LexisNexis® CourtLink® UI Training Script

 

Thank you all for joining the CourtLink new UI training.  We are very excited about the new UI and hope you will be to after you have finished this training.

 

With the CourtLink new UI launching April 4, you will be able to:

 

  • Navigate among tasks and screens faster and more easily
  • Search multiple court systems simultaneously
  • Check the status of your document retrieval orders online and
  • Complete research faster than ever before

 

Plus much more that I will be walking you through over the course of this training!

 

Before we get into the training I want to bring to your attention a change with regard to Auto Login.

 

Due to new security guidelines, there is no longer an auto login option available, but there are several alternatives:

 

  • You may use the "remember this password" feature in your browser when you log on to the CourtLink product.
  • You may continue to simultaneously link to CourtLink from links found within LexisNexis at www.lexis.com.

 

To be reminded of your Password, click on the ‘Forgotten Password’ link on the sign on page and follow the prompts.

 

To help with this change, active CourtLink customers will be receiving their User ID and Password in the mail around March 23rd.   The mailing will also include the new user guide. 

 

Now we can get started on the training within the product.

 

Search

 

The Search feature within CourtLink now allows you to search for docket information across multiple court systems simultaneously. There are three types of Searches: Standard Search, Docket Number Search and Patent Search.

 

The enhancements to search include the ability to:

 

  • Search multiple court systems simultaneously
  • Run searches in fewer steps
  • Search by patent numbers more easily
  • Locate Docket Number Search (formerly known as “Retrieve”) under Search

 

I also want to alert you to the fact that your Search history and Search templates will not be transferring to the new UI.

 

Standard Search

 

  • To run a standard search, first click the Search tab. 
  • Then, click the red Search button.
  • From the drop-down menus provided, select a Court System and Court Type.
  • From the Online Court and/or Runner Court boxes, highlight the court(s) that you wish to search OR click Select All to select all displayed courts.  Then, click Add Courts.  Notice that the selected courts are removed from the Online Court and Runner Court boxes and now appear in the Selected Combined Court area.  Click Next.   
  • You can now enter your search criteria.  Search options vary by court; those options available in all chosen courts are listed in the Common Criteria tab.  If you are only selecting Runner Courts, a Common Criteria tab will not appear.
  • If you’d like to narrow your search further, click on a specific court tab to view additional criteria available for that court. 
  • Click Next.
  • If you have selected a Runner Court, you will need to select a delivery method and enter processing information.
  • You can now review your Search Summary. 
  • You also have the option to name your search and enter a client matter code.
  • Finally, to confirm your request, click Run Search.

 

Docket Number Search

 

If you know the docket number of the case you are looking for, you can run a Docket number search and quickly retrieve the docket.

 

  • To run a Docket Number search, first click the Search tab. 
  • Next click the red Docket Number button.  A screen similar to this will appear.
  • From the drop-down menus, select the Court System you want to search.

—      Under Court System, choose federal courts or a single state court system.

—   Under Court Type, select a specific court.

—   Under Online Court or Runner Court, select a specific jurisdiction

  • Enter the Docket Number.  (Click the Formatting Rules link for details on docket number formats.)
  • Enter a client matter code (optional). 
  • Click Next.
  • If you have selected a Runner Court, you will need to select a delivery method.
  • You can now review your Search Summary. 
  • To complete your search, click Submit Search.

 

CourtLink Patent Search

 

CourtLink allows you to search by patent number and get a list of related cases involving that patent number.

 

  • To run a patent number search, first click the Search tab. 
  • Next click the red Patent Search button.  A screen similar to this will appear.
  • You can either enter a patent number to display all cases related to that patent or select a District Court to display all patent-related cases for that court.
  • You also have the option to enter a Client Matter Code here.
  • Click Next.
  • Review your Search Summary. 
  • To submit your request, click Submit Search.

 

Dockets & Documents

 

Through the NEW Dockets and Documents tab within CourtLink you can obtain a history of all of the dockets and online documents that have been viewed as well as check the status of your document retrieval orders.

 

Online Arrived & Pending 

 

  • Click the Dockets and Documents tab from the CourtLink top navigation menu.
  • Click the Online Arrived tab to display the history of your docket and online documents for the past seven days.  – OR -
  • Click the Online Pending tab to display the status of dockets and online documents that have not yet arrived. Upon completion, this material is automatically delivered to the Online Arrived tab.
  • To customize your results, click the customize list link. 
  • To save your settings click, Save.
  • To remove a document from the list, check the box next to it and click Remove Selected.

