CRIV / LexisNexis SemiAnnual Call

Date: December 2, 2019

Participants: Carolyn Bach (Senior Manager, Librarian Relations and Faculty Programs), Autumn Boyer (Director of Segment Management), James Oakes (Segment Manager), Vani Ungapen (Executive Director, AALL) & Karen Provost (CRIV Board, LexisNexis Liaison)

Requests for Advocacy:

  • Although there were no formal requests to CRIV, AmLaw 200 firms still question why they are unable to renew Law360, Courtlink, AmLaw products and print materials separately without subscribing to Lexis Advance.  Here is the response from Lexis:

While we understand that firms initially had questions about how the products are related, Lexis has made substantial progress integrating the user experience across numerous products since 2018. As of today, LexisNexis Patent Optimizer®, Intelligize®, LexisNexis® Dossier, TotalPatent®, Nexis Diligence™, and Nexis Newsdesk™ have been moved off standalone platforms and on to the Lexis Advance® platform for single ID access, links between products, and back-office administration. Near-term plans include integration of CourtLink®, and Law360®, along with considerably more interconnectivity between products. Customers tell us that the Integration has materially improved their experience across products, rendering some former platforms unusable without integrated permalinks to Lexis Advance and other products.  Customer feedback continues to drive our integration plans, and we encourage members to follow-up with their LexisNexis account representative with any questions regarding their firm’s specifics. Read more details on product integration in the section below.

Product Integration:

  • Integrating our products into a single platform to facilitate administrative convenience and research efficiency remains a top priority.
  • In 2019 we concluded the legacy system decommissioning effort, and successfully integrated Patent Optimizer, Intelligize, Dossier, TotalPatent, Diligence, and Newsdesk into the Lexis Advance Platform. All of this allows users to seamlessly move between more products.
  • In 2019 we upgraded the bulk of our CourtLink customers to the integrated Lexis Advance version, and the remaining customers with complex setups and custom integrations will be upgraded in 2020.
  • In 2020, we plan to integrate Law360.
  • Also in 2020, we plan to introduce to the Lexis Advance platform a web-based version of LexisNexis CaseMap® (currently software based). This will allow for significant integration between Lexis Advance and this trial management tool in the future.

Lexis Advance:

  • Streamlined Lexis Advance User Interface released in August 2019 increasing ease of use. Also included enhancements to filtering by court and relocation of Browse functionality to Explore Content with new Find a Source and Find a Topic tabs. The result is a streamlined home page that’s easier to navigate.
  • Lexis Answers: We also continued to enhance our Lexis Answers offering, adding Expert Witness cards and providing links to CVs and other relevant materials including links to Context and Lex Machina in judge and expert witness answer cards where applicable.
  • Ravel View enhancements: In early December, a visual refresh to Ravel View display on Lexis Advance that will improve accessibility for some visually impaired users and make the data and navigation easier.
  • India and Malaysia primary law were added to Lexis Advance.
  • Alerts Manager: first iteration released. This tool facilitates firm-wide alert and track management by firm Administrators across all Lexis Advance products.
  • Lexis Advance CourtLink – initial wave of migrations from CourtLink to the Lexis Advance platform providing a more streamlined docket solution. This industry leading docket coverage and robust alerting and tracking are still key components of the tool and now it is easier to use and learn than ever before on the Lexis Advance platform – hopefully relieving some of the burden from information professionals by allowing attorneys and other researchers to use the product on their own without much in the way of special training.
  • In Large Law, primary law materials accessed are now $0 from a billback perspective. This change was made based on customer feedback.

Context:

  • The Court module was launched, building further on the Judge module, and allowing attorneys to understand which language is most persuasive in a given court, determine the success rate of over 100 types of motions by court, and more.
  • Users can now share a summary version of the Context report with their clients, co-counsel, etc.
  • The Company module is currently in early testing and will allow users to understand corporate structure, financials, leadership, news coverage, and litigation history in a single interface. This module will be attractive to both litigators and business development professionals.

