Your Opinion Needed! CRIV Vendor Roundtable

For the third year in a row, we will be hosting the CRIV Vendor Roundtable virtually in late June (a follow-up announcement with more details coming soon!). If you have not attended before, the roundtable traditionally invites four major legal information vendors — Thomson Reuters, LexisNexis, Bloomberg Law, and Wolters Kluwer — to discuss how their companies or products address a given topic. This year’s overarching topic will be diversity, equity, and inclusion, but because that topic itself is quite broad (and the roundtable is only an hour long), we’d like to narrow it down a little further. That’s where you come in!

CRIV is here to serve the membership, so we want the roundtable topic to reflect the membership’s interests. Within the umbrella topic of diversity, equity, and inclusion, what would you like to hear the vendors address about their products? We have put together a very short, two-question survey to help us narrow down this topic. If you could take thirty seconds out of your day to answer it, we would truly be grateful. You can access the survey here (https://www.surveymonkey.com/r/JHN6TLH). It’ll remain open until May 25th. Thank you for your input!

CRIV/LexisNexis Semiannual Call

Held: December 8, 2021, 12:00 p.m. (Eastern).

In attendance:

  • Carolyn Bach, Sr. Manager, Knowledge & Research and Faculty Programs, LexisNexis
  • Simon Weierman, Sr. Director, Segment Management, LexisNexis
  • Vani Ungapen, Executive Director, AALL
  • Michelle Hook Dewey, AALL Executive Board Liaison to CRIV
  • Ashley Ames Ahlbrand, CRIV Liaison to LexisNexis

This update includes product enhancements released between July and December 2021.

The Lexis+® Experience

  • Improved the search experience on Lexis+ with updates to:
    • Extend the reach of Lexis Answers® to secondary sources
    • Add a new Motion Type filter in briefs, pleadings and motions search results
    • Add support for sorting by TOC order when searching TOC sources
    • Launch the Search Tree for natural language and refine presentation of the Boolean Search Tree
    • Enhance the Search Within Results capability so users can target selected document sections, and add control to include or exclude documents matching the user-provided terms
    • Enhance filtering of Arbitration Decisions by enabling users to filter by a particular arbitrator 
    • Enable the Graphical View of search results (aka Search Term Maps) for an additional nine content types
  • Rolled out multiple enhancements to Shepard’s® Citations Service, including:
    • Shepard’s integration into the Document view for quick access via tabs
    • Shepard’s interactive visualization of the citing decision treatment by jurisdiction or date
    • Additional support for delivery of Shepard’s At Risk indicators with the delivered report
  • Improved upon Brief Analysis through multiple updates, including:
    • Rollout of Judicial Brief Analysis, which enables users to compare up to six documents (three for each side) and receive one comprehensive report of all case law arguments, citations and quotes to help determine accuracy, relevance and argument strength
    • Launch of an integrated Quote Check capability for users to validate that they have quoted primary source materials correctly with the right pin cites for the location of their quotes
    • Integration of expert tips and cases recommended in treatise publications and Practical Guidance through secondary source recommendations
  • Enriched Lexis+ Litigation Analytics coverage through:
    • Addition of new courts from seven new counties in California and Georgia
    • Upgraded existing court coverage to Enhanced level in New York, Florida, Utah, and Wisconsin
    • Updated Practical Guidance interface with a user experience refresh within Lexis+
  • Enhanced the Lexis+ Legal News Hub with smart tabs that customize the experience with user intervention, and added new content sources, including Law360® UK, Law360 Tax Authority, Law360 Employment Authority and Law360 Insurance Authority
  • Launched related secondary source document recommendations based upon the LexisNexis headnote and the case law document the user is viewing
  • Improved the Work Folder experience by enabling users to search within full-text documents saved to folders
  • Enhanced the Negative News feature with LexisNexis Smartindexing Technology™ filters by subject

The Lexis+ and Lexis® Services

  • Extended a multi-year global licensing agreement with The New York Times®, added 300+ publications from Newsbank Inc., and 100+ publications from ProQuest® and the Tribune Content Agency to our news collection
  • Added 1.8M briefs, pleadings, motions, and trial court orders online to expand the leading LexisNexis collection
  • Added new international primary law collections for Syria and Cuba, totaling 27 new countries added in 2021
  • Added Browser Zoom Notification Messages on Lexis and Lexis+ to inform users of the ideal viewing and display experience when utilizing Zoom functions
  • Launched Burton’s Legal Thesaurus on Lexis and Lexis+, giving users access to distillation of  complex legal terms into plain language and offering 14,000 synonyms, legal phrases and associated concepts

Practical Guidance

  • Expanded Market Standards, our solution for analysis of market trends, to include new deals; it now contains more than 37,000 M&A deals, 4,900 employment agreements and 2,700 credit agreements
  • Released Clause filters, enabling users to find on-point clauses more quickly
  • Rolled out new content including:
    • NY Employee Handbook Supplement, a sizable collection of annotated NY and NYC employee handbook policies for attorneys to use when developing handbooks for employers
    • Key estate planning templates for all U.S. states and territories (290 total templates) in Trusts & Estates
    • A new Civil Litigation Brief Writing Fundamentals video in Practical Guidance, enabling users to get up to speed on the essential elements of successful brief writing in a visually engaging and user-friendly format; includes related content links for deeper guidance on motion practice
  • Launched nine new litigation process maps in the Civil Litigation practice area for federal court litigation, including visualizations orienting users to where in the litigation lifecycle their selected phase fits; this resource curates essential content on a litigation phase or subphase, all in one place, and also helps users anticipate and plan for workflow needs further in the litigation process
  • Refreshed the Practical Guidance Author Center to align the look and feel and add new author search functionality, as well as new links to authors’ law firm webpages.