 

Runner Arrived and Pending

 

Through the Runner Arrived and Runner Pending tabs you can view the status and billing details for the orders you have placed through the CourtLink Document Retrieval Service.

 

To review the status of a runner document from the CourtLink Document Retrieval Service:

  • Click the Dockets and Documents tab from the CourtLink top navigation menu.
  • Click the Runner Arrived tab to display your completed document retrieval order as well as billing details. – OR -
  • Click the Runner Pending tab to display the status of your document retrieval runner requests. Upon completion, this material is automatically delivered to the Runner Arrived tab.

 

 

CourtLink Track

Track allows you to be notified of new activity in existing cases of interest.

 

To set up a Track

 

  • Click the Track tab from the CourtLink top navigation menu.
  • Click the Track a Docket button.
  • From the drop-down menus, select the parameters for your search.

—Under Court System, choose federal courts or a single state court system.

—Under Court Type, select a specific court.

—Under Online Court or Runner Court, select a specific jurisdiction.

  • Enter the docket number in the open field.   (Click the Formatting Rules link for details on docket number formats.) 
  • Under Scheduling Options select a frequency for notification of new activity: daily, selected weekdays, selected dates of a month, or only one time on a single date. Enter a client matter code (optional).
  • Click the Save Track button.

 

To view Track results

 

You can access your Track results using one of the following methods:

 

  • Option 1: When cases meet your Track criteria, you will automatically receive email notification.  Simply click on the link in your email to view the results. 
  • Option 2: New Track results will be listed on the My CourtLink page, under the heading ‘Tracked Dockets’.  Or, click the Track tab and then click on the case name to view your results. 

 

To manage track activity

 

  • Click the Track tab from the CourtLink top navigation menu.
  • Click the Manage Tracks tab.
  • Click the Case Name to edit the track OR click the checkboxes to designate those you wish to delete. 
  • Click the Remove Selected button to delete the selected Tracks. 

 
CourtLink Alert

Alert provides notification of new cases of interest to you in key jurisdictions.

 

The enhancements to Alert include:

  • The ability to set up multiple subject matter alerts and give them unique names
  • View alert results by alert type or alert name to see the breakdown of new cases per litigant, etc.

 

To Set Up an Alert

 

  • Click on the Alert tab from the CourtLink top navigation menu.
  • Click the red Set New Alert button. 
  • Select an Alert type from the list provided. 
  • Depending on which type of Alert you set up you will follow a different set of instructions.

 

To set up a Federal Subject Matter, State Subject Matter, Class Action, or Bankruptcy Chapter Alert follow these steps:

 

·         Select the appropriate type of Alert from the list provided.

·         From the drop-down menus, select a Court System and Court Type.

·         From the Online Court box, highlight the court(s) that you wish to search or click Select All to select all displayed courts.  Then, click Add Courts.  Notice that the selected courts are removed from the Online Court box and now appear in the Selected Combined Court area. 

·         Click Next.

·         If you wish to specify subject matters for each court in your Alert set-up, select Subject Matters next to each court displayed.  Or, if you want to set up all subject matters in every court, click Next.  

·         You will now need to enter a name for your Alert, and you will now have the option of entering a client matter code.

·         To save this Alert, click Set New Alert.

 

To set up a Litigant, Attorney or Firm, Judge, or Bankruptcy Debtor Alert follow this set of instructions:

 

  • Click on the Alert tab from the CourtLink top navigation menu.
  • Click the red Set New Alert button. 
  • Select an Alert type from the list provided.
  • Enter name(s) in the spaces provided.  In the adjacent field, enter any alternative spellings for each name.  For example, National Football League can also be referred to as NFL.

-          OR –

  • As an alternative, you can select the Upload a File with Party Names for Batch Alerts radio button.  Follow the on-screen directions for providing necessary information. 
  • Choose from one of the following three options:

-          All available Courts and Subject Matters

-          Choose specific Courts and Subject Matters

-          Use Default Courts and Subject Matters

  • Click Next.
  • The Criteria Summary screen will appear if you choose all available courts and subject matters or use default courts and subject matters. If you choose specific courts and subject matters you will need to follow these additional steps.
  • The Criteria Summary screen will appear.  The name of your Alert will appear and you may enter a client matter code (optional).
  • To save this Alert, select Set New Alert. 

