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LEGAL
DRAFTING TOOLS
PEER
AWARD-WINNING
DESIGNED WITH
MICROSOFT®
Lexis®
for Microsoft®
Office
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Now you can avoid the distraction of toggling back and forth
between different drafting tools and resources. Save time
and keep your focus strong with Lexis®
for Microsoft®
Office.
It’s the only drafting solution on the market designed in
partnership with Microsoft to seamlessly integrate with
Outlook®
, Microsoft®
Word and Word Online.
RESOURCES IN ONE PLACE
WITH ALL YOUR LEGAL DRAFTING
Lexis®
for Microsoft®
Office Microsoft®
Outlook®
Ribbon view you will see with a Microsoft Outlookdocument.
ANALYSIS
Find All: Locate and highlight forms, companies, organizations, attorneys, judges,
law firms, legal terms of art, and/or Shepard’s Signal™ indicators and citations.
SHEPARD’S®
TOOLS
	Get Cited Docs: Identifies citations within your Outlook message so you can quickly
validate legal authority within context.
PRECEDENTS  GUIDANCE
	Lexis Practice Advisor®
: Provides comprehensive practical guidance backed by
practitioners—overviews, practice notes, case law, statutes and much more.*
	 *
Requires separate subscription to Lexis Practice Advisor.
SEARCH  DISPLAY
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resources or select a single resource. Choose from Lexis Practice Advisor, Lexis
Advance®
, My Computer, web or your Lexis Advance Work Folders.
	 Lexis Advance®
: Opens Lexis Advance in your default web browser.
PDF
	Convert Attachments: Converts a PDF file into a Microsoft Word document, allowing
you to utilize all Lexis for Microsoft Office features.
SETTINGS  HELP
	 Client ID, Options and Help: Specify a client sign in, sign out, set the jurisdiction,
	 change ribbon settings, access support or provide feedback.
24/7 Customer Support:
888.539.4770 or online at LEXISNEXIS.COM/OFFICE
When you click the Find All feature, the image above shows you how you can quickly
locate information or research deeper without ever leaving your inbox.
2
E
PRECEDENTS  GUIDANCE
	Lexis Practice Advisor: Provides comprehensive practical guidance backed by practitioners—
	 practice notes, secondary materials, case law, statutes and much more.†
	 Lexis Practice Advisor Forms: Provides a strong starting point for drafting the legal or
	 business documents you need—written by leading practitioners to give you greater insight.†
	 Cases: Runs a search against case law found via Lexis Advance.‡
	 Briefs, Pleadings and Motions: Searches against briefs, pleadings and motions via
	 Lexis Advance, as well as content from your firm’s document management system.‡
	 ‡
Searches use either text you select or text around your cursor position from within
	 your document.
SEARCH  DISPLAY
	Search: Conduct research without leaving your document. Search all available resources,
or select a single resource. Choose from Lexis Advance, My Computer, web or your
Lexis Advance Work Folders.
	Lexis Advance®
: Opens Lexis Advance in your default web browser.
WORK FOLDERS
	 Open Folders: Opens your personal Lexis Advance Work Folders.	
	 Upload File: Uploads documents or files from other locations on your computer
	 or your firm’s network.
PDF
	 Import: Converts a PDF file into a Microsoft Word document, allowing you to utilize all
	Lexis for Microsoft Office features.
SETTINGS  HELP
	 Settings  Help: Specify a client sign in, sign out, set the jurisdiction, change ribbon
	 settings, access support or provide feedback.
ANALYSIS TOOLS
	 Find All: Locate and highlight forms, companies, organizations, attorneys, judges, law
firms, legal terms of art, and/or Shepard’s Signal indicators and citations.
SHEPARD’S TOOLS
	 Get Cited Docs: Identifies citations within your documents so you can quickly validate
legal authority within context.
	Link to Cites: Easily creates permanent hyperlinks to citations, enabling others
to view full-text documents online with their Lexis Advance ID.
	Check Cite Format: Validates and corrects citation formats and style according
to selected style manuals.
	Check Quotes: Verifies the accuracy and relevance of all quotes against the context
of source documents at Lexis Advance.
	Prepare TOA: Creates and updates a Table of Authorities with bookmarked page
numbers. Includes a variety of flexible layout options.
	Set Cite Format: Lets you choose your citation style for the Check Cite Format tool.
PROOFREADING TOOLS
	Summary: See a “legal health check” of your entire document including a risk
	 assessment covering critical error categories such as definition issues, numbering
	 issues and editing mistakes.
	 Defined Term Issues: Quickly validate legal terms and phrases in your document—focus 	
	 on defined terms, your definition list, inconsistent phrases or references.
	References: Locate referenced documents within your work product to ensure they are
properly linked to the cross reference.