Lexis® Search Advantage

  • Lexis Search Advantage | Litigation—Enhanced the search experience including support for advanced search, configurable pre-search filters and results page, expanded sources when selecting entities, and support for Single Sign On (SSO)
  • Lexis Search Advantage | Transactional—added support for Single Sign On (SSO)
  • Updated the Dockets & Documents page for easier review of recent downloads and dockets in a table format, including more details for each entry
  • Updated the Courts selection menu, enabling users to select their targeted courts more easily
  • Released new courts (California and Illinois) and reactivated dozens of other individual state courts that were temporarily offline due to changes in the state court system

Lex Machina® Capabilities

  • Released the new False Claims Module (October), which provides Legal Analytics for litigation involving the False Claims Act (FCA), as well as related claims under state law; false claims litigation centers on the allegations of fraud against the government by a person or company

Intelligize® Tools and Content

  • Released two new tools for researching Public Companies’ Performance on ESG Issues:
    • A new Environmental, Social & Governance (ESG) application that brings together a wide range of ESG-related content for individual companies or peer groups to help companies, advisors and researchers evaluate legal and regulatory risks, devise disclosure strategies and tell their ESG stories effectively to broad audiences
    • A new ESG tab added to the Company Insights offering to help customers (1) streamline ESG disclosure research by paring down complex topics with a simple point and click and (2) drill deeper into graphical representations of trending ESG topics and customize ESG analytics to compare against selected peer companies

MLex® Regulatory Insights

  • Launched new content called “Future Mobility” to follow major regulatory trends impacting the transport industry
  • Added topic tagging that enables more precise search and alert results

CaseMap Cloud Case Analysis Tools

  • Now available in the cloud for user access from anywhere at any time to collaborate, organize, visualize and analyze case facts, issues and documents

Nexis Newsdesk

  • Released a new, modern interface that aligns with the look and feel of Lexis+ and improves the user navigation and search experience
  • Enhanced the Insights display with features especially helpful for business development—pop-ups with details on spikes in coverage, integration of topic and sentiment visualization, summary cards, geo maps revealing global spread and ability to download Insights PDF
  • Enhanced the Saved Content Panel, including the ability to add an article to a search and ability for admins to add and manage groups of users here
  • Enhanced sharing functionality, providing the ability to share multiple newsletters at once and improvements to clipping options
  • Updated Nexis Newsdesk Mobile App: https://apps.apple.com/us/app/nexis-newsdesk-mobile/id1567099763
  • Won SIIA CODiE™ Award for best Content Search & Discovery Solution for the fifth consecutive year

Nexis Diligence

  • Released an updated visual design to improve the product’s ease of use and address customer feedback
  • Launched a new Environmental, Social and Governance (ESG) Custom News Search capability

LexisNexis® Dossier

  • Enhanced to offer comprehensive reports on 350+ million public and private companies as a result of integration of CA.com content

New Resources:

{LEGALESE}

LexisNexis, Lexis, Lexis+, Lexis Answers, Shepard’s, CourtLink, CaseMap, Lex Machina, Intelligize and the Knowledge Burst logo are registered trademarks and LexisNexis Smartindexing Technology is a trademark of RELX Inc. Law360 is a registered trademark of Portfolio Media, Inc. Intelligize is a registered trademark of Intelligize, Inc. MLex is a registered trademark of MLex Limited. Other products or services may be trademarks or registered trademarks of their respective companies.

‘Tis the Season (to Volunteer)

It being AALL Committee and Award Jury Volunteer season, I thought I’d share a post on reasons you might consider volunteering for CRIV. Earlier this year, I authored a post where I delved into the work CRIV conducts on behalf of the membership. To learn all about us, I’d encourage you to give that post a read (and view our full charge on AALLnet), but as a short recap, CRIV, the Committee on Relations with Information Vendors, seeks to facilitate communication between information vendors and the members of AALL by establishing open, positive relationships. In an effort to achieve these aims, we serve both an advocacy and an education role, primarily through the following activities:

  • Advocacy
    • Requests for Assistance – AALL members are encouraged to submit formal requests for assistance with any information vendor through this form, to assist us with tracking requests and ensuring follow-through.
    • Formal Vendor Liaison Relationships – CRIV has an established liaison relationship with four of the largest legal information vendors: Wolters Kluwer, Thomson Reuters, LexisNexis, and Bloomberg/BNA. Our vendor liaisons engage in semi-annual calls with our contacts at these organizations to discuss ongoing requests for assistance and to hear the latest product updates and developments.
  • Education
    • Vendor Roundtable – Held in conjunction with the AALL Annual Meeting each year, CRIV hosts a Vendor Roundtable at which vendors are invited to discuss a predetermined topic and how their company addresses it. Last year, for example, vendors discussed the tools they use to ensure accessibility in their online products.
    • The CRIV Sheet – This newsletter from CRIV comes out three times a year, containing program highlights and reviews from the Annual Meeting as well as articles on a wide array of vendor and legal information-related topics. (As an aside, while content is largely authored by CRIV members, we encourage outside authors as well. If you are interested in writing for The CRIV Sheet, we are currently accepting articles for our February issue! Copy is due January 12th. If you are interested in writing an article, please email Andrew Christensen, this year’s CRIV Sheet editor.)
    • CRIV Blog – Members of CRIV contribute regular posts to the CRIV blog as well, often highlighting recent news and trends in legal information.

With all that in mind, why might you consider volunteering to serve on CRIV?

Consider volunteering for CRIV if you…

…like being an advocate – If you enjoy the advocacy role of the legal or library profession, CRIV is the committee for you! CRIV is a problem-solving committee that seeks to work on behalf of AALL members to solve problems and answer questions related to legal information vendors.