 

To view your Alert activity

 

You can view your Alert activity by using one of the following methods: 

 

  • Option 1: When cases meet your Alert criteria, you will automatically receive email notification.  Simply click on the link in your email.
  • Option 2: New Alert results will be listed on the My CourtLink page, under the heading ‘Today’s Alerts’.  Or, click the Alert tab and view results displayed on the first page.  Click on the Alert name to view results.

 

To manage your Alerts

 

  • Click the Alert tab from the CourtLink top navigation menu.
  • Click the Manage Alerts tab.
  • Click an Alert Name to edit the Alert OR click the checkboxes to designate those you wish to delete. 
  • Click the Remove Selected button to delete selected items.

Strategic Profiles

 

Strategic Profiles help you gain insight into a company's litigation history, attorney experience on a particular nature or suit, and litigation trends.

 

The enhancements to Strategic Profiles include:

 

  • Ability to export and save profiles as PDF documents
  • View charts in 2d or 3d format with exploding pie pieces
  • Sorts and explodes remain in print preview

 

There are five types of CourtLink Strategic Profiles: Litigant, Attorney/Law Firm, Judicial, Court and Nature of Suit.

 

Click the Strategic Profile tab from the CourtLink top navigation menu. A history of previous Strategic Profiles is displayed automatically.

 

To run a Strategic Profile 

  • Select a profile type by clicking on one of the five tabs next to History, e.g., Litigant.
  • Select a Court System from the drop-down menu.
  • Enter your profile criteria, including name(s), dates, billing code, chart type and reporting selections.  If you would like to research corporate affiliations, subsidiaries, and divisions, click the Here link under Research Company Subsidiaries.  You will be directed to enter a company name, and a list of divisions, subsidiaries, etc will be provided. You decide which related company names should be added to your Strategic Profile.
  • To submit the profile, click Create Profile.

 

On Litigant Strategic Profiles and Law Firm Strategic Profiles, if there is more than one company name variation, a list of available name variations displays automatically. To include alternative names, check the names you want to include in your profile, then click Create Profile.

 

On Judicial Strategic Profiles, if more than one judge name appears you need to select the Judge you want to run the profile on, and then click Create Profile.

 

 

Profile Options

 

You may click on one of the pie pieces to call it out our highlight it.  You may also click the column headers to sort the data. These settings will remain in the print view and PDF files.

 

To print a profile:

Click Print View at the top right of your report. Follow your standard PC printing instructions.

 

To save a profile in PDF:

Click on the PDF icon. Use the save function to save the PDF to your PC.

 

To e-mail a profile:

Attach the saved PDF to your outgoing email message.

 

To change the chart types, date range, and reporting selections, scroll to the bottom of the profile, note the information you would like changed and click the Re-run Profile button.

 

Document Retrieval

 

If the documents you need are not available online, you can order dockets and documents through the CourtLink Document Retrieval Service. Place your order online or call 866.540.8818.

 

To place an order online:

  • Click the Order Documents link at the top of any CourtLink screen.
  • Enter your order details (Court System, Court Type, etc.) and delivery method, then click Next.
  • An order confirmation page will appear. Once you have confirmed the details, click the Send Order button.
  • A court research analyst from the Document Retrieval service will contact you regarding pricing.

 

 

Another way to order documents is through the docket. You can easily order online and runner documents from while viewing the docket.

 

  • To order an online document click the Online link, then follow the prompts.
  • To order a runner document click the Runner link.
  • Next click the box next to the document(s) you want to order, then click the Order Documents button.
  • You will then be prompted to fill in the order form, the same screen shown previously. When the form is complete, click Next. 
  • Once you have confirmed the details of your order click Send Order.
  • A court research analyst from the Document Retrieval service will contact you regarding pricing.

 

To check the status of your document retrieval orders placed through the CourtLink Document Retrieval Service:

 

  • Click on the Dockets & Documents tab from the My CourtLink page. 
  • Next click on Runner Arrived and/or Runner Pending to check on the status of your order.

 

My Account

 

Click on the My Account tab to view your account profile, settings, and billing information.  Administrators may also visit this page to monitor usage and permissions of the account.

 

Available Courts

 

You may click on the Available Courts link from the top CourtLink navigation to find out about what capabilities CourtLink offers for each court system. 

 

 

This concludes the LexisNexis CourtLink New User Interface training.  If you have any questions please feel free to contact our knowledgeable customer support team at 888.311.1966.

 

 

Thank you.