A Little Late To The WestLawNext Party

But, better late than never, so they say. After boning up on everything WLN hot on the heels of the rumors and ultimate announcement of the revolutionary new legal database search interface earlier this year, I came away with the impression of “cool, but not worth the extra change.”

Just the other day, as I was hopping onto Westlaw for my daily visit, I noticed a little orange link at the top with admonishment that, for a limited time, I could try WLN free of charge. I am not one to turn up any chance to play with a new toy, particularly a free chance, so I decided to run my rather arcane inquiry in WLN instead of the old interface.

I am not going to do a full blown review of WLN here – there are scores of great posts and articles out there that lovingly list out every feature and improvement.

All I want to say is this: that new search algorithm West has outfitted WLN with really does improve your results. My query was on a very fine point of insurance law – I was having some difficulty even understanding the question, let alone formulating a tight search for an answer (after this many years in the biz, it takes something else entirely to make me scratch my head). So I entered my mostly unformed inquiry into the search box and, to my surprise, the very first hit was directly on point. I can only imagine what WLN would do with one of my familiar searches.

The bottom line question for me on the issue of WLN has always been: is it worth the money? Before I would have responded, unequivocally, no way, Jose, I can get what I need just fine from the old interface. Now, I must qualify with the further response that, if you have matters requiring turbo-charged research in unfamiliar waters or cases where the stakes are higher and mistakes more expensive, then WLN may be a reasonable cost of doing business.

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WestLawNext On Your Phone

Image from West

Back at the WestLawNext breakfast in March, one of the features promoted by the speakers was the impending introduction of mobile versions of WestLawNext. Right in line with their proposed timeline (they had said by the end of May), West’s LegalCurrents blog (link here) is reporting the improved availability of the new search interface on mobile devices (link here). West is touting the new interface as a unique “ecosystem” in which to interact with the WLN search tools. From the announcement:

WestlawNext Mobile mirrors the clean, modern interface of WestlawNext, with a primary focus on helping legal professionals resume their research while on-the-go. Through the mobile site, you can quickly and easily access research folders and read documents or notes, as well as perform new searches.

The site automatically detects whether you are accessing via mobile interface and directs you to the mobile version accordingly. Hit the link above for the mobile site, or click the link here for the iPad version.

WestlawNext Preview: The Recap

So, how about WestlawNext? That new evolution in legal research? Is there really something to be excited about here?

As regular readers know, I attended the Preview breakfast today. The Preview consisted of an opportunity to watch various Westlaw rep put the product through its paces at stations and a keynote speech by a West VP of Sales. The speech was accompanied by a slide deck with moving graphics and screenshots.

Ever the geeky researcher, I took copious notes. I asked some questions during the individual previews, which were answered to varying degrees of completeness. There were no meaningful opportunities to ask questions during the presentation. So I figured I would share both my notes and my questions here.

Remembering that West intends to charge an undisclosed premium for this next evolution, this Preview was an attempt by West to argue why such a charge makes sense. There were three main talking points to this end: major search improvements improved organization and visual display; and, new work flow tools.

I was particularly interested in the search. The individual reps were unable to give me a satisfactory answer as to how the new “plain” language search is an improvement over the old “natural” language search. The main presenter highlighted West’s search goals: to improve search by accessing a broader array of databases automatically; to bring deep, relevant results higher in the list and bring them faster; to do the analytical evaluation encompassed within KeyCite, Results Plus and other tools behind the scenes automatically; and, to crowdsource the results of other professional searchers.

The new search language has no constraints with respect to format. The new algorithm takes into account 57 different points. In pursuit of relevancy, it accesses the more than 40,000 West databases without manual selection (although you can identify preferred databases). It examines terms used in key numbers associated with point of law suggested by the search. It will look countrywide for relevant related cases and common threads, and then employ concepts gleaned from this analysis within your specified jurisdiction. The same treatment is applied to Key Cite results – citing cases are examined for common threads, which are then run back through the selected databases. Finally, West taps into the searches run by other professional (not student) legal researchers – more than 500,000 transactions per day – to determine the documents yielded by searches employing the same terms and whether the researchers engaged in “meaningful transactions” with respect to those documents. In other words, did they print, Key Cite, email or copy with citation. Then the algorithm goes one step further and pulls other documents that are most frequently related to the documents treated by other researchers. The results are shown, by default in order of decreasing relevance.

