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Training tips and tricks

Explore quick training tips for Westlaw Edge to help you become a more efficient researcher, and make the most out of your Westlaw Edge subscription. Check back often as we’ll be adding new tips each month.

  • You can now filter out, or only view class action data in your Litigation Analytics search results on Westlaw Edge.

    Once you run a search, from the motions tab click the advanced filtering button found below your standard category filters on the left.

    Select whether to show, hide, or show only class actions in your search results and click save.

  • With Precedent Analytics, Westlaw Edge users have the ability to view detailed analysis of the issues and precedent judges cite to in their opinions.

    From the Precedent tab in Litigation Analytics, you can filter down by Key Number, Judge, or Court.    

    Continue to apply your filters narrowing down the case result list.    

    From your selected case, click "Cited in" to view details about when and how those cases were cited to by this judge.    

  • Westlaw Edge makes it easy to see the trees as clearly as the forest by giving quick access to the underlying dockets that inform and supply the data in Litigation Analytics.  

    On any tab (excluding Overview), you’re able to see the dockets that underlie the Litigation Analytics report listed. Click on any of the bars on the report’s chart to filter the report and the list of dockets will change to match the content.

    Additionally, you can control the list of dockets by using the filters on the left side of your screen under Filter by Category and you can sort the list in many ways by using the Sort by on the right side of your screen.

    Lastly, you can access not only the dockets themselves but the actual PDF of the document that supplies the data utilized by the report. This will give you a more complete perspective on how to most effectively conduct litigation and ensure that you’re staying a step ahead of opposing counsel and the competition for your clients’ business.

  • Quickly find cases that mirror the same stage of litigation as your case with the new Procedural Posture filter on Westlaw Edge. The new filter will save you vast amounts of time reading through each individual document by allowing you to filter to the most relevant ones.  

    Enter a Procedural Posture in the search box at the top or select from the list provided. Click Continue to filter your results to see pertinent judicial opinions at the selected stages of litigation.

  • You can now save searches on Westlaw Edge, preventing you from having to reenter searches that you may run on a weekly/daily basis. If you are rerunning searches regularly, this feature will help you save time from digging through your search history to rerun the search.

    To save a search you recently ran, click on the drop down menu in the search bar.

    Once you have opened the drop down menu exposing your recent searches, click on the star next to the search query that you want to save. The search will then be saved in saved searches. You can save up to ten (10) searches.

    To access saved searches at a later time. Click on the drop down menu in the global search bar again and click on your saved search under “Save Searches” to run it. It’s that easy!

  • You can now get superior predictive research suggestions as you start typing your legal query in the global search bar on Westlaw Edge. If you are looking for the most responsive text for your question, this feature will provide you with answers to thousands of types of legal questions, as well as information on legal topics you may not have even considered.

    To use WestSearch Plus, enter your search query into the global search bar. As you type, related suggestions will appear below your query.

    Once the predictive text appears, you can click a suggestion to see the most relevant text, along with links to relevant cases at the top of the results list. To see more snippets relevant to your search query, click Show More

    To access the exact headnote for a point of law within the document, click the relevant text.

    Exact headnote.

  • With the new KeyCite Overruling Risk warning you can truly trust that you are relying on good law. Only KeyCite Overruling Risk on Thomson Reuters Westlaw Edge cautions you that a point of law in your case has been implicitly undermined based on its reliance on an overruled or otherwise invalid prior decision.

    Utilizing state of the art AI technology the KeyCite Overruling Risk automatically evaluates the risk that a case cites an implicitly overruled case. Now with Thomson Reuters Westlaw Edge you get the KeyCite information for explicit and implicit impacts to your case, saving you time from manually reviewing each and every individual citation.

    Your clients rely on you to have the most up to date and accurate law at your disposal – now with KeyCite Overruling risk, that is easier than ever before.

  • With Westlaw Edge’s KeyCite Overruling Risk, you can now get a warning to indicate that a document may be implicitly overruled based on its reliance on an overruled or otherwise invalid prior decision. If you are looking to be more confident in your research with keen insight into how the current state of law may implicitly and implicitly impact your case, this feature can provide that reassurance.

    To use KeyCite Overruling Risk, look for the new Overruling Risk warning icon directly from your case search results list.

    OR you can look for the KeyCite Overruling Risk warning icon from atop the document and from the Negative Treatment Tab. 

    From the Negative Treatment tab, a new Overruling Risk section has been added, where you can see the links to cases that have implicitly and negatively impacted the case you are researching.

  • Checking your sources for negative treatment just got easier – KeyCite flags now appear inline on cases and briefs available on Westlaw Edge! These flags make it easier than ever to ensure that the authorities you rely upon are also relying upon good law.

    These flags are turned on automatically and you will see them the next time you log in to Westlaw Edge. However, you do also have the option to turn them off if desired.

    Using these inline KeyCite flags will save you the time and effort of manually pulling up all of the authorities cited within your case or brief. You can quickly and easily gain confidence that the law you are relying upon is still valid!

  • KeyCite is the powerful citation research service available on Westlaw Edge. KeyCite flags alert you to negative references or events that may impact the validity of that document. Use KeyCite to ensure that what you are relying on is good law – and now do it faster than ever.

    Finding some case law and statutes on point can sometimes be only half the battle in your legal research. You may look to Citing References to determine the seminal value of an opinion based on the number of times it is cited. You may also look to Citing References to determine the amount of judicial discussion available on a statute or regulation. With Westlaw Edge, it is even easier to access Citing References information because you can now do it from your search results.

    After you run your search, you will find Citing References under the document title.

    Clicking on the Citing References link will take you directly into the Citing References tab of the document.

    You can now determine the number of Citing References more quickly from your search results. This allows you to also easily pivot into the Citing References content of the document.

    To view Negative Treatment from a search result without even having to click into the document., first run a search. Once on your result list there is now an option to quickly view the actual information causing a KeyCite Flag to appear. Simply click on the flag next to the title of the document in your result list and see the most Negative Treatment for the document.

  • Enhance Terms & Connectors searches of Primary Law and Secondary Source content on Westlaw Edge. Access the Thesaurus in the Global Search box or the Advanced Search Template.

    After entering your Terms & Connectors in the Global Search bar, click the Thesaurus to access. 

    Choose a term from your query and view synonym suggestions grouped by context. The Query Preview displays your original query, and updates as you add suggestions.  Click Search to run your new search.

  • Start by running a search for a judge in Litigation Analytics. From the Precedent tab, filter down by Key Number, Judge, or Court.    

    Continue to apply filters narrowing down the case result list.

    From your selected case, click "Cited in" to view details about when and how those cases were cited to by this judge.