTrial app on your iPad and choose to create a new case from the case list.
2

Enter the case details

Provide the case name and the basic information JurisTrial needs to set up your trial workspace.
3

Confirm and begin

Save the case to make it available on your iPad, ready for presentation and for syncing through JurisPrep.
Detailed step-by-step screenshots for this section are being finalized.

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Moving a case between devices

You no longer need to manually export a case file from JurisDiscovery and import it into JurisTrial (or vice versa). JurisPrep keeps your cases and case data in sync across the suite.

Desktop to iPad

A case built in JurisDiscovery syncs through JurisPrep so it’s available in the JurisTrial iPad app.

iPad to Desktop

A case created in JurisTrial syncs back through JurisPrep to your JurisDiscovery workspace.
Because syncing is handled by JurisPrep, both the case structure and the underlying case data — documents, tags, and markup — stay current wherever you open the case. Be sure each device is connected and signed in to JurisPrep so changes propagate.
Detailed step-by-step screenshots for the JurisPrep sync workflow are being finalized.