LexisNexis® CourtLink® STEP-BY-STEP GUIDE

Now With CourtLink® You Can:

† Navigate among tasks and screens faster and more easily † Search multiple court systems simultaneously † Check the status of your document retrieval orders online † Complete research faster than ever before

My CourtLink . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 To use Search Search Docket Number Patent Search To view Search results

To view a Docket

Dockets & Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Online Arrived and Online Pending Runner Arrived and Pending Order Documents To place an order online

Track . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 To set up a Track To view Track results To manage Track activity

Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 To set up an Alert To set up one of the following Alert types To view Alert Activity To manage your Alerts

Strategic Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Request a CourtLink Strategic Profile To create a new profile Change Strategic Profile Date Ranges—No Additional Charge Finding Corporate Affiliations, Subsidiaries and Divisions

My Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 To access My Account Account Profile Preferences My Billing and User Administration

My CourtLink

Search

Dockets & Documents

Order Documents

Track

Alert

http://courtlink.lexisnexis.com

Strategic Profiles

My Account

Search Search court records by names, case types, and docket and patent numbers.

To use Search: 1. Click the Search tab from the CourtLink top navigation menu. 2. Select one of three Search Tools:

† Search: Search by litigant name, subject matter, judge or attorney name, etc.

† Docket Number: Search by docket number. † Patent Search: Search by patent number or search by court for patent-related cases.

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Search 1. Click the Search tab. Then, click the red Search button. A screen similar to the following will appear:

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2. From the drop-down menus provided, select a court system and court type. 3. From the Online Court and/or Runner Court boxes, highlight the court(s) that you wish to search OR click Select All to select all displayed courts. Then, click Add Courts. Notice that the selected courts are removed from the Online Court and Runner Court boxes and now appear in the Selected Combined Court area. Click Next.

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4. Enter your search criteria. Search options vary by court; those options available in all chosen courts are listed in the Common Criteria tab. If you’d like to narrow your search further, click on a court tab to view additional criteria available for that court. Click Next. 5. If you have selected a Runner Court, you will need to select a delivery method. 6. Review your Search Summary. Name your search and enter a client matter code (optional). 7. To confirm your request, click Run Search.

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Docket Number 1. Click the Search tab. Then, click the red Docket Number button. A screen similar to the following will appear:

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2. From the drop-down menus, select the Court System you want to search. —Under Court System, choose federal courts or a single state court system. —Under Court Type, select a specific court. —Under Online Court or Runner Court, select a specific jurisdiction. 3. Enter the docket number. (Click the Formatting Rules link for details on docket number formats.) Enter a client matter code (optional). Click Next. 4. If you have selected a Runner Court, you will need to select a delivery method. 5. Review your Search Summary. To complete your search, click Submit Search.

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Patent Search 1. Click the Search tab. Then, click the red Patent Search button. A screen similar to the following will appear:

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2. Enter a patent number to find cases related to that patent OR select a U.S. District Court to display the patent cases from that court. Enter a client matter code (optional). Click Next. 3. Review your Search Summary. To submit your request, click Submit Search.

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To view Search results: New Search results will be listed on the My CourtLink page, under the heading “Recent Searches.” Click on a search name to view the results for that search. You may also view Search results from search history within Search.

† To view a docket, click the docket number. † To customize your search results list, click Customize List. Hide/display columns. Sort by court, litigant, active/closed. Click Save to save your customized list settings.

† To save your search criteria for future use, click Save Search.

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To view a Docket: 1. Click to view a PDF of the full-text filing.

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2. Click to order a full-text copy of the filing from CourtLink Document Retrieval. 3. Request automatic notification of similar cases. 4. Request automatic notification of new case developments.

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5. Request docket updates since this filing. 6. Click attorney or firm name and move directly to Martindale-Hubbell® listing details. 7. Link to available related documents at www.lexis.com

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Dockets & Documents Obtain a history of all of the dockets and online documents that have been viewed as well as check the status of your document retrieval orders.

Online Arrived and Online Pending View a list of all the dockets and online documents that you have viewed as well as those that you have requested or updated from CourtLink. To review the status of an online docket or document: 1. Click the Dockets and Documents tab from the CourtLink top navigation menu. 2. Click the Online Arrived tab to display the history of your docket and online documents for the past seven days. — Or — Click the Online Pending tab to display the status of dockets and online documents that have not yet arrived. Upon completion, this material is automatically delivered to Online Arrived.

