Current User Manual - iPad Software for Lawyers
Contents
1. 7 1 Quick Find Quick find is the tool you will use the KEIN most in CounselPad so it is worth investing a few minutes to understand Contact how it works As an example let s say umber 223844 you are searching for a contact with the name Raymond Make sure you are in James Smith 9168 25th Avenue Suite 215 Edmonton 780 555 1234 780 551 4321 780 425 0639 the Contact layout then TEN 1H9 jamessmith gmail com 2 9168 25th Avenue 1 Tap the magnifying glass BZ Suto 215 at the bottom of your screen in the Tool Bar cae TEN 19 Gew l l 6 21 1992 a ad Show Omitted Records 2 Select Quick Find e 19 Y 11 M 25 D i ote Caleenings only Omit Recorda e The Keyboard will pop ee OF Sort Contact out and a box on top to rup Client es enter your search criteria Enter Find Mode e You can cancel your ea ea Quick Find by taping the iii nn Cancel button 3 Enter your search criteria 4 Tap the Search button on your keyboard 7 2 Regular Find If you need to use multiple criteria a regular search is required To start your search 1 Tap the magnifying glass at the bottom of your screen 2 Select Enter Find Mode 3 A blank record record with empty fields will be displayed Enter the data you are searching for in any of the fields 12 CounselPad 4 Enter your search crite2. Case Distribution per Charge Case Distribution per Retainer Type and Income Distribution per Month Because they are rarely used some layouts are only accessible from the Layout button located at the bottom left of your iPad When pressed you can select from the following Case Charge List Manage your Charge list Case Library Manage your Caselaw library Template Manage templates for your letters and documents SetUp Basic setup of CounselPad and password management 6 2 List View amp Detail View Many layouts have a Detail View and a List View The Detail View is always the default e Tap the List button on the top left of your screen to enter the List View You can return to the Detail View by e Taping on the Detail button on the top left of your screen or e Selecting any item Task Contact or other on the list 10 CounselPad 6 3 Record Navigation Record is a generic term for the data that makes up CounselPad namely Contacts Cases Tasks and Templates If you are navigating through records in Contact than that is to say that you are flipping through Contacts in Task your records are Tasks and so on e To navigate between records tap the Next or Previous arrows on the Tool Bar at the bottom of your iPad e Drag the slider to move quickly through records e Record 1 of 6 12 means that you are in the first record of the 6 in your found set and the total number of records in your database is 12 e In
3. Intel based Mac CPU Intel based Mac RAM 2 GB RAM 2 GB Mac OS X Lion v10 7 1024x768 or higher resolution video 1024x768 or higher resolution video adapter and display DVD drive for adapter and display DVD drive for boxed product boxed product CPU Intel based Mac CPU Intel based Mac RAM 1 GB RAM 2 GB Mac OS X v10 6 x 1024x768 or higher resolution video 1024x768 or higher resolution video adapter and display DVD drive for adapter and display DVD drive for boxed product boxed product Technical Specifications for FileMaker Go for iPad e FileMaker Go Requires iOS 4 2 1 or later 45
4. When he drinks he gets violent 11 Tap the Red Flag button on rarely drink and do not do drugs gj On March 29 was with him in downtown Peace River He had been out all night the night before and had gone looking Note qq for Flag 1 for him was worried about him found him near the Dunvegan Street Coop sitting on the bench outside Gooeys top of the screen All qq will restaurant He was really drunk went up to him and told him that he should come home said he dressed Il 1 properly for the cold weather and he needed to come home had been at home for two or three days lt j waiting for tu rn to a ve ry visible pol nter him He said nothing in response knew that he had to be really high on something because it seemed like he did not even recognize me After trying to get him to come with me I finally gave up and was about to leave Suddenly he got really mad and jumped _ up and started yelling at me telling me that was not going to run his life He had this look on his face that have seen 1 2 W hen you get u p to Cross before when he gets really crazy kind of a wild look in his eyes He started screaming at me and tried to walk away but i H he followed me He grabbed me by the shoulder and pulled my arm right out of the blue he hit me examine scroll from pointer Sh teface Let side Once With a closed fist aH to po l nte r screamed for help and two people a man and a woman came running over to u
5. address of your contact automatically inserted 19 Enter Address 1 20 Enter Address 2 21 Enter City 22 Enter Province or State Automatically entered from your Setup 23 Enter Country Automatically entered from your setup e lf you tap the small Globe next to Country your Google Maps tool will be launched to locate the address Tap Done to return to Contact 24 Enter a Note 8 2 Add a Family Contact all TELUS 4 58 PM CounselPad DM9150 ee mm F Tap the Family tab Family On this tab you can enter three family eo Full Name James Smith Sr George Smith Florence Jones members related to thecontact Relation Father Brother Grandmother 1 x Enter Full Name Address Box 2791 Box 2213 Apt 12 10403 11 st Gainsborough AB Gainsborough AB Atimeg AB TOR 4G7 TOR 4G9 TOP 4K3 2 Enter Relation to Contact 780 926 3456 780 926 1234 780 321 5674 3 Enter Full Address works from 6 00p m to 21 years old on March maintain regular contact 2 00 a m 2012 with him 4 Enter Telephone 5 Entera Note B Contact Details 15 CounselPad 8 3 Add a Contact Biography We have built into the Contact layout a feature tab called Biography This provides a place for counsel to create a well written digest of the salient features of the client s life This biography is instantly accessible with a single
6. default Your court schedule shows the following Date Time Court Client Proceeding Trust Amount Legal Aid Certificate To select another date range Enter From Date at the top of your screen Enter 0 Date at the top of your screen The report will automatically refresh to display the proper information Bail Not Spoken To This report will show all cases with Bail Not Spoken to as selected in Case Admin Bail tab Statement Of Account This a per case statement of account showing the following Client Information Case Information Fees Disbursement Details Total Balance Amount Income Distribution Per Month The purpose of this graph is to display a distribution of your fees per month 1 Enter From for starting date of observation 2 Enter T 0 for ending date of observation 35 CounselPad Case Distribution Per Retainer Type mt TELUS gt 6 49 PM Oo CounselPad Dr The purpose of this graph is to display BT osoin BA REED the number of cases for each retainer Case Distribution Per Retainer Type type Private or Legal Aid as 1 Enter From for starting date of observation 2 Enter To for ending date of observation Case Distribution Per Charge The purpose of this graph is to display the number of cases for each Charge type Record 13 of 15 sorted g E Graph Case Per Retainer 1 Enter From for starting date of observation 2 Enter To for ending date of observat
7. eer T ss 41 CDSAC C listed and prepared for printing You can deselect any that you don t want to print just then and send the rest to the printer 1 Tap Group Print 2 Select Group e Anew screen will pop out showing the list of all unprinted documents with the status Queue EI Group I Print 3 Tap Select box right of the list to select or deselect a document for printing 4 Tap Select Deselect All button if needed For example if you need to print few selected Documents you can start by deselecting all then selecting individually what you need to print 33 5 31 2012 5 31 2012 5 31 2012 5 31 2012 6 1 2012 6 1 2012 6 1 2012 6 1 2012 CounselPad Tap Hold button if needed This button will change the status of all selected documents to be on Hold As a consequence they will disappear from the screen You need to change individually their status to Queue to re appear on the group print screen Tap Print Confirm by tapping Yes Follow the prompts to print your document Confirm by tapping Yes that printing was successful This will allow the system to insert a printed date for your reference 10 11 6 Printing an Envelop 1 2 3 10 11 Tap Print Envelop if you want to print an envelope for the client Confirm OK Tap Print 7 Emailing a Document Tap Email e A PDF copy of your Document will be automatically created e Your iPad email screen will
