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Cost Effective Lexis & Westlaw and Alternatives to Lexis & Westlaw Prof. Bouvier’s Legal Writing Class, Spring 2012 22.

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Presentation on theme: "Cost Effective Lexis & Westlaw and Alternatives to Lexis & Westlaw Prof. Bouvier’s Legal Writing Class, Spring 2012 22."— Presentation transcript:

1 Cost Effective Lexis & Westlaw and Alternatives to Lexis & Westlaw Prof. Bouvier’s Legal Writing Class, Spring 2012 22

2 Low Cost Databases

3 Stripped down versions of Lexis/WL
Casemaker –Free w/ free student OSBA membership Fastcase – Free w/ Cleve Metro bar membership. Versus Law – Free to Law students Bloomberg Law – Firms buy it.

4 Stripped Down Versions of Lexis/WL
What does Lexis/Westlaw have these do not? Editorial features – headnotes, annotations Practice Books (except Bloomberg) Law Review articles (except Bloomberg) Better search mechanisms and coverage

5 Stripped Down Versions of Lexis and Westlaw
Casemaker – best coverage for Ohio. Fastcase – Natural Language, Visual Charts Bloomberg – Search capability, best citator, expansive content VersusLaw – Cheapest, worst coverage

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7 Also NOTES likes WLNext

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9 Field searching as well if click on advanced search

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12 Terms and Connectors Searching
Must use when narrowing in WestlawNext Makes searches more precise Some databases do not have natural language

13 Terms and Connectors How To
Step One- TERMS – from your issue statement/assignment of error Step Two– SYNONYMS Step Three – add connectors

14 Terms Issue statement – Whether purchaser of bar can avoid purchase agreement due to impossibility of performance when purchaser was unable to obtain a liquor license? contract and "frustration of purpose" or (imposs! /3 perform!) and “liquor permit” or “liquor license”

15 Connectors See

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20 Fastcase App Free Iphone/Ipad App Lawstack is another free Iphone/Ipad
More -

21 Fed App 1925-, Ohio , Ohio unreported 2000-

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23 frequently cited by other decisions in your
search results but do not contain all of your search terms

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27 Federal court coverage good
Federal court coverage good. Ohio reported App back to 1913, selected unreported 2005 forward.

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29 Primary & Secondary – Specific Subjects
BNA CCH See Law Databases page for links. NOT low cost, but not charged back to clients Have primary and secondary sources, current awareness

30 BNA Libraries eg. Labor and Employment Law Library, Intellectual Property Library, Tax and Accounting Resource Center

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32 CCH Intelliconnect Topics Covered: Antitrust Banking Corporate Governance Health Care and Medicaid/Medicare Labor & Employment, Pensions Securities

33 CCH Boolean searching, w/n etc. All in One Search Box
Known for their fifty state charts

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37 Benefits of Low Cost Databases Over Free Internet
Better Search Mechanisms Coverage May be more current Trustworthiness Aggregated Info – One stop shopping

38 What’s on the Free Web All US Supreme Court Cases
Reported Federal Appellate from 1882 Some Unreported Fed App, Fed District State cases: reported – unreported - early-mid nineties Openjurist has the federal appellate back to 1882

39 What’s on the Free Web, cont’d
Statutes & Regulations- federal and states Municipal Ordinances Law Review Articles Forms Dockets, Briefs & Pleadings LOTS more!

40 Start with a Good Internet Portal
From the Library Home Page – Legal Research on the Web Cornell Legal Information Institute (LII) ALSO Findlaw

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47 Case law Google Scholar – state reported 1950-, fed circuit/ district 1923- Ohio Supreme Court Legal Research on the Web - Cases

48 Search = “birth certificate” marriage transsexual OR transgender OR “sex change”

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51 Why don’t we get the Nash case?

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53 Google Advanced Operators
AROUND –ex. constitution AROUND(5) "home rule“ ~ searches for synonyms and related words ex. ~constitutionality - searches for constitutional, unconstitutional, etc. * placeholder for a word.  Ex. sexual * abuse picks up “sexual misconduct abuse”, “sexual child abuse”, etc.

