LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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LexisNexis Total Practice Advantage 9.0 Appendix A— Putting It All Appendix A— Putting It All After finding a suitable time, you double-click the time slot on your calendar to create an Event for the meeting. On the Event form, put the client’s name on the Regarding line and set reminders to display before the meeting. 3. Before the meeting, you do some research to determine whether you can represent the client. You start with a global search of your database to determine whether any prior relationship with the client exists that could constitute a conflict of interest. Appendix A— Putting It All Appendix A— Putting It All Appendix A— Putting It All Set the filter to include all records regardless of date, related Contact or Matter, or Staff. Use the Enable Phonetic Searching feature to find records containing names with similar pronunciations. 4. After the conflict of interest search, you perform a background check to see whether the client has a criminal record or a history of bringing similar lawsuits in the past. The Client Development navigator includes a Background Check option. Use it to find information online regarding assets, legal records, and more. 72 Putting it All Together
LexisNexis Total Practice Advantage 9.0 5. The background check doesn’t raise any concerns, so you begin preparing for the initial client interview, using the checklist in the online LexisNexis Practice Guide as a reference. On the Navigator Tasks list, click the option to research the client interview stage of pretrial procedure. In the LexisNexis Practice Guide, click and read the sections of interest. 6. Having agreed to represent the client, you create an Outline record to ensure that all the necessary pretrial steps are followed. You have a Schedule Chain already set up to calculate deadlines for personal injury cases in your state, so you use that to create an Outline and a set of ToDo records for the various steps to take in pursuing the case. When creating a new Schedule Chain, select the option to Create an Outline for the chained ToDo records. The Outline form shows the individual ToDo records associated with each Outline element. As you complete each element, you can mark it Done on the Outline. 7. You do some research on the supermarket, which is part of a chain, to find the outcome of similar suits previously brought against it and who represented the company in those suits. There are many options available that allow users to perform this type of research using LexisNexis Total Practice Advantage, including searches on lexis.com and CourtLink ® . Appendix A— Putting It All Appendix A— Putting It All Appendix A— Putting It All Appendix A— Putting It All Appendix A— Putting It All Putting it All Together 73
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LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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