	Mark Incomplete: Mark areas in your document as “Incomplete” as a reminder to review
them. Mark as “Complete” after review.
Microsoft®
Word
Ribbon view you will see with a Microsoft Word document.
Lexis®
for Microsoft®
Office
24/7 Customer Support:
888.539.4770 or online at LEXISNEXIS.COM/OFFICE 3
LexisNexis, Lexis, Lexis Advance, Lexis Practice Advisor, Shepard’s and the Knowledge Burst logo are registered trademarks and Shepard’s Signal is a
trademark of RELX Inc. Microsoft, and Outlook are registered trademarks of Microsoft Corporation. The National Law Journal, New York Law Journal,
Corporate Counsel and Texas Lawyer are registered trademarks of ALM Media Properties, LLC. Other products or services may be trademarks or
registered trademarks of their respective companies. © 2017 LexisNexis. LMO00097-3 0917
Lexis®
for Microsoft®
Office Office 365®
Get Cited Docs: Validate cited sources by accessing Shepard’s®
Citations Service from
within the context of your document.
Link to Cites: Permanently link Lexis Advance content to your documents.
Find: Locate legal entities, terms of art, citations and more to gain insight more quickly.
Set and Check Cite Format: Efficiently match the format requirements you specify.
Check Quotes: Quickly validate against source documents.
Prepare Table of Authorities: Organize your authorities with fast, flexible options.
Lexis Advance: Open Lexis Advance in a separate browser window with a single click.
Search: Access Lexis Advance folders for simplified sharing and collaboration.
Open Folders: Conduct research without leaving your document.
Options  Help: Specify a client sign in, sign out, set the jurisdiction, change ribbon
settings, access support or provide feedback.
24/7 Customer Support:
888.539.4770 or online at LEXISNEXIS.COM/OFFICE
Go with a clear winner**
Readers of industry publications have voted Lexis for Microsoft Office the
best Table of Authority Software Provider.
For the fourth straight year, readers of The National Law Journal®
voted Lexis for Microsoft Office
the Best Table of Authority Software Provider. For three consecutive years, New York Law
Journal®
readers voted Lexis for Microsoft Office as Best Table of Authority Software Provider.
Readers of Corporate Counsel® and Texas Lawyer® chose Lexis for Microsoft Office as Best
Table of Authorities Software Provider for 2017. Lexis for Microsoft Office won a 2016 SIIA
CODiE™ Award for the category Best Solution for Integrating Content into Workflow.
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Ribbon view you will see with a Microsoft Word Onlinedocument.

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Lexis for Microsoft Office: At A Glance Reference Guide

  • 1. WORK ANYWHERE, ON ANY DEVICE LEGAL DRAFTING TOOLS PEER AWARD-WINNING DESIGNED WITH MICROSOFT® Lexis® for Microsoft® Office 24/7 Customer Support: 888.539.4770 or online at LEXISNEXIS.COM/OFFICE Now you can avoid the distraction of toggling back and forth between different drafting tools and resources. Save time and keep your focus strong with Lexis® for Microsoft® Office. It’s the only drafting solution on the market designed in partnership with Microsoft to seamlessly integrate with Outlook® , Microsoft® Word and Word Online. RESOURCES IN ONE PLACE WITH ALL YOUR LEGAL DRAFTING
  • 2. Lexis® for Microsoft® Office Microsoft® Outlook® Ribbon view you will see with a Microsoft Outlookdocument. ANALYSIS Find All: Locate and highlight forms, companies, organizations, attorneys, judges, law firms, legal terms of art, and/or Shepard’s Signal™ indicators and citations. SHEPARD’S® TOOLS Get Cited Docs: Identifies citations within your Outlook message so you can quickly validate legal authority within context. PRECEDENTS GUIDANCE Lexis Practice Advisor® : Provides comprehensive practical guidance backed by practitioners—overviews, practice notes, case law, statutes and much more.* * Requires separate subscription to Lexis Practice Advisor. SEARCH DISPLAY Search: Conduct research without leaving your Outlook message. Search all available resources or select a single resource. Choose from Lexis Practice Advisor, Lexis Advance® , My Computer, web or your Lexis Advance Work Folders. Lexis Advance® : Opens Lexis Advance in your default web browser. PDF Convert Attachments: Converts a PDF file into a Microsoft Word document, allowing you to utilize all Lexis for Microsoft Office features. SETTINGS HELP Client ID, Options and Help: Specify a client sign in, sign out, set the jurisdiction, change ribbon settings, access support or provide feedback. 24/7 Customer Support: 888.539.4770 or online at LEXISNEXIS.COM/OFFICE When you click the Find All feature, the image above shows you how you can quickly locate information or research deeper without ever leaving your inbox. 2 E
