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Lexis® Draft

Features Guide

v8.3 for Microsoft Word & Outlook

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Contents

1. Lexis® Draft Overview ...................................................................................................... 4

1.1 Lexis® Draft for Microsoft Word .............................................................................................. 4

1.2 Lexis® Draft for Microsoft Outlook .......................................................................................... 4

2. New Features in v8.3 ........................................................................................................ 5

2.1 Analyse ..................................................................................................................................... 5

2.2 “Get Cited Docs” renamed to “Cases and Legislation”: ........................................................... 5

2.3 Create Permalinks .................................................................................................................... 5

2.4 Proofreading Tools: Tile v Tree View ....................................................................................... 5

2.5 WordRake Improvements ........................................................................................................ 5

3. Analytical & Legal Research Tools ..................................................................................... 6

3.1 Analyse ..................................................................................................................................... 6

3.2 Cases and Legislation ............................................................................................................... 8

3.3 Create Permalinks .................................................................................................................... 9

3.4 Search tool & Lexis Advance® link ......................................................................................... 10

4. Legal Proofreading with Contract Companion ................................................................. 11

4.1 Proofreading Summary .......................................................................................................... 11

4.2 Term Risks .............................................................................................................................. 12

Definitions List ...................................................................................................................... 12

Defined Term Issues ............................................................................................................. 12

4.3 References & Numbering ....................................................................................................... 13

Numbering Issues ................................................................................................................. 13

References ............................................................................................................................ 13

4.4 Inconsistent Phrases .............................................................................................................. 13

4.5 Editing .................................................................................................................................... 14

Editing Mistakes .................................................................................................................... 14

Common Terms .................................................................................................................... 14

Specific Values (Names, Dates, etc.) ..................................................................................... 14

4.6 Notes ...................................................................................................................................... 15

Mark Incomplete .................................................................................................................. 15

Incomplete Items .................................................................................................................. 15

4.7 Layout Settings ....................................................................................................................... 16

Tile & Tree Layouts ............................................................................................................... 16

5. WordRake for Lexis® Draft Pro ....................................................................................... 17

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1. Lexis® Draft Overview • Lexis Draft & Lexis Draft Pro give users a wide range of analytical and editing tools designed specifically for the legal market.

• Lexis Draft saves time and allows users to streamline work, with tools for fast, accurate and precise legal drafting, reducing manual tasks inherent in their drafting workflow.

• Includes tools for legal proofreading, internal collaboration, analytical and legal research, language review and editorial review.

• Lexis Draft Pro offers an additional language review feature which analyses sentences and provides suggestions to improve readability and clarity of text.

• With results displayed side-by-side within the document or email, Lexis Draft works where lawyers work, so they do not need to break their thought process.

1.1 Lexis® Draft for Microsoft Word

1.2 Lexis® Draft for Microsoft Outlook

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2. New Features in v8.3

Analyse • Ability to run Analyse over selected text to ensure consistency and ease of use.

• “Narrow By” function to narrow search results.

“Get Cited Docs” renamed to “Cases and Legislation”: • Includes legislations in the list, in addition to cases.

• List displays CaseBase signal options

• Ability to “insert a table of authorities” or “print all selected cases”

• All previous features remain.

Create Permalinks • Document is analysed and citations that can be linked to content on Lexis Advance® are converted to hyperlinks.

• Readers of the document can click the link to view the associated case.

Proofreading Tools: Tile v Tree View • Alternative “Tree View” option provides a more intuitive proofreading experience.

• Default view remains “Tile View”.

• Greater customisation options in setting and defining own terms and definitions to proofread.

WordRake Improvements • Over 600 new editing algorithms & 900 enhancements to existing algorithms for greater accuracy

• Dull nominalizations convert to lively verbs (“make a recommendation" becomes “recommend”),

• Turns negative statements into positive (“the auditor didn’t find any discrepancies” -> “the auditor found no discrepancies”)

• Removes windy “windups” (“It should be stated that” and “Please note that”).

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3. Analytical & Legal Research Tools

3.1 Analyse

• Scans document to check accuracy of legislation and case citations and company data and use of legal terms and phrases.

• Depending on the type of term highlighted, clicking on the term after the scan opens the results pane listing search results for the term in the following categories:

• Definitions; Cases; Legislation; Commentary; News; Precedents

• Use the editable drop-down selector to set preferences for highlighting only specific types of content including:

• Companies; Organisations; Case References

• Tabs for each link clicked

• CaseBase signals in document

• CaseBase & LawNow references

• Print, email & download page results and save them to DropBox

• Narrow search by:

• Content Type; Jurisdiction; Court

• Add to Lexis Advance Work Folders

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Analyse example

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3.2 Cases and Legislation

• Scans document for case and legislation citations and creates a list in the results pane.