Lexis Practice Advisor®:

  • New practice areas including: Business Entities, Data Security and Privacy, Energy and Utilities, Financial Services Regulation, Insurance, Life Sciences, Private Equity & Investment Management, and Trusts and Estates.
  • Evolving Guidance – Lexis Practice Advisor and Law360 have been integrated in an innovative and extremely useful way allowing attorneys and researchers to gain end-to-end coverage of editorially selected issues, from the first news stories to the relevant forms needed to practice law surrounding those issues.
  • Deeper integration of Intelligize and LPA allows for “deal point” searching on substantive contract terms in M&A agreements.
  • State Law Comparison Tool – updates and additions to the state law comparison tool continue.
  • Expert forms on Lexis Practice Advisor are easier to export to Word and the alternate clauses and drafting notes our customers love now appear in-line in the document making them easier to understand and employ.
  • Core Documents are now surfaced immediately in several practice areas, allowing users to quickly identify the most useful and most used forms, checklists, etc.

Nexis Newsdesk:

Recent Enhancements:

  • Integration with Lexis Advance – access with Lexis Advance ID
  • RSS Privatization and naming (Firm added RSS feeds visible to firm only)
  • Ability to export Newsletters and share via other internal channels e.g. intranet
  • Ability to receive newsletters through mobile app
  • Sharing Newsletters externally (e.g. to a client) is now available via a subscription amendment
  • Newsdesk Quick Search – new guided search template default for new users.

Coming soon:

Lexis Advance:

  • New products and tools in development: Statutes Compare tool, a brief analysis tool, AI enabled research tools and forthcoming additions to Context These tools are all still in development and we look forward to sharing information with you about all of these and more in 2020.

LexisNexis, Lexis Advance, Lexis Practice Advisor, LexisNexis PatentOptimizer, TotalPatent, CaseMap and CourtLink are registered trademarks, and Nexis Diligence and Nexis Newsdesk are trademarks of RELX Inc. Intelligize is a registered trademark of Intelligize, Inc. Law360 is a registered trademark of Portfolio Media, Inc. Other products or services may be trademarks or registered trademarks of their respective companies.

 

CRIV / LexisNexis Bi-Annual Liaison Call

June 17, 2019

Conference Call participants: 

LexisNexis – Carolyn Bach, Sr Manager Librarian Relations and Faculty Programs; Teresa Harmon, Sr Director Segment Management; James D. Oakes, Segment Manager
CRIV – CJ Pipins, Chair; Karen Provost, Lexis Liaison
AALL – Vani Ungapen, Executive Director

Integration update:
We value the time and effort AALL has put into sharing their insights on our products and pricing, so we wanted to give an update on this topic.  We have made strides in our integrated product plans, based on customer feedback, by launching and migrating products to the same platform which provides a common navigation experience and extensive linking between products.  Recent examples of this include the launch of Context on Lexis Advance, leveraging the Ravel technology previously available in Ravellaw.com and the imminent launch of the CourtLink redesign on Lexis Advance.  We have also created seamless navigation across our ecosystem with migrations to a single ID which is complete or planned over the next few months for Lexis Advance (complete in 2017), Intelligize (complete), CourtLink, Dossier, Diligence, Nexis TotalPatent One and Newsdesk.  Taken together, these enhancements allow your users to best capitalize on the products a firm/organization purchases by having the simplicity of one ID, the efficiency of a common navigation, and the deeper insights provided by links between products.

As always, since pricing and packaging plans vary by customer type and are customized to meet specific customer needs, we encourage members to reach out to their LexisNexis account representative with specific questions.

Status of Annotated Georgia Code:
The key case on this issue, Code Revision Commission, et al v. Public. Resource.Org, Inc., has a potential to be heard by the US Supreme Court.  We are following that case and do not generally comment on ongoing litigation.

Unique Lexis Identifiers in Cases and making them accessible:
We are looking in to this question and will address during the CRIV roundtable session at the AALL conference.

