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Tips - Caselines

CaseLines Hearings – Tips for Counsel and Self-represented Parties

You’ve received an email from CaseLines advising you to upload documents for your upcoming trial or hearing into CaseLines. What now? Below are tips to help you work with CaseLines.

Need more information? View a CaseLines tutorial here: Getting Started.

Pre-Hearing Uploading and Preparation

Tip 1 – Register and bookmark CaseLines

The first step will be to register as a CaseLines user and bookmark the CaseLines  ( website. Click on the link in the email directing you to CaseLines and fill in the required information on the registration page. You can also register in advance by visiting the CaseLines site and clicking on “Register” at the top right corner. You may also want to bookmark this website so that you return to the New Hampshire version of CaseLines and not another jurisdiction.

Watch: CaseLines for Outside Counsel  

Tip 2 – When to Upload

When prompted in your Hearing Notice or after receiving a CaseLines invitation from the court, upload your documents into CaseLines at least five business days before your court date (or later IF permitted by the applicable rules).

Important: Uploading to CaseLines is mandatory. Material that is not uploaded into CaseLines will likely not be reviewed in advance. Be sure to read all applicable rules (scheduled to be published before the Rockingham Pilot begins in the fall of 2021

Tip 3 – Invite other lawyers and legal assistants

Lawyers can provide other professionals access to their cases in CaseLines. You can do so by locating the case (found on your View Case List screen) and selecting Update Case. Next, click on the People tab found in the case file and then on Invite New Participant. Enter the participant’s email address and select the bundles you would like to provide them access to (e.g., the Prosecutor/Defense; Plaintiff/Defendant  bundles). Verify the Send Advisory Invitation Email option is checked.  Once you click Invite, an automated CaseLines email will be sent to the person containing a link to the case.

If you are a self-represented litigant and would like to grant another person access to your CaseLines file, you will need to ask the court to grant the access. Please contact the Information Center for further instructions.

Tip 4 – Name and number your documents

To upload into CaseLines, save your document using the following file naming protocol:

  • Exhibit title (e.g., Surveillance Video, 911 Call, Medical Record, Deed, etc.)
  • Last Name of the representing party

Example: A witness statement submitted by Attorney Smith should be named: Witness Statement_Smith

Document names that do not follow this protocol could cause confusion and create unnecessary delays.

If necessary, you can update uploaded documents. Simply navigate to the Sections tab and select the applicable section. Click Update All Documents button to change the document’s index number, title, and date. Changes are saved automatically. The first two document is the section will automatically be in edit mode. Click Edit to change subsequent documents.

Tip 5 – Upload documents individually to the appropriate event bundle

After accessing your case in CaseLines, you will see a list of event bundles (subfolders) in your case. Before each event, staff will label and provide you with access to the bundle for the event. For example, if a suppression hearing has been scheduled, staff will provide you with access to the suppression hearing bundle. You will always have access to your original bundles (Prosecutor/Defense) Upload your documents into the correct event bundle. This makes it easy for the judge to review the correct documents before the upcoming event.

To upload documents, click on the “Sections” tab in the case file, find your designated section and select “Update Documents.”

You should upload each separately titled exhibit. Do not combine multiple exhibits into a single file. This applies to all exhibits at trial or documents that are contained in a motion record. This will ensure that all of your documents are organized and easily accessible for your hearing. Each document will be listed in the table of contents found on the left-hand of the “Review” screen.

Pro Tip: You can quickly upload multiple documents from a single file by using the Import Feature. Read the Quick reference Guide to learn how.

Read: Quick Reference Guide: How to bulk upload documents  

Tip 6 – Use hyperlinks!

Hyperlinks that you have included within a single Word or PDF document will still be available after the document has been uploaded to CaseLines. We encourage the use of hyperlinks, particularly with lengthy documents. All internal links (pointing to pages of the same document) in a bookmarked PDF will be retained when uploading, but the thumbnails you see down the left hand side of the PDF viewer will not be brought over in the document upload. Any document with a bookmarked table of contents or index as part of the document (e.g. first page) which points to other areas in the same document will also work.

