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Cost Effective Legal Research: Lexis & Westlaw Tips

Save $ and make $ by researching wisely

Tips for New and Classic Systems

  • Plan a search before connecting to the system!
  • Start with a broad search and then narrow down. 
  • Call the reference attorneys at Lexis and Westlaw. They can suggest search terms or databases. They will run a search for you and see if there are any hits. 1 -800 45 LEXIS, 1-800-REF-ATTY (733-2889) (Westlaw)
  • Use Alert searches to update research. There is no additional cost for Alerts.
  • With transactional pricing, you can run a previously conducted search from your History or Trail at no charge, but only until 2 a.m. the next day (Westlaw) or within 24 hours (Lexis). 
  • If you have a citation, use Get a Document or Find  instead of searching.
  • Use the Table of Contents or or use Book Browse on Lexis at no charge. On Westlaw, the arrow keys allowing one to scroll between documents results in an additional charge. The Westlaw help calls this feature "documents in sequence".
  • When using Shepard’s® in LexisNexis, use Custom Restrictions to get as specific as possible. Use Locate to accomplish the same thing in Keycite.
  • Search by Topic/Headnote (L) (not yet available on Lexis Advance); KeyNumber/ Keysearch (W)
  • Use BriefCheck or Lexis For Microsoft Office and WestCheck to check your citations.
  • Print with your Web browser for free.
  • Copy with Reference instead of printing, if desirable.

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 Law Library's  LexisNexis and Westlaw Features Compared and Lexis Advance and WestlawNext Features Compared.

Tips for Classic Lexis and Westlaw

  • Use the most specific file or database available. Why search all federal cases when you only need 6th Circuit cases?
  • Use Focus or Locate to refine or narrow a search at no charge. Consider entering multiple searches as one search statement, then separating them via Focus or Locate.
  • Use Get and Print/Find and Print to retrieve and print or download multiple citations.

Tips for WestlawNext and Lexis Advance

  • Start off with a broad search and then limit to determine the best documents to click on.
  • In WestlawNext, show the most detail to determine the best documents to click on.  In Lexis Advance, use the Free Preview.
  • Sort by relevance or most used to determine best documents to click on.
  • Save documents in folders.  WestlawNext and Lexis Advance- free access for one year.
  • In Lexis Advance, you can update Shepards signals for a document in a folder for free.
  • 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.
  • In WestlawNext, 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.   Shepard's report is free on Lexis Advance, but charges occur when you click on documents in the Shepards report (if documents out of plan or if billing back to client).
  • Topic Summaries and Legal Issue Trail can save costs on Lexis Advance.

LexisNexis Cost effective lesson

Cost Effective WestlawNext

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