…want to get to know the vendors on a deeper level – If you are interested in an expanded relationship with legal information vendors, CRIV will offer you that experience. Serving as a vendor liaison, for example, you have the opportunity to engage in semi-annual calls with your assigned vendor, relaying any concerns or questions from the membership and hearing first-hand from the vendor about the latest product updates and enhancements.

…like to write (or want to get started writing) – Between our newsletter and our blog, CRIV members have several opportunities to write throughout the year. Whether you have tons of ideas about legal information or you regularly monitor the latest news from legal information vendors, those topics are right up our alley!

…like all things legal information – Whether at our regular committee meetings, on calls with information vendors, or through programming like our annual Vendor Roundtable, CRIV members are constantly discussing challenges, developments, and trends in legal information.

…are looking to develop new skills or deepen existing ones – Committee work in general is a great place to challenge yourself and try out new skills or areas of librarianship. For example, I had very little one-on-one interaction with vendor reps (outside of our law school’s Lexis/Westlaw/Bloomberg Law reps) prior to joining CRIV, but my outreach and engagement with a variety of vendors has grown significantly in my three-year term on the committee.

…are interested in a (semi-) long-term commitment – CRIV is somewhat unique in that membership on CRIV is a three-year, rather than a one-year commitment. If you have ever felt like you were just starting to get your feet wet on a committee, right as your one-year term expired, CRIV offers you the chance to engage with its work over three years, which allows you to try your hand at different aspects of CRIV involvement over time. Your first year, you might dabble in writing for the blog and The CRIV Sheet. Your second year, you might get involved with the Vendor Roundtable, or step up into a leadership role by serving as the blog coordinator, CRIV Sheet editor, or Vice Chair; by your third year, you might to decide to get to know the vendors better by serving as a vendor liaison (or chairing CRIV!). A longer commitment lets you better see the impact of your work on a committee over time.

The AALL Committee & Award Jury Volunteer form is due December 15th. If you have yet to submit, I hope you’ll consider CRIV. It offers a little bit of everything. And if you have any questions about CRIV activities, feel free to send me an email. Like the work we do, I’m happy to advocate on CRIV’s behalf!

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

What is CRIV?

When I was preparing to write my first CRIV blog post for the semester, it occurred to me that there may be some in our profession who are unfamiliar with CRIV and the work that we do (and others who might not mind a refresher!). So for this post, allow me to (re)introduce you to CRIV.

CRIV is AALL’s Committee on Relations with Information Vendors. You can read our formal Purpose and Charge on the committee’s page on AALLnet, but in a nutshell, our mission through CRIV is to foster and maintain positive, open communication between members of AALL and information vendors. We work toward this in two primary ways: First, we monitor AALL chatter for any complaints related to information vendors, whether those complaints have to do with billing practices (not pricing), resource functionality, or general communication issues. Then, in most cases, we will reach out to a contact within that information vendor’s organization to see whether and how that complaint can be addressed and resolved. We have four formal vendor liaison relationships with Bloomberg Law, LexisNexis, Thomson Reuters, and Wolters Kluwer. Four of our committee members are designated each year as the CRIV vendor liaison to each of these vendors. You can find this year’s vendor liaisons here. Throughout the year, the liaisons will take any complaints or questions received about these vendors to our designated contacts within their organization for resolution or clarification; and twice a year, the liaisons have a conference call with the vendor to discuss any outstanding issues and learn the latest updates to the vendors’ products and services. As you may have seen, the minutes from these calls are then published here on the CRIV blog and in the next issue of The CRIV Sheet.

Does this mean CRIV only takes questions or complaints regarding those four vendors? No — we are happy to assist in communication with other vendors as well, and certainly have in the past. The best way to seek help from CRIV is by using our Request for Assistance page on AALLnet. This helps us keep a record of inquiries. While you are asked to provide contact information when you submit a RFA (so we can reach you to follow up), when we take your complaint or question to the vendor, we keep it anonymous. If the vendor responds that they need more details, we would only provide them with your permission. Our ultimate goal is to serve as an advocate for AALL members in establishing positive working relationships with information vendors, and as such, keeping your confidence as we share your concerns with the vendor is a priority.

While vendor relations is at the heart (and in the name) of CRIV, another significant service we provide is education, including programming, like our Vendor Roundtable at the AALL Annual Meeting each July; this year’s recording can be viewed here (recording will be available through July 2022). In addition, through the CRIV blog and our thrice-annual newsletter, The CRIV Sheet, we endeavor to keep the membership informed about the latest developments and trends from information vendors. If you have an article idea and would like to write for us, e-mail Andrew Christensen, this year’s CRIV Sheet editor. And if you have an idea for a blog post, reach out to Christy Smith, this year’s blog coordinator.

CRIV is always looking for ways to better serve AALL members. Be on the lookout later this year for a survey from CRIV on this very topic, but in the meantime, if you have questions or suggestions, don’t hesitate to reach out! As CRIV’s current chair, I would love to hear your thoughts.

Ashley Ahlbrand, CRIV Chair, aaahlbra@indiana.edu

CRIV/Bloomberg Law Bi-Annual Call

The bi-annual CRIV/Bloomberg Law call took place on July 29, 2021, at 11:00 a.m., via Zoom. In attendance were:

  • Mike Bernier, Director of Library Relations, Bloomberg Law
  • Joe Breda, President, Bloomberg Law
  • Michelle Hook Dewey, AALL Board Liaison to CRIV, Mercer School of Law  
  • Tom Hemstock, CRIV Liaison to Bloomberg Law, Albany Law School

Outstanding Issues:

None

New Items:

Expanding News Channels

14 new news channels added in 2020 and that number is increasing. Bloomberg Law is adding timely channels such as Social Justice & Diversity, Cannabis, and more.

