AI Integrated Workflow for Effective Case Law Research

AI-Assisted Case Law Research Workflow

1. Define Research Objectives

1.1 Identify Legal Issues

Clearly outline the specific legal questions or issues that need to be addressed.

1.2 Determine Jurisdiction

Establish the jurisdiction relevant to the case to ensure the accuracy of the research.

2. Select AI Search Tools

2.1 Evaluate Available Tools

Research and compare various AI-driven legal research tools such as:

• Westlaw Edge: Utilizes AI to enhance search capabilities and provide relevant case law.
• LexisNexis: Offers AI-driven insights and advanced search functionalities.
• Casetext: Features CoCounsel, an AI-powered legal research assistant.

2.2 Choose Appropriate Tool

Select the tool that best fits the research needs based on the evaluation.

3. Conduct Initial Search

3.1 Input Search Terms

Utilize natural language processing capabilities of the selected tool to enter relevant search queries.

3.2 Filter Results

Apply filters for jurisdiction, case type, and date to narrow down the search results.

4. Analyze Search Results

4.1 Review Relevant Cases

Examine the cases returned by the AI tool for relevance to the identified legal issues.

4.2 Utilize AI Features

Take advantage of features such as:

• KeyCite: For citation analysis and to check the validity of cases.
• Smart Links: To access related legal documents and precedents.

5. Compile Findings

5.1 Summarize Key Cases

Document the most pertinent cases and their implications for the legal issues at hand.

5.2 Create a Research Report

Compile a comprehensive report detailing findings, including case summaries, citations, and relevant statutes.

6. Review and Finalize

6.1 Peer Review

Have colleagues or legal experts review the findings for accuracy and completeness.

6.2 Final Adjustments

Make any necessary adjustments based on feedback received during the review process.

7. Present Findings

7.1 Prepare Presentation

Create a presentation to share the research findings with stakeholders or clients.

7.2 Deliver Findings

Present the findings in a clear and professional manner, ensuring to highlight the practical implications for the case.