Learning to Love Fastcase 7

Okay, so welcome everyone today to the Center for Practice Management Learning Objectives Series, and I'm thrilled to introduce Erin Page, who is our guest speaker today on learning to love FastCase 7. And FastCase 7 is going to actually be the default for everybody who is using FastCase going forward next week. Through the North Carolina Bar Association. So she's going to show us all the new features and the, the latest and greatest with what's going on with Fastcase 7. Erin is a lawyer and a librarian, and she is also a reference attorney at Fastcase. So she is eminently qualified to lead us on our adventure today. So Erin, go ahead and get started.

Well, thank you so much for that very kind introduction. My name is Erin Page, and I am the senior law librarian on staff here at Fastcase Legal Research. And on your screen, hopefully you should see Fastcase 7, which is the topic of our discussion today. Before I get started, just a couple of quick things to emphasize. I love questions. They make me very happy. So please, please feel free to send them in at any point during the presentation. I'll try to work them in as I go. And as was mentioned, we'll have that question and answer session towards the end of the presentation as well. All right, so let me go ahead and get started introducing you to FastCase 7. So the screen that you're currently seeing is the home page for FastCase 7, and you can actually access that right now. So I'm just going to switch tabs for just a second. This is probably the screen that you're more familiar with when you currently log into FastCase. This is FastCase 6, and of course you're welcome to use this anytime you choose to. It's still a great program. However, FastCase 7 is where we're putting our latest innovations, content, all of the good stuff is going into FastCase 7. So literally at this very moment, you can access FastCase 7. Simply log into FastCase the way you're used to doing from the BAR webpage. Once you're logged in and you're seeing this screen, up here in the right-hand corner, you'll see your welcome message, and all you have to do to see FASTCASE 7 is click on this toggle button right next to the welcome message. When you do, you'll see FASTCASE 7 and can access all of the really cool stuff that we're going to be talking about today. So I'm so excited to show you this and show you all of the new features, all of the new tools, literally new content that's only accessible from FASTCASE 7. It's going to be great, and please forgive me if I get a little enthusiastic about this because I really do like this new system. All right, so just starting from the top, this is the FASTCASE 7 homepage, and the idea behind FASTCASE 7, why we made some of the changes, etc., is that we wanted to make it make it even easier for people to find resources, to be able to modify or adjust their process, and to be able to use all the tools in Fastcase no matter what page they were on. So a number of things I'm going to point out from the beginning are accessible no matter where you are in Fastcase. The other design thing, or the other reason why we did Fastcase 7, was to take advantage of some of the latest technology that has come about or become available since we designed Fastcase 6. So there's some really awesome tools that I'll point out as we go through that are literally the cutting edge in technology as it is applied to legal research. So getting started from this homepage, the first thing I want to point out is this Fastcase blog right here in the center of the screen. And I point this out because we update all the time, literally. There'll be new content, new announcements, new tools, new tech, it's coming into Fastcase all the time. So you'll see major announcements coming from us, but you'll also see other announcements wandering through, and that's a great place to take a quick glance and see the latest that's going on in Fastcase. The current announcement that you see there, this is the update we had about a week ago, and it's awesome. But you'll see other announcements including new content or libraries in Fastcase, new announcements of cool things that are available, I recommend checking it out. Immediately to the left of the blog button, you're going to see a button with our connection to our sister product, Docket Alarm. So Docket Alarm is not part of your regular subscription to Fastcase, but it's something that you can add to your subscription. And Docket Alarm focuses on getting the dockets and the documents that are a part of the dockets. So the motions, the pleadings, the complaints, all the rest of that content. So that is something that you can add to your subscription if you choose to. And let me know if you've got questions about that. To the left of DocumentArm, we have our History and Favorites section. History and Favorites is something that we listened to you, the users, to see what you wanted, to see what you were interested in. And this is something that we changed so that it's even easier for you to find what you're looking for. So one of the common comments we got from FASTCASE 6 was how limited the history was, that you could only see the 10 most recent searches, that it was hard to recreate things that you did previously. We listened, and this has been considerably expanded, and you can see the history and favorites from here or from the history and favorites button at the top right of the screen, no matter where you are in FASTCASE. So as you can see from history and favorites, we've considerably expanded the search history. So instead of your 10 most recent searches, your search can go back thousands of searches and several months, about 18 of them. So that means that if you ran the perfect search 3 weeks ago, you can still find it on Fastcase. Similarly, in addition to saving your search history, you also have a history of your recent documents. So again, this allows you— let's say you