Abstract: Complying with a legal discovery request or a compliance request often involves querying several different bodies of documents. In various embodiments, an administrator creates a case that is managed by a case managing computer program and stored as a case manager client in the information management system. For instant access to the data, the system obtains copies of the index items corresponding to the data and stores the index items on the case manager client. The index items include links to the corresponding data objects. In some embodiments, the system also copies over the case data to a separate data store associated with the case manager client. After the case data has been obtained by the case manager client, the system may re-index the copied case data and update the associated indexes.