Improved Email Alerts

In response to customer feedback and to increase engagement, Bloomberg modified email subject lines in alerts to be more descriptive. For example, the sender for the Banking Report will be a variation on “Banking” instead of the umbrella “Bloomberg Law” line that is unclear.

ALM News Content

Although introduced in 2020, and mentioned in the previous vendor call, Bloomberg Law emphasizes that they have ALM content (such as National Law Journal) added shortly after the content is published on ALM’s site.

In-Focus Content

Bloomberg Law continues to add new in-focus pages that brings resources together in one place. Resources on these pages are crafted by experts in the field. Recent In-Focus pages include Contract Drafting, Biometrics and a Core Litigation Skills Toolkit.

Draft Analyzer Improvements

Significant new features are now included such as improved comments, the ability to create a table of contents of clauses, hyperlinks to defined terms within the uploaded draft, and details/comments on the clauses used in the document.

Case Law Enhancements

Opinions can be now filtered by published and unpublished opinions.

Law Librarian Update

A newsletter for librarians launched and is available at https://pro.bloomberglaw.com/law-librarian-newsletter/.  Emails are sent to librarians when new editions are posted.  Contact Mike Bernier at mbernier@bloombergindustry.com to be added to the distribution list.

CRIV/LexisNexis Semiannual Call

Conference call took place June 11 at 11:00 a.m. EDT.

Participants:

  • Carolyn Bach – Senior Manager, Librarian Relations and Faculty Programs, LexisNexis
  • Simon Weierman – Sr. Director Segment Management, LexisNexis
  • Ashley Ahlbrand – CRIV Liaison to LexisNexis
  • Karen Selden – AALL CRIV Board Liaison
  • Vani Ungapen – AALL Executive Director

This update includes product enhancements released between January – June of 2021.

Lexis+™

  • Lexis+™ Litigation Analytics released in late January as part of the Lexis+ ecosystem. Lexis+ users now have access to a powerful toolset for litigation analytics in a single, integrated workflow providing precise, relevant, data-driven insights from Lex Machina® and Lexis® CourtLink® to quickly evaluate or compare judges, courts and counsel.
  • Shepard’s® At Risk helps ensure users are citing the best authority for a point of law. It was extended beyond the full-text case opinion to display in other context across Lexis+, including Brief Analysis and Shepard’s® reports.
  • Brief Analysis was included at Lexis+ launch and offers powerful insights by analyzing legal briefs (users or their opponent’s) and providing recommendations to craft stronger legal strategies and drive winning outcomes. This year to date, multiple updates have been rolled out to further improve Brief Analysis, including embedding Shepard’s analysis in the “Cited in your Document” tab, enabling users to filter recommendations for specific legal concepts and jurisdictions, and launching enhanced PDF processing capabilities.
  • A recent case study was published about Brief Analysis by AWS, LexisNexis® Builds AI-Powered Legal Brief Analysis Tool Using AWS, which highlights the collaboration between Lexis Labs and AWS through a “Working Backwards” innovation approach to develop a capability which improves productivity and decision-making for our customers.
  • Other recent Lexis+ updates:
    • The experience dock choice a user makes (Research, Practical Guidance, Brief Analysis or Litigation Analytics) now remains as the default across sessions, so users can pick up where they left off.
    • In a similar manner, the Explore Content area of Lexis+ that enables users to browse our collections of content and resources, was enhanced to persist the last tab utilized so users can pick up where they left off across research sessions.
    • Annotations and highlights are now made visible when a user returns to a document without requiring the document be saved to a Lexis+ work folder.
    • The Lexis Answers® tool is now made available when searching Practical Guidance materials on Lexis+.
    • The full-text document display across our content collection was updated to improve the presentation, focusing on readability and navigation.

Lexis® and Lexis+

  • Law360® Pulse, which launched in January and provides unparalleled business of law coverage, was integrated for access to archived articles through Lexis and Lexis+.
  • Our International Primary Law collection, already leading in coverage from beyond the U.S., was expanded to include laws and regulations through machine translations and original-language source documents. The initial wave began with Latin American countries (January), with later additions of Germany and Indonesia (April) and then Spain (May). Sixteen new countries have been added within 2021, increasing our total collection to 25 plus the European Union.
  • The LexisNexis® Public Records user interface was refreshed to align with Lexis and Lexis+.
  • The Trial Court Orders content collection was expanded by over 100K documents through March. 
  • Search Relevance enhancements were launched for Statutes & Legislation and case law searching, which will improve the relevance of results for Lexis and Lexis+ users.

Practical Guidance

  • The approach to search was updated by combining results across previously separate content categories, leading to more relevant results when searching Practical Guidance.
  • An updated presentation of the Practical Guidance home page and starting practice area pages was launched to all users to improve discovery of important resources and simplify product navigation.

Context

  • A new module of Context, Context Attorney Analytics was released in March, which applies the powerful language analytics capabilities of Context to attorney data. Our solution provides unique insights into the records and experience of attorneys and uncovers the precise arguments they have made in prior motions and briefs, helping attorneys neutralize their arguments and strategy.
  • Context Judges and Courts for Canada was released, expanding our powerful language analytics capabilities to international use.

Law360® and Law360 Pulse

  • Navigational support was added between Law360.com, Law360 Pulse and the Law360 Authority products through the left-hand navigation panel on each website.
  • Law360.com search was extended across products. Users on Law360.com can now search across all content and filter results, helping reduce research time. Content exclusive to Law360 Pulse, Law360 Tax Authority and Law360 Employment Authority is labeled as exclusive.
  • Our mobile applications for iPhone® and Android® devices now include all Law360 brands for on-the-go coverage. Law360 Enterprise and Platform customers have access to the Law360, Law360 Tax Authority, Law360 Employment Authority and Law360 UK products in the app. The Law360 app can be downloaded at the Google Play™ store or Apple® App Store.

