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HomeMy WebLinkAboutProposal - LexisNexis 10/13/11LexisNexis Proposal — City of Miami Legal Department Proposar City of Miami Legal Department Lexisecom Lexis for Microsoft Office August 11, 2011 1'4 : f F This proposal includes data that shall not be disclosed outside the (CITY OF MIAMI LEGAL DEPARTMENT) or any other department necessary to process an order, and shall not be duplicated, used, or disclosed, in whole or in part, for any purpose other than to evaluate this proposal. If, however, a -contract is awarded to this offeror as a result of, or in connection•with, the submission ofthis data, CITY OF MIAMI LEGAL DEPARTMENT shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract. The entire proposal shall be subject to the restrictions contained herein. In addition, this data is exempt from disclosure pursuant to the Freedom of Information • Act, 5 U.S.C. 522(b)(3) and (4). LexisNexis and the Knowledge, Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. © 2011 LexisNexis. All rights reserved. LexisNexis- Proposal —City of Miami Legal Department LexisNexis is pleased to provide a proposal for City of Miami Legal Department. Users will enjoy access to all the legal materials they need and more.... at a huge cost savings to the county. The user-friendly online platform at www.lexis.com will help users find information quickly and make confident decisions. By choosing LexisNexis, you will receive true flat -rate pricing with no hidden charges. Users may link to virtually any document in a database outside of their subscription plan for no extra fee "free linkage". LexisNexis also does not charge extra when you use the "Get a Docurnent" feature to retrieve most documents by citations, even if the documents are in databases that are outside of your flat -rate plan. I look forward to discussing this proposal with you. Meanwhile, if you have any questions please contact me by phone at (770) 716-8293 or by e-mail at michael.birdilexisnexis.com. Michael B. Bird Account Executive, Advance Government Solutions LexisNexis michael.bird@lexisnexis.com Direct: 770-716-8293 Cell: 404-427-2799 LexisNexis� Proposal — City of Miami Legal Department Menu Name National Primary Florida All Analytical Florida Jurisprudence Florida Forms Florida CLE AMJUR ALR All Law Reviews & Journals City Attorney Premium National News National Briefs, Pleadings & Motions National Public Records ALM Content S.E. Jury Verdicts & Settlements LexisNexis. Proposal - City of Miami Legal Department With Lexis for Microsoft Office (LMO), you willexperience seamless access to LexisNexis content from within applications you use every day - Microsoft® Word, Outlook® and SharePoint®. Find relevant insights and answers faster by staying within Word or Outlook as you create and review documents and e-mails with LMO. The solution works with Microsoft Office 2007 (and later versions) and includes the following advantages: & Respond faster and with greater efficiency! Text recognition of your e-mail or document provides automatic links to relevant cases, citations, topics or terms. Gain cost efficiencies! Maximize the value of your current investments in LexisNexis and Microsoft. Increase your confidence in the outcome! Be sure you never miss a thing with work that reflects comprehensive content from LexisNexis and the open Web. Quickly validate your work -just one click identifies all citations in your document or e-mail and pulls the relevant cases. Links to related LexisNexis content, including Shepard's and relevant info. on people, companies, legal terms, & more. A single search delivers access to LexisNexis legal content and the open Web. �..: ,r,5 Tr44 , i..*,... < a..:,apunP - ....� � ... ,.. Identify all Shepard's signals and citations instantly within your document. S:. RS'.'"V. 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LexisNexis Proposal — City of Miami Legal Department What's New in LMO? atent • Get Cited Documents (formerly -.Pull Citationsi: • Chock Quotes: verify all the quotes in the brief before submitting to the court - Set Cite Format: Set citation format defaults for your preferred citation style Check Cite Format: Reformat all the citations in the brief to comply vrith the required style for the court in which brief will be filed • • Insert Table of Authorities: Insert Table of Authorities in the re quired format for the court where brief will be filed - Copy with Cite (not a button): When a user is drafting a brief and cites teat to support an argument. user can copyte xt and the citation from that source is in Aantly inserted • Contracts & Clauses: Find a tmpte contractor alternati.•e language for a • specific clause • Samples & Forms: Direct access to sample forms and models • PDF converter: Automatically convert PDF documents into a Word document and start analyzing the document with 1fA0 • Research browser: Direct access to the full research capabilities of lexis.com • Research History Map: Save and vies: your research path for record of research ta5l:s performed • Pinned items: Sac a and share links to re levant re se arch surfaced from various information sources (Lexis. we b, etc) • Termed 'core" since functionalrty'will be in all product; • Commercially Available for Customer Installation Winter 2011.2012 • For Sale Now Commercially Available for Customer Installation 8/29/2011 For Sale Now Value Propositions —Talking Points • Brings documents into Lf 10. and converts them automatically into MS Word': ,doo: format • PDF; are now in Word —fully edabble— and ready