8. may differ slightly from the original document For higher quality we recommend that you print using AirPrintfrom CounselPad or your computer where you will have more control over how your printouts appear 12 3 Faxing CounselPad is programmed to work with eFax You need to subscribe to this service eFax enables you to send and receive faxes via email or online To receive your faxes you will receive an email with a PDF or TIF attachment to an email address you specify You may also access your faxes by logging into your eFax account anytime from anywhere You will get a real fax number eFax has the largest available inventory of fax numbers local or toll free freephone numbers are available in 3 500 cities across 46 countries 100 mobile you are free to keep your number for as long as you wish to maintain service Sending faxes is as easy attaching a file to an email Simply address your email to the recipient s fax number followed by efaxsend com eFax will instantly send your attachment to your recipient s fax machine and provide you with an email confirmation You may also send faxes online by logging into your eFax account CounselPad automated this feature for you when you need to Fax 1 Enter the Fax number 2 Tap the Fax button To learn more visit www efax com 39 CounselPad 13 0 Frequently Asked Questions 13 1 What should I do if lose my iPad Apple has built an amazing Locate feature into the i
9. must place it there first using iTunes It s easier to perform this function on your computer where the file could be located anywhere fa Case Library Using the Library is a great way to make your Caselaws always available To use the Library 1 Tap the Library Cite field 2 You are now in the Select Caselaw layout 3 Tap the Caselaw you want to insert into your case As you accumulate Caselaw it may be easier to use Quick Find than to scroll to locate your Caselaw 10 8 Managing Library To add delete or modify Caselaw Library 1 Tap the Layout button on the Tool Bar If you are working on your computer select Case Library from the Layout drop down menu on the Tool Bar 10 8 1 Add a Caselaw 1 Tap button at the bottom right side of your layout 2 Select New Caselaw e Anempty Caselaw record will be available for you to enter your information e Please note that there is no save button records are saved automatically if you change your mind you have to manually delete the record 3 Enter Cite 24 CounselPad e Section reference or any other identifier 4 Enter Title 5 Enter a description or quick note 6 Tap File to insert a document 10 8 2 Delete a Caselaw 1 Ensure that the cursor is visible at the left of the line you want to delete 2 Tap button at the bottom right side of your layout 3 Select Delete Caselaw 4 Tap Yes button to confirm your request 10 8 3
10. pop out with the email address of the client change as required and the PDF attached to the email Confirm by tapping Yes that the email was sent successfully e This will allow the system to insert an email date for your reference 10 11 83 Faxing a Document 1 Select Fax number from the drop down list e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value Tap Fax To button e A PDF copy of your document will be automatically created e Your iPad email screen will pop out with the email address needed to fax example efaxsend com Confirm by tapping Yes that the Fax was sent successfully This will allow the system to insert aFax date for your reference 34 CounselPad 11 0 Reports CounselPad comes packaged with a number of reports Some like the Court Schedule is practical and will help you manage your practice day to day Others like Income Distribution per Month and Case Distribution per Charge will you give you a long term view of your career where your focus has been and the cases your clients have brought you How you choose to act on this information is of course up to you and further reports for the data hungry can be easily customized To access the Report layout tap the Report button on the navigation bar Court Schedule The date range in this report is set to today by
11. see your work Click on the Back button to return to the SetUp layout CounselPad 6 0 Basic Navigation CounselPad is designed to maximize effectiveness finding the right tool or data as quickly as possible and efficiency maximizing output with minimum work It is based on a detailed study of the practice of a busy criminal practitioner and extensive field testing 6 1 Layout Navigation To change layouts you can use the buttons on the Navigation Bar Contact will take you to the Contact management layout Here you can manage Contact name address communication family information and biography Task will take you to the Task management layout Here you can manage Task details or print or email a Task list to yourself or somebody else Case will take you to the Case management layout Here you can e Create a new case with details such as client name case title charges docket number assigned prosecutor e Store administrative information retainer type fees funds in trust Manage and report on Court appearances date time court schedule outcome Create and store court submissions organize and access caselaws Prepare and display exhibits and other evidence Use DrawPad take and store general case notes and trial notes Create and send documents and letters Report will take you to the Report management layout where you can choose from a number of statistics based reports to view For example Court Schedule
12. tap of the screen from any court Submission While in court you can then easily navigate from Submission to Biography allowing each to inform the other seamlessly At the very least the Biography will be a great way to remind yourself of who the client iS When the client contacts you again with a new case any number of years later you do not need to go over his entire history again you simply open the Biography and continue where you left off 6 46 PM CounselPad Biography James Smith a 70 James was born in Gainsborough Alberta the youngest of 11 siblings His parents separated when he was 2 years old His mother left the area and commenced another relationship shortly after the separation Apart from the occasional card on his birthdays and one visit when he was 8 he had no contact at all with her until he was 14 James was raised in his fathers house by his older siblings He was given a lot of freedom including the option of not attending school and dropped out in Grade 9 He hung around the farm and worked briefly at the local Tim Hortons for a few weeks before he was terminated because he missed too many shifts His father was away at work most of the time and while there was always food in the cupboard he did not receive the benefit of much else by being a member of the family The older siblings were preoccupied with their own lives and concerns and did not pay much attention to his needs He eventual
13. the Confirmation Notice 9 3 List View si TEL E 16 PN a 7 m Details Case Contact Report 05 17 2012 OB Application Bareem Burhej Samantha In Progress 05 17 2012 1 Tap List at the top left of your screen Tap any header to sort in ascending Financial details to finalize order Tap a second time to sort in Significant work and court appearances expected due to complexity and level of charges 05 10 2012 Bill James Smith Paulette Medium Drafted descending order Account is drafted and in queue Print and mail z 05 16 2012 Retainer Letter James Smith Drafted 9 z 4 E m a l Right to Retain and Instruct Counsel violated Admissibility of Statement Prosper Waiver 06 14 2012 General Client Letter Rahil Yamakan Joe Couey Darte To email the task list to your office ea ak ssa ah aad as as eo a ed ee Dee NE RE TA 05 03 2012 Crown Letter Raymond DesGraves Paulette High In Progress 2 Goto the Task List View Print and Mal 06 28 2012 Retainer Letter Salome Bringham Paulette High Drafted 3 Tap Email at the top left Of your o phone emai or othe communication mean tetter must be delivered by hand screen By d efau It the em ail 05 18 2012 Inquiry Zelina Chomari Samantha High In Progress 05 21 2012 address inserted at the setup Get Facts on childhood layout will be used as the sender un Ed Task i st m gt address though you can change this A PDF version of your Task List will be cre
14. 0 11 5 Printing a Group of Documents 10 11 6 Printing an Envelop 10 11 7 Emailing a Document 10 11 8 Faxing a Document 11 0 Reports 11 1 Print your Report Chart or Graph 11 2 Email your Report Chart or Graph 12 0 Printing amp Faxing 12 1 Print 12 2 Print Remotely 12 3 Faxing 13 0 Frequently Asked Questions CounselPad 1 0 Introduction Welcome Thank you for purchasing CounselPad the new software solution for the lawyer on the go CounselPad is a ready to use application built on the award winning FileMaker Pro technology Notice This document is constantly reviewed for improvement Consequently information in this document could change without notice The CounselPad team is dedicated to the satisfaction of our customers if you have questions or concerns not addressed by this manual we welcome you to contact us by phone or email If your request highlights an improvement that can be made to the manual or product we re more than happy to make that change No part of this document may be reproduced or transmitted in any form or by any means electronically or mechanically without the express written permission of CounselPad Inc All data used in examples herein is fictitious Trademarks CounselPad is a trademark of CounselPad Inc FileMaker and the file folder logo are trademarks of FileMaker Inc registered in the U S and other countries Mac and the Mac logo are trademarks of Apple Inc registered in the U