found the perfect case again, a week ago, you don't have to remember how you found that case. You can just go directly to that case and continue your research process. To the right of the document history, we have our favorites options as well. So we all have a particular statute section or a particular case or a particular constitutional provision. Whatever you refer to constantly, you can mark that document as a favorite in FastCase and be able to access it with just one click from this menu. So if I wanted to, I could go directly to this case. I don't have to search for it, just directly to it. And the cool part about this is all of these options that we've been talking about so far travel with your login, which means that it doesn't matter what computer you're logged into, if you're logged in in the office or if you've gone home or you're working from a law library. It doesn't matter where you're logged in from. Your favorites and your search history are all attached and follow your login. So that means no matter where you log in, you'll have this information available to you. And you're also the only person who has access to this information. It's locked to your profile, and no one else can see it. All right, so as I mentioned, you can save a particular document that you use all the time, and you can save a particular search phrase. So let's say that you're trying to stay up to date and on the point with all of the areas that are a part of your practice. You can set a search and then run that search again just with one click. So again, very easy to rerun things that you run all the time. Alrighty, last button to mention down here, and then we'll get to the part that everybody's interested in, but this is important. We have a ton of resources available to help you with learning about FastCase 7 and learning about legal research more generally. And all of these resources are linked here under the Help and Support button. So you can reach out to us with support. One of the things that's cool about FastCase is that you have unlimited access to our reference team, which I'm a member of, of course. And that includes access for questions about the tech, but we can also help you if you're having difficulty with phrasing a particular search or locating a particular document. We are available to you 8 AM until 9 PM, Monday through Friday. So I do recommend that you take advantage of some of those resources, and that includes the live chat button that you see down here in the bottom right corner of the screen. This live chat button connects you with the reference team right here in the FASTCASE 7 program, and FASTCASE 6 too. So you can literally type a question to us and we can respond to you pretty much live time. So that means if you're having difficulty phrasing a question or phrasing a search phrase, we can send you suggested ones so that you can literally copy, paste it in the search, and take advantage of the experience of our reference attorneys and law librarians on staff. Similarly, we can send you direct links to materials that you're looking for. It essentially makes it super easy to help get assistance with your research process. So again, you can use the live chat program, you can call us, you can email us, we are happy to help. Last few things I want to point out here, we do have a very detailed user guide and set of tutorial videos. The tutorial videos are 5-minute or less videos on specific topics in Fastcase. So if after today's presentation you don't remember how to print, or you don't remember how to use a particular tool, there is a video that is attached to each one of those that you can watch on demand whenever you need it. The last thing to point out here are hotkeys. So hotkeys are ways of navigating around in a program without having to use your mouse. So this can be very convenient. Especially if you like being able to tab to what you're interested in, or if you're using a screen reader, we are fully compatible either way, and this is a list of keys that allow you to navigate in FastCase. All right, with those couple of quick introductions out of the way, let's talk about the actual search process in FastCase 7. So the first tool I'd like to point out, you'll see as I begin typing my search in here. So first, let me go ahead and enter a particular search term. Let's say I'm interested in locating a particular document, and I have either the party names or the citation. I can literally begin typing. So in this example, I have hit M-A-R-B, and as you can see, while I'm typing, the system has started making suggestions for things I might be interested in, both suggested terms and specific documents that I might be interested in for my search, which is fantastic. As you can see, I don't have to type in a full word. I don't even have to type in the full citation before the system is already looking for and suggesting things that are useful for me. So in this example, I didn't even finish typing the word Marbury before the system has already suggested Marbury v. Madison. As you can see, I just clicked on the suggestion that I was interested in, and I'm taken directly to my document. I don't even have to run the search. I can just click and go directly to the item I'm interested in. And again, this works for party names, for citations, anything that you have that officially denotes that particular document. I'm going to go into the document page, and I'm great— deal more detail in a couple minutes, but just so you can see briefly, all documents in Fastcase will have the full citation, full pagination information, everything that you need in order to use that document as a citation or as part of your research work. All right, from any page in Fastcase, you can always get back to that home page we were just on by clicking on the logo in the top left-hand corner. [NOISE] Okay. So, back to the homepage for a moment. Let's talk about a slightly more complicated search. So