Updates since January

Lexis Advance:

  • Verdict and Settlement Analyzer Refresh and Improvements – modernized charts on the front page that are both easier to understand and provide a better user experience; added more than 130 new injuries to the post-search filter for injury type; and added an alerts function
  • Added multiple segments for searching in News, Company and Financial, and Trademark content, as well as the ability to search news by industry.

 

    • In Company & Financial content: Ticker Symbol, State, SIC, Revenue, Company (for Analyst Reports), City and Address (for Company Profiles)
    • In News content: Show (for News transcripts), Body (for news); and added the ability to search news by Industry
    • Specialized Segments for two sources:
    • Verigift: Donation Type, Donation Year, Donor, Recipient, Transaction, Category, & Zip Code
    • Wealth Engine: Company, Donor, Country, City, Street, & Address
    • Expert for Expert Witnesses
    • Award for Verdicts
    • Trademark and Mark-Descrip for Trademark

  • Improved accessibility in the Word Wheel for users who are visually disabled
  • Context
    • Improved reports delivery to allow for more customization of reports
    • Added ability to search for experts by Area of Expertise

Lexis Practice Advisor:

  • New Modules:
    • Business Entities
    • Energy & Utilities
    • Civil Litigation

 

Coming later in 2019:

Lexis Advance:

  • State Court Swim Lanes in Ravel View – As you may know, Ravel View currently has horizontal “lanes” for different levels of Federal Courts; we are improving the experience to more easily discern state courts by breaking them out into jurisdictional hierarchy, similarly to how we treat Federal.
  • Streamlined Homepage Redesign
  • AI enabled research assistant tool
  • Statutes Compare Tool – a quick means to ascertain changes in a statute over time
  • Expert Witness Cards on Lexis Answers – users will be able ask “Who is Expert Michael Gowalter?” and get some immediate information, powered by machine learning, in addition to normal search results.
  • Courts Module on Context (targeted for August)
  • Context for Business Development for Large Law firms
  • CourtLink on Lexis Advance – starting to rollout over the coming months
  • We are developing a brief analysis tool, anticipated to be released by end of year. More info will be available at AALL.

 

Lexis Practice Advisor:

  • Evolving Guidance – this tool combines the news resources of Law360 with the forms and guidance provided within Lexis Practice Advisor for editorially selected issues, providing end to end awareness and guidance as an issue develops.
  • Life Sciences Module – targeted for August

 

AALL Preview: LexisNexis is proud to be the Gold sponsor.

  • We’ll be showcasing over a dozen products and tools in booth #301 with an emphasis on AI technology, analytics, exclusive content and integrated solutions.
  • Law360® and Intelligize® will be in the LexisNexis booth this year.
  • Librarians can preview products releasing later in the year at dedicated demo stations including Courtlink on Lexis Advance, Courts module on Context, Business Development on Context, AI enabled research assistant tool and a brief analysis tool.
  • We also have several program sessions on a variety of topics including a panel discussion on Assessing and Managing News; Ligation Analytics, Courtlink on Lexis Advance, and Digital Library.

LexisNexis and CRIV Bi-Annual Call

CRIV / LexisNexis Fall Semiannual Call

Date: November 29, 2018

Participants: Carolyn Bach (Sr. Manager Librarian Relations and Faculty Programs, LexisNexis) and Teresa Harmon (Sr. Director Segment Manager, LexisNexis), Vani Ungapen (AALL Executive Director), CJ Pipins (CRIV Chair), Karen Provost (CRIV Liaison)

Requests for Advocacy:

  • There were two advocacy requests from law firms unable to renew their Law360 subscriptions without having a Lexis Advance contract. Lexis reached out to both firms to resolve, and provided us with this updated clarification around product packaging:

 “We’ve worked with Law Librarians and AALL over many years and deeply respect our longstanding relationship with this community. We see Law Librarians as critical collaborators in the journey to evolve our offerings and better serve all customers. It is in that same spirit that we’re engaging with AALL to fully understand the concerns that have been raised. Ultimately, our goal is to provide legal information and analytics that help lawyers cut through vast amounts of data to efficiently gain insights, make better decisions, and achieve the best outcomes possible.