to be used • Allox-s attorneys to quickly examine and identify, research holes in PDFs corning from oppoang counsel • • Easily launch the Research Brov✓St r frons the LMO Ribbon or from the right hand pant for more granular research • Direct path to Leo:is.com with no additional vendows or logons • 1'isual re presentation of the LMO research session • Save the rose arch path. for a record of :chat was done — either to share with colleagues, or to keep track of ;vhich research tasks were performed and where the re Starch session ended • Sa.e or send documents surfaced in the right hand pane —for future reference and{or collaboration ,.vith colleagues • Direct access to thousands of publicly filed documents. • particularly underwriting agreements, M&As, articles of incorporation and by -la::;, and material contracts filed with thy SEC • One -click acct otoover 160,000Matthew Bender forms written and collected by our pre2tigious authors • Surface and access all citations in a document —without ever It m•ingMS Office and logging into a re it arch session • Forrrerly lino -.-en as 'Get Citations" • Quickly checl:and,-or format all citations in the required style by the court • Improve completeness and accura_y of citations • Focus on legal analysis rather than arcane Bluebook rules • Boosts accuracy by verifying all of the quotes in the brief • Check quotes in e brief to understand the conic xt and see whetherthe te>t was accuratelp re presented • Savetime,and imprnves wort: quality —focus on legal analysis rather than manually checking hundreds of quote; • Allows you to in0antly reformat the citations to comply with court requirements • Quickly insert a Table of Authorities in the require d format for the court where von are filing . • As -the brief is bring updated and revised. the exiting tablt of authorities is updated and synched in real time • Shift your focus non, from arcane formatting rules and data manipulation • Instantly inserts citations in the corre ct format when you copy and paste text from a Le xis source —allowing you to focuson legal analysis rather than arcane Bluebook or ayie rule • Allows you to automatically •capture just the citation for that passage or format the copiedte xt as a quotation LexisNexis¢ Proposal — City of Miami Legal Department Later this year LexisNexis plans to release an enhancement to our online interface that will transform the way government agencies conduct legal research. The upcoming new platform, Lexis Advance, will provide a more efficient and intuitive way to search while delivering comprehensive and relevant results that can be managed, stored and accessed on demand. CITY OF MIAMI LEGAL DEPARTMENT will acquire access to Lexis Advance at no additional charge when it becomes available. You will also maintain access to the existing interface after the new platform becomes available, providing you a choice between the two interfaces. Our newplatform will provide access to LexisNexis and free Web content to deliver a larger set of answers faster. Take control of your results with our search filters that get you to the right answer easily, and manage your activity with work folders that allow you to save your information right where you are working. Lexis Advance delivers more complete and relevant results so you'll have increased confidence in your legal research. We're developing the Lexis Advance with input from more than 30,000 legal professionals from all markets in more than 1,500 one-on-one and small group forums, advisory meetings, labs, ethnography sessions and focus groups. E.'.0 t ___. ctr. t_..,5, e citation, or 6hep. ac Snep, Ali Content Types AU )tarisdictio a:s; na ✓efamat n Cundat. Tss Nimmer or copyright 7t4 a fnl c.. McNeil v. Economics L... doa bite dog bite (i"ieb) McNeil v, Economics L... dog bite doa bite Go to all search, history dog bite. hic-Nei' v. Ecorc nics L. +r per^^ , ...h hG...._ .._ e.:ada dog bite] 1,a (Shoporo_'Ssearch) :M.;enela,. 4.alfrs.-. __�1 X. S'.olifcm:a 'Ert X :vn9-r; Su:.rp:t X s S4pport ...T, . -x AU Practice Areas & Topics . rrcpgrds arch) The prototype for Lexis Advance, above, depicts its "My Workspace" carousel research interface, delivering entirely new and more efficient ways for users to access, organize, and verify legal research. LexisNexis. Proposal - City of Miami Legal Department 0 Fewer tabs for a cleaner, more modem look and to help you get to the information you need with fewer clicks and in less time. A new "More" tab provides easy access to related products and services. Tools for activities that researchers do most every day - Get a Document, Shepardize, Find a Source, Recently Used Sources, Quick Search, etc. - appear in easy -to -access locations on most pages. Open -Web product, Lexis Web, is integrated into lexis.com so you benefit from the combination of better free content and reliable LexisNexis content in a single research service. History and Alerts are accessible conveniently at the top -right corner of the screen. Customized pages by practice area or jurisdiction will highlight more relevant content and tools included in your firm's subscription so all researchers are more aware of everything available to them —making it easier to choose the best source or tool. Lexis- i ;Legal .News a Business Nuhhc Records Bankruptcy °hto Sources Alt -r uet as•oefault 0:;btab My Sources Legal Cases - L C Court Record, Briefs, Filings Expert witness Analysis, Jure Verdicts Fe SeHle-rents Federal Legal - L'S. Starts Leg el - U.5. c, slcticn Ec Pofiiiaa . ued. Area of Law be Topic; SO State tIul i;urisdipiion;l