Top 5 Ways to Maximize Legal Professional Research on Courtroom Insight

1. View Integrated Partner Data

99% of researchers have been surprised or unprepared by information about an expert’s background or experience, according to a 2023 study. Prevent surprises by expanding the breadth of your research with our integrated partners’ data. Courtroom Insight seamlessly integrates with links to data from external partners like Lexis Nexis, Thomson Reuters, Docket Alarm, Hein Online, Wolters Kluwer, vLex, and more. This allows users to directly view information related to the subject of interest, without having to open new tabs or login to other sites. Furthermore, users can view some partners’ data directly on Courtroom Insight’s platform, such as Arbitrator Intelligence, Daubert Tracker, Lex Machina, and more. Users may sort internally integrated partner data through arrows or tabs, to prioritize based on factors most relevant to your case.

Reduce time spent sifting through non-essential information by narrowing your search with our filters and keyword search. Courtroom Insight’s integrated search filters help you sort by type of professional, such as experts, neutrals and judges. Furthermore, our keyword search can help you further narrow results by subject of interest, including your firm’s prior experience with the individual, the individual’s expertise or location, and more.

3. Send and Respond to PTI Requests

According to a 2017 study, sending an internal firm email is one of the top methods for researching an expert. However, switching between tabs and/or websites may cause platform fatigue–a major issue expressed by law firms at ILTACON 2022. Through our “Contact Now” feature, users can email their colleagues to gather first-hand knowledge on a professional without having to exit Courtroom Insight’s platform and manually enter relevant contact information. The email populates relevant names, emails and includes a link to the professional’s CI profile. This improves users’ workflow while simultaneously limiting fatigue.

4. Pin Relevant Documents to Profiles

When multiple individuals are working on a matter, duplicative efforts may occur. Minimize duplicative efforts and save your team time by pinning all relevant research documents and URLs to your organization’s private document folder. The documents are automatically dated, so you can ascertain the recency and relevancy of existing research.

5. Utilize Private Reviews

Lack of knowledge sharing and streamlined communication within law firms can create information gaps about previously retained professionals. Courtroom Insight allows users to centralize all experiences related to a legal professional into one shared platform. Through the private reviews feature, legal professionals can easily access and share critical information with their colleagues. This can improve communication, enhance collaboration, and ultimately lead to more effective and efficient expert witness research. Private reviews are internal firm reviews that can only be accessed by others within your firm.

Katie Ryan