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Runner Arrived and Pending View the status and billing details for the orders you have placed through the CourtLink Document Retrieval Service. To review the status of a runner document from the CourtLink Document Retrieval Service: 1. Click the Dockets and Documents tab from the CourtLink top navigation menu. 2. Click the Runner Arrived tab to display your completed document retrieval order as well as billing details. — Or — Click the Runner Pending tab to display the status of your document retrieval runner requests. Upon completion, this material is automatically delivered to Runner Arrived.

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Order Documents If the documents you need are not available online, you can order dockets and documents through the CourtLink Document Retrieval Service. Place your order online or call 866.540.8818.

To place an order online: 1. Click the Order Documents link at the top of any CourtLink screen. 2. Enter your order details (Court System, Court Type, etc.) and delivery method, then click Next. 3. An order confirmation page will appear. Once you have confirmed the details, click the Send Order button. Go to the Dockets & Documents tab, and then click on Runner Received and/or Runner Pending to check on the status.

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Track Be among the first to know about new developments in existing cases.

To set up a Track: 1. Click the Track tab from the CourtLink top navigation menu. 2. Click the Track a Docket button. 3. From the drop-down menus, select the Court System you want to search. —Under Court System, choose federal courts or a single state court system. —Under Court Type, select a specific court. —Under Online Court, select a specific jurisdiction. 4. Enter the docket number. (Click the Formatting Rules link for details on docket number formats.) 5. Under Scheduling Options select a frequency for notification of new activity: daily, selected weekdays, selected dates of a month, or only one time on a single date. 6. Enter a client matter code (optional). 7. Click the Save Track button.

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To view Track results: You can access your Track results using one of the following methods: Option 1: When cases meet your Track criteria, you will automatically receive email notification. Simply click on the link in your email. Option 2: New Track results will be listed on the My CourtLink page, under the heading “Tracked Dockets.” Or, click the Track tab from the CourtLink top navigation menu. A list of your tracks will appear. Click on the case name to view results.

To manage Track activity: 1. Click the Track tab from the CourtLink top navigation menu. 2. Click the Manage Tracks tab. 3. Click the Case Name to edit the Track or click the checkboxes to designate those you wish to delete. 4. Click the Remove Selected button to delete the selected items.

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Alert The CourtLink service offers automated notifications of newly filed cases in key jurisdictions.

To set up an Alert: 1. Click on the Alert tab from the CourtLink top navigation menu. 2. Click the red Set New Alert button. 3. Select an Alert type from the list provided.

To set up one of the following Alert types: Federal Subject Matter State Subject Matter Class Action Bankruptcy Chapter

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1. Select the appropriate Alert type from the list provided. 2. From the drop-down menus, select a court system and court type. 3. From the Online Court box, highlight the court(s) that you wish to search or click Select All to select all displayed courts. Then, click Add Courts. Notice that the selected courts are removed from the Online Court box and now appear in the Selected Combined Court area. Click Next. 4. If you wish to specify subject matters for each court in your Alert set-up, select Subject Matters next to each court displayed. Or, if you want to set up all subject matters in every court, click Next. 5. Enter a name for your Alert and enter a client matter code (optional). To save this Alert, select Set New Alert.

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To set up one of the following Alert types: Litigant Attorney/Firm Judge Bankruptcy Debtor

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1. Select the appropriate Alert type from the list provided. 2. Enter name(s) in the spaces provided. In the adjacent field, enter any alternative spellings for each name. For example, National Football League can also be referred to as NFL. — OR — As an alternative, you can select the Upload a File with Party Names for Batch Alerts radio button. Follow the on-screen directions for providing necessary information. 3. Choose from one of the following three options:

† All available Courts and Subject Matters † Choose specific Courts and Subject Matters † Use Default Courts and Subject Matters

The Criteria Summary screen will appear if you choose all available courts and subject matters or use default courts and subject matters. If you choose specific courts and subject matters, follow steps 2 and 3 from page 22. 4. Click Next. The Criteria Summary screen will appear. The name of your Alert will appear and you may enter a client matter code (optional). To save this Alert, select Set New Alert.

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To view Alert Activity: You can access your Alerts using one of the following methods: Option 1: When cases meet your Alert criteria, you will automatically receive email notification. Simply click on the link in your email. Option 2: New Alert results will be listed on the My CourtLink page, under the heading “Today’s Alerts.” Or click the Alert tab and view the results displayed on the Results tab. Click on the Alert name to view results.

