Getting the most out of Case Linker

Importing documents

Everything in Case Linker starts with bringing your documents into the library. You can import a single file, several at once, or an entire folder with its structure preserved.

To import files

1. From the library, tap Import at the top of the screen.
2. Browse to your file in Files, iCloud Drive, or a connected location.
3. Select one or more documents and confirm.

Case Linker imports PDFs, Word documents (.docx), plain text, and Markdown. Word documents are converted into Case Linker's own editable format, and their heading structure is detected and preserved — including the I. / A. / 1. outline style common in legal briefs.

Hyperlinking a brief automatically

This is the heart of Case Linker. Rather than building cross-references by hand, you let the app find them and link them for you.

To run the linkers

1. Open the brief you want to link.
2. Choose the linker for what you want to connect — exhibits, court decisions, the table of contents, or the table of authorities.
3. Case Linker scans the text, resolves each reference to its target document and page, and creates the links.
4. Review the audit report to confirm each link landed where it should.

Because page references in briefs don't always match a PDF's physical page numbering, Case Linker builds a page map for each document so that a citation to "p. 12" resolves to the page actually printed 12 — not simply the twelfth page of the file.

Linking by hand

When you want precise control, you can create a hyperlink yourself.

1. Select the text in your document that should become a link.
2. Choose Add Link.
3. Pick the target document and the exact page from the picker. Case Linker remembers the folder you were last working in, so related exhibits stay close at hand.

Tables of contents and authorities

Case Linker can generate both a table of contents and a table of authorities directly from a document.

• The table of contents is built from your headings, with accurate page references, and stays linked to the sections it points to.
• The table of authorities is assembled from the citations Case Linker finds as it scans, grouped and paginated for filing.

Both update to reflect where content actually falls in the finished document.

Bates and exhibit stamping

Case Linker applies Bates numbers and exhibit stamps to your documents without ever altering the originals — it writes clean, stamped copies into a separate folder.

Bates stamping

1. Select the documents to stamp.
2. Open Bates Stamp and set your prefix and starting number.
3. Apply. Stamped copies are saved into a Bates folder, leaving your originals untouched.

Exhibit stamping

Exhibit stamps can be applied to the first page only or to every page. Stamped copies are saved into a Stamped folder.

Subject issues & outlines

Highlighting a record tells you what mattered. It doesn't tell you what it mattered to. Subject issues close that gap: you name the points you're arguing, tag each highlight and bookmark with the ones it supports, and Case Linker assembles an outline organized the way your brief is — not the way the documents happened to be filed.

Set up the list

A list of issues belongs to a folder, and everything inside that folder shares it, subfolders included. Open the folder's ⋯ menu and choose Subject Issues…. Add the points you're litigating — scienter, causation, damages. Drag to reorder: that order is the order the headings appear in your outline, so put them in the order you'll argue them.

Group them when the list gets long

Past a handful of issues, group them. A group's name becomes a main heading in the outline and the issues inside it become subheadings beneath it; anything left ungrouped stays a heading of its own. Use New Group, then Choose Issues… from the group's menu to file several at once. Deleting a group never deletes the issues in it — they simply stop being grouped.

Tag as you read

When you highlight a passage or drop a bookmark, the note sheet shows the folder's issues underneath. Tap the ones that apply and close the sheet — it saves on its own. A passage that does work for two issues can carry both, and it will appear under each heading in the outline.

If you realise mid-record that you need an issue you never listed, tap New right there, name it, choose its group, and it's created and applied without leaving the passage.

Or tag a batch afterwards

Marking first and sorting out the issues later works just as well. Open Annotations on the folder, tap Select, tick the marks you want, and tap Tag. The picker stays open so you can apply several issues to the same batch, and Deselect All clears the selection for the next one.

Build the outline

1. Open the folder's ⋯ menu and choose New Outline from Folder.
2. Set the options — citation style, whether to include quoted passages, which issues to cover.
3. Tap Create.

Every mark becomes an entry: your note first, then the quoted passage, then a citation line that is a live hyperlink back to the exact page it came from. Entries sit under the heading for the issue they carry; anything untagged is collected at the end rather than dropped.

Citations that can be filed

The citation line reads the way a brief cites — Ex. 12 at 45 — using the exhibit number stamped on the document and the page number printed on the page rather than its position in the PDF. When that printed number can't be read confidently, the entry says PDF p. instead. The app will not guess at a pincite you might rely on.

Find the gaps before opposing counsel does

Switch on List issues with nothing tagged and every issue gets a heading, including the empty ones, marked no support yet. Those empty headings are the parts of your argument nothing in the record backs up — worth knowing a week before the hearing rather than during it.

Keep it up to date

An outline isn't a snapshot. Mark up more of the record, then open the outline and choose Add New Marks. New entries drop into the right sections; notes you wrote after the fact are folded into entries already there; and marks whose tags have changed move to where they now belong. Anything you typed into the outline yourself is left untouched, and Undo Rebuild reverses the whole update if it isn't what you wanted.

Writing and editing documents

Case Linker includes a block-based editor for drafting and structuring briefs. Each paragraph, heading, quote, or list is its own block, which makes restructuring and consistent formatting straightforward.

• Apply heading levels that mirror legal outline structure.
• Set fonts and sizes per block — what you see in the editor is what exports to your PDF.
• Import an existing Word or text document and continue working on it here.

Presenter mode

Presenter mode turns Case Linker into a courtroom presentation tool.

• Laser pointer and magnifier to draw attention to a passage.
• Highlighter for emphasis as you speak.
• Blackout to instantly clear the audience screen and return attention to you.
• Your document outline travels with you, and any exhibits you've linked are one tap away.

Exporting a linked PDF

When your document is linked and stamped, export it as a single PDF. The hyperlinks Case Linker created are written into the file itself, so cross-references remain clickable in any standard PDF reader — not just inside the app.

1. Open the finished document.
2. Choose Export.
3. Save or share the resulting PDF.

Organizing your library

The library holds everything you import and create. You can sort by name, date added, date modified, or file type, and group documents into folders that match how you think about a matter.

Each file shows its key details at a glance — page count and the date it was added or last modified — so large matters stay manageable.