2 – Setup, Collaboration and Bates # Management

Juan PortilloTraining

Case and client setup, collaboration, and Bates management

The Genie makes it easy to manage clients, cases, and collaborations with other people in your firm. Let’s see how.

To start using Discovery Genie, log in and click on the Home button, which will take you to the home screen where you can access all of your cases, clients, and available downloads. (You will automatically go to the Home screen when you log in.) When you have multiple cases and clients, use the menu on the left of the Home screen to quickly locate the case you want.

Add a Case and Client

Click the bright yellow Add Case button at the top of the left hand column to get started, and then follow the prompts. Give your case a name, like Marbury v. Madison. The case name will appear on invoices. The system will prompt you to either add a new client or select an existing client from your list, which will look like this:

Screenshot of Discovery Genie add case screen

When you add your first case, select “Add a new client” from the “Client” field. The information in the client menu (which will appear on invoices) are for the client name (e.g., William Marbury or AAA Industrial Corp.), plus the client number or ID you use in your billing system. After you enter the client, you will be returned to the “Add Case” module.

Then add the matter identification (the second half of your client-matter number for most billing systems).

Customize Bates Numbers

The Genie has a very robust and flexible Bates number system. If you want a generic Bates prefix, choose either “Plaintiff” or “Defendant” from the drop-down menu that appears when you click on “Bates Numbering”. If you want to choose your own prefix, select “Custom” from the drop-down menu and input the Bates prefix you want. Then, choose the starting number, with as many leading zeroes as you want. If you are using the Genie for an ongoing case, just pick the next number from your previous sequence, and you can jump right in.

Best of all, the Genie supports unlimited Bates prefixes. If you represent co-defendants, you can use “Smith_0001” for one client and “Wesson_0001” for your other client. The Genie will adapt to the way you like to practice. The Genie keeps track of every Bates sequence, so you never have to spend 10 minutes looking up the last document you produced to see what the next number should be.

Optional Fields

Finally, the Genie has optional fields for the case number, court and judge. These fields allow you to store information pertinent to the case but are not essential for Discovery Genie to process your documents.

Here is what your new Case might look like, right before you hit the “Save” button:

Screenshot of Discovery Genie add case screen


If document review and production is a team effort in your firm—for example, if a paralegal starts the review and then hands the review off to a lawyer to make the close calls—the Genie makes this easy. After you save your new case, open the case by clicking on it in the menu on the left of the Home screen, and click the “Manage Users” label in the right panel. Discovery Genie will display a list of all of the users in your firm. Just check the box next to a user to add or remove access to the case and all associated jobs.

Screenshot of Discovery Genie add case screen