InterAction®

Lexis® for Microsoft® Office

  • Texas Greenbook citation formatting rules on Lexis for Microsoft Office have been updated to the 14th edition, along with enhanced Lexis for Microsoft Office Canada McGill’s formatting rules for legislative citations.

Nexis Newsdesk™

Multiple enhancements have been made to Nexis Newsdesk newsletter management and analytics capabilities.

  • The Nexis Newsdesk Insights view helps surface key events and trends in a graphical display without running a full analysis.
    • Read the top stories for each search.
    • Identify the most active sources and their sentiment.
    • See which people and companies are dominating the conversation.
    • View topics word cloud and sentiment charts now in the Insights view.
  • Dashboards are now customizable to resize or reorder the widgets.
  • Sources cards reveal key information about the publication.
  • Journalist articles panel quickly displays more articles from a selected author.
  • One tab is used for newsletter management options.
  • Playable clips are included for TV/radio (for accounts with the TV/Radio Broadcast add-on).
  • For accounts with the Premium Social Media Package:
    • Volume column and pause control for Twitter streams
    • Full-length tweets now visible in the search results.

Summer Associates

The new Summer Associate web page includes a wealth of resources for training and guidance, including career advice from legal professionals, practice area resources, essential legal research skills and more.

AALL

  • LexisNexis is proud to be a Platinum sponsor of the 2021 AALL Annual Conference. Please join us in the Virtual Exhibit Hall on July 19, plus additional sessions on July 20 – 22, to learn about the most recent product updates and announcements. View offerings here.  In addition, LexisNexis is sponsoring the following conference-related events. We’re looking forward to connecting with you at the conference.
    • July 21 at 2 p.m. ET Program Session: “What’s in a Name? Expanding the Concept of Libraries and Librarians in the 21st Century,” Panel Discussion

LexisNexis, Lexis, CourtLink, Shepard’s, Lexis Answers, InterAction, Lex Machina and the Knowledge Burst logo are registered trademarks, and Lexis+ and Nexis Newsdesk are trademarks of RELX Inc. Law360 is a registered trademark of Portfolio Media, Inc. Microsoft is a registered trademark of Microsoft Corporation. Other products or services may be trademarks or registered trademarks of their respective companies. © 2021 LexisNexis.

The Next Development in A.I.: Certification

Law librarians are no strangers to discussion and critique of artificial intelligence systems and their potential benefits and hazards, both in legal practice and in society at large. A short list of recent law librarian scholarship in this area includes:

With the growing number of stories of A.I.-gone-wrong, such as the (now scrubbed) A.I. system Amazon tried to introduce into their recruiting program a few years ago that was discovered to disfavor female applicants, several initiatives have arisen, calling for certification of artificial intelligence. In March, Lyle Moran, writing for the ABA Journal, reported on this wave of projects, focusing particularly on one spearheaded by Gillian Hadfield, a law professor at the University of Toronto. Her project, a partnership between U. Toronto’s Schwartz Reisman Institute for Technology & Society and AI Global, aims to develop an international framework for identifying ethically responsible A.I. systems.

I won’t spoil the whole article for you, but if you are interested in the increasing influence of A.I. systems in law and society and efforts to ensure their responsible development and implementation, I encourage you to give Moran’s article a read (and watch for a shoutout to Casetext’s Compose product!). As many members of the law librarian community have noted for years, attorneys’ exposure to A.I. systems, whether through their clients’ A.I. use or within the legal industry itself, demands that legal practitioners understand the implications of A.I. in the law; as trained information evaluators, law librarians are poised to provide this education and expertise.

Prepare to Practice, New and Notable: The Ever-Growing Collection of Practice Ready Tools from Bloomberg Law, Lexis, and Westlaw

prepare to practice graphic

At this time of the year, as the spring semester winds down (how is that already possible?!?), my mind always seems to wander to thoughts of law students heading off to their summer jobs, putting their legal analysis, writing, and research skills to the test in a real-world setting. These thoughts then naturally drift to the many practice-focused products legal information vendors offer. In this post, I highlight the new and notable products from Bloomberg Law, Lexis, and Westlaw.

Bloomberg Law

The first development that caught my eye was Bloomberg Law’s new In Focus: Core Skills – Litigation feature in the Litigation Intelligence Center. This resource begins with quick links to core research tools, such as their docket search, court opinions search, and litigation analytics, and includes a box of links to litigation-related reference materials, such as the ABA’s “How to Succeed as a Trial Lawyer.” But the other thing that struck me about this resource were the visual aids, including two flowcharts, one on research and writing and one on document review; and an interesting graphic about the variety of Bloomberg Law resources available across the platform. Legal research databases have so much rich content today that it can be a challenge to know what all is available; while I am sure this graphic doesn’t cover everything in Bloomberg Law, it is an interesting method of introducing users to the types of resources and tools at their disposal.

While we’re at it, I’d like to give a shout-out, in general, to the entire In Focus series on Bloomberg Law. These are great information portals on an array of timely topics in law and law practice. Most recently I’ve found the In Focus: Lawyer Well-Being resource of particular interest, with sample surveys and forms for the workplace, quick links to state lawyer assistance programs, and other news and analysis on the subject of wellness in the legal profession.

The In Focus series is by no means the only practice-focused tool in Bloomberg Law. From the Brief Analyzer to the Draft Analyzer, Practical Guidance to Practice Centers, not to mention the Certification Courses law students can take, there are many, many resources users can take advantage of to build their practical skills.