15. CounselPad User Manual Version 1 CounselPad Table of Contents 1 0 Introduction 2 0 Installation 3 0 Transfering Files 3 1 From computer to iPad 3 2 From iPad to computer 4 0 Starting CounselPad 5 0 SetUp 5 1 Base SetUp 5 2 Tax SetUp 5 3 Account SetUp 5 4 Document Template SetUp 6 0 Basic Navigation 6 1 Layout Navigation 6 2 List View amp Detail View 6 3 Record Navigation 6 4 Field Navigation 7 0 Searching 7 1 Quick Find 7 2 Regular Find 7 3 Search Text Fields 7 4 Search Number and Dates Fields 7 5 Show all Records 8 0 Working with Contact 8 1 Add a Contact 8 2 Add a Family Contact 8 3 Add a Contact Biography 8 4 Delete a Contact 9 0 Working with Task 9 1 New Task 9 2 Delete a Task 9 3 List View 9 4 Email CounselPad 10 0 Working with Case 10 1 New Case 10 2 Delete a Case 10 3 Managing the Charge List 10 3 1 Add a Charge 10 3 2 Delete a Charge 10 3 3 Edit a Charge 10 4 Admin 10 4 1 Retainer 10 4 2 Bail Tab 10 5 Appearance 10 5 1 Add an Appearance 10 5 2 Delete an Appearance 10 6 Submission 10 7 Caselaw 10 8 Managing Library 10 8 1 Add a Caselaw 10 8 2 Delete a Caselaw 10 8 3 Edit a Caselaw 10 9 Evidence 10 9 1 Add Evidence 10 9 2 Mark Evidence 10 9 3 Delete Evidence 10 10 Note 10 10 1 Trial Note 10 10 2 Case Note 10 10 3 DrawPad 10 11 Document 10 11 1 Add a Template 10 11 2 Delete a Template 10 11 3 Working with Case Documents 10 11 4 Printing a Document 1
16. Edit a Caselaw 1 Ensure that the cursor is visible at the left of the line you want to edit 2 Tap the field you want to edit and type the change 3 Tap the Next button when done 25 CounselPad 10 9 Evidence 1 30 PM a 100 e The Evidence tab is your centralized T location for the all the evidence related to Case MDC the case mnai ee ee ee Case Raymond DesGraves ss 115GLA 236 c c 10 9 1 Add Evidence mi Camp area map showing camp site considerable distance between main cabin and river e 1 Tap the Evidence tab Drawing by Raymond explaining event 2 Tap the button at the right side of the evidence table An empty Evidence record will be available for you to enter your information at the top of the list Please note that there is no save button records are saved automatically if you change your mind you have to manually delete the record 3 Enter Evidence Title 4 Enter Evidence Note 5 Tap on the Evidence field the following options are available to you e Camera to take a photo Refer to your iPad manual on how to use this feature e Photos to use a photo stored on your iPad Refer to your iPad manual on how to use this feature e Files to add a document If you are working on your iPad and you need to add a file to Evidence the file must be located on the root directory of FileMaker Go you must drag it first using iTunes It s much easier to perform this function on y
17. List View a black line at the left side of a record indicates the current record You can swipe to scroll 6 4 Field Navigation When you are editing fields it is useful to learn how to use Previous and Next button on top of your keyboard instead of closing the keyboard every time When you do want to close the keyboard you can use the Hide button keyboard with downwards pointing arrow This is easier than finding a blank spot on the layout to tap 11 CounselPad 7 0 Searching To optimize the use of CounselPad it is important to become familiar with the search engine As they say if you can t find the data then never mind the database When you perform a search the system searches through all the records in the database comparing the criteria you specify with the data As previously mentioned in CounselPad records are defined as Cases Contacts Tasks etc Records with data matching the criteria become the Found Set Records that don t match are omitted For example if you initiate a search in Contact select the Group field and type Prosecutor you will only be able to scroll between the different Prosecutors you ve saved to Contacts No clients will appear To start your search ensure you are in the layout where most likely you will find your data For example if you are searching for the Contact Address you must be in the Contact layout The fields that you will use for your search criteria must be visible
18. Pad and the ability to remotely wipe out all of the data on it in the event you are unable to affect its immediate return To prepare for this possibility 1 2 3 Make sure you have an Apple ID and password Make sure your iPad is running iOS 5 To update to iOS 5 just connect your device to your Mac or PC and follow the onscreen instructions in iTunes Go to Settings on your iPad tap iCloud and enable Find My iPad To find your iPad 1 Sign in to icloud com from any web browser on a Mac or PC Or borrow your friend s iPad iPhone or iPod Touch and use the Find My iPhone app Find My iPad shows you the approximate location of your iPad on a map Display a message or play a sound to help you find it If someone finds your iPad let them know how to find you Write a message and display it on your iPad screen Something like Sorry lost my iPad Please call me at 780 555 1212 Your message appears even if the screen is locked And if the map shows that your iPad is nearby perhaps in your office under a pile of papers yet you still can t find it you can tell Find My iPad to play a sound that overrides the volume or silent setting Set a passcode lock remotely If you realize that you left your iPad in a public place you may want to protect its contents until it s safely back in your hands Remotely set a four digit passcode lock to prevent people from using your iPad accessing your personal inf
19. S and other countries The Built for Mac OS X logo is a trademark of Apple Inc used in license Microsoft Windows and the Windows Vista logo are trademarks of the Microsoft Corporation registered in the U S and other countries Adobe Acrobat the Acrobat logo Acrobat Capture Acrobat Exchange and Distiller are either registered trademarks or trademarks of Adobe Systems Inc in the United States and other countries All other trademarks are the property of their respective owners CounselPad 2 0 Installation CounselPad is built with the FileMaker engine and runs from the FileMaker Go 12 app on your iPad On your computer double clicking the CounselPad file will open FileMaker 12 and run the program instantly Since iTunes is the only program which can interface with an iPad you ll need it to transfer files Though you may already have an Apple ID and a copy of iTunes on your computer this installation guide begins at square one You will install CounselPad on your desktop first and then transfer to iPad 1 When you purchased CounselPad you received an email Follow the link in that email to download a CounselPad package Once the package is downloaded Ensure you have an Apple ID To obtain an Apple ID log in to https appleid apple com cgi bin WebObjects MyAppleld woa An Apple ID is a user name you need for everything you do with Apple Shop the iTunes Store log in to iChat or iCloud buy from the Apple Online St
20. Tap Retainer sub tab 3 Enter In Trust Amount 4 Enter Fee Amount 5 Fee lax Automatically calculated Tax calculation is based on setting entered in SetUp 6 Disbursement calculate field equal to Total of disbursements details entered below 7 Total calculated field adding Fee I ax to Disoursement 8 Balance is a calculated field subtracting Total from In Trust 9 Enter Description For example To Legal services rendered 10 Add Disbursement Item a Tap Button b Enter Disbursement Item c Enter Amount Disbursement field will be updated with the total amount d Tap Document to insert supporting Document 11 Tap Retainer Type 21 CounselPad 12 Enter Legal Aid Certificate Number 10 4 2 Bail Tab CounselPad 1 Tap Bail tab Case EIER 2 Enter Application Date Case James Smith ss 268 264 1 145 5 1 C C Retainer 3 Enter Cash Bail f f Application Date 6 3 2012 4 Tap Bail Assignment Filed Cash Bal 2500 Bail Assignment Filed Yes 5 Tap Bail Not Spoken To eee Yor Notice of Appeal Filed Yes 6 Tap Notice of Appeal Filed Transcript Ordered O Yes Transcript Filed Yes 7 Tap Transcript Ordered 8 Tap Transcript Filed Eo Case l Details 4 inane gt 10 5 Appearance CounselPad The purpose of this layout is to record Task Contact Report Date Time Court and Proceeding
21. ated and attached to your email 18 CounselPad 10 0 Working with Case To access the Case layout tap the Case 7 zZ button on the navigation bar List Report Chame ae a GE Tabs for Case are not organized based Case James Smith ss 268 264 1 145 5 1 C C on sequence of events but rather on the Doct aaisa frequency of use Although the first TAB j GREE is Appearances you will start a new case ee by tapping the Charge tab Prosecutor John Steel Charge Details 268 Aggravated Assault 10 1 New Case 264 1 1 Uttering Threats 145 5 1 Breach of Undertaking 1 Tap Charge tab 2 Tap button at the bottom ger right side of your layout Created 6 14 2012 3 Select New Case e You will arrive at Select Contact Tap the client whose case you are opening I Case Details 4 nen 4 The date the case is created will be inserted automatically at the bottom of your screen in the Created field If you need to change the date tap the field 5 Enter Docket number 6 Tap Client field e Select Client layout will display your clients list e Select your Client e Once you have many clients in your database it will be easier to use Quick Find to locate your clientthan to scroll through the list This is explained in the chapter on Searching 7 Enter Case Title 8 Enter Prosecutor Name 9 Enter Charge Details e Tap button to add a new Charge e For consistency we re
