Integration with LexisNexis online content allows you to easily perform context-specific searches for people, organizations, issues, and case law.
Research menus are available on the following spreadsheets:
| • | All Objects — Research button |
| • | Persons — Research Persons button |
| • | Organizations — Research Organizations button |
| • | Research - Authorities — Research Authority button |
| • | Research - Authorities and Extracts — Research button |
Research menus are accessible in two places for the same record:
| • | Full Name field by clicking the drop-down menu  |
| • | Home ribbon and clicking on the 'Research' button for the current spreadsheet (e.g., Research Authority button  ) |
The same menu is accessed from both locations. Research menus differ depending on which type of case record you are working on. For example, the Research menu options for the Authorities spreadsheet are different than those for the Organizations spreadsheet.
| 1. | In the Case Shortcuts pane, click the icon for the spreadsheet you want to use. |
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You must open the All Objects, Persons, Organizations, Research - Authorities, or Research - Authorities and Extracts spreadsheet to use this feature.
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| 2. | On the Home ribbon, click New Record, and then select the applicable spreadsheet type (e.g., Persons). |
You can also select the applicable spreadsheet type from the Case Shortcuts pane.
| 3. | On each of these menus, select the research item you want to perform. |
Research options for Expert Witness
Run a Public Records Search
Request a Testimonial History Report
Run an Expert Witness Analyzer Report
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Research options for Fact Witness
Run a Public Records Search
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Research options for Judge
Run a Judge Analyzer Report
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Research options for Opposing Counsel
Run an Attorney Analyzer Report
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Research options for Organizations
Run a Public Records Search
Run a Company Dossier Report
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| 4. | In the message box, click OK. |
| 5. | Log on to your LexisNexis account for the program you are accessing. |
| 6. | Refer to your LexisNexis documentation for further instructions on completing these steps. |
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| 1. | In the Case Shortcuts pane, under All Shortcuts, click the icon for the Persons or the Organizations spreadsheet. |
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Docket & Document searches can be performed from either the Persons or the Organizations spreadsheets.
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| 2. | In the Persons or the Organizations spreadsheet, click in the Full Name field of the selected record, and then click the drop-down menu button. |
| 3. | From the menu, select Search Dockets & Documents. |
You can also select All Objects under Case Shortcuts, and then click Search Dockets & Documents.
| 4. | In the message box, click OK. |
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You will be prompted to enter your ID and password if you are not already logged in.
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| 1. | In the Case Shortcuts pane, under All Shortcuts, click the icon for the Persons or the Organizations spreadsheet. |
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Litigation Profile reports can be run from either the Persons or the Organizations spreadsheets.
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| 2. | In the Persons or the Organizations spreadsheet, click in the Full Name field of the selected record, and then click the drop-down menu button. |
| 3. | From the menu, select Run a Litigation Profile Report. |
You can also select All Objects under Case Shortcuts, and then click Run a Litigation Profile Report.
Click Run a Judicial Litigation Profile Report for Judge or click Run an Attorney Litigation Profile Report for Opposing Counsel.
| 4. | In the message box, click OK. |
| 5. | In the Litigation Profile Report Assistant, Judicial Litigation Profile Report, or Assistant Attorney Litigation Profile Report Assistant dialog box, verify the information, and click OK. |
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You will be prompted to enter you ID and password if you are not already logged in.
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| 1. | In the Case Shortcuts pane, click the icon for the Authorities spreadsheet. |
| 2. | In the Authorities spreadsheet, click in the Name field of the appropriate record, and then click the drop-down menu button. |
| 3. | From the drop-down menu, click Get this document. |
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You will be prompted to enter you ID and password if you are not already logged in.
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The Get a Document - by Citation page displays.
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You can turn off or hide the research menus or drop-down options for records in your case.
For more information, see Changing research settings.
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