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.

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.

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