Why Export Case Facts?
Exporting case facts allows you to:
Use your work outside of CaseScribe
Write briefs using organized case information
Send medical chronologies to external experts
Analyze data in spreadsheet applications
Exporting Information from Case Facts to Other Tools
Accessing Client Information
Enter client details on the document screen.
Navigate to the facts screen to view facts related to the client.
Export Options
Click on the export button to begin the export process.
Choose between exporting just Case Facts and Case Facts plus files.
Specify how you want the page numbers indexed (per document or combined).
Export Formats
Select the export format:
Excel file (.xlsx)
Comma-Separated file (.csv)
Word file (.docx)
Word file with tags (.docx)
LexisNexis CaseMap (.cpf)
Export the information to review it in the chosen format.
Exporting Specific Information
Filter the facts based on specific document types or categories.
Export only the filtered information, respecting the selected filters.
Document Formats
Excel file (.xlsx):
Exports case facts in a structured Excel spreadsheet—ideal for sorting, filtering, and data analysis.
Comma-Separated file (.csv):
A plain-text format compatible with Excel and most data tools. Good for importing into databases or custom workflows.Word file (.docx):
Facts are presented in a user-friendly table format for easy reading or printing.Word file with tags (.docx):
Similar to the standard Word export, but includes all tags applied to each fact for enhanced context and filtering.LexisNexis CaseMap (.cpf):
Creates a file specifically formatted for importing directly into LexisNexis CaseMap, supporting legal workflows and analysis.
Conclusion
The export feature allows for tailored extraction of information from CaseScribe for use in other tools.
Users can choose the format that best suits their needs for further analysis or integration with other software tools.
Choosing between Excel and Word format
Generally, Word is the most readable format. By default the entire case fact is shown in each cell.
Excel (CSV) is great if you want to do your own filtering and sorting using the built-in features of Excel. We recommend this for advanced users or if you want an archive format that can be imported to other software.
Here’s a revised and expanded version of the article that incorporates your notes, improves clarity, and is structured for both user readability and Fin AI retrieval.
I also adjusted the title slightly to better match common user questions.
Exporting Case Facts and Large Cases in CaseScribe
Exporting case facts allows you to download and work with your case data outside of CaseScribe. For larger cases, there are a few important considerations to ensure a smooth export process.
How Exporting Works
CaseScribe can export case data, including documents and facts, but large cases may be split into multiple files during export.
Each exported file can be up to 3 GB in size
Large cases may be divided into multiple folders or files
Additional manual steps may be required after download
How to Combine Exported Documents
If your export is split into multiple files or folders, you can manually combine them.
Option 1: Use the Original Folder Structure
Organize exported files using the original folder structure
Keep documents grouped as they were in the eFolder
Option 2: Use a PDF Editor
You can combine documents into a single file using a PDF editor.
Use tools such as Adobe Acrobat or similar PDF software
Merge multiple PDF files into one document as needed
This is especially useful when exports are split due to file size limits.
How to Export Large Cases Successfully
Large cases can still be exported, but they may take more time and may not download as a single file.
What to Expect
Exports may be split into multiple files due to the 3 GB per file limit
Large cases may take longer to process and download
You may need to manually combine files after export
Recommended Approach
Allow the export process to complete fully
Download all generated files
Combine files manually if needed
If needed, you can also contact support for assistance with large exports.
Is There a Way to Check Case Size Before Exporting?
Currently, CaseScribe does not have a feature to display the total case file size before export.
Workarounds
Check the size of the original eFolder outside CaseScribe
Download files from CaseScribe and review their sizes locally
This can help you estimate how large the export will be.
What to Do If Export Is Stuck or Spinning
If the export process appears stuck or takes a long time, this is often due to large case size.
Important Notes
Large cases (for example, 20 GB or more) may take significant time to process
CaseScribe can handle exports up to approximately 26 GB total
Exported files will still be split into 3 GB segments, requiring manual combination
When to Take Action
If the export is still processing after several hours
If the download does not complete
If files are missing after export
In these cases, contact support so the issue can be reviewed.
Summary
CaseScribe can handle large case exports, but files may be split due to size limits. You can manually combine exported documents using PDF tools, and large exports may take additional time to process. If issues occur, support can assist with completing the export.