We appreciated the time and effort the AALL leadership team put into sharing their insights on our products and pricing.  We will certainly keep these perspectives in mind as we move forward.  We also were grateful for the opportunity to discuss our integrated product strategy and our compliance process that includes internal and external legal review of all pricing and packaging prior to release to customers.  Since pricing and packaging plans vary by customer type and are customized to meet specific customer needs, we encourage members to follow-up with their LexisNexis account representative with any questions regarding their firm’s specifics.”

  • Monthly invoices for online products started to include a $2 charge per paper invoice. Customers were notified in the three prior invoices that a print invoice charge is forthcoming and were directed to the registration process for electronic invoicing. LexisNexis has worked hard to improve the online billing service and PowerInvoice so that all customers can enjoy hassle-free paperless billing. This offers a much more complete billing experience than paper: customers can view their invoices, statement of account, or pay an invoice at any time in PowerInvoice.
    To avoid this charge, simply register to receive electronic invoice notification emails via Powerinvoice. After viewing an invoice cite list, open invoices or you statement of account, click on register for online account management link to sign up, or contact your LexisNexis representative to assist.

New Product Release: We are very excited to share the news about Context on Lexis Advance. A new product that released on November 29th. Context is the legal industry’s first and only language analytics product that helps legal professionals build the best arguments for cases by knowing how judges are likely to rule on motions. Powerful language analytics are deployed across millions of documents, so one can quickly identify the language a specific judge frequently relies on and understand how an expert’s testimony stands up to judicial scrutiny.

Law School faculty received access to Context on Nov. 29th as part of their law school’s subscription. Students will have access in January.

All commercial customers can preregister for free access for a limited time here.

Lexis Advance enhancements:

  • Ravel View:

 

Ravel View is unique data visualization tool on Lexis Advance that helps users find the most influential cases faster, including cases that may have been overlooked. After running a search in case law, users can select the Ravel View icon that displays an interactive visual map of the top 75 cases and how they connect and interact with one another. Shepard’s® treatment is also integrated so researchers can quickly determine if a case has been treated positively or negatively. A popular tool among associates and law students.

  • Custom Pages and Non-billable zones:

 

Non-billable zones on Lexis Advance are a new custom solution exclusively available for law firm administrators to build and centrally control content sets. They can be shared firm wide or they can be sent to group within the firm. A key benefit is that users in a non-billable zone can easily transition to and from billable research. Also, non-billable zone-specific usage can be tracked in PowerInvoice™ and reduce billing data admin.

A clarification, where non-billable zones are set up by administrators, we also have a solution for end users called Custom Pages that released last spring. This is a tool that individual users can access to set up their own personal custom page with their go to sources etc.

  • Shepard’s:

 

– The new Shepard’s case card visually displays Shepard’s treatment, including the number of citations for each treatment, right from the results screen, helping researchers determine case relevance faster while browsing through their case law results. Plus view the most cited headnote in the case and display the Reason for Shepard’s Signal™ language—the language from citing references that most influenced a case’s Shepard’s Signal.

Shepard’s treatment for Notice of Appeal Filed has been applied to federal cases generating a yellow caution signal.

-Shepard’s treatment has been applied to statute sub-sections in select jurisdictions.

    • History grace period: Commercial customers who bill research can re-run searches within 24 hours without incurring an additional charge (from the search box, history or saved in Work Folders).
    • New segments in Jury Verdict & Settlements, Law Reviews & Journals and Company profile content
    • Federal case law enhancements: notice of appeal terminated and reporter placeholder for new Federal cases
    • Filter improvements in News content
    • Law360 newsletters now include hyperlinks to Lexis Advance for cited references.

