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Cost-Effective Electronic Legal Research: Lexis & Westlaw Tips

Tips

  • Plan a search before connecting to the system!
  • Use Alert searches to update research. There is no additional cost for receiving Alerts, but there may be a charge once you click into the document on Lexis/WL if it is outside your plan or you are billing a client.
  • Browse or search the Table of Contents at no charge to save time and to pinpoint relevant statute or treatise sections.  Can avoid a per search charge, if that is a concern.
  • Narrow down and filter Shepards and Keycite results to find the most relevant documents.
  • Browse Topics on Lexis Advance, Search by Topic/Headnote (Classic Lexis); Key Number (Westlaw)
  • Print with your Web browser for free to avoid a document delivery fee, if document delivery fees are applicable.  Lexis Advance has no document delivery fee (for printing, emailing, downloading, saving to a folder).
  • Copy with Reference instead of printing, if desirable, to avoid document delivery fees.  Lexis Advance has no document delivery fee (for printing, emailing, downloading, saving to a folder).
  • Start with a broad search and then narrow down.  Narrow down in various ways using Filters on the left side in Lexis Advance and Westlaw. Focus in Lexis.com is free.  Just how broad your search has to be depends on what you are looking for, what you already know and your search strategy. 

If your employer offers access to one, but not both, of the major providers, or both, but one with a more restrictive contract, make sure you can transition to the preferred system.  See the Cleveland-Marshall Law Library's LibGuide on Bloomberg Law, Lexis and Westlaw Compared.

Tips for Westlaw and Lexis Advance

 

  • Try to minimize the number of documents clicked on, if the documents are off plan, or you are billing a client.
  • In Westlaw, show the most detail to determine the best documents to click on.  In Lexis Advance, use the Free Preview for out of plan documents.  
  • Sort by relevance or most used to determine the best documents to click on.
  • Save documents in folders.  Westlaw and Lexis Advance- free access for one year.
  • You can save an out of plan document in a folder on Lexis Advance for Free, not open it, but then open it later for a fee if needed.
  • Citators: In Westlaw, some plans charge an additional amount for a Keycite.  The case itself lists the most negative citing case at the top, so a Keycite may be unnecessary, or Westcheck could be used.   Shepard's report is free on Lexis Advance.  Charges occur in both systems when you click on documents in the Shepards/Keycite report (if documents out of plan or if billing back to client).  Use filters to narrow the Shepard's/Keycite results.

Alerts Save Money

Click on the more tab in the upper right hand corner to create an alert in Lexis Advance. Alerts send emails of new cases and other documents.  Alerts are FREE.  Alerts can also be created when you use Westlaw.