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Questions and Answers

What does the AND (&) connector do in Westlaw Classic?

  • Search for phrases.
  • Search for two or more terms that must appear. (correct)
  • Search for terms where at least one appears.
  • Exclude documents with certain terms.

    • What does the OR (OR) connector do in Westlaw Classic?

  • Search for alternative terms. (correct)
  • Exclude terms from search results.
  • Search for an exact phrase.
  • Limit search to specific fields.

    • What is the purpose of the root expander (!) in Westlaw Classic?

  • To search for phrases.
  • To search for words with multiple endings. (correct)
  • To exclude terms.
  • To search for a word exactly as typed.

    • What does the universal character (*) do in a Westlaw search?

    <p>Search for words with variable characters.</p> Signup and view all the answers

    What does the pound symbol (#) do in Westlaw Classic?

    <p>Turns off plurals and equivalents.</p> Signup and view all the answers

    What does the /s connector do in Westlaw Classic searches?

    <p>The search terms must appear in the same sentence.</p> Signup and view all the answers

    What is indicated by a KeyCite - Red Flag?

    <p>The case is no longer good for at least one point of law.</p> Signup and view all the answers

    What does KeyCite - Yellow Flag indicate?

    <p>Some negative treatment but not reversed or overruled.</p> Signup and view all the answers

    What tool can you use to build a table of authorities?

    <p>TOA Builder</p> Signup and view all the answers

    What does the Company Investigator tool do?

    <p>Consolidates business data in one report.</p> Signup and view all the answers

    What is the purpose of Litigation Analytics for Companies?

    <p>Provides insights into a company's litigation strategy.</p> Signup and view all the answers

    What kind of data can you search for in PeopleMap results?

    <p>Name, Social Security Number, Phone Number, Address.</p> Signup and view all the answers

    What alerts can you receive for new cases in business development?

    <p>Automatic alerts of new cases being filed that fit your practice and jurisdiction.</p> Signup and view all the answers

    What does Litigation Analytics help you understand?

    <p>Key litigation events by viewing motion and outcome data.</p> Signup and view all the answers

    What is Docket Coverage?

    <p>All of the above.</p> Signup and view all the answers

    What can you select under Tools & Resources to see a court's access changes?

    <p>Coverage Status.</p> Signup and view all the answers

    When searching dockets, it is a best practice to use the ______ search template.

    <p>Advanced</p> Signup and view all the answers

    What do Nature of Suit Codes classify?

    <p>The subject matter of the lawsuit.</p> Signup and view all the answers

    How are dockets updated on Westlaw?

    <p>Select check boxes next to dockets and select Update.</p> Signup and view all the answers

    What types of docket alerts can you set up in Westlaw?

    <p>All of the above.</p> Signup and view all the answers

    What do Court Wire alerts provide?

    <p>Instant alerts of newly filed cases.</p> Signup and view all the answers

    What is the purpose of Court Filing Checklists?

    <p>All of the above.</p> Signup and view all the answers

    What is included in Practical Law's Brief Bank?

    <p>Summaries and examples of recently filed federal court documents.</p> Signup and view all the answers

    What does the Litigation Analytics tool deliver insights on?

    <p>Judges, courts, damages, attorneys, law firms, and case types.</p> Signup and view all the answers

    What do Jury Verdicts and Settlements allow you to view?

    <p>A uniform presentation of case facts and award breakdown.</p> Signup and view all the answers

    What can you learn from the Expert Evaluator Report?

    <p>An expert's litigation experience.</p> Signup and view all the answers

    Legal professionals can select ______ to find current and adaptable forms.

    <p>Forms</p> Signup and view all the answers

    What is the function of SEC Filings?

    <p>EDGAR forms and exhibits, SEC paper filings.</p> Signup and view all the answers

    What does the Due Diligence Report help you do?

    <p>It aids in searching for relevant business information.</p> Signup and view all the answers

    Match the following terms with their definitions:

    <p>Deal Proof = Analyzes and reviews your document drafts for errors. Automated Documents = Creates error-free documents with a dynamic questionnaire. Global Filings &amp; Disclosures = Includes EDGAR, SEC paper filings, and SEDAR.</p> Signup and view all the answers

    What does the Business Law Center streamline?

    <p>Searching for company filings and agreements on EDGAR.</p> Signup and view all the answers

    What can you find with Agreements in Business Law Center?

    <p>Precedent agreements that fit your specific criteria.</p> Signup and view all the answers

    Study Notes

    Westlaw Classic Fundamentals for Paralegals

    • And (&): Use to find documents containing all specified terms. For example, "narcotics & warrant" retrieves documents with both terms, regardless of page location.

    • Or (OR): Allows searching for documents containing at least one of the specified terms, e.g., "attorney lawyer counsel".

    • Root Expander (!): Enables searching for variations of a word by adding this symbol at the end. Example: "object!" retrieves "object," "objection," "objecting".

    • Universal Character (*): Searches for words with variable characters, e.g., "withdr*w" captures both "withdraw" and "withdrew".

    • Search Exactly As Typed (#): Use '#' at the beginning to find exact matches, e.g., "#damage" retrieves "damages".

    • Phrase (" "): Use quotation marks to search for exact phrases, e.g., "res ipsa loquitur".

    • Grammatical Connectors:

      • /p: Terms must be in the same paragraph.
      • +p: First term precedes the second in the same paragraph.
      • /s: Terms must be in the same sentence.
      • +s: First term precedes the second term within the same sentence.

    • Numerical Connectors (/n): Specifies that search terms must appear within 'n' terms of each other, where 'n' is a number.