Lexis+

Two newer practice-focused tools in Lexis+ are Practical Guidance and Brief Analysis, both off to the left of the Lexis+ home page. In Practical Guidance, you can search or browse by practice area, task, jurisdiction, or content type (here, content types include documents such as checklists, practice notes, and clauses, rather than statutes, cases, and secondary sources). Additional tools here include everything from state comparison tools to smart forms to training videos.

Brief Analysis, similar to Bloomberg Law’s Brief Analyzer, scans a user’s work product and uses the Lexis+ research platform to seek out any additional or alternative recommended authority based on the arguments made in the uploaded document. Brief Analysis even scans the uploaded document for viruses!

Again, these are two of the more recent, but certainly not the only, practice-focused tools from LexisNexis. With their own set of trainings and certification courses, not to mention their many practice-focused add-on products, such as Lexis Tax and Products Liability Navigator, there are a variety of tools here too that students might use to become more efficient in their legal research and analysis.

Westlaw Edge

Westlaw’s best known practice-focused suite of tools, of course, is Practical Law, with its checklists, practice notes, sample forms, and more, covering a variety of legal subjects and specific law tasks. In the student Law School Survival Guide, the Practical Law editors have even put together a series of podcast episodes about careers in various areas of law. Like Bloomberg Law and Lexis, Westlaw too has training videos and certifications, from basic to advanced research skills, transactional to litigation skills, and even a specific and separate prepare to practice certification. Similar to Lexis’s Brief Analysis and Bloomberg Law’s Brief Analyzer, Westlaw’s Quick Check tool helps the user analyze their own legal document by suggesting additional or alternative legal authority.

Whether a student will be working in a transactional or litigation environment this summer, whether they prefer, or will be restricted to the use of, Bloomberg Law, Lexis, or Westlaw, all three offer an ever-growing variety of practice-ready tools and certifications to help them build their skills and make a great impression with their summer employer.

New from GovInfo.gov and Congress.gov

Like most, when teaching in my Advanced Legal Research courses, I always like to stress reliable free sites for legal research, along with subscription resources, and two of my favorite sites to show are govinfo.gov and congress.gov. As I prepare upcoming lectures for this semester, I thought I’d share with you some of the most recent releases and updates to these two excellent, research-friendly government sites.

Govinfo.gov

GovInfo made several improvements and enhancements in its latest release (see full details here), but a few of particular note include:

A couple of other features of note: If you haven’t read the articles available on GovInfo (I’ll admit, I hadn’t taken notice of them until recently), you should give them a read in the Features section of the website; recent topics have included how to research Presidential inaugural addresses and an historical piece on the first live televised Presidential news conference. The U.S. GPO has also been making great strides recently to improve their publishing process, incorporating a new, XML-based system, called XPub. In the December 2020 release notes, they highlight a document published with XPub, H. Rpt. 116-562, The Select Committee on the Modernization of Congress – Final Report; to see how XPub improves GPO publishing and makes it more user-friendly, make sure to give that document a glance.

Congress.gov

Congress.gov issues monthly release notes, so I’ll highlight a few features added in the last few releases.

Shows the committee profile page and the alert link.
  • Fresh out of the (digital) oven, an alert service for tracking your favorite congressional committee! If you create a (free!) congress.gov account, you can sign up to get alerts from any congressional committee’s profile page. Alerts would include any time a measure is referred to the committee; whenever the committee holds a hearing or publishes a report; and in the Senate, any time a nomination is referred to a committee. Refer to the two images here to see where the alert link is on the committee profile pages and what alert options are available.
Shows the alert options
  • Also in the February 2021 release, public law text was added to legislation from the 93rd to 103rd Congresses (1973-1994).
  • For all my fellow advanced search nerds out there (you know who you are!), in the January 2021 release, they added some handy search fields to search amendments to any bills, resolutions, or amendments. amendsBill: and amendsAmendment: These can be used in conjunction with other search criteria to limit by keyword or sponsor.
  • In December (when they added so many enhancements they had two separate releases!), they added the bound edition of the Congressional Record from the 85th to 93rd Congresses (1957 to 1974).

I could keep going, but I’ll rein my excitement in. Suffice it say that congress.gov and govinfo.gov are constantly receiving enhancements and additions to improve the user experience and make more authenticated government materials available to the public for free. If you haven’t made regular use of these sites in the past, I highly recommend you give them a look. You might be surprised at what you find.

CRIV/LexisNexis Semiannual Call

Date: January 14, 2021, 10:00 a.m. EST

Participants:

  • Carolyn Bach, Senior Manager, Librarian Relations & Faculty Programs, LexisNexis
  • Simon Weierman, Senior Director, Segment Management, LexisNexis
  • Vani Ungapen, AALL Executive Director
  • Karen Selden, AALL CRIV Board Liaison
  • Ashley Ahlbrand, CRIV LexisNexis Liaison

Product Brand Updates: Rebranding and streamlining of several existing product names, making it easier for customers to identify and navigate LexisNexis® products (September 2020):

Lexis+™:

Commercial product launch of Lexis+ (September 2020). Released to the law school market in July, and commercial markets in September

  • Feature-rich, premium legal solution that unites advanced research, Practical Guidance, Brief Analysis and enhanced tools with a modern user experience to deliver data-driven insights, greater efficiency and better outcomes
  • Dramatic visual styling and simplified layout designed to set a new standard in ease of use 
  • Striking imagery, bold colors and typography to help improve readability, reduce visual “clutter” and emphasize essential information and tasks
  • New Experience Dock that creates an integrated starting point for core legal tasks and enables seamless switching between product experiences and workflows
  • New and intuitive features, such as Search Tree, Code Compare and Shepard’s® At Risk, to make it easy for practitioners to access the information and insights they need, control their search experience and provide better counsel
  • Delivers on the demand for legal solutions that look and work more like the modern technology products attorneys use in their personal lives