Interestingly, there were little to no examples comparing a traditional Westlaw search with a WestlawNext search. Just a few conclusory statements that the WestlawNext search would yield a better result faster. Boolean is not gone, but one of the reps advised that WestlawNext is working behind the scenes on the broader connectors, so it is not a completely Boolean application.

New organizational tools include a foldering system that is fully searchable and automatically updated via Key Cite. The look is cleaner and more modern, with more white space and the ability to control formatting to optimize your viewing experience. When you click on a particular case, other Related Topics from the case are displayed in paragraph form along the right margin – you can access other results on those topics via clickable links. KeyCite is tabbed on the cases, and the results are filter-able.Results also can be filtered by relevancy, recency and other facets.

Workflow is improved as well. Docs can be downloaded, sent via email and, most recently added, sent to your Kindle. You can establish favorite databases. I am not sure whether these favorites affect the relevancy measure within results. There is also a link for “KM” – it accesses the firm’s own documents. an eyeglass symbol on a document means that the document had been previously viewed within the last 30 days for the same client ID. A folder icon on a case shows that the case has already been read and saved in a folder. You can access foldered documents without charge. Search history is now saved for a year (previously 14 days).

Editing tools allow the researcher to notate, highlight and save sections of cases with citations, with these edits saved online indefinitely. Coming soon: the ability to export folders of research content, with annotations, to others on the research team.

For what it is worth, as an experienced researcher delving regularly into similar areas of law, I know how to formulate both a boolean and natural language search and I am well aware of the databases I need. It is a rare occasion that I am plumbing an entirely new area of law. Furthermore, I already have adopted workarounds for the new foldering and annotating system – I save my downloaded docs in topic-specific folders and use my word processor to highlight and mark comments in the margins.

While I still have little questions, the big question for me is price. I was directed to my sales rep. The email I sent to her following the preview in which I indicated I had price questions remains unanswered. I know enough from my reading that there is a premium for WestlawNext, but no one seems to have a firm grasp on the amount of that premium. I imagine there are different premiums depending upon the size and nature of the existing contract and type of client. Hardly seems fair.

I know I am not the first commenter to say this, but I think that West is well off the track and making a huge marketing mistake. In my early days as a law student and lawyer, the only meaningful choice in legal research was Westlaw or Lexis. The Internet had not broken into the mainstream. Early web search was clumsy compared to West’s access to its own curated content. It made sense to pay extra for the service and we all paid dearly for it.

Now, internet search has met and exceeded Westlaw’s current search methodology. In a time when major corporations, the likes of Google and Microsoft, and other minor web developers are regularly trotting out amazing search feats and features and charging absolutely nothing for these marvelous wonders, Westlaw deigns to bring its product in many respects up to modern “free” standards and charge an undisclosed premium for it. Unfortunately, West has not properly read its audience – lawyers are becoming more tech savvy and are getting quite accustomed to receiving new and better tools for free. I know I am.

While I can comprehend paying extra for a vastly improved search algorithm (I don’t know this for sure as I have not yet had a hands-on), I find it difficult to “buy” an improvement such as better site organization, more “white space” and formatting controls. Shouldn’t such “improvements” be par for the course in a product’s development? Barring inflationary increases, car manufacturers regularly change the visual design of their products to keep them modern and add options without charging for these changes. Is West so out of touch with its customers that it believes they feel bringing the site’s look up to modern standards justify a price hike?

When a free product is measured against a pricey one, the reviewer cannot help but consider compromising on features in favor of cost wherever possible. As the free tools improve, WestlawNext is going to be perceived as the poorer option when all factors are examined.

While West touts its upcoming iPhone version, I have been accessing the free Fastcase service on my phone for weeks. This is not charge-worthy innovation.

Oh, and for the record, I overheard a Westlaw rep tell an attendee today that Westlaw.com will be phased out. Thus, the WestlawNext premium will become the new standard (increased) price point for West’s products.

