How to Process Exhibits

Overview

Exhibits in LegalCase are created from documents attached to timeline events. The workflow:

1. Timeline events — Clients or lawyers add events with photos, PDFs, and other files.
2. Merge — Combine multiple documents (e.g., several photos) into a single PDF.
3. Process — Add exhibit stamps (number, case info) and create the final exhibit.
4. Exhibit list — Generate a list of all exhibits for the case.

Step 1: Add Documents to Timeline Events

Before processing exhibits, documents must be attached to timeline events. See How to Add Events to the Timeline for details.

• Each event can have multiple attachments (photos, PDFs, etc.).
• Documents can be merged into one PDF per event, or processed individually.

Step 2: Open the Exhibits Page

1. Open a case from your dashboard.
2. Go to the Timeline tab.
3. Click Process exhibits (or Process documents) when you have documents ready.

You can also go directly to Exhibits from the case navigation.

Step 3: Merge Documents (Optional)

If an event has multiple documents (e.g., several screenshots), merge them into one PDF first:

1. Click the event to view its documents.
2. Select the documents you want to merge.
3. Click Merge or Convert to PDF.
4. Choose a layout:
   • 1 per page — Each document on its own page (best for full-size photos).
   • 1x2 grid — Two documents per page.
   • 2x2 grid — Four documents per page (good for small screenshots).
5. Use the Exhibit Organizer if available to reorder, rotate, or remove documents before merging.
6. Confirm. The merged PDF becomes the document for that event.

Step 4: Process to Exhibits

1. From the Timeline or Exhibits page, select the events/documents you want to turn into exhibits.
2. Click Process exhibits or Process.
3. Configure options (if prompted):
   • Side — Plaintiff or Defendant (affects stamp text).
   • Stamp position — Top-left, top-right, bottom-left, or bottom-right.
   • Case number — Shown on the stamp.
   • Numbering — Letters (A, B, C) or numbers (1, 2, 3).
4. The system will add exhibit stamps, assign numbers, and generate stamped exhibits.

Step 5: Reorder and Manage Exhibits

• Exhibits can be reordered by dragging in the exhibit list.
• Edit an exhibit to change its label or description.
• Re-stamp if you need to update the stamp (e.g., new case number).
• Delete exhibits that are no longer needed (they go to Recently Deleted and can be restored within 30 days).

Step 6: Generate Exhibit List

1. Go to the Exhibits page for the case.
2. Click Generate exhibit list or Download list.
3. A PDF or document listing all exhibits (with numbers, titles, and page counts) is created for filing or sharing.

Step 7: Finalize Exhibits (When Ready)

When an exhibit has been submitted or filed with the court:

1. Open the exhibit.
2. Click Mark as Final.
3. Confirm. Finalized exhibits cannot be edited, re-merged, or re-stamped. They serve as the official record.

Tips

• Merge first, then process — Merge multiple photos into one PDF per event before processing to exhibits.
• Check layout — Use 1-per-page for important full-size images; use grids for small screenshots.
• Case number — Ensure the case number on stamps matches what you'll use in court.
• Order matters — Reorder exhibits before generating the list so the list matches your intended order.

Contact support for more help.