CRIV-Thomson Reuters Bi-Annual Liaison Call

Conference call took place on Tuesday June 22, 2021 at 11:00 AM ET.

Participants:

• Deborah Heller – CRIV Thomson Reuters Liaison
• Vani Ungapen – AALL Executive Director
• Karen Selden – AALL CRIV Board Liaison
• Kim Hurley – Information Management Advisor at Thomson Reuters
• Rachel Torgerson – Customer Success Strategist at Thomson Reuters
• Rachel Beithon, Product Developer, Litigation Analytics
• Zane Wright – Sr. Product Developer
• Zena Applebaum – Director Professional & Corporate Segments
• Gia Norris, Director, Product Portfolio Management

Agenda

• Westlaw Edge Litigation Analytics Enhancements – Damages  
  • Added in November 2020
  • As of March 2021, Damages has been added as an option on litigation analytics
    • Can view monetary damages and attorney fees and costs
    • Monetary Damages include: Compensatory Damages, Interest, Liquidated Damages, Punitive Damages, Settlement & Statutory Damages
    • Attorney Fees & Costs include Litigation Costs & Expenses
  • Analytics added in a new delivery method around the end of February that allows you to get all the tabs together in a customized report.
• Quick Check Enhancements
  • Improved option to analyze opponent’s work
    • Contrary authority identification
      • Helps researchers quickly find weaknesses in an opponent’s arguments by clearly identifying new cases that are contrary to their arguments
      • Locates cases that may be helpful in arguing against the opponent’s filing and prioritizes them in the results. Within Quick Check, researchers can easily compare procedural information about the analyzed document with details of the recommended cases, and quickly review tags indicating when a recommended case originated from the same type of motion or contains contrary authority.
      • Provides cases that are contrary to what the other party has cited.
    • New citation tags that highlight negative aspects of the opposition case
    • New depth of discussion indicators on what the opponent has focused on in the document
  • Submit to Quick Check
    • When you find a relevant case you can access the filings of the case.
    • Includes case recommendations for each segment of the motion
    • Can filter by headings in a document
    • Added to appellate briefs in Dec. 2020 and now added to trial motions.
• Reuters News
  • Debuted: Reuters Legal News beta.
    • Previously, Legal news was nested within Business on reuters.com
    • Includes the top legal news stories that are editorially curated at the top of the screen
    • Showcases three Reuters’ legal columnists: Alison Frankel, Jenna Greene and Hassan Kanu
    • Legal Video includes both video and audio materials
    • Latest stories by reference to section pages.
      • Legal Industry is the business of law news page
      • Industry Insight is legal analysis from TR legal focusing on the business of news
    • Includes a section on the Supreme Court
    • Will have special reports
    • All stories are tagged with practice areas and industry
    • “The Daily Docket” newsletter is the Industry Buzz
    • The attorney analysis module focuses on reaching out to the broader legal community
    • Will include links to related documents mentioned in news stories
      • Links to Westlaw will not route you back through OnePass, you will stay on the platform
    • Will allow users to choose the types of materials they see through My View.
• Customer to Cash updates
  • Continuing the redesign of invoices
    • New West Information Charges Invoice will debut in July 2021
      • Hyperlinks throughout the document
      • Customers with 2+ locations will receive 2 additional summary level reports and a single location report for each location.
      • Details in-plan and out-of-plan charges
      • Clearly shows the total due at the top of the invoice and in other places.
      • Any account suspension would be clearly displayed
      • New payer reports
        • Product summaries for all locations
        • Account totals by location
      • Add in subscription service periods above each product
      • Usage reports have new client level reports with 2 sorting options
        • Client/reference by user by day
        • User by client/reference by day
      • CSV reporting now available
        • Invoice information report
        • Usage report
        • These are optional and the customer must sign-up for these
          • Also only though electronic billing so a customer must be signed-up for that
    • Past due invoices coming in July
      • Simpler format
      • Easier pay now button
      • Enhanced hyperlinks
        • Inform TR that a payment has been sent
        • Set-up autopay
        • Installment plans
      • Attached to notices via PDF
    • When you mail checks, there can be a 10 day delay in updating your account information