I don't have to have a particular document in mind, or a particular citation in mind, to start my research process off. All I have to do is start entering the topic or the issue that I'm trying to search. So for this example, I'm just going to enter a particular search phrase. Now, before I run the search, I just want to point out one detail. Immediately underneath the search box, I have my current source listed. So this is the library that I'm currently searching for this particular search phrase. I can change this library before I run my search, or just run the search to use this current library. So at the moment, my search is going to run across the entire FASTCASE database. To run my search, all I have to do is hit the orange search button, and I'm going to go to the results page. All righty. So this is the results page, and as you can see, we have a number of tools that are visible or hidden around the edge of the page. Each of these tool panels can be hidden when you want to, so you don't have to have them visible in order to see your results. Your choice is to have them visible or not. This center panel here is where my results are listed, and as you can see, as I begin to scroll down, more results are automatically listed. So I don't have to worry about, am I on page 1 or page 10 of my results? My results are bottomless, and all I have to do is scroll down. Additionally, as you can see, my current results are from all types and categories of documents. I have a case here at the top. I have a treatise right here. This is a dictionary entry. And yep, there's a code section. So at the moment, as I mentioned just before I ran the search, I'm searching the entire database. So I'm getting results from all different jurisdictions, and all document types. One last thing to point out about the center panel, and that is that my results are currently in relevance order. So that means that documents that are more relevant are pushed to the top of my results. Documents that are less relevant are pushed down towards the bottom of my results. However, my results don't have to stay in relevance order if I don't want them to. As you can see, at the tops of each of these columns is the category for that section. So I could sort my results by alphabetical order, or by date order, by number of times cited, or by how many times they've been cited in this current search. So just to show you what that looks like, if I click on date, I've currently got my results ordered from newest to oldest. And if I click on it once more, now it's resorted from oldest to newest. So again, very easy to click and sort your results on the spot. Alrighty, so again, as I just mentioned, this is a lot of results. In fact, as you can see in the top left here, I've got about 16,000 results, way too many for my current needs. Probably for yours as well. So let's talk about the first panel that we see here on the left-hand side of the screen. The tools on this panel are designed to help you focus your search. So I can go from having 16,000 results to having a much more manageable number of results that are directly relevant to my current needs. So the first tool that's here at the top is going to be my search filters. Currently I'm searching the entire database, but I don't have to leave it that way. With one click on either a document type or on a level of court, I can add filters for that so that my documents get more focused. So literally, if I click on cases, for example, my number of results will go down to 12,000 results. Better. I can also type a particular jurisdiction in to add a filter for that jurisdiction. So for this example, let me go ahead and add North Carolina. And as you can see, my options are now showing me different North Carolina libraries that I can add as a filter for my search. So for this example, let's go ahead and add the Supreme Court of North Carolina. And there you go. I went from having 16,000 results to now having 35, much more manageable numbers. As you can see, when I add a new filter or a new jurisdiction, it will show up here as my current source. If I've added a jurisdiction I'm not interested in, I can remove it by just clicking on the X here, or on the X here in the panel. And my results will automatically filter and update to go back to my original jurisdiction. In addition to adding a filter by a particular jurisdiction or by a particular type of document or by a particular level of court, I can also restrict my search to a particular date range. So if I'm only interested in recent cases, perhaps I would add a filter of the current year. Or I can specify a particular date range. So I could get cases from 1996 to 2002. And as you can see, as I add the filter, my results are still updating here on the right-hand side to reflect my new restriction. And just like we saw, I can either delete a date from here Or I can remove the filter up here at the top. So again, very easy to add and remove a filter as you are moving through the search process. There is one more tool down here on the bottom left-hand side of the screen, and that is the suggested terms. So the other feature that you might want to do in order to focus a search is to update your search phrase. So the one I chose originally, Miranda warning, That's a pretty broad topic. There's lots of cases on that issue. But if I wasn't familiar with this particular area of law, I might not have any additional terms in mind to add to my search phrase. That's where the suggested terms tool down here in the bottom left-hand corner comes in. What the suggested terms are doing is it's scanning your current results, looking for legal terms of art and common legal phrases that are appearing in your results. And then it's displaying the most frequently appearing of those terms down here on the left. So the results are currently in order, or the suggested terms are in order of most frequently appearing to least frequently appearing. But this