If you want to hyperlink two separate documents, you can do so using the CaseLines hyperlink feature. Click on the “Index” tab in the case file, find the document you wish to hyperlink and click on “View”. While in the View screen, click on the hyperlink button to add where needed.

Courtroom Presentation Tips

Tip 7 – Navigate bundles

After uploading to the Prosecutor/Defense bundle, court staff will provide you with access to your event hearing bundle (i.e., Motion to Suppress). You will receive access to more bundles if other events are scheduled and created through CaseLines. Note: access to bundles for prior events will be removed after the event concludes.

You can navigate through your bundles on the Review screen by clicking the Change link at the top of the Index and selecting the appropriate bundle from the pop-up window.

Tip 8 – Refer the hearing participants to a specific page of a document

Suppose you or the other party provide the judge with the CaseLines-generated document and page number (e.g. B17). In that case, you can type it into the Find Page Number field under the “Find” tab at the top of the screen, and all participants will be taken directly to the correct page. Another way to direct a judge, the jury, or a witness to a specific page of a document is to open the document in CaseLines, click on Find at the top of the screen, and then click on Direct Others to Page. The resulting clickable message sent to all other parties will direct them to the same page.

Read: Quick Reference Guide: How to Issue a Page Direction  

Tip 9 – Use presenter mode to assist in your presentation during the hearing

You can use presenter mode to assist other participants in following your presentation during the hearing. This allows you to display specific pages and areas of a document on CaseLines for all participants.

To use this feature, click on the Review tab, then select Present and click Start Presentation to allow you to become the presenter. A red border will appear around the review pane, indicating that you are in presenter mode. Ask other participants to click on the Present tab and then click Follow Presenter and choose your name. You will be able to see who’s following you by the list of names displayed at the top of the screen.

Read: Quick Reference Guide: How to use the presentation feature  

Tip 10 – Return to the last viewed page of a document previously opened

If you have been moving between documents in CaseLines and want to return to the last viewed page, click on “Find” at the top of the screen to make additional feature buttons appear, and then click on “Show the Previous Page.”

Tip 11 – View more than one CaseLines document on your screen

You can open multiple documents in CaseLines by clicking “View” at the top of the screen to make additional feature buttons appear and then clicking on “Open in New Tab.” This will open another tab in your browser that will allow you to view the documents. You can also open two documents side by side on CaseLines by clicking on the Dual Panes Icon in the top right corner of your reading window (i.e., small overlapping rectangles). This will open a second reading pane so that you can read two documents side by side.

Watch: Presenting Case Documents  

Tip 12 – Highlight or make notes on your documents using the Notes function

You can highlight or make notes in your case, on your documents, or multimedia in CaseLines using the Notes function.

Read: Quick Reference Guide: How to add notes to a document  

Tip 13 – Who do I contact if the CaseLines platform is not working properly?

If you need support to resolve technical issues, please call 1-800-290-9378 and select either “CaseLines” or “Evidence Sharing” when you reach the directory or email

Technical support provided by Thomson Reuters is available from 8 AM to 5 PM (Monday – Friday) Eastern Time Zone. Outside of these hours, users are still able to leave a voicemail or submit and email. The support holiday schedule is outlined below. There will be no support on these days or the date of observance if they land on a weekend.

  • New Year’s Day
  • Martin Luther King Day
  • President’s Day
  • Memorial Day
  • Independence Day
  • Thanksgiving Day
  • Christmas Day
Information Icon

Pro Tip: If you have questions regarding digital evidence management processes or anything specific to your case, contact the Information Center (1-855-212-1234). If you experience errors using CaseLines, contact Thomson Reuters technical support.

Prepare and practice before your court hearing or trial. Most technical issues are easily resolved, and advance preparation ensures your evidentiary matter will run smoothly.

Demonstration and Training Recordings

View a comprehensive CaseLines tutorial reference Digital Evidence Center Learning Path or CaseLines for Outside Counsel