LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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LexisNexis Total Practice Advantage 9.0 Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Online Research LexisNexis Total Practice Advantage lets you save and manage the legal research you perform online. You can associate research with clients and matters in your database, and you can conduct searches to find research previously done that is relevant to new cases. To View the Research List • On the main menu, go to Database > Lexis Research > All Lexis Research. -or- • On the Legal Research navigator, click the Save & Manage Research button. The navigators and navigator related features discussed in this section may vary from those in your installation of LexisNexis Total Practice Advantage. Your navigators will include features that are relevant to the jurisdictions and practice areas included in your subscription. Research Form Overview Online research is stored in the Lexis ® Research form. To open a form, do any of the following: • Go to File > New Record > LexisNexis. • Select the Add button from the LexisNexis Research list. • Press the Hot Key CTRL+SHIFT+W. • Select the Lexis tab of an open main Record, and click Add. For Lexis Research form details, see Web Research in the online Help. These Add, Change, and Delete buttons create or edit Research records linked to History items. The Auto button automatically starts the timer and lists all visited sites in the History area. History area. When the Auto or Add buttons are used, items are displayed here. Right-click any item to process it further. Memo area. Use it to enter fully searchable notes on the content of the research record. Note: Use the Full Screen button on the lower toolbar of the Research form to increase the space available in which to view the Web pages. This hides fields at the top of the form. 50 Online Research - Research Form Overview
LexisNexis Total Practice Advantage 9.0 To Add a Research Record 1 On the LexisNexis Research list, click the Add button. The LexisNexis - Add form screen opens. 2 The Lexis area of the form contains four buttons that correspond to four types of searches available on lexis.com: Research, Get a Case, Get a Statute, and Shepard’s. When you click one of these buttons, the form displays search fields appropriate to that type of search. Note: If these buttons are not visible, go to View on the form toolbar and select Research Bar. 3 Complete the search fields as required: • Research—Select a source from the drop-down list. (You can add sources using the Lookup button.) Select Terms & Connectors or Natural Language, and type search keywords or a query string in the Search entry field. Optionally, limit the search by a date range using the Date drop-down list. • Get a Case—Type the citation to retrieve. Optionally, select the Shepardize check box. • Get a Statute—Select a location from the drop-down list. Select a source for that location from the source list. Type the statute citation to retrieve. Optionally, select the Shepardize check box. • Shepard’s—Type the citation to retrieve. 4 Click the Search button. If necessary, log in and respond to all screens accordingly to proceed with your search. Your search results are displayed. 5 When you are ready to save your research, enter a description in the Description field of the research form and complete other fields as applicable. Click Save & Close. Example You are doing research for a railroad crossing accident case. You open a new Lexis research form, click the Research button and enter keywords such as “railroad crossing warning devices.” A list of search results on lexis.com displays, and you review them for relevancy to your case. After finding some useful cases, you tag those items in the History area and use Process to create individual records for them, all of which are automatically associated with the current Matter. Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Online Research - Research Form Overview 51
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LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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