    • But Not Connector (%): Excludes documents containing certain terms. For instance, "tax taxation /s income % investment" retains documents with tax-related terms while excluding those with "investment".

    • Field Restrictions: Allows targeted searches within specific document components, like party names or case summaries, rather than the entire document.

    • KeyCite - Red Flag: Indicates cases or statutes no longer valid for certain points of law, such as being amended or held unconstitutional.

    • KeyCite - Yellow Flag: Warns of negative treatment without reversal; signifies potential issues with validity or prior negative treatments.

    • KeyCite - Blue-Stripped Flag: Signifies a document has been appealed to higher courts.

    • West Key Number System: Organizes cases into categories to simplify finding similar legal issues.

    • KeyCite Flags & Links: Allows verification of legal document validity and can uncover supporting references for legal arguments.

    • Real-time Update Features: Enhances PeopleMap results with up-to-date information from various databases.

    • Best Practices for Data Entry: Input less identifying information for broader search results, ideally using a Social Security Number.

    • Company Investigator: Consolidates extensive business data, aiding in efficient corporate research, including public records and adverse records.

    • Jury Verdicts and Settlements: Offers insights to reduce research time, assess case value, evaluate opposition offers, and guide settlement decisions.

    • Docket Management: Provides access to case filings and statuses, enhancing management capabilities for active caseloads.

    • Nature of Suit Codes: Used for classifying subjects in federal civil litigation, aiding in effective searches and monitoring new cases.

    • Risk Analysis Tools: Company Investigator features enable rapid risk assessments leveraging PeopleMap reports.

    • Graphical Display & Web Analytics: Visual tools for understanding relationships and social media presence related to individuals or entities.

    • Alerts and Updates: Functions like WestClip, Practical Law updates, and Westlaw Today keep users informed on relevant legal issues and news.

    • Judges and Courts Insight: Tools provide analytics on judges' behaviors and court suitability for claims, enhancing legal strategies.

    • Litigation Analytics for Companies: Provides comprehensive insights into a company’s litigation history, informing legal strategies and representation needs.### Key Nature of Suit (KNOS) Classifications

    • KNOS classifications standardize the identification of dockets by case type across state and federal jurisdictions.

    • Use "Choose KNOS selections" from advanced search templates to limit searches based on KNOS classifications.

    Updating Dockets

    • Westlaw dockets feature information at case filing and recent updates, including participant and attorney details.
    • Users can select specific dockets for updates through checkboxes and click the "Update" button.

    Searching Docket PDFs

    • Searchable Docket PDFs allow keyword searches within state and federal filings.
    • Includes a collection of PDFs, briefs, and trial court documents from real-time retrieval.

    Docket Alerts

    • Three types of docket alerts available: Docket Alert, Docket Tracker, and Court Wire.
    • Ideal for legal professionals tracking new case filings or developments in ongoing cases.

    Docket Tracks

    • Notifications for any changes or additions to specific dockets.

    Court Wire

    • Instant alerts of newly filed cases from over 200 courts, including federal district courts.
    • Facilitates business development, legal research, and due diligence by providing early access to lawsuits.

    Court Filing Checklists

    • Checklists include essential documents and procedural information needed for filings, such as notices and affidavits.

    Practical Law / Brief Bank

    • Access to a brief bank with examples of federal court documents that adhere to court formatting, minimizing research time.

    Litigation Analytics

    • Offers insights based on data relating to judges, courts, damages, attorneys, law firms, and case types.

    Dockets

    • Dockets are comprehensive lists of court filings and proceedings.

    Jury Verdicts and Settlements

    • Displays a uniform presentation of case facts and award breakdowns.

    Expert Evaluator Report

    • Provides research on expert witnesses’ litigation experience, including past cases and testimonies.

    Brief Bank

    • Exemplary litigation documents serve as models to assist in document preparation.

    Treatises and Practice Guides

    • Resources that quickly explain major concepts and procedures in various legal areas, enhancing practitioner efficiency.

    Forms and Standard Documents

    • A vast collection of over 600,000 litigation and transactional forms to facilitate adaptive and current legal practices.

    Standard Documents and Clauses

    • Expert attorney-written documents kept up-to-date to assist in drafting processes, with integrated notes for customization.

    Business Law Center

    • Centralizes SEC filings and agreements for easier access and navigation for corporate legal professionals.

    SEC Filings

    • Consists of EDGAR forms, exhibits, and other SEC-related documents.

    Agreements

    • Includes Edgar Sample Agreements and organizes precedent agreements based on specific criteria.

    Company Transactions

    • Compiles Mergers and Acquisitions with documents and summaries linking to relevant transactions.

    Global Filings & Disclosures

    • Contains international filings and disclosures from various regulatory bodies, enhancing global legal research.

    Deal Proof

    • Analyzes document drafts for errors, omissions, and inconsistencies, improving overall drafting quality.

    Results Pane

    • Displays potential errors and inconsistencies after document analysis, allowing for thorough review.

    Locate Precedent

    • Enables comparison of contract clauses against similar contracts in SEC filings directly within drafts.

    Automated Documents

    • Tools that use dynamic questionnaires to create error-free documents, reducing drafting time significantly.

    What's Market

    • Allows users to analyze and compare deals and public filings summarized by legal experts.

    Standard Documents

    • Integration of drafting notes that provide background and legal definitions to assist in the drafting process.

    Treaties & Practical Guides

    • Assist in transitioning to new legal areas and provide expert guidance on familiar topics.

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