• Now includes ability to;

• insert a table of authorities

• print all selected cases

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3.3 Create Permalinks

• Document is analyzed and citations that can be linked

to content on Lexis Advance are converted to

hyperlinks.

• Readers of the document can click the link to view the

associated case.

• Share enriched content with other people within or

outside your firm.

• Able to choose to share only the link and not content.

• Example shows hyperlink in document & Lexis

Advance page.

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3.4 Search tool & Lexis Advance® link

Keyboard search across all content including:

• User’s computer;

• All LexisNexis subscription content including Form & Precedents.

• Google & Bing search engines.

• Lexis Advance button opens Lexis Advance platform in browser.

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4. Legal Proofreading with Contract Companion

4.1 Proofreading Summary

• Provides a summary of all proofreading issues found in the document scanned.

• User can isolate categories of issues which are acceptable, and which are critical or of high risk.

• “Settings” function enables user to customise different types of content in this and future documents.

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4.2 Term Risks

• Scans document for improper use of defined terms including terms used but not defined; duplicate definitions etc.

Definitions List • Shows defined terms in your document.

• Use “Filter” function in the “Definitions” tab to view only terms defined in a definitions section or terms defined inline.

Defined Term Issues • Locates term definitions in document.

• Use “Filter” function in the tab “Defined Term Issues” to view the following categories of terms:

• Used but not defined Defined but not used

• Defined but not capitalised Duplicated terms

• Inconsistent capitalisation Out of alphabetical order

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4.3 References & Numbering

Numbering Issues

• Scans typed or automated numbers in document that may be out of order or a repeated number.

References • Scans document for errors in cross-references, legislative references,

ambiguous references and more.

• Automatically fixes ‘Out of date’ cross reference errors.

• Offers a split screen feature for reference comparison.

• Use “Filter” function in the tab “References” in the results pane to view the following categories of references:

• Definition references

• Cross references including: Out of date & Not Found cross references

• External document references

• Legislative section references

• Use “Settings” dialogue box to add, edit or delete keywords used for finding external document references or phrases indicating a reference to defined terms.

4.4 Inconsistent Phrases • Scans document for phrases with apparent inconsistencies e.g. “may pay the

full price” vs “must pay the full price”

• “warranties and indemnities” vs “warranties & indemnities”

• Use “Settings” dialogue box to establish, group & customise consistent phrases

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4.5 Editing

Editing Mistakes

• Scans document for common unpaired punctuation e.g. quotes or parentheses and inconsistencies in spacing after sentences.

• Use “Settings” box to customise the number of spaces after sentences, and punctuation consistency

Common Terms

• Identifies terms which may be formatted as a defined term but are so commonly known that they do not need a definition.

• Use the Settings box to include terms which you may wish to recognise or ignore.

Specific Values (Names, Dates, etc.)

• Scans document for individual and organisation names, dates, amounts etc. and returns a list in the right-hand pane to allow the user to review and navigate to each specific term. Categories include:

• Name

• Company

• Address

• Date Negotiable

• Location

• Phone number

• Title

• Email addresses

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4.6 Notes

Mark Incomplete

• Inserts preconfigured markers in document for further action or later review. Markers include:

• Insert bullet; Highlight text;

• Coloured text;

• [Bracket text]

Incomplete Items

• Scans document for preconfigured markers or bullet points or markers used to identify variables in precedents.

• Markers are located and can be removed when the item for review, or checking is marked as complete by the user.

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4.7 Layout Settings

Tile & Tree Layouts

• In Tile View (left), the Risk Assessment graph is an indicator of risk severity for the document. Click on the link for a list of all critical issues.

• In Tree View (right), this list is available without clicking a link.

• “Settings” > “Display” function enables the user to change the layout.

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5. WordRake for Lexis® Draft Pro • Click the "Rake" button and watch the in-line editor ripple through your document.

• Suggests deletions & edits to remove clutter and improve unclear phrasing, just like a live personal editor.

• Goes beyond good grammar and spelling to the heart of business writing.

• Provides clear, concise, effective communication across your document.

• Summarises document suggestions in left-hand pane.

• Accept or reject each suggestion using the toolbar to finish off your draft or final document.