Lexis Practice Advisor enhancements and new offerings:

  • New offerings: Data Security & Privacy, Tax, Private Equity and Investment Management, Financial Services Regulations. These practical guidance modules include access to practice notes, forms, clauses, checklists, secondary content, and relevant primary law.
  • State Law Comparison Tools: The new State Law Comparison Tool helps researchers quickly compare laws across states. The tool is available now for Labor & Employment, Data Security & Privacy and Intellectual Property & Technology, and will expand to more practice areas.
  • Smart Forms: The Lexis® Smart Forms tool provides automated legal templates in a question and answer format. The tool builds documents with the right data and clauses based on user answers. Completed forms can be downloaded as Microsoft® Word files (.docx) or PDF.
  • Smart forms are included in select Lexis Practice Advisor® practice areas including Commercial Transactions, Corporate and M&A, and Labor & Employment, with more on the way.
  • 2019 plans: Enhancements planned for Transaction Search, drafting solutions and developing more industry content in Financial Services, Insurance, Energy, Life Sciences, and Healthcare.

    AALL Updates – LexisNexis is continuing their sponsorship for the 2019 AALL Call for Papers and their longstanding LexisNexis AALL research grants.

New bill may finally end PACER paywall

Republican Doug Collins (R-Ga) has introduced legislation that would require that the courts make PACER documents available for download free of charge.  The PACER system, which has been available on the web since the late 1990s, currently charges 10 cents per page.  To develop the system back in the 90s, Congress authorized the courts to charge users for it, but now, with the plunging costs of bandwidth and storage, and many documents available for free on the internet, these fees seem to be out of step.  Especially since the judiciary has made such a profit from PACER.  The amount of fees collected each year climbed from $102.5 million in 2010 to $146.4 million in 2016!   Click here to read more about this new bill introduced on September 6th.

 

 

Wolters Kluwer partners with US Legal Forms

Wolters Kluwer Legal & Regulatory announced yesterday that they are partnering with US Legal Forms, the leading online publisher of state-specific legal documents.  WK customers will soon have acces to thousands of customizable forms spanning hundreds of practice areas through Cheetah.  So far, the practice areas with state-specific forms available are:

  • Elder and Estates law
  • Family Law
  • Bankruptcy law
  • Litigation
  • Many more practice areas are to come

Additional features of WK Legal Forms include remote access to the forms so that you can work on the go and edit them forms along the way; and the ability to package and customize your forms depending on your firms needs.  I couldn’t find out much about this on the WK site except for the option to Request a Demo here.  There is also a PR Newswire release available here.

PACER Docket Alerts available for free from CourtListener

On August 8th, CourtListener, a core project of the Free Law Project, announced the availability of PACER Docket Alerts.  Once set up, a docket alert will send you an email whenever there is a new filing in the case.  The database is by no means user friendly.  It took me a while to figure out that I first had to register for an account before I would be able to set up an alert.  But the service is free and pulls directly from PACER websites using their RSS feeds.  Another source for the filings include contributions from RECAP, an extension for Firefox or Chrome that will donate the documents you purchase on PACER to the public collection in Free Law.  Read more about this new service here.

 

Fastcase enters alliance with Wolters Kluwer to add Treatises

Fastcase has been busy lately.  They announced their acquisition of Docket Alarm on January 10th, and last week they announced a partnership with Wolters Kluwer Legal & Regulatory US to provide an expanded collection of treatises, handbooks, and other secondary sources to legal researchers through the Fastcase platform.  This includes more than 150 titles from a broad array of legal specialties such as bankruptcy, consumer finance, elder law, employment, litigation, health law, insurance, pension and benefits, and real estate.  These titles will be fully integrated and searchable within the Fastcase system and available now to lawyers in firms smaller than 10 lawyers.  Firms of 10 or more will still purchase access through Wolters Kluwer.  Current Fastcase users will see the new treatises in search libraries immediately.  Click here to read the Fastcase press release.