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1 Sep 2021 Author : InfoPro Community Manager

New Shepard’s® enhancements on Lexis+ to document view and visualization features

Shepard’s enhancements to document view provide easier access to key information of interest in your Shepard’s report and more interactive data visualization features, including:

  • Integration of Shepard’s reports into the document view via tabs at the top of the document (Shepard’s summary on the right remains)
  • An improved citing decisions tab with Shepard’s analytics regarding a court’s treatment by court or date
  • Easy access from the document to History to review the appellate history of the case or display the legislative history of the statute
  • Easy access from the document to Other Citing Sources, such as law reviews, treatises, statutes, regulations, restatements and other citations, and the Table of Authorities


The interactive Grid View, under Citing Decisions, allows users to click on the desired court or date. On the right side of the Citing Decisions, a parallel cites drop-down menu is available. The ability to sort and view options has been moved to Display Settings, and the Shepard’s legend has been moved to the top of the Shepard’s report for easy access.


The History tab provides more details for understanding the complete appellate history for prior and subsequent activities with the user’s case.

The At Risk enhancement provides users the ability to see when a case is at risk and what case is causing the At Risk indication. At Risk indicators can be found in several places, including the top left of a case, by an impacted case in the Table of Authorities and in Citing Decisions.