is a great way to get an idea of additional terms you might want to add to your search, and you don't have to type a single thing. So let's say for instance that I'm interested in Miranda warning cases. Where there has been a waiver of Miranda rights. Great. All I have to do in order to add that to my search phrase is click on the plus sign. And as you can see, my search phrase at the top has updated without my having to type a single thing. And now my results include both my original search phrase and my additional term. So that means all of the results in the center panel reflect this new search phrase. And as you can see, my number of results has been cut in half. Let's say that you're not interested in a particular term. So you've looked at these results, and you're seeing documents that you're not interested in. Well, that's an easy thing to fix as well. So let's say that I am not interested in cases that are talking about whether it was knowingly given. All I have to do is click on the minus sign. And again, my search results are automatically updating to reflect my new search phrase. And now I'm down to 3,000 results. So again, very easy to adjust your search phrase without having to type a single thing. Just click, and it updates automatically. All right, so I'm just going to go back to our bigger Miranda warning phrase just for fun. And let's talk about the tool that you'll see at the bottom of the page. So this is the interactive timeline, and I'm going to go ahead and expand it so it's easier for everyone to see. This was a tool that was in FASTQ6, but it was a little bit hard to get there, so not many people were aware of it. In FastCase 7, it's as easy as expanding that panel. But this is a unique tool of FastCase, and one of the things that's really cool about this tool is that it allows you to see the relationships between the cases that are currently in your results, which sounds complicated, so let me explain. If you have your search results, there will be connections between the cases that you can see depending on how you sort or arrange your results. So for example, if you sorted your results by date, you'd be able to see, oh, this is the most recent case on that topic. Or if you sorted your case by number of times cited, you'd be able to say, oh, this is a very precedential case. What the timeline does is it allows you to see that information at a glance without having to do all of that sorting and filtering and all of that fun stuff. So let me explain how this screen works. The x-axis, or bottom axis of the timeline, is showing changes over time. So cases that are to the left are older cases. Cases that are to the right are the most recent cases on that topic. The y-axis, or relevance axis, is showing us what cases on this timeline are most relevant or least relevant. So a case that's towards the top, very relevant to your current search phrase. A case that's to the bottom, less relevant. So already at a glance, you can decide, "Oh, I only have time to read 20 cases. Maybe I'm interested in reading these most relevant, most recent cases." And maybe you'll skip some of these older, less relevant cases. Makes it easy to plan your plan of attack, as it were. All right. Each of the circles that's on this timeline represents an individual case. But the size of the circle also provides information for your search as well. The size of the circle is proportional to the number of times that case has been cited. So a large circle like the one I'm currently hovering over, this one has been cited almost 8,000 times. Very precedential. A case that has been cited less will have a smaller circle. So as you can see— let's go to a good one. This one's been cited 22 times. Less precedential. In addition, you can currently see 3 different colors on this timeline. A case that has a red circle is a case that has a negative case interpretation. So these cases have been overruled, are remanded, are superseded, or are otherwise bad case law. Again, you can see it at a glance. You might decide to skip those cases. The larger gray circle that's on each of these cases represents the number of times that case has been cited overall. So by any case in the FastCase database. The blue circle, on the other hand, indicates the number of times that case has been cited to by other cases on that same issue. So this goes to the problem that you frequently encounter where you find a very seminal case, a case that's been cited to quite a bit, and you're excited and you go to read that case, and then you realize that that case is seminal for a different issue than what you're currently searching. It does include and mention your current topic, but that's not why the courts have been citing to that case. So that case is a little disappointing. Well, a case that has a large blue circle is going to be a case that is precedential and seminal for the issue that you are currently searching instead of just being seminal generally. So again, I would go take a look at this U.S. v. Williams case. As being more important to my current search than, say, for example, role versus state. So again, lots of information packed into the timeline. As you can see, as I hover over any of the circles, I'll get the name of that case, the number of times it's been cited, and a brief excerpt from it. So I can use that information as well to decide if that's a case I'm interested in reading or not. Alright, so again, that's the interactive timeline, and you can have it as full screen view, just visible as short form here, or hide it at your choice. Okay, one last set of tools to talk about here on the right, and then we'll look at a specific document. On the right, I have two different types of suggested documents. Everything that's on the bottom right, is a suggested document from a jurisdiction or from a library that you're not currently searching. So at the moment, I'm seeing suggestions from some of our partnerships. Again, things