54 Google Operators AND (default) OR (capitalized) “”Quotes for phrase.
- to remove words or phrases. ~ searches synonyms * wildcard to replace word(s) (to * or * ) No truncation sue AROUND(3) brown Fields: intitle:, site:, inurl: define: finds definitions

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58 Jureeka Firefox/Chrome add-on Retrieve by citation toolbar
Fed, Ohio Official Reports, Ohio Web Cites, ORC, OAC On web documents (html), Jureeka links legal citations

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61 Web Sites to Know Thomas.gov – Federal Legislative History
FDSys - Fed’l Govt. PACER – Federal Court dockets

62 Finding Dockets, Pleadings, Motions
LLRX or Resources for Online Court Dockets to find dockets Some dockets have full text documents ex. Ohio – Montgomery & Summit Counties, federal PACER – Federal Court dockets

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64 Ehandout

65 Cost Effective Use of Lexis and Westlaw

66 Flat Rate Plans Still care about cost effectiveness because:
Client charged Item maybe outside of plan Greater Usage = Greater Cost for Flat Rate Plan next year

67 Reference Attorney Phone Nos. LEXIS 1-800-REF-ATTY ( ) (Westlaw) for law students (Westlaw)

68 Cost-Saving Tips for Lexis/WL
CALI Lesson – Cost of Legal Reseach Cost Effective Legal Research C|M|LAW Library Guide Lexis – Conducting Efficient Research tutorial Westlaw - Cost Effective Research » Powerpoint

69 WestlawNext and LexisAdvance
Flat rate plan When view a document, charged if that document is off-plan (will get warning).

70 WestlawNext - Cost Recovery
=charging back to client $60 per search PLUS charge for items clicked on (Transactional OR Hourly) PLUS document delivery Cost chart –Tools tab

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77 Lexis Cost Recovery $60 for search (or as determined by firm)
Plus cost of documents clicked on

78 WestlawNext/LexisAdvance Strategy (if bill to client)
Broad search and narrow down different ways (similar to classic) More importantly, limit NUMBER of documents clicked on

79 Folders & History Save document in folder – History
WestlawNext – Access free for one year. LexisAdvance – Access free ninety days. History WestlawNext - charges again after 2 am next day LexisAdvanced –charges again after 24 hours

80 Cost Effective WLNext/Lexis Advance
Show the most detail (available in WLNext only) Sort by relevance Filter your results

81 Show Less or More Detail

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83 More Searching hints Use Table of Contents instead of Book Browse on WLNext (OK to use Next Arrow on LexisAdvance) Alerts Use Find

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85 Classic Lexis and Westlaw
Select Transactional (charge per search) or Hourly Can be additional cost for printing/ downloading Westlaw - additional communications charge

86 Figures are from a Local Law Firm, 2008 – “retail rates”

87 2010 Westlaw Law Firm Retail Rates
File/Services Hourly (Per Minute) Transactional (Per Search) All Federal Cases $19.05 Ohio State and Federal Cases $23.08 Sixth Circuit Cases $8.60 All Ohio Cases Get a Document/Find 14.00 (primary), $24.00 (secondary) Keycite $6.25

88 Do Law Firms Charge Clients Retail Rates?
Firms often not pay retail – Lexis/WL discounts. Few firms charge retail May be unethical to charge more than actually pay. Search costs $150 retail, firm pays $25 Full Retail (minority of firms) Allocation –allocate across all usage, billable and nonbillable. Partial – Nonbillable costs taken out, costs spread over billable charges Discount- Charge the client the discount rate Do not bill clients for research cost (overhead)

89 BEFORE you search Ask librarian/managing partner about price plan.
Use print or lower cost databases Plan your search before you go online Call the Reference Attorneys

90 Cost Effective Searching-Lexis & Classic WL
Narrowest Source Broad Search, then Focus/Locate Table of Contents Book Browse on LEXIS (not Westlaw) History (L) or Research Trail (W) – (next day)

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92 Will charge for another search

93 Use Locate instead

94 Does not charge for another search

95 Does not charge for another search

96 Charges a “find”

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98 Does not charge

99 Classic Searching, Cont’d
Alerts Shepards or Keycite for Research instead of a search Search by Topic/Headnote (L); KeyNumber/ Keysearch (W) Get a Document (L), Find (W) 50 state surveys

100 But can’t do alert on a Focus search

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102 Cost Effective Printing
Westlaw decide per line or per document Print from browser Copy with Reference Get and Print, Find and Print

103 Copy with Cite

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105 Copy with reference

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107 Keycite/Shepards Brief Check or LexisNexis for Microsoft Office to Shepardize; Westcheck to Keycite

108 Some additional Keycite hints
Case itself lists the most negative case Whether billed for keycite in addition to find depends on your plan Limit Citing References, use headnotes, depth of treatment keycite or kc: If need keycite, not text of case


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