Ser•.eys Seanderr Legal Legal News Reference nd Lai',, b; 5o<rtry or Racicn Custom ID:f S <:ic5: Client Preferen_es Help 1 Sign Out CtS CO Geta Document SRepardsu i< More :-. Y tlirtory tAler`s::: 0.. News and Business Company Soucces News Mar0ct v hduary SO.ierirre F `e.nhnolpgv County @ Peoun Featured Content Individual Publ:catcns Company r. Financial auhlic. Reenrdc Si-nartLro: Searches Featued Content Find a Person Find. Assets rinti Livn--. Finn,' Filing Watch/Risk List _ronra rrneutal Site R. ecords Find a Phone Number Public Records •flee Tutari=i F `JP Federal &. State Cacas Edit 5o..rce. :-e - <,r_5:,n cr care^ y, .»f trr, F d Select Jurisdiction "elect17 Multiple Select PracticeArea elect Troatisos t4 Anel+ticel Materials Er bfs, Mote . L Ple.adnge Cases Forms "Entry Required The recently revised LexisNexis interface, depicted above, includes efficient and easy -to -locate features LexisNexis£ Proposal — City of Miami Legal Department Other LexisNexis highlights include: • Easy -to -navigate content tabs • Y Lex�s All Get a Document crews& Busyness • Combine multiple databases of your choosing • ubI ▪ c.Records , irid A,Soprce • Search by Topic or Headnote — the most sophisticated and user-friendly way to restrict searches by topic and jurisdiction. We are not restricted by a book focus that assigns key numbers. • Restricts searches to your choice of more than 17,000 topics. Finds reported and unreported decisions in a single search. e Locates relevant topics, even if your exact search term is not in the search -topic hierarchy. Suggests additional terms to help you find the right topic. Also searches treatises, law reviews and legal news sources. 6 Segment Searching— restrict search terms to specific portions (segments) of documents or to specific dates. Select Search Type and Enter Search Terms Terms & Connectors Natural Lancuace Easy Sear Restrict by Document Segment Selma .— r•ntt segment,' enter search terms for the segment, then click Add. Seler. a Seoment CITES CONCUR CONCUREY CARE -TERMS COUNSEL COURT COURT -TEXT DISPOSITION DISSENT DISSENTEY HEADNOTES HISTORY JUDGES LN-HEADNOTES LN-SUh1h1.RRY NAME .unnest terms for my search Check spoHiro 6 Simple searching with Terms & Connectors (Boolean) search logic, Natural Language, or exclusive Easy Search feature. m Suggest Terms feature — examines your search words and suggest other terms you may wish to use in your search. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -8- LexisNexis Proposal —City of Miami Legal Department • Choose from Recently Used Sources MO Criminal Cases VA U.S. Supreme Court Cases, .. th Circuit - US Court of .. . MO Federal District Courts MO - Missouri Code of State MO Sill Tracking Reports MO - LexisNexis. Missouri .. MO Federal & State. Cases, ... Locate a Person (Nationwide) MO - Missouri State & Federal . o Get a Document feature — retrieve a document quickly by citation, party name, or docket number. • Flexible Search -Result Display Format c Full View — display the full text of your documents Cite View - displays a bibliographic list of the citations KWIC View - display a 25-word window of text around your search terms o Custom View — display only the document parts you wish to view • Case Summaries — provide a concise, three-part analysis to help agency researchers quickly determine the issues addressed. ® LexisNexis Headnotes — Provide information about both legal issues and fact patterns of a case —at a glance. LexisNexis provides 50% more headnotes on case law than our closest competitor in the last 20 years. e LexisNexis headnotes take language directly from the case. Unlike other legal - research providers, we do not interpret what courts say. • More Like This Headnote feature — expands research from a particular headnote to find case law with similar language from federal or state jurisdictions. • More Like Selected Text feature — highlight relevant text in a document and find other documents with similar language FOCUS feature — narrow your results to a particular issue, phrase, date range, and much more. • Expandable Table of Contents (TOC) — a LexisNexis exclusive feature allowing you to expand TOC sections within a code or treatise, and to restrict searches to particular TOC sections. • Shepard's Citations Service — available exclusively from LexisNexis. It has remained the most in-depth, reliable, and current citator for over 135 years. • Alert feature — enter a search once and receive automatic updates on a regular basis. Applies to legal materials, news & business sources, and even Shepard's reports. • History feature — access your search Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -9- LexisNexis Proposal — City of Miami Legal Department Training and Transition Transition of Services Seamless implementation of the LexisNexis services is vital to the productivity. We have experience in transitioning accounts with 1 to 25,000+ ID holders, so you can be confident that City of Miami Legal Department will be no exception to our record of success and excellence. Throughout the entire process, LexisNexis will work quickly and effectively to execute the support services you need. Understanding the impact transition can have on an agency, we assure little to no disruption in your workflow. A team of LexisNexis professionals will be assigned to City of Miami Legal Department. Through a combination of learning tools, the team will offer users a variety of training options, including on -site, Web and telephonic training. Specific training geared towards your unique needs will allow you to realize the