22. ave button records are saved automatically if you change your mind you have to manually delete the record 3 Enter Creation Date The system will enter automatically the current date e A drop down calendar will pop out for you to select a date 4 Enter Due Date e A drop down calendar will pop out for you to select a date 5 Enter Assigned To e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value 6 Enter Type e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value 7 Enter Status e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value 8 Enter Priority e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value 17 CounselPad 9 Select Client 10 Enter Task e A brief description of the task for example Send a letter or Visit Parents 11 Enter Details 12 Enter Note 9 2 Delete a Task 4 Tap button at the bottom right side of your layout 5 Tap Delete Task 6 Tap Yes on
23. behalf c James Smith ss 268 264 1 145 8 1 c c of the client for the eventual final Be Baj R ae a O S i in i ne 2 0002 receipt of intial instructions trom cient ali subsequent communication with cient receipt and review of particulars review of law attendance in Provincial Court on April a Fee Tax 4 905 00 z 4 2012 and conducting bail application initial attendance in Provincial Court for Certificate N um ber The system election and plea meeting with Crown further attendance for entry of Provincial Court i i Disbursement 88 64 election not guilty pleas and setting trial attendance in the Court of Queens Bench on automatical ly calculates the applicable Total 4 993 64 June 29 2012 on Crowns application to revoke release and successfully opposing the application preparing for trial and conducting same on July 9 2012 following which taxes and u Iti m ately provides m uch of the Balance 3 493 64 client is acquitted of all but one assault speaking to sentence reporting to client and l nfo rm atio n fo r th e fi nal acco u nt T h e Disbursement Item Amount Document name and amount of tax varies from Paid to Transcript Management Office 76 34 jurisdiction to jurisdiction Paid to Photocopy 9 50 Paid to Postage 2 80 10 4 1 Retainer Retainer type Legal Aid Certificate Number Private Legal Aid Ei Case Details 4 Record 12 of 15 u gt 1 Tap Admin tab 2
24. commend using Charge List to enter your charge details To use the Charge List a Tap the Colored field b Charge Select layout will display the Charge list you ve created c Tap the Charge you want to select 10 The Active field is set to Yes When a Case is closed tap No button 11 You can enter a Rating to note the outcome of the case such as Acquitted These ratings can be used in Report to generate statistics 19 CounselPad 10 2 Delete a Case 1 Tap button at the bottom right side of your layout 2 Select Delete Case 3 Tap Yes button to confirm your request 10 3 Managing the Charge List Use the Charge List to build a library of charges As your library expands so will your efficiency CounselPad is designed with the mantra that no data should be entered twice Instead of typing out the same charges over and over again across cases simply enter them once in the Charge List To add delete or modify Charge list 1 Tap the Layout button at the bottom left of your screen If you are working on your computer select Case Charge List from the Layout drop down menu on the Tool Bar 10 3 1 Add a Charge sil TELU 5 D Back Charge List 264 1 1 368 1 85 349 269 91 5 1 CDS 334 b 334 a 335 151 271 343 270 1 b 254 5 140 115 GLA 354 1 a I Case Charge List Uttering Threats Uttering Forged Document Using Firearm in Offence Unlawfull
25. d Counsel Letter Body DESIGNATED COUNSEL S 650 01 C C Full Name do hereby designate DOUGLAS N MAJAESIC to represent me on the following charges Charges CounselPad helps you stay right on top of these tasks particularly in the area of letter writing and document creation am aware of the options have as to the mode of trial including whether to be tried in the Provincial Court or the Court of Queen s Bench and if the latter whether to be tried by a Justice sitting alone or with a Jury elect t tried by a Court of Queen s Bench Justice sitting without a jury authorize my counsel DOUGLAS N MAJAESIC to make this election on my behalf and in my absence and where he decides it is necessary to instruct an agent to appear for him for this or any other purpose Date Current Date CounselPad automatically creates complete letters and documents based on the data you have input elsewhere in the system PARRRRRERRERERRARE ET 1 1 1 2 111 18 1811 amp The possibilities are unlimited but r some examples might include client Do retainer letters reminder letters letters to the Crown or District Attorney requesting disclosure letters to the Clerk of the Court letters to the police requesting a bail hearing bail orders final reporting letters and Statements of Account Where a document requires the client s signature like a Designated Counsel Form the client can sign right on
26. e a good start to transfer your Set Up information then change as required To transfer your Setup information i Click on the Transfer SetUp info button 8 Selectif a Template is Recurrent Recurrent Templates could be all added with one click from the Case Document tab Of course it is up to you decide which kind of Templates to create but one that we recommend for all users is a simple blank template Include your header footer and any other basics you would use in a generic letter and leave the rest open when the time comes this template will allow you to quickly produce any sort non standardized letter when the time comes 10 11 2 Delete a Template 1 Locate the template you want to delete 2 Click Delete Template button 3 Click Delete button to confirm your request e Deleting a template will not delete previous documents based on this template 10 11 3 Working with Case Documents 1 Start from Case e yan pq ss 115 GLA C C 2 Tap the Document tab Group Title To transfer all templates selected as Cient recu rrent to your case Emailed 31 05 2012 Printed 13 06 2012 Client Reminder Letter Printed 31 05 2012 Client Designated Counsel Letter 3 Tap Transfer Recurrent Emailed 31 05 2012 Faxed 31 05 2012 Printed 31 05 2012 e New documents based Teen Rasa RAST Fae FT on all recurrent RCMP High Level templates will be created RCMP High Level and listed on your screen To w
27. e recency of the cut she claimed had been caused by the alleged assault on page two of the continuation report 2 Enter text The complainant has been convicted of public mischief as recently as last November again in relation to false alleaations against mv client She has a lenathv criminal record for violence Mr Smith has an Biography When needed Record 4 of 4 37 sorted Ed Case Court Submission zn 1 Tap the Biography button to view your client biography then 2 Tap the Submission button to return to that layout 2 CounselPad 10 7 Caselaw wit TELUS 7 31 PN D 58 m 1 Tap Caselaw tab Bo 2 ua 2 Tap button to create a new Consent A J R v 2011 SCC 28 m Caselaw An empty Caselaw row A person cannot consent in advance to sexual activity that will occur while she is unconscious will be available for you to enter Mistaken Belief R v Levigne 2010 2 SCR 3 i your inform ation 2 Supreme Court considers the reasonable steps requirement for the defence of mistake of age to the a pat Consent R v Crangle 2010 256 C C C 3d 234 Ont CA 3 Enter Cite Court considers the reasonable steps requirement for the defense of mistaken belief in consent Assault 4 Enter Digest 5 Tap File to insert a document e lf you are working on your iPad and you need to add a file to Evidence The file must be located on the root directory of FileMaker Go you
28. edical Information which they have on file Will provide documents proving he is unable to work and extent of previous injuries Will be forwarded by courier tomorrow CounselPadDraw a To create a Trial Note 1 Ensure you are in the Trial Note tab 2 Tap the button to create a new Trial Note 3 Creation Date is automatically inserted 1 1 rt Ei Case l Details 4 Record 15 of 15 sorted e 4 Creation Time is automatically inserted 5 Anew layout Case Trial Note will pop out to enter note 6 Type a Title in the Title field 7 Tap the Next field on the top of your keyboard 8 Start typing your Trial Note As the Crown witness is testifying and something is said or a point is made that you want or need to come back to for cross examination ml TELUS 9 Type qq ero press the letter q in the top gs ei corner of your keyboard Cheyanne Stone You can type qq as M any live in Edmonton times as you like en We do not have any children together have worked at several places but am not working now 1 0 Co nti nue typi ng W hen yo u My last job was about 8 months ago with Temporary Labour Services on 95th Street went to grade 9 I have my own place well my own room at a rooming house or group home are do ne h ide the keyboard Sometimes we lived at his place and sometimes at my place Mostly at his place left him because of his drinking and drug abuse afi