  • 3. PRECEDENTS GUIDANCE Lexis Practice Advisor: Provides comprehensive practical guidance backed by practitioners— practice notes, secondary materials, case law, statutes and much more.† Lexis Practice Advisor Forms: Provides a strong starting point for drafting the legal or business documents you need—written by leading practitioners to give you greater insight.† Cases: Runs a search against case law found via Lexis Advance.‡ Briefs, Pleadings and Motions: Searches against briefs, pleadings and motions via Lexis Advance, as well as content from your firm’s document management system.‡ ‡ Searches use either text you select or text around your cursor position from within your document. SEARCH DISPLAY Search: Conduct research without leaving your document. Search all available resources, or select a single resource. Choose from Lexis Advance, My Computer, web or your Lexis Advance Work Folders. Lexis Advance® : Opens Lexis Advance in your default web browser. WORK FOLDERS Open Folders: Opens your personal Lexis Advance Work Folders. Upload File: Uploads documents or files from other locations on your computer or your firm’s network. PDF Import: Converts a PDF file into a Microsoft Word document, allowing you to utilize all Lexis for Microsoft Office features. SETTINGS HELP Settings Help: Specify a client sign in, sign out, set the jurisdiction, change ribbon settings, access support or provide feedback. ANALYSIS TOOLS Find All: Locate and highlight forms, companies, organizations, attorneys, judges, law firms, legal terms of art, and/or Shepard’s Signal indicators and citations. SHEPARD’S TOOLS Get Cited Docs: Identifies citations within your documents so you can quickly validate legal authority within context. Link to Cites: Easily creates permanent hyperlinks to citations, enabling others to view full-text documents online with their Lexis Advance ID. Check Cite Format: Validates and corrects citation formats and style according to selected style manuals. Check Quotes: Verifies the accuracy and relevance of all quotes against the context of source documents at Lexis Advance. Prepare TOA: Creates and updates a Table of Authorities with bookmarked page numbers. Includes a variety of flexible layout options. Set Cite Format: Lets you choose your citation style for the Check Cite Format tool. PROOFREADING TOOLS Summary: See a “legal health check” of your entire document including a risk assessment covering critical error categories such as definition issues, numbering issues and editing mistakes. Defined Term Issues: Quickly validate legal terms and phrases in your document—focus on defined terms, your definition list, inconsistent phrases or references. References: Locate referenced documents within your work product to ensure they are properly linked to the cross reference. Mark Incomplete: Mark areas in your document as “Incomplete” as a reminder to review them. Mark as “Complete” after review. Microsoft® Word Ribbon view you will see with a Microsoft Word document. Lexis® for Microsoft® Office 24/7 Customer Support: 888.539.4770 or online at LEXISNEXIS.COM/OFFICE 3
  • 4. LexisNexis, Lexis, Lexis Advance, Lexis Practice Advisor, Shepard’s and the Knowledge Burst logo are registered trademarks and Shepard’s Signal is a trademark of RELX Inc. Microsoft, and Outlook are registered trademarks of Microsoft Corporation. The National Law Journal, New York Law Journal, Corporate Counsel and Texas Lawyer are registered trademarks of ALM Media Properties, LLC. Other products or services may be trademarks or registered trademarks of their respective companies. © 2017 LexisNexis. LMO00097-3 0917 Lexis® for Microsoft® Office Office 365® Get Cited Docs: Validate cited sources by accessing Shepard’s® Citations Service from within the context of your document. Link to Cites: Permanently link Lexis Advance content to your documents. Find: Locate legal entities, terms of art, citations and more to gain insight more quickly. Set and Check Cite Format: Efficiently match the format requirements you specify. Check Quotes: Quickly validate against source documents. Prepare Table of Authorities: Organize your authorities with fast, flexible options. Lexis Advance: Open Lexis Advance in a separate browser window with a single click. Search: Access Lexis Advance folders for simplified sharing and collaboration. Open Folders: Conduct research without leaving your document. Options Help: Specify a client sign in, sign out, set the jurisdiction, change ribbon settings, access support or provide feedback. 24/7 Customer Support: 888.539.4770 or online at LEXISNEXIS.COM/OFFICE Go with a clear winner** Readers of industry publications have voted Lexis for Microsoft Office the best Table of Authority Software Provider. For the fourth straight year, readers of The National Law Journal® voted Lexis for Microsoft Office the Best Table of Authority Software Provider. For three consecutive years, New York Law Journal® readers voted Lexis for Microsoft Office as Best Table of Authority Software Provider. Readers of Corporate Counsel® and Texas Lawyer® chose Lexis for Microsoft Office as Best Table of Authorities Software Provider for 2017. Lexis for Microsoft Office won a 2016 SIIA CODiE™ Award for the category Best Solution for Integrating Content into Workflow. A B C D E F G H I J G H J IA B C E F D Ribbon view you will see with a Microsoft Word Onlinedocument.