like DocuAlarm, our partnership with TOXP for public records, treatises, etc. And these can be convenient because sometimes the issue, or sometimes the controlling law will be in a library that you're not currently searching. So if you were searching statutes, you'd see suggestions from things like the regs or the court rules. So that reminds you and gives you an opportunity to expand your research beyond the panel that you're currently looking at. And on the top right here, we have one more tool, and this is a different type of suggestion. This is the Foresight tool, and what Foresight does is it's kind of a check or a double-check on your current search, especially for the situation where there's a precedential case on the topic that you're currently searching, but that precedential case is not included in your current results. So taking a look at my current example where I've used Miranda warning, I got thousands of relevant results, almost 16,000. But my current results is missing the seminal case on the topic. That would be Miranda v. State of Arizona. And my results are missing that seminal case because nowhere in that case do my search terms appear. Nowhere in the case of Miranda v. State of Arizona does the phrase Miranda warning appear. Which makes sense because that's a term of art that was named after that case. So it's very easy to accidentally exclude the precedential case that you're currently looking for just by the choice of terms you used in your search phrase. I'll still get relevant results, but I'll be missing that seminal case. Foresight is a great solution for that because what Foresight does is it pops up those seminal cases that are not currently included in your search results, but that the cases in your search results are citing to all the time. So as you can see, my Foursight results include Miranda v. State of Arizona, that very important precedential case that would otherwise not be in my search results. So again, a great way to cross-check and make sure you're not missing that precedential case. [Speaker] All right, let's actually look at a document now. I'm just going to pick the top one here. And as you can see, when I selected a document from the list, the search results and the interactive timeline are still visible here on the left-hand side of the screen. So that means that you can continue your search process. You don't have to go back and forth between the results page and the document page. You can just continue to the next document the list until you're completed or you're done with your research process. However, if you don't want to see the results here on the left, very easy to make the document view full screen. All you have to do, click on the arrow. So this is a case from my current search results, and literally I can search within my current research results or or I can search within my current document from here at the top left of the screen. So this is currently Brecht v. Abramson, and let's say that I was interested in seeing wherever the word "habeas" appeared. Well, if I type "habeas," hit search, the system will automatically highlight wherever my new term appears. So that makes it very easy to find a particular term or a particular phrase in your current document. If I click on the pencil, I can see all of the terms or phrases that are currently highlighted in my results, and I can jump from search result to search result all the way down the case. Similarly, I can jump to the most relevant paragraph if I need to. So again, very easy to search within and navigate within the case anytime you choose to. The up and down arrows that you see here, these are for going from this case to the next result in my results list. So again, if I've hidden that panel, which I did for this particular example, I can still go to the next result in my search list just by clicking on the arrows. To the right here, the first icon you'll see is the flag. This is the link to the citator for FastCase. So lots of times people ask me, can you shepherdize in FastCase? Well, yes, you can check the status of a case. We just don't call it shepherds. We call it the authority check report. So if I click on this flag, my report will load on the left-hand side of the screen. And first thing I want to point out is at the top you'll see statistics about that case. How many times it's been cited to. By what level of court, and you can see if there's been any negative interpretation of that case. If there's been negative interpretation of the case, it'll be present here where it says "bad law," but you'll also see it in other places as well. The flag here at the top will always be red if there's negative interpretation of the case. You'll also see a red flag on the results list, and if you were looking at that interactive timeline, the circle for this case would be red as well. So again, we try to mark it as a negative interpretation no matter what document or what results list you're looking at. We don't want anybody to miss that. When there's been a negative interpretation of the case, you'll see this "Bad Law Bot" header here, and then immediately underneath that header, you'll see the reason why this case is considered to be bad law. "This particular one has been superseded by statute." And it's also been abrogated on other grounds, too. So it's not a particularly desirable case to cite to. Underneath those negative interpretations, you'll see a full list of all citing cases. So again, you can use that to expand your research. Just simply find a case that meets your search needs and then look to the later citing cases for additional cases you might want to cite to. Finally, at the bottom of the authority check report, you'll see the interactive timeline again, this time showing where this case falls in the case history. So again, to see the cases that are citing to this case and the cases this case cited to. And again, any timeline, you can adjust