29. elPad CounselPad allows any sized email to be sent However while CounselPad allows these emails to be sent size limitations do exist and are restricted by the mail server Here are a few maximum attachment sizes by provider e Gmail 25MB e Yahoo 25MB e Hotmail 10 MB Note For internal business mail providers it may be beneficial to speak with your IT department 13 8 What are the system requirements to run CounselPad 44 CounselPad Computer System Requirements for FileMaker Pro Operating System Minimum Requirements Recommended Requirements CPU 1 GHz or faster CPU 1 GHz or faster Windows 7 Ultimate RAM 1 GB RAM 2 GB Professional Home 1024x768 or higher resolution video 1024x768 or higher resolution video Premium adapter and display DVD drive for adapter and display DVD drive for boxed product boxed product CPU 1 GHz or faster CPU 1 GHz or faster Windows Vista Ultimate RAM 1 GB RAM 2 GB Business Home Premium 1024x768 or higher resolution video 1024x768 or higher resolution video SP 2 adapter and display DVD drive for adapter and display DVD drive for boxed product boxed product CPU 700 MHz or faster CPU 700 MHz or faster RAM 256 MB RAM 2 GB 1024x768 or higher resolution video 1024x768 or higher resolution video adapter and display DVD drive for adapter and display DVD drive for boxed product boxed product Windows XP Professional Home Edition SP 3 CPU
30. en he B Contact Details lt Submission ecord 3 of 13 sorted nn gt To add a biography simply tap the Biography tab and enter text in provided field 8 4 Delete a Contact To delete a contact 1 Tap button at the bottom right side of your layout 2 Tap Delete Contact 3 Tap Yes on the Confirmation Notice 16 m EJ CounselPad 9 0 Working with Task When you are working on a case and a task arises that cannot be completed i immediately you can create a task to be added to the task list You can indicate who is responsible for the completion of Create Date 5 17 2012 T QB Application Due Date 5 17 2012 Status In Progress P Assigned To Samantha t Low the task the due date the particulars of the task and the priority it is to be given ai The task list itself will sort tasks for you 5 according to task type assigned person BRI naar wori enc sourt appearances enpacied due to complet and level of charges or priority as you like Your task list can also be printed and emailed To begin tapthe Task button on the ren Talk to previous counsel about previous arrest and experience with client navigation bar 9 1 New Task Record 1 of 7 7 sorted 1 Tap button at the bottom a a right side of your layout 2 Tap New Task e An empty Task record will be available for you to enter your information e Please note that there is no s
31. enter your information e Please note that there is no save button records are saved automatically if you change your mind you have to manually delete the record 22 CounselPad 3 Creation Date automatically inserted 4 Creation Time is automatically inserted 5 Enter Court Title e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value 6 Enter Proceeding e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value 7 Enter Details e These can be notes or perhaps the outcome of the appearance 10 5 2 Delete an Appearance 1 Tap the X button at the right side of the Appearance to Delete 2 Answer Yes to the confirmation message 10 6 Submission 6 48 PM Each Appearances record contains a GounselPad Submission button A tap on this button Submission opens up a differentlayout which provides J James Smith ss 268 264 1 145 5 1 C C fields for taking points and inserting SS rn 04 04 12 4 00 AM Court Hearing Office Bail Hearing caselaw es The allegations against him he says are completely false Advises that he was on his way to Yellowknife to try and find work He had stopped in Peace River to visit some friends Cheya
32. for m each court appearance Each of these headings have options which counsel can edit and has customized to his own Tg ET _ practice so that all he needs to do is select the appropriate item with a tap Case James Smith ss 268 264 1 145 5 1 C C Date Time Court Title Proceeding Appeared for trial Complainant showed up Evidence was internally inconsistent vague and contradicted her earlier statement Defense called accused and three witnesses Acquitted Outcome 6 29 2012 10 00AM Peace River QB Application Appearance records are automatically Crown application to revoke release Unsuccessful Client remains free until trial oe organized most recent to most distant and each record contains a field on the 4 15 2012 10 00AM Peace River Election face of the record for brief notes which Entered provincial court election not guilty plea and set trial date Bail Assignment Filed with Clerk counsel can observe at a glance when opening the Appearances tab As many s2012 04 004M Hearing Office o Bail Hearing Appearances are displayed at once as Client released on 2500 cash bail Assignment Filed possible You can swipe to scroll down Outcome Outcome EI Case Details 4 Record 12 of 15 Ss gt 10 5 1 Add an Appearance 1 Tap Appearance tab 2 Tap button to create a new appearance e An empty Appearance record will be available for you to
33. gnifying glass at the bottom of your screen in the Tool Bar 2 Select Show All 13 CounselPad 8 0 Working with Contact This layout contains basic information oon ere F about the client address phone numbers birth date and so forth It is oa amiy Biography called Contact because you may want to Number 223344 Work Phone use this layout for contacts other than James Smith oo B i ae 9168 25th Avenue Mobile 780 551 4321 clients and to distinguish those other 2 reed gen contacts from clients CounselPad lets Tan no BIE jemesenmnOpmelcom you create the categories for example Sauiation Mr Address 9168 25th Avenue Client Colleague or Friend and then First Name James Address Suite 215 select the category to which this Baaai particular contact belongs There is a E aie Family tab which is particularly helpful o County Canada when trying to locate a client and can be Pam 19 Y 11 M 24 D Note Call evenings only important in dealing with youth as well Gender M OF as a Biography tab which allows you to Group Q Client detail a client s life story To access the save Os ONS Contact layout tap the Contact button on the navigation bar Wo gt 8 1 Add a Contact 1 Tap button at the bottom right side of your layout 2 Tap New Contact e Anempty Contact record will be available for you to enter your information e Please note that there is no save button
34. ication at will You have no control over this Counsel has a responsibility to take reasonable care to ensure that client confidentiality is maintained and their files are secure The discussion continues in Law Societies and Bar Associations everywhere as to what constitutes reasonable care particularly with reference to utilizing third party servers and cloud based data applications How many instances of hacking will it take before it is decided that the use of these servers does not amount to reasonable care Based on all of this we decided that if CounselPad was to be as safe and as mobile as the files in your briefcase we had to use a technology that stored your data on your own devices FileMaker Go and the iPad fit the bill perfectly 43 CounselPad 13 6 Is Support Available Yes Upon your purchase of CounselPad one year support is included Support staff are available at 1 800 765 1327 during business hours Monday to Friday Mountain Standard Time You can also email us with your queries at info counselpad com A programmer will contact you and walk with you through the problem to the solution With your permission the programmer can remote to your computer to provide further help After the first year you can purchase an optional ongoing support plan If any new version of CounselPad is released during the currency of any support plan you can upgrade free of charge 13 7 What is the size limit for emails sent from Couns
35. in Ecamm s Printopia a utility that when installed on an iMac or MacBook will let you print through to a printer on your Mac s WiFi network regardless of its brand or how it s connected Just to be clear Printopia is not an iPad app It s a utility that runs on a Mac which needs to have Bonjour installed Installation couldn t be easier once you download it you double click on the file and it installs automatically It should recognize all the printers on your network 12 1 Print Tap the Wheel button on the Status Bar Select Print Make sure iPad Orientation is set according to your needs Change scale to fit your needs we recommend 80 or less Tap Print button Select your printer Tap Print button oe ole a 12 2 Print Remotely HP ePrint lets you print from virtually anywhere to a registered printer HP ePrint assigns an email address to your printer You can then print from your CounselPad via email without installing any special drivers or software Use HP ePrint sitting on the couch at home or from a coffee shop on the other side of the country As long as you can send an email to your HP ePrint enabled printer or MFP you can print Many of the newest printers from HP connect to the Internet enabling ePrint If you need remote printing please check HP ePrint to learn how to set and use tt 38 CounselPad Documents printed with ePrint may appear different from the original Style formatting and text flow