To manage your Alerts: 1. Click the Alert tab from the CourtLink top navigation menu. 2. Click the Manage Alerts tab. 3. Click an Alert name to edit the Alert OR click the checkboxes to designate those you wish to delete. 4. Click the Remove Selected button to delete selected items.

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Strategic Profiles Gain insight into a company’s litigation history, attorney experience on a particular nature or suit, and litigation trends.

Request a CourtLink Strategic Profile: Click the Strategic Profiles tab from the CourtLink top navigation menu. A history of previous Strategic Profiles is displayed automatically.

To create a new profile: 1. Select a profile type by clicking on one of the five tabs next to History, e.g., Litigant. 2. Select a court system from the drop-down menu. 3. Enter your profile criteria, including name(s), dates, client matter code (optional), chart type and reporting selections. 4. To submit the profile, click Create Profile. 5. An order confirmation page will appear. Once you have confirmed the details, click Create Profile. NOTE: On Litigant Strategic Profiles and Law Firm Strategic Profiles, if there is more than one company name variation, a list of available name variations displays automatically. To include alternative names, check the names you want to include in your profile, then click Create Profile. On Judicial Strategic Profiles, if more than one judge name appears you need to select the judge you want to run the profile on, then click Create Profile.

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Change Strategic Profile Date Ranges—No Additional Charge Rerun your Strategic Profile—with a different date range—at no additional cost for up to 24 hours after you enter the initial profile. Change Litigant Strategic Profile date ranges to gauge how a company’s litigation has changed over time and to assess trends. To change a Strategic Profile date range: 1. Click the Strategic Profiles tab from the CourtLink top navigation menu. A history of past profile searches is displayed automatically. 2. Click Re-Run next to the name of the profile you want to change. 3. When the profile displays, scroll to the bottom of the report. Edit the date range. 4. Click Re-Run Profile.

Finding Corporate Affiliations, Subsidiaries and Divisions Company names may appear in court documents in a variety of ways, so it may be difficult to identify all litigation involving a company. To add depth to your research, enter only key components of a company name, e.g., Microsoft, rather than Microsoft Inc. And, if you are interested in researching affiliates, subsidiaries and divisions worldwide, you can include those names in your search. 1. Click the Strategic Profiles tab from the CourtLink top navigation menu. 2. Click the Litigant tab. 3. Under Research Company Subsidiaries at the bottom of the Litigant tab, Click the Here link. 4. Enter a company name; click Search. View an in-depth list of divisions, subsidiaries, U.S. and non-U.S. joint ventures, etc. You decide which related company names should be added to your Strategic Profile.

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Printing and Sharing Your Strategic Profile Reports Print, store and share individual profile reports or your profile history list. 1. To print a profile: Click Print View at the top right of your report. Follow your standard PC printing instructions. 2. To save a profile in PDF: Click PDF. Use the Save function to save the PDF to your PC. 3. To e-mail a profile: Attach the saved PDF to your outgoing email message.

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My Account My Account helps you easily manage all aspects of your CourtLink account.

To access My Account: 1. Click the My Account tab from the CourtLink top navigation menu. 2. Select an appropriate tab: Account Profile, Preferences, My Billing, or User Administration (administrators only).

Account Profile Change information pertaining to your account, including name, address, email address, password, etc. To enter or change information, click on the relevant field, (e.g. name), and enter data. When you are finished, click Save Changes.

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Preferences Change settings for Search, Runner Documents, Track, Alerts, and Strategic Profiles. For each area listed, you can set preferences for the following:

† Search: Select when to be notified of search costs, display docket entries, and email address for notification of results.

† Runner Documents: Select order instructions and delivery preferences. † Track: Select display options and email address for notification of results. † Alerts: Indicate email address for notification of results and default settings. † Strategic Profiles: Select chart display options. My Billing and User Administration Access and manage billing records and user history for your account. NOTE: Only account administrators have full access to billing and user history information.

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If you have any questions about your account or using CourtLink services, please contact one of our knowledgeable Customer Support representatives at 888.311.1966.

http://courtlink.lexisnexis.com

LexisNexis, the Knowledge Burst logo and Martindale-Hubbell are registered trademarks of Reed Elsevier Properties Inc., used under license. CourtLink is a registered trademark of LexisNexis CourtLink, Inc. © 2005 LexisNexis, a division of Reed Elsevier Inc. All rights reserved. LC00435-0 0305