your perspective or you can zoom in on a particular segment of it as needed. So I mentioned that we had a full list of all of the citing cases. These are still in relevance order, but you can resort this list of citing cases anytime you choose to, to see the most recent citation or to see the most cited case that is citing to your case. So again, very easy to resort your results. And you can also filter your results by a particular jurisdiction as well. To print the authority check report, just simply click on the little printer icon here. And to close it, just hit the X in the corner. Speaking of printing, let's talk about how you get a document from FastCase. This little icon here is your print icon, but it's a little weird because FastCase does not print directly to your printer. Instead, what it does is it generates an electronic copy of your document which you can then email to a colleague save in a folder, actually print, whatever you prefer. So if you click on the little print icon and select Print Now, you'll see your print options. These include what format the document will print in, whether it's a PDF or a Microsoft Word format, whether the document has 2 columns just like the reporter that the cases would have originated from, or if it's full page. And you can select whether your search terms remain highlighted on the downloaded document or not. I frequently leave them highlighted just so that I remember why I selected that document in the first place. Once you hit Print, the document will generate in this bottom right-hand corner, and then you can open it on your computer as I mentioned, email it, save it, whatever you would prefer to do. Okay, and my print is done. And as you can see, it's loaded down here in the bottom left-hand corner of the screen, so very easy to open, save, etc. All right, in addition to immediately printing, you can also add a document to your print queue, which I've done for this particular document. Adding a document to your print queue is very convenient if you are in the middle of a search process and you don't want to stop you don't want to download each document individually. You just want to download them later all at the same time. So now that this document has been added to the print queue, I can click on the print queue, see the documents that I've currently got added. If I don't want one, I can remove it from my queue here. Or if I've selected the ones I'm interested in, I can download them as one batch. So I still have the same print download options I had before. But now I have the additional option of what— to download my documents either as one long file, so everything would be in the same document, or to download all of these documents separately in a zipped folder. So the first option is more convenient if you're downloading a bunch of statute sections or a bunch of pieces of regs, etc., while the zipped archive, that might be more convenient if you have, like, 10 or 12 cases that you want to download, but you don't necessarily want them to be one long continuous document. Either way, very easy to download them all together as one set. One additional thing that you can access from the print queue, and that's your past print jobs. So let's say that you downloaded something last week and you can't figure out where you saved it to, very easy to just re-download and you can have a new copy directly on your computer any time you choose to. To the right of the printer icon, this is my favorites icon. If I click on this, this document is now one of my favorite documents, and I can access it from my history and favorites button here at the top. The last icon I'm going to talk about here on the screen, this is the sharing icon. And from here you have a couple of options. You can email a document directly from Fastcase. All you have to do is enter the email address of the person you want to receive the document, and then the document that you're sending will travel in the body of the email. So you don't have to worry about, is there an attachment? Did the attachment go through? The document that you're sending travels in the body of the email. Another option that you have for sharing is what's known as the public link. And again, this is a feature that's unique to Fastcase. What public link does is it generates a public domain of the primary law document that you're currently viewing. So anybody that I send this link to here on the screen right now has access to the same case that I was just looking at. So I'm just going to show you what that looks like. But the person who receives the link does not have to be logged into FastCase. They don't even have to have FastCase access at all. All they have to do, enter that link on their web browser, and they're seeing exactly the same document that I was viewing with exactly the same pagination and citation as I was currently viewing. So, same formatting. Just great. So this is very convenient if you need to send something to a colleague, or to opposing counsel, or to a client, or if you're doing a little bit of blogging or have a newsletter. It's a very easy way to share documents with other people. And literally, they don't have to log in to see what you're seeing. This is what is known as a static link, so it's available today, tomorrow, 3 years from now, always going to be available. Alright, one last thing to mention about that sharing window, and then we'll talk about a little bit more of a complicated situation. Let's say that this is my favorite sentence in the entire case, and I'm going to copy it and paste it into my brief. Well, that's fantastic, and there's a tool that kicks in when you copy any text from FastCase. And what happens is that it will copy not just the text that you've currently got highlighted, but it will also bring with it the citation for that document. So I don't have to write out this very long, very detailed citation. All I have to do is copy the text, and it will