I am sure I will have more on the subject after I activate my free access password (I will get a whopping three days) and after I get some clarification on my outstanding questions from my rep. For now, I have said it before and I will say it again – the jury is still out deliberating.

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Live From WestlawNext Preview

So here I am, sitting at the Hyatt Regency Boston on Rue de Lafayette, getting wined, dined and coffee’d on West’s tab. Why am I here? To preview WestlawNext of course! As I walked in and attempted to get my bearings, I was deftly swallowed up by the Corporate trainer and Rep ( how did they know?) I received my own personal preview before I could even grab a yogurt – but not before I grabbed coffee.

I haven’t gone through the entire dog and pony show yet – it is still technically breakfast. But my cursory initial impression is that West has gussied up, reformatted and reorganized the experience. The rep made much of the improved viewing experience and the search-before-data-base-selection orientation. It IS improved and better organized. Folders are a nice add and keeping a research trail tied to your client ID for a year (as compared to 14 days) are also plusses.

But unless the new “plain” search algorithm (formerly natural search) is a whole lot slicker, I am not sure the refinements will be worth the cost. I have been using my own work-arounds for folders and notation. Sharing by email is not a major leap forward. The demonstrator could not give me a reasonable explanation of how the new search function is improved, directing me online to find out more (but not everything because of “copyright protection” ?!)

And what is the cost? I have yet to find a West person who can tell me. But they were happy to take my number down so that the cashier can give me a call.

But my time has not been completely lost. I am the proud owner of a new iPod Shuffle courtesy of West. And a yogurt and coffee. Good times.

To be continued …

Details on New Lexis (& WestlawNext)

The ABA Journal has more information (link here) on the Big Two’s new research interfaces, including a LOT more on the new Lexis, appropriately called New Lexis.  New Lexis is expected some time later this year (WestlawNext – the public name for Cobalt – is due February 1). The ABA appears to have gotten a hands-on with both. he article cites some of New Lexis’ features:

  • no more Boolean search; natural language only with an algorithm boosted by artificial intelligence to help get the most relevant information;
  • results broadened beyond Lexis’ own proprietary databases to include relevant open source legal information from across the Web;
  • results page is dramatically revamped, to include folders along the margins containing categories of relevant results, such as cases, statutes, and regulations;
  • pop-up preview panes containing summaries when you hover over a result and integrated Shepherd’s results for each case;
  • graphical presentation of Shepherd’s results and the history and timeline of cases;
  • collaboration tools and the ability to store results in folders for later use;
  • productivity tools to assist in evaluating the strength of a case, the costs, and potential value to lawyer and client.

WestlawNext will incorporate similar features. It employs a simple search box for a natural language query and does not require that you identify your desired database up front. West hasn’t decided yet whether it will kill Boolean (I sincerely hope that it doesn’t). You can filter results by jurisdiction, type of content and other factors. You will still see a results list, but there will also be windows collecting results by content type.  The service will allow bookmarking of favorite databases. KeyCite will also be incorporated directly into the results. There will be similar collaboration features, such as saving work in folders by client. Researchers can use these folders to review their own search history. West also will incorporate some editing features, such as highlighting and noting on cases, tasks that I already perform in Word on my downloaded Westlaw cases.

Then, of course, there is Bloomberg Law, mentioned here on the Studio several months back. It is in the process of being tested in a small number of law firms and schools. While there are noted limitations in the beta version with respect to the scope of accessible materials, testers are giving the product high marks for intuitiveness and ease of use. Plus, a docket search feature distinguishes Bloomberg from the Big Two in an enticing way.

The idea is that the legal research purveyors are seeking to marry their vast information resources with a slick, modern interface and productivity tools. Back in the day, inefficiency meant more money for these companies that billed by the amount of time spent on-line by the researcher. I am thinking they can’t really get away with that mindset anymore, in the face of cheap and free competition.  But there will still need to be a signficant value-add for these services to continue to show a profit – more than ever, professionals are looking to maximize tools while minimizing cost. And when free Google starts to look like a viable option, well, then …..