Multiple incremental updates to Lexis+ following initial commercial market rollout (October through December 2020)

  • New “light/dark” home page toggle option
  • Code Compare feature updates with expanded coverage, additional display options and delivery support
  • Shepard’s At Risk enhancements that display within Shepard’s reports
  • Brief Analysis enhancements including the Shepard’s Preview, At Risk indicator and Cited in Your Document tab, updated with more information and additional delivery options
  • Work folders enhancements to enable document highlights and annotations without saving to a folder
  • Search relevance improvements launched to drive more relevant case law results
  • Lexis Answers® feature updates to recognize implicit questions and offer answers curated from Practical Guidance

Lexis+ and Lexis®: Incremental platform updates applicable to Lexis+ and Lexis

  • New Exclusion Filter added to News search results to filter out “noise” from news, including stock stories, non-business news and obituaries 
  • 861K new trial court cases, briefs, pleadings and motions added online 
  • Acquired American Maritime Cases, a specialized collection of maritime and admiralty cases and AMC’s in-depth index of maritime topics, to become the exclusive provider moving forward 

Law360® updates:

  •  Launch of Law360 Employment Authority (December 2020): Law360 Employment Authority, offering actionable intelligence for employment lawyers through exclusive insights, in-depth analysis and deep news coverage. Covers three key areas in employment law: discrimination, wage and hour and labor. Each section offering breaking news, timely features and thoughtful analyses for readers who specialize in labor and employment law
  • My Law360, enabling customization for  Law360 & Law360® Pulse news and analysis experience

Law360 Pulse: a new product offering that released in early January 2021

  • Brand-new Law360 Pulse business-of-law news service, combining the award-winning journalism and research of Law360 with powerful data and analytics from Lexis+ to deliver unparalleled coverage, timely insights and industry intelligence to help law firms and legal departments succeed   
  • Complements the industry-leading Law360 practice-of-law coverage, giving legal professionals a single best source for comprehensive legal news with LexisNexis

Practical Guidance:

  • Launch of new Market Standards for M&A solutions (October, 2020): the new Market Standards for M&A solution enables searching, comparison and analysis of publicly filed M&A deals, helping users jump from insight to action with the most current and comprehensive M&A coverage—and the interactive analytics needed to make more data-driven decisions.
  • Multiple incremental updates to the Practical Guidance product to aid users in locating critical guidance, improving their document drafting experience and sharing greater insights with users:
  • Enabled alerts on Practical Guidance at the document level to track changes in the law that affect their practice
  • Enhanced forms on Practical Guidance, enabling users to download forms with in-line drafting notes and alternate/optional clauses so they can better engage with annotated forms
  • Updates to improve discoverability and navigation of International Practical Guidance content
  • Refined Practical Guidance search experience to offer a combined search result that surfaces all Practical Guidance content in a single place
  • Launched Clause Finder on Practical Guidance to help users quickly research and find relevant clauses by Agreement Type, Point of View (i.e., buyer/seller) and Jurisdiction
  • Launched the Survey of Commercial Lease Terms in Practical Guidance, providing up-to-date intelligence about the commercial leasing market and giving real estate attorneys a clear view of market standards and trends to aid them in lease negotiations

Courtlink®: Multiple product updates to improve CourtLink ease of use

  • Updated alert and track result display in table format with additional view and delivery options
  • Support to save favorite courts for searching to simplify and streamline docket research
  • Search improvements, including a unified search form, for a simplified search experience
  • Support added to edit the criteria of existing alerts
  • Improved Summary Alert email presentation for easier review and deeper insight

Lexis® Search Advantage: Multiple updates to drive greater insights and efficiency for users

  • Released Context and Lexis Search Advantage integration, enabling Lexis Search Advantage users to link from references within firm documents to judges, attorneys and expert witnesses into Context to gather insight and analytics on the entity
  • Rolled out new motion type and sub-type document classifications to enable precise search and filtering of firm documents within Lexis Search Advantage | Litigation
  • Refined the landing and results pages of Lexis Search Advantage | Litigation to support customization and research integration

Lexis® Verdict & Settlement Analyzer: New Lexis Verdict & Settlement Analyzer search filters including Filter by Judge, Filter by Attorney and improved Practice Area and Topics filtering

InterAction®: Updates to this business development solution

  • Launch of “Strategic Data” subscription tier
  • Embedded analytics—visualizations on process status and integrated views of relationships
  • Nexis Newsdesk™ embedded into user interface for easy view of public news information curated to contacts
  • Partner integrations with Foundation Software (integrated experience management) and Bunnell Idea Group (video coaching on business development)

Nexis Newsdesk: Multiple enhancements to improve administrator ease of use and efficiency of relevant information distribution through Nexis Newsdesk, improved readability for end-users

  • Launch of entity cards to help ensure accuracy of news results by matching to companies
  • Simplified process to add topics to searches within Nexis Newsdesk
  • Refreshed Manage Sources page for administrative ease of use
  • Updated clipping flow for selecting content
  • Ability to access saved content from landing page
  • New Trends Chart for additional insights
  • New Post-Search Filter to avoid duplicates
  • Article load date replaced with publish date per user feedback 
  • Readability of newsletters through mobile devices improved through mobile friendly newsletter theme
  • Self-service support for managing Twitter feeds within Nexis Newsdesk

Web Newsletter Easy Subscribe to permit readers to opt-in for email delivery when using a web link

New Librarian Resources:

  • Competitive Intelligence Toolkit: a comprehensive resource, created with the assistance of CI specialists, designed to help law librarians and other legal professionals complete CI research more efficiently as it relates to the LexisNexis® products they have access to. The kit Includes helpful checklists for public companies, private companies, industries, attorneys, law firms and people
  • LexisNexis® InfoPro site: contains a variety of updated resources for legal information professionals, including research tips, webinars, newsletter content and product information

New from Lexis: Litigation Analytics

If the title of this post makes you think I’ve been living under a rock for a few years, I completely understand. To say that litigation analytics are new to Lexis would be highly inaccurate — LexisNexis has a vast suite of analytics tools, Litigation Profile Suite and Context, to name just a couple, not to mention the case law analytics available through Ravel Law‘s visualization technology — but their newest analytics product, Litigation Analytics, stands out in a couple of key ways.