bring the citation with it. So that's called Copy with Cite. Now, I think this is fantastic because it makes my life easier when I'm trying to properly attribute quotes. Not everybody likes that function. If you don't like it, very easy to turn it off. Just click on the sharing function and click on the checkbox to remove that particular function, or to stop that particular function. So again, very easy to copy and paste text any time you choose to. All right, so let's talk about a more advanced searching option. So the example I gave you originally, I was searching the entire database. But I don't have to do it that way. I don't have to run a search against the whole database and then focus my search. I can select a jurisdiction up front. All I have to do is click on jurisdiction and sources. When I do, I can select a particular document type or a particular level of court upfront. So if I wanted to, I could just search case law. And just like we saw in the filters panel before, if I have a source that I'm not interested in, I can click on the X to remove that particular filter. I can also filter or select a particular jurisdiction simply by typing the jurisdiction name. So for North Carolina, All I have to do is begin typing the jurisdiction, and you'll notice my jurisdictions are now filtered to North Carolina jurisdictions. And remember, you can select any combination of jurisdictions that make sense for your search. So, for example, I could search the North Carolina Middle District Court and the Court of Appeals of North Carolina. Oh, and let's throw in the North Carolina regulations and Attorney General opinions. Literally, all I have to do is click on the category I'm interested in, and they'll be added as jurisdictions to my search. If I've accidentally added a jurisdiction I'm not interested in, one click and I can remove those jurisdictions. So again, very easy to select a jurisdiction up front, and now if I run any search in this jurisdiction, it will be limited to just these 3 jurisdictions here. One more menu to show you here from the search, and that's the Advanced Search menu. So that's this button here. These are your advanced options. And as you can see, we also have a tour that's part of Fastcase. And you please do feel free to take the tour. And get pieces of advice from that. All right, so from here, this should look familiar. I can also set my jurisdictions from the advanced search filters. So very easy to, again, set a particular jurisdiction or to set a particular limit as to the date range that you're interested in. Let's say that you've selected a set of jurisdictions and it's a set of jurisdictions that you are going to use all the time. Those are the jurisdictions that are your favorites. Well, you can save a set of jurisdictions just by clicking on the star to the left. Once you've saved a set of jurisdictions, if you click on Saved Scopes, you can see recent jurisdictions that you've saved, and you can apply any previously saved set of jurisdictions. So if I wanted to, I could just hit Apply, and it will change the jurisdiction for me. So again, very easy to set a particular jurisdiction anytime you choose to. The guided search tab helps you with your search process. So as I mentioned before, you can look up a particular citation, but Fastcase also supports natural language searching and Boolean searching. Reminders: natural language searching is searching where your question is phrased as if you were speaking to another human being. So an example would be, what is the penalty for arson? A Boolean search, on the other hand, is one where you've selected particular search terms and you've provided connectors that specify the relationship or the circumstances where you want to find those terms. So for example, if you were interested in landlord OR lesser, the OR tells the system either of those terms must be present. So you can see a full chart of all of the Boolean connectors that are available in FASCASE from the Guided Search tab. And if Boolean is not necessarily your thing, you can let the system do the work of putting the connectors in for you by using the Guided Search tool here. So if I was interested in a case that involved the word bird, or cat, or dog, all I have to do is enter the terms that I'm interested in here, click Add to My Search, and the system will do the work of putting the connectors in for me. So again, very easy to let the system do some of the work for you. One more tab to show you here, and that's the advanced tab. From this tab, I can control some of the content that ends up in my search results, as well as how my results, or what order my results will be presented in. So the first thing I want to point out is that Fastcase by default will show you the most recent edition of documents. So it'll show you the most recent code, the most recent regulations, the most recent constitutions. However, there will be times when you're searching and you need those archival or historic editions of documents. If you have the buttons checked for include historic editions, then your results will include those older editions of those documents. If you have that unchecked, it will not include those historic editions. And the same thing goes for these other options: purchasable content and non-jurisdictional materials. These are all things that you can customize so that they appear or don't appear in your results. As far as your sort order, one of the questions we frequently get is how does FAS Case determine if a particular document is more relevant than another. So as I mentioned before, your sort results, or your results will be sorted in relevance order from most relevant to least relevant. Well, the answer for Fastcase is that all of those factors are visible on this page. So you can see all of the factors that we take into account when determining relevance. And we are the only search engine that shows you that, by the way. Not only can