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How to Create a Search Alert in Lexis CourtLink

Document ID

Document ID HT7696

Product

  • Lexis® CourtLink®

Category

  • Product Features

  • Legal Search

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Search Alerts on the Lexis® CourtLink® service look for documents filed in cases that include the terms you use in a Keyword search. You can only create Search Alert while viewing a results list from a search in Court Documents. 


Create a Search Alert from the Results List
Create a Search Alert Page Options

 

Create a Search Alert from the Results List 


Take the following steps to create a Search Alert from the Results list:
  1. Select Court Documents from the Search for drop-down list.
  2. Select your court from Within drop-down list.
  3. Enter your search terms in the Keywords field. You can use a plain language or terms and connectors (Boolean) search.
  4. (Optional) Select an option under Date Filed and complete the fields to apply a date restriction to your search.
    Note: The date is based on the filing date of the action and not the filing date of the individual documents on a docket.
  5. (Optional) Select one or more document types from the Document Type drop-down list. Your selection applies a filter to your search.
  6. Click Search.
  7. Click Create an alert  near the top of the results page.
    Note: If you used Search Within Results or the filters before creating the Alert, this additional criteria is added to your Alert.
  8. Select the options you want to use for the alert in the Search Alert window. For more information about the available options, see Create a Search Alert Page Options below.
  9. Click Create Alert.


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Create a Search 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.

Search terms: This displays the search terms you entered in the Keywords field. You can edit the search to use for the alert in this field.

Search type: This displays the type of search run, either Natural Language or Terms & Connectors.

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 Search Alert, you see that CourtLink will monitor Briefs, Pleadings and Motions.

Narrowed By: This displays the filters applied to the search, including the court you selected or any selections from the Document Type drop-down list.
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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