36. ion Case Distribution Per Rating The purpose of this graph is to display the number of cases for each rating entered in Case Charge This will allow you to track your performance based on your own criteria 1 Enter From for starting date of observation 2 Enter To for ending date of observation 11 1 Print your Report Chart or Graph 1 Tap Print 2 Follow the prompts to print your Document 36 CounselPad 11 2 Email your Report Chart or Graph 1 Tap Email A PDF copy of your Document will be automatically created Your iPad email screen will pop out with no email address Created PDF Document attached to the email 2 Enter Email Address 3 Tap Send a7 CounselPad 12 0 Printing amp Faxing CounselPad works with AirPrint enabled printers AirPrint on iPad makes it simple to print any report from CounselPad There s no software to download no drivers to install and no cables to connect With just a few taps you can go from viewing something on the screen to holding a printed copy And because all the printing takes place in the background there s no waiting around Instead you can start printing and go right back doing whatever you were doing before AirPrint printing is 100 percent wireless iPad automatically locates and connects to AirPrint enabled printers on your Wi Fi network Many AirPrint enabled printers are available from HP Epson and Canon Mac users have a very effective option
37. is and programming and 60 per hour for testing 13 5 Why does CounselPad use FileMaker Go as its database engine CounselPad was designed with a view to security and mobility which are premier requirements of the criminal bar After careful analysis and a thorough assessment of different technologies the engineers at CounselPad have concluded that FileMaker Go and the iPad meet these requirements in a way and to an extent that exceeds any other technology There are Web Service Providers who will license other data base applications for a monthly fee and while these offer benefits in outsourcing simplicity of deployment and reduced costs they carry some serious risks for the criminal practitioner We group these risks as follows Technical Risks Insufficient Bandwidth application is too slow or erratic Service disruption from the Internet Service Provider imagine having your file disappear in the middle of your trial because of Internet or server problems Backup availability Who guarantees the backup Server Business Risks What happens if the company providing the web based service goes out of business or bankrupt How does one know how secure their systems are How does one monitor the Web Service Provider An ASP simply cannot guarantee the safety and privacy of data in its custody Many very well protected companies are hacked on a daily basis An internet based server can add or remove features in the appl
38. ly left Gainsborough with a buddy also 15 and headed for the city where he lived on the streets and fell in with a rough crowd In Edmonton he lived a hand to mouth existence depending on the local shelter and the generosity of strangers He was introduced to drugs at the age of 16 and developed an addiction to drugs He began to steal to support his habit and eventually was caught and charged He did not do well on probation and was charged with breach three times over the course of the first 90 days of the probation period He ended up at the Youth Correctional Facility for 60 days on his last breach conviction Upon his release from custody while still on community supervision he got drunk and with three friends from the street stole a vehicle and led the police on a high speed chase which culminated in a serious crash He was not the driver at the time of the crash He sustained serious injuries to his shoulder which has required surgery and while he has made some recovery it is expected that he will suffer some degree of permanent disability He has already been turned down by several employers ostensibly because of his medical condition He is discussing the possibility of applying for an AISH pension with his social worker He served 6 months in jail for his part in the theft of the motor vehicle and now resides in a group home in Edmonton with fundina from social assistance He has been takina uparadina classes Though he was in Grade 9 wh
39. making it difficult to open when you transfer it back to the desktop As backing up takes only a minute we recommend you backup daily Place all your backups in the same folder Add a date to your file For example you can use the following structure CounselPad_BackUp Daily BackUps CounselPad_ Feb0312 CounselPad_ Feb0712 CounselPad_Feb1012 CounselPad_Feb1512 CounselPad_ Mar0112 Monthly _BackUps CounselPad Feb12 CounselPad_ Mar12 lt is highly recommended to save a copy of your Backup folder on a good quality removable media or device and keep in a safe place preferably a different location to where your computer IS 4 CounselPad 13 3 What do I need to project my iPad in a courtroom If the courtroom is equipped with a monitor or a projector with the standard VGA connection you will need e Adaptor from Apple iPad Dock Connector to VGA Adapter MC552ZM B available at http www apple com ipad accessories e VGA cable male to male to connect from the VGA adapter to the projector lf the courtroom is equipped with a monitor or a projector with composite input you will need e Adaptor from Apple Composite AV Cable MC748ZM A available at http www apple com ipad accessories If the courtroom is equipped with a monitor or a projector with an HDMI compatible display you will need e Adaptor from Apple Apple Digital AV Adapter MC953ZM A available at http www apple com ipad accessories For best pe
40. nne his girlfriend at the T S h time had insisted on coming along While in Peace River she left the house and was gone for about two 1 ap ubm ission button at t e days He learned from others that she had been in partying and frequenting the bars He advises that H i she is bipolar was off her medications and was high on a combination of street drugs and alcohol at the right side of any Appearance time she made the complaint to the police He advises that when she returned to the house on the I morning of the alleged assault he told her that he wanted nothing more to do with her and had walked A new layout will opens up away She tried to dissuade him but when she could not she became enraged and began screaming Date Ti me Cou rt and that he would be sorry Going to the police and making false allegations which would get him arrested was her way of making him pay The defense has been provided with statements from two people who Proceedi ng are transferred from were with James at the time of the alleged assault both of whom confirm James version of events The A complainant alleges that after she was struck she bled profusely from a cut on her upper lip The ppeara nce and can not be defense also has a statement from another witness who confirms that she had a cut the day before the alleged assault after she had engaged another woman in a fight at the bar Indeed the investigating changed here officer himself notes some suspicion about th
41. ore make a reservation at an Apple Retail Store access Apple com support and download apps You will use your Apple ID to download FileMaker Go Install iTunes on your computer To download iTunes go to www apple com itunes download Install FileMaker Pro 12 on your computer FileMaker Pro 12 is included in the CounselPad Package Double click the FMP Trial file to install it Use the registration code we emailed you to unlock FileMaker Install FileMaker Go 12 on your iPad To download FileMaker Go 12 launch the App Store from your iPad and do a search for FileMaker Tap FileMaker Go 12 for iPad and then tap the rectangle with reads FREE under the App icon Enter your Apple ID when prompted Install CounselPad on your computer Double click the CounselPad file to open it Use the registration code we emailed you to unlock CounselPad Use iTunes to transfer CounselPad to your iPad Transferring with iTunes is simple but if you ve never used the program before the next section has the process in detail CounselPad 3 0 Transferring Files using iTunes You will routinely transfer CounselPad between your computer and your iPad Data changes made on your device are not synchronized with the original file and vice versa The file doesn t have to be shared and FileMaker Pro doesn t have to be running Transferring files is quick and easy to do It is important to close any running versions of CounselPad before initiating a transfe
