Tuesday Tips: Lexis Advance Alerts – Set it and forget it

Posted on 03-31-2015 by
Tags: How-Tos & Guidance , Lexis Advance Alerts , Lexis Advance Enhancements , tuesday tips

Trying to keep tabs on a case and not sure how. You can follow a case on Lexis Advance by creating and assigning alerts to cases. Throughout the remainder of the post you will be taught:

What is an alert?

Types of alerts you can create

Setting different types of alerts

What is an alert?

An alert is a search you have created that have you have set to run automatically on a pre-determined schedule. You can have the results delivered to you in the format of your choosing.

Lexis Alerts

-  Follow any legal, news, pending legislation, topic or issue on a daily, weekly or monthly basis.

-  Receive regular updates on citing authorities with Shepard’s Alerts

-  Can receive all the news articles from a certain publication or group of publications (on any schedule)

-  Can be notified immediately of impact to statues due to legislation

-  Can monitor the news, cases, legislation on a legal topic or specific practice area

Types of Alerts to Create

There are different types of alerts you can create, the two that will be covered are:

-  Shepard’s Alert

-  Documents from a single source or custom group of sources you create

Setting different types of alerts

Shepard’s Alert

When creating a Shepard’s Alert, enter the case you are looking for into the search bar. Select the document want.

Once selected, look to the right-hand side and click “Shepardize this document”, (see above).

It will then take you to the following screen (see above). Click on the clock icon to create you alert.

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