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How to Create a New Event Alert on Lexis CourtLink

Document ID

Document ID HT7237

Product

  • Lexis® CourtLink®

Category

  • Product Features

  • Legal Search

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New Event Alerts on the Lexis® CourtLink® service look for newly filed documents or when activity occurs that matches your criteria. New Event Alerts are not case specific but focus on the documents filed or activity in a case and not the new case filing. New activity on existing cases trigger New Event Alerts, regardless of when the case was filed.

Examples of documents or activities you can monitor for with a New Event Alert:
  • Daubert motions in federal cases
  • Motions for summary judgment in insurance cases filed in the Southern District of New York
  • Answers to counterclaims in employment cases filed by a particular attorney
  • Appeals of any case that involve a prospective client or a specific Nature of Suit (NOS)

You can create a New Event Alert on the home page. This alert type is only available for civil U.S. District Court dockets. 


Create a New Event Alert from the Home Page
Create a New Event Alert Page Options
 

Create a New Event Alert from the Home Page 


Take the following steps to create a New Event Alert on the home page:
  1. Select Dockets from the Search for drop-down list.
  2. Select a United States District Court under a Civil heading or that includes (Civil) in the name from the Within drop-down list.
  3. Select a type of document from the Document Type drop-down list under the FOR ALERT ONLY heading at the bottom of the page.
    Note: The FOR ALERT ONLY area only appears when you have a U.S. District Court (Civil) selected under Within. 
  4. (Optional) Select an event from the Event drop-down list under the FOR ALERT ONLY heading.
  5. (Optional) Enter any additional search terms that you want to include as part of the search in the Keywords field.
  6. Click Create Alert.
  7. Select the options you want to use for the alert in the New Event Alerts window. For more information about the available options, see Create a New Event Alert Page Options below.
  8. Click Create Alert.

Note: When Class Action is selected from the Document Type drop-down list, CourtLink identifies documents that include terms such as class or certification to make an inference that the document is related to class certification.

If you enter terms in the Keywords field along with the selections in the Document Type and Event fields, these terms are connected with an AND connector. You cannot connect the terms with an AND NOT connector. This works this way while creating an Alert or a search.


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Create a New Event Alert Page Options 


When creating any of the alert types, some of the options may differ slightly based on the alert type, but the pages generally have the same options and selections. Use the following table for additional information about fields and options you see when creating an alert.

 

Tab Options
Overview

Title: Enter a name for the alert you see in your list of alerts. The Title defaults to the terms used for your alert.

Description: Enter information describing the purpose of the alert or any other information you find helpful.

Document Type: This displays the document type you selected in the Document Type drop-down list.

Event Type: This displays the event type you selected in the Event Type drop-down list, if applicable.

Client: Select a Recent client or enter a New client to associate with your alert.
Monitor

This displays what will be searched for the alert and the terms that will be used for the alert.

Categories: For a New Event Alert, you see that CourtLink will monitor Dockets.

Narrowed By: This displays the search string that includes the courts you selected in the Within drop-down list and any additional terms or filters you applied, such as terms from the Keyword field.
Deliver

Duration: Select a Start and End date. The service defaults to 2 years from the date you create the alert and the maximum End date is 2 years from the current date.

Delivery type: Select Online only to view your results Online only or Email + Online if you prefer to receive email notifications in addition to viewing results online.

The following options only appear when you select Email + Online as the Delivery type:

Email address: Enter an email address in the field and click Add recipient. You can add up to 50 email addresses.
Note: If you have already created an alert in CourtLink, the email address you used to create that alert automatically appears. If this is your first time creating an alert, you will need to manually add your email address.

Attachment Options: Select Include documents as attachments (up to 10MB) to receive full text delivery of alert results. You can select PDF or DOCX formats.

When you select Include documents as attachments, you see the option to select Zip files:

  • Select Zip files to combine all documents into one zip file attached to the email.
  • If you do not select Zip files, each full text document is attached to the email individually.
 

There is a limit of 100 full text documents that can be attached, in addition to the current 10 MB total email size limit. Depending on the size of the full text documents, you may not get all documents attached to the email because of the size limit. You can still see all the results using the links in the email or going to the alert results on CourtLink.
 

Frequency: Select As updates are available Daily, Business Daily, Weekly, or Monthly to receive notification of new alert results by email. You can still check for new results online at any time regardless of your Frequency selection. You only receive an email at the designated frequency when there are new results matching your alert criteria.

When you select Daily, Business Daily, Weekly, or Monthly you see options to select the time, day, or date to receive the email.


The following options only appear when you select Daily, Business Daily, Weekly, or Monthly as the Frequency:

Email Notifications: Select one of the following to choose how you want to receive the email notifications:

  • Only when an update occurs - you only get the email notifications when there are updates for the alert. You will not get emails if there are no updates.
  • Every time the alert is run, even if no update occurs - you get emails at your selected frequency, regardless of whether there are updates.
Share

Note: Some users do not have the option to share alerts. If you do not have the Share tab and would like more information about that functionality, contact your LexisNexis® Account Representative.

Enter a user's name: Enter the name of a user within your organization or email address of a user with whom you want to share your alert then click Add to share.
Note: When you enter a name in the Share tab, the service does not provide information about whether the person is an active CourtLink user.

Added Contacts: This is the list of users with whom you shared this alert.


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