42. ork with a document Transfer Recurrent SC 4 Tap the Document on the list EB Case Detats 32 CounselPad The document will merge the required data with the base template and pop out a new screen for you to work You can edit directly your document on the screen If you work on your iPad you will not be able to format your text 5 Tap Back button if you want to go back to the case 6 Tap Reset button if you want to reset the Document to the original base template Very handy if you create a mess while changing your document 7 Select Hold or Queue button e Hold is the default selection for every created document e Selecting queue will add the Document to the list of Documents in the Group print in the following section 10 11 4 Printing a Document 1 Tap on the Document you want to print 2 Tap Print if you want to print your Document 3 Follow the prompts to print your Document 4 Confirm by tapping Yes that printing was successful This will allow the system to insert a printed date for your reference 10 11 5 Printing a Group of Documents Throughout your day you will queue Fe ma many documents for printing Often Print Group it will be easier to print all of your documents across all of your cases ee me an en at once rather than printing them Disclosure Letter yan pq e IB QLAGC one at a time The Group Print Ga ee S anaoees function does just this all the m se documents you ve queued will be
43. ormation or tampering with your settings Remote Wipe As a last resort initiate a remote wipe which will restore it to its factory settings If you find the iPad or replace it you can restore the data using your most recent backup To learn more visit http www apple com ca ipad find my ipad html 40 CounselPad 13 2 How do back up CounselPad on my computer Backing up is fast and easy and should become a regular habit Syncing your iPad with iTunes will copy all files as a Backup but you can also copy CounselPad individually When you transfer CounselPad from your computer to your iPad or vice versa you are creating a copy of the original file Data changes are not synchronized to the original file and vice versa Close a file before transferring it The file doesn t have to be shared and FileMaker Pro doesn t have to be running To transfer CounselPad from your iPad to your computer Connect iPad to your computer In iTunes select your iPad device and then click the Apps tab Below File Sharing select FileMaker Go from Apps From the list on the right select the files you want to transfer then click Save to Select the destination where you want to copy the files and then click Choose EZ Note Wait for any lengthy file operations to complete before closing a transferred file on your device For example if you tap the Home button when a progress dialog is being displayed you will corrupt the file
44. our computer where the file could be located anywhere 26 CounselPad 10 9 2 Mark Evidence You can have a client witness or anybody else mark up or draw onto any evidence you attach to your case This can be useful for pointing out details in a picture or describing events on a map Marking only works with an image If you want to draw on a blank background see the section on DrawPad 1 The Pen and Eraser buttons switch between the two tools while the Stroke slider changes the size of the pen stroke Colour can also be customized which is useful if you d like two persons to mark the same image or if the background colour and pen colour are too close 2 Select Cancel if you want to restore the image to default otherwise Save 10 9 3 Delete Evidence 1 Tap the X button at the right side of Evidence 2 Answer Yes to the confirmation message 23 CounselPad 10 10 Note Tap the Note tab to access Trial and Case Notes The former is designed for Case ESCHER in court use while the latter is designed to Appeamnee Evidence Charge Admin Document be a hub for any and all notes you might James Smith ss 268 264 1 145 6 1 c c want to keep on the case _ Trial Note Case Note 10 1 0 1 Trial Note Date 06 14 2012 Time 2 14 PM Called clients social worker to confirm his current living status and the fact that he is unable to work Client has signed a Release of M
45. prompted for a password simply click the Reset button We highly recommend you add a password to your iPad for added security This does not replace your CounselPad password From your iPad Settings 1 Select General 2 Select Passcode lock follow prompts 5 4 Document Template SetUp The purpose of this tab is to set the default information for your letters and documents Once you set your Header Footer Logo and Signature you can include or exclude any of them from your letters You can attach images you have already created to some of these fields as well as use the proprietary formatting tools available in the desktop version of CounselPad 1 Click on the Template tab 2 Enter the Header as you would like to see on your letter 3 Format your header using options under Format on the Status Bar e If you are planning to use a Logo move your text to the right to make room for it 4 Enter the Footer as you would like to see on your letter 5 Format your footer using options under Format on the Status Bar 6 Click on the Logo field to insert your logo e Logo will be displayed in the header to the left of your text 7 Click on the Signature field to insert your signature e It is simpler to leave this field blank Once you ve transferred CounselPad to your iPad go to SetUp and click on the field and sign on the iPad 8 Enter the Text Under Signature information You can click the Preview button at any time to
46. r If you have it open on your iPad tap the icon in the top left corner of your screen then select Close All As with any app you can also double tap the iPad home button hold your finger down on the app you want to quit and then tap the close icon 3 1 To transfer CounselPad to your iPad from your computer Close CounselPad before beginning transfer Connect your iPad to your computer In iTunes select your iPad device and then click the Apps Tab Below File Sharing select FileMaker Go from the list and then click Add Select the files to transfer CounselPad then click Choose Alternatively you can drag and drop the CounselPad to FileMaker Go in iTunes ae N 3 2 To transfer CounselPad from your iPad to your computer Connect iPad to your computer In iTunes select your iPad device and then click the Apps Tab Below File Sharing select FileMaker Go from Apps From the list on the right select the files you want to transfer then click Save to Select the destination where you want to copy the file and then click Choose Alternatively you can drag and drop CounselPad to your desktop ae SN Wait for any lengthy file operations to complete before closing a transferred file on your iPad For example if you tap the Home button when a progress dialog is being displayed you may corrupt the file making it difficult to open when you transfer it back to your computer Upon transferring you may wish to re label
47. records are saved automatically if you change your mind you have to manually delete the record 3 Enter Client Number optional e You can go to the next field by taping Next at the top of your keyboard 4 To insert a photo tap the field at any time then select e Camera if you want to take the photo e Photos if you want to use a photo stored on your iPad 5 Enter Salutation e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value 6 Enter First Name 7 Enter Middle Name 8 Enter Last Name 9 Enter Also Known As 10 Enter Birth Date 11 Age will be calculated automatically 12 Select Gender 14 CounselPad 13 Enter Group e A drop down selection window will pop out to make a choice At the bottom of the list you will see Edit Values Select this one if you wish to edit add delete or modify a value e lf you tap the magnifying glass next to Group only the contact matching the same group will be displayed e To see all your contact again you have to tap the magnifying glass at the right bottom of your screen and select Show All Contacts 14 Enter Work Phone 15 Enter Home Phone 16 Enter Mobile 17 Enter Fax Number 18 Enter Email e If you tap the small envelop next to Email your mail tool will be launched a new mail message created and the email
48. rformance we recommend using the iPad Airplay mirroring capability Minimum requirements e iPad 2 and later with iOS 5 and later e Apple TV 2nd or 3rd generation with software version 5 0 or later e An 802 11a g or n wireless network How to Enable AirPlay Mirroring from your iPad 1 Connect your iPad and your Apple TV to the same Wi Fi network 2 On your iPad double click the Home button to display your recently used apps 3 Swipe your recently used apps twice from left to right until you see this icon 4 Tap the icon to display a list of available AirPlay devices 5 Enable AirPlay Mirroring from this menu by tapping the name of your Apple TV and then toggle the on off slider to ON 42 CounselPad 13 4 Can Customize CounselPad Absolutely One of the great features of CounselPad is the ability to customize it to your unique requirements When you purchase CounselPad 10 hours of customization is included in the price If you would like to request customization the process is as follows Send an email to info counselpad com explaining in detail the required customization Attach to your email any document you feel will help us better understand your needs An analyst will contact you if clarifications are needed Once we have a clear understanding of your requirements we will send you a firm estimate of the cost If you approve the estimate we will proceed with the work CounselPad charges 120 per hour for analys