you see all the factors we take into account, but each of these factors is weighted and they can be adjusted to your preferences as a searcher. So if you like seeing cases from higher-level courts at the top of your decisions, you can increase that factor and change what order your results will appear in. Not the number of results, but what order those results will appear in. All you have to do is hit Save Changes, and then the next time you run a search, that changed factor will be taken into account. If you don't care as much about that factor, reduce it, and it will be weighted less in the process. So again, this is something that I recommend you try and experiment with, just as part of your research process. All right, I'm on the home stretch, and then we'll do our question and answers. Just two more things to show you fast. The first is the browse mode. So when you click on browse on any page in FastCase, it'll show you your default jurisdiction. Mine happens to be showing me Maryland, but yours would show you North Carolina. Once you're in browse mode, you'll see all of the jurisdictions that are relevant to your particular jurisdiction, or you can change them just by clicking on that orange button here like I did. For this example, you can see North Carolina, and each of the libraries that's listed here on the left is a library that you would have access to. Now, if a library has a little magnifying glass next to it, that's a library that can be searched, just like we showed earlier in the process. If a library, on the other hand, has these 3 little lines next to it, that's a library that can be accessed in browse mode. So let me show you what that looks like. This is North Carolina General Statutes. And as you can see, I've got the different editions available. And as I continue to expand different jurisdictions, I can see the different chapters, titles, and subsections that are part of the statute. So for this example, let's go ahead and— What's going to be my favorite? Doesn't much matter. Let's go ahead and select the Corporation Act just for fun. And as you can see, I can go down to the articles, to a particular title, and now my document is going to be present here on the right-hand side of the screen while my outline is still present here on the left. So that makes it very easy. I can just jump from section to section, still having the outline visible here on the left. All of the search functions and tools that we mentioned before for searching are still present here at the top right. And the one change that you see present, instead of having that flag to check the status of the case, I have a letter A here for annotations. So if I click on this, I'll see if there's any, and there don't happen to be any for this section, but I would see any cases that are annotated or citing this particular section here on the left. So again, very easy to access and to see any annotations with just one click. Alrighty. So I want to make sure I leave time, so I'm going to show you one more tool, and then we'll get to any questions that anyone has. So the final tool I'm going to show you, that's going to be here at the top right-hand corner of the screen. We've discussed most of these buttons already. The one I haven't discussed is the Apps and Tools button here. So from the Apps and Tools button, I can see the connections that we have for some of our partners, so TransUnion for PeopleSearch, DocketAlarm for those dockets. Clio Practice Management, if you use that for your practice, we do have an integration with Clio where you can save documents from FastCase directly into your Clio matter and be able to time how long you've spent on a particular issue to add to your matter as well. The final tool that's here at the top is going to be cloud linking, and this is kind of a cool tool. What cloud linking does is it allows you to upload a document to FastCase. Let's say that you have a motion or memorandum and there's lots lots of case law citations in it. You don't have to look up those citations one at a time. Instead, you can upload that document to FastCase. FastCase will scan the document to find those citations and will add links to the text of the document for each of those case law citations. So that means that when you look at the document, you'll have a little blue hyperlink to click on, which will take you directly to that particular case. So again, very easy to get all of those links and have all of that information as part of your document. Alright, so I know I've been doing a super large amount of talking. I welcome and invite any questions that anyone might have at this point. And let me go ahead and while I'm looking for any questions, I should also show you The contact information.

Thanks, Erin. Erin can unmute your line, or I think you can unmute your line yourself, or you can send a chat message to Erin if you have questions. So I don't see any. But she is now showing you where to find her. If you have specific questions, you can email Erin at fastcase— epage@fastcase.com. Also, when you're in the Fastcase interface, you can chat live, you can send requests, you can get more help. They've got all the videos. So lots and lots of ways to get help as you're doing a search. As a former law librarian myself, I know that We love getting the hardest question you can come up with. So try to stump reference librarians. It's a lot of fun. So, Laki—

Oh, very much so. I'll second that.

Yes, it's what we live for. So go ahead, try to stump Erin. And thank you so much for presenting today. And I hope everybody enjoys using FASTQ7, which again will become your default view next week. If you are in the North Carolina Bar Association and going through that link. So thanks very much, and we look forward to having you again on a future program.

My pleasure. Again, I love questions, so please feel free to send them to me direct or to send them to fastcase@support— support@fastcase.com.