First, Litigation Analytics is an analytics tool within the Lexis+ research platform, rather than a standalone product. From the Lexis+ homepage, users access the tool from the left-hand menu.

Lexis+ Litigation Analytics - example with Jane Magnus-Stinson of the Southern District of Indiana.

Second, Litigation Analytics offers vastly different information than their next most recent analytics product, Context, which launched a few years ago. Litigation Analytics harnesses the power of Lex Machina, a legal analytics company LexisNexis acquired in 2017, to provide a bird’s-eye view of the caseloads of particular judges, courts, attorneys, or firms. This includes everything from the overall number of cases per year, case types, length of cases, and damages. You also have the ability to compare analytics with another court, judge, firm, or attorney. Context, on the other hand, takes a deeper dive into the behavior of judges, courts, and firms, looking at activity at the motion level, identifying most-cited opinions, most-cited judges, and most-cited language. (My favorite feature is their analytics on expert witnesses. But I digress….)

Lexis+ Litigation Analytics - comparative analytics example with Jane Magnus Stinson of the Southern District of Indiana, compared to the court as a whole.

To dive deeper into the analytics in Litigation Analytics, you can link out to the Lex Machina platform. If you do not have a subscription to Lex Machina, there are advantages and limitations here. The advantage is that you can still look at the data on Lex Machina, even without a subscription to the product, but the limitation is that you cannot do much with that data; it is in read-only form, so you cannot drill down deeper into the data to learn more, without that separate subscription to Lex Machina (see Image 3 as a reference).

Lex Machina read only mode for non-subscribers

Comparisons will certainly be measured in the future between Lexis+ Litigation Analytics and similar products from competitors, but within the LexisNexis suite of products, Litigation Analytics is certainly a powerful new tool, and the fact that it is incorporated into the Lexis+ research suite is an added bonus. If you have access to this product, be sure to try it out. With Casemaker and Fastcase’s recent merger announcement and their intent to focus on analytics as well, it’s clear that litigation analytics will continue to be the development future for legal research platforms. Lexis+ Litigation Analytics is just the next step.

For more write-ups on Litigation Analytics, check out Frank Ready’s article on Law.com , Jean O’Grady’s post on Dewey B Strategic, and Bob Ambrogi’s post on LawSites.

Winter is Coming – and so are Gale Product Enhancements!

Most of us are familiar with the vast array of Gale products. As vendors continue to update and streamline their products to make them more user-friendly, Gale has started a roll-out of enhancements as well. Phase one was completed earlier this year, and phase two, which affects such law collections as The Making of Modern Law: American Civil Liberty and the U.S. Declassified Documents Online, is slated to roll out this month (as of this posting, the rest of The Making of Modern Law collections are still TBD). Enhancements in these roll-outs include improved search results (with better faceting and filtering); a new Explore panel to upgrade the search experience, with tools such as a “More Like This” article suggester; and updated product names — for example, LegalTrac received its upgrade in July 2019, and is now Gale OneFile: LegalTrac.

To learn more about these enhancements, access a timeline of when each Gale product will receive the enhancements, and get a sneak preview, check out the Gale Product Enhancement site.

New, Notable, and Fun: Recent Finds from GPO and LOC

Government websites can be a boon of (free!) information for legal research. For today’s post, I thought I’d highlight a few news items and a few fun finds from the Library of Congress and the GPO.

New: GPO Director

Earlier this week, the Senate confirmed Hugh Halpern as the new Director of the Government Publishing Office. Halpern has held a variety of positions on Capitol Hill over the past 30 years, including Director of Floor Operations for the Speaker of the House. You can read more about Halpern in the GPO’s press release.

Congress.gov Enhancements

In November, Congress.gov added two new enhancements: First, for Senate amendments to bills, you can now see a list of any withdrawn co-sponsors. Second, in an effort to increase accessibility, Congress.gov has made improvements to their search results to make them easier to read for screen readers. You can see all the latest Congress.gov enhancements here.

Notable: CRS Reports on Congress.gov

We reported on this feature in September 2018, but in case you missed it, you can now access a large collection of Congressional Research Service reports through Congress.gov ( https://crsreports.congress.gov/). My favorite way to access the CRS reports on this site is to hit the search button without entering any search terms. This brings you to the index of CRS reports, so you can see the variety of subjects covered. Did you know the Law Library of Congress also creates research reports for Congress? You can access their reports as well, from the Law Library of Congress website.

Just for Fun: Library of Congress’ Free to Use and Reuse Collection

The Library of Congress has digitized large numbers of items in their collections, and have created a Free to Use and Reuse page, where you can browse these digitizations by category. Some collections, such as Veterans, Presidential Inaugurations, or Women’s History Month, might be more relevant to law libraries; myself, I’m partial to the Dogs collection (don’t worry – there’s a Cats one too). Perhaps the best collection here is the Not an Ostrich collection, named after this photo:

“Not an Ostrich” – https://www.loc.gov/resource/ppmsca.40935/

These are just a few of the new and notable finds from the GPO and the Library of Congress. Do you have your own favorite features? Please share!