49. ria For example to locate a Task with the Task Letter select the Task field and enter Letter 5 You can enter more than one criterion use more than one field 6 For example to locate a Task with the Assigned to Raymond and Type Call select the Assigned to field and enter Raymond then select the Type field and type Call 7 Tap Go on the keyboard 8 If no records are found a No records found message will appear Tap OK to continue 7 3 Search Text Fields The system searches for any word that begins with or matches the criteria you entered For example a search for the First Name Ray would also find the First Name Raymond To find an exact match use the equal sign followed by the text For example Ray would only return records with the First Name Ray but not Raymond search for empty fields in a record by entering an equal sign in the appropriate field 7 4 Search Number and Dates Fields Refer to the following table for examples of different ways to search for a range of information Values less than a specified value lt lt lt 2 17 1952 iods R gt 6300 gt R Values greater than a specified value gt 2 17 1952 Values within a range nee An two or three periods 1 1 2004 12 31 2008 a Fields that are empty ES 7 5 Show all Records If you are in a found set and you want to be able to browse through all your records 1 Tap the ma
50. s 4 Record 15 of 15 sorted o Use the navigation arrows to go the First Previous Next or the Last note To modify a Case Note 1 Select the Case Note 2 Edit changes To delete a Case Note 1 Tap the X button next to the Note you want to delete 29 CounselPad 10 10 3 DrawPad Instead of crowding around a witness or client to watch them draw out a scene that is too difficult to visualize let them use DrawPad Unlike the Mark feature in Evidence DrawPad is not designed to draw on top of an image but for quick communication You can clear the slate if you need to redraw or commit the drawing and save it for later 1 2 Tap the DrawPad tab Tap anywhere in the large white field Select Signature Draw with your fingertip or stylus pen Clear erases the drawing Accept saves the drawing Cancel returns you to Note and nothing is saved 1 26 PM CounselPadDraw Case MESCC James Smith ss 268 264 1 145 5 1 C C Trial Note Case Note a CO Jane PARKING DrawPad u Fl Record 15 of 15 sorted 30 CounselPad 10 11 Document Perhaps one of the most helpful things you can do for your practice and stress levels is to get the small tasks off your desk soon The accumulation of a lot of unfinished work can become for many lawyers unmanageable and a liability Report Template Template Settings Title Designate
51. s and grabbed him and held him back so could get away ran to the cop station and told you you guys what happened Right after About five no twenty minutes Record 1 of 2 27 sorted m nn 13 Continue typing if needed een 28 CounselPad 14 Tap the White Flag to remove all pointers 15 Tap the Yes option to execute 16 Tap the Back button when done To modify a Trial Note 1 Select Note by tapping on the Title 2 Edit changes 3 Tap the Back Button To delete a Trial Note you must be in Case Note Tab Trial Note 1 Tap the X button next to the Note you want to delete 2 Answer Yes to the confirmation message 10 10 2 Case Note cS To create a Case Note EEST 3 Task Contact Report Document 1 Tap Note tab L Chage Admin ent Case James Smith ss 268 264 1 145 5 1 C C 2 Ta Case Note tab Trial Note Case Note DrawPad Pl 009000 Date 06 14 2012 Time 2 14 PM 1 3 x Jg 3 B Tap the S IQ n to create a Called clients social worker to confirm his current living status and the fact that he is unable to work Client has signed a Release of Medical Information which they have on file Will provide documents proving he is unable to new Case Note work and extent of previous injuries Will be forwarded by courier tomorrow 4 Creation Date automatically inserted 5 Creation Time is automatically inserted 6 Type Case Note E 15 of 1 Fi Case Detail
52. tact Task and Report On your iPad the Tool Bar is the blue bar which is always at the very bottom of the screen 5 1 Base SetUp Base Document Template Account 1 Click Layout on the Status Bar FirstName Raymond Tax Rate 1 3 Middle Name Emile Tax Rate 2 2 2 Select SetUp from the drop down Motel mnie menu ne um Mobile 780 555 1234 3 The Base tab will be selected by SS default Enter the following Adres 9148 23 avenue e Middle Name aea e Work Phone Number Provstste Alberta e Home Phone Number e Mobile e Fax Number e Email e Address 1 e Address 2 Bore ota unsorted iG B 8 Q e City m e e Province State 2 CA Den CEEL e Postal Zip Code e Country Directly above is the Status Bar as it appears on your computer On your iPad the features are split in two bars one at the top and one at the bottom We call these the Status Bar and Tool Bar respectively 5 2 Tax SetUp If you want to add taxes when you bill your expenses to clients you can enter your local tax information in the column on the right Currently up to three tax types can be added to the account statement See the section about the Admin tab to see how these taxes are used CounselPad 5 3 Account SetUp Click on the Account tab User and Password are set by default as they cannot be blank Feel free to enter new information then click on the Update button If you no longer want to be
53. the CounselPad file with the current date or another indicator This way you will always be sure which file is the current one CounselPad 4 0 Starting CounselPad To open CounselPad tap the FileMaker Go app on your iPad and select CounselPad from the list of files On your computer simply double click the CounselPad file The first time you tap the CounselPad title screen you will be prompted to register your program Ensure that you enter your first name and last name as you did when you purchased CounselPad Check the confirmation email you received from us if you believe there is an error in spelling and contact us immediately if you have trouble logging in Once you have entered your name and the registration key the license agreement will appear Please carefully read the license agreement If you agree tap Yes at the bottom of the screen If you do not agree tap No and uninstall CounselPad from your computer and your iPad CounselPad 5 0 SetUp This function is best performed at your desktop computer as the iPad cannot format text You need only set up CounselPad once so we recommend you do so after installing the program and before transferring CounselPad to your iPad Once set up is complete you will be able to easily make small adjustments such as changing your phone number on your iPad SetUp and some other layouts are reached through the Tool Bar which sits atop the Navigation Bar where you see Case Con
54. the iPad at the Courthouse The document can then be either printed at your office and sent for filing or instantly efaxed to the Clerk s office directly from your iPad Of course these documents have to be built into the system and it is here that you will use the Template builder to create your documents The templates that our programmers will create for you will be easily modifiable by counsel on a case by case basis For example you may want to add an additional paragraph to the standard retainer letter or to change it in some way Managing templates is better performed on your desktop computers Furthermore you cannot format on the iPad The following instructions are for your computer 10 11 1 Add a Template 1 Select Template from Layout on the Tool Bar 2 Click New Template An empty template will be available for you to enter your information Please note that there is no save button records are saved automatically if you change your mind you have to manually delete the record 31 CounselPad 3 Locater is determined automatically 4 Enter Group 5 Enter Title 6 Enter the Body for the template To insert a field in the body of your template click the field on the left of the body This will insert the field directly in your template exactly where the cursor Is 7 Click the Template Settingstab In this layout you will set the Header Footer Logo Signature and the text under the signature It would b
55. y in Dwelling House Unlawfully Causing Bodily Harm Unauthorized Possession of weapon Trafficking Theft Under Theft Over Take Auto Without Consent Sexual Interference Sexual Assault x 2 Robbery Resist Arrest Refusing to Provide Breath Sample Public Mischief Public Intoxication Proceeds of Crime 1 Tap button at the bottom right side of your layout 2 Select New Charge e An empty Charge record will be available for you to enter your information e Please note that there is no save button records are saved automatically if you change your mind you have to manually delete the record 3 Enter Locator e Section reference or any other identifier 4 Enter Charge Title 10 3 2 Delete a Charge 1 Ensure that the proper charge is selected the black line is visible at the left 2 Tap button at the bottom right side of your layout 3 Select Delete Charge 4 Tap Yes button to confirm your request 10 3 3 Edit a Charge 20 CounselPad 1 Ensure that the proper charge is selected the black line is visible at the left 2 Tap the field you want to edit and type the change 3 Tap the Next button when done 10 4 Admin ot TELUS 6 47 PM D 70 The Admin tab provides fields for the 3 amount of your fee the amount you have Case MCD CIG in trust a listing of disbursements a field Appearance Evidences Notse Ghas Admin to describe the action taken on the
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