greatest contract value within the shortest timeframe possible. On -Site Training As part of the City of Miami Legal Department contract — at no additional charge — LexisNexis research consultants will provide on -site computer -assisted training. Users (Pro -Se or Attorney) may participate in group training. Dates and times, as well as location, can be determined in advance so City of Miami Legal Department can effectively notify users of the training schedule ahead of time. On -site trainers will tailor their sessions to the specific needs of the attendees including (but not limited to) Florida specific case law, administrative decisions and treatises. Trainers are flexible and can train in a large-scale auditorium or a small conference room. Beyond on -site training, additional training options available to City of Miami Legal Department include: Personalized Telephonic/Webinar Training To sign up for Webinars or to View a sample listing of courses, times and course descriptions, please visit the following sites: https://learmlexisnexis.com/lexisnexis/user home.aspx • http://lexisnexisgovernment.typepad.com/webinar series/ Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -10- LexisNexis. Proposal — City of Miami Legal Department E-learning Courses Designed to give you the flexibility and convenience you need in today's fast -paced environment, LexisNexis offers pre-recorded training sessions. Available on -demand 24/7, these courses help users train anytime or anywhere via an Internet connection." These e-courses demonstrate the basic mechanics of online research. Additional pre-recorded classes offer search examples and the ability to rewind and fast -forward through the classes at the user's will. To access e-learning classes, please visit http://lexisnexisgovernment.tvpepad.com/webinar series/ The LexisNexis Training Team LexisNexis Government Consultants have developed an understanding of your specific needs and responsibilities by working exclusively with government customers. Our unique team of training consultants exemplifies our commitment to providing you superior service. City of Miami Legal Department will receive invaluable service and onsite visits from dedicated trainers who know your needs and are dedicated to providing classes designed to sharpen your knowledge of LexisNexis services and to hone your research skills in various areas of law. You will also receive prompt training on new LexisNexis features, as we continually invest in and improve the online research interface. Our training team members thoroughly understand all LexisNexis services, features, functionality and content. We provide a variety of learning options, both onsite and remote, to address the individual and collective needs of agency users. Your team will continue to ensure that you obtain the most value for your investment in our services. In addition, other specialized resources that support your account and contribute to the overall training program include: • The Information Professional Consultants (IPCs) are your advisors specializing in library sciences and information management. LexisNexis IPCs work directly with the information professionals within organizations. Acting as your liaison, your IPC can provide support and feedback for content and database needs between you and LexisNexis. • The Customer Solutions Managers (CSMs) personally oversee the technical support. They are the voice of the LexisNexis customer, listening to your needs and then developing. superior products to meet them. For example, CSMs lead the development of efficiency tools such as special Web pages and portals as well as system integration. CSMs work to maximize available technological and automation opportunities within your environment. • The Telephonic. Consultants (TCs) are professional trainers who thoroughly understand our databases and how to work with a variety of position types. TCs are available for "at -your - desk" training via telephone or Web -based conferencing. They customize your 60 minute session by product, experience, and area of interest (e.g. content, topic). CLE or CPE credit may be offered for TC training sessions. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -11- LexisNexis. Proposal — City of Miami Legal Department Customer Support When it comes to customer support, you will have a reliable, trusted team of experts available 24 x 7 via a toll -free number,_(800) 543-6862..Customer support is available at no additional cost. Your customer support specialists, whom Searcher Magazine bestowed with the highest overall rating for a variety of customer support parameters and capabilities, deliver what it takes to be the best. The Customer Support staff will include professionals with the following education and experience: 6 Attorneys 0 Paralegals 0 Information professionals e Financial planners and stock brokers a Individuals with MBA degrees 6 CPAs Legal Support If you have questions relating to legal search strategy, materials, and features, your experienced Legal Research Associates will help you find answers fast. Approximately 90% of the associates hold JDs, and most of them are licensed attorneys. The remaining Legal Customer Support Representatives are experienced paralegals with extensive training. Many Legal Customer Support Representatives who will assist you have practiced in law firms, in corporate counsel offices, and as judicial law clerks. Technical Support Technical experts will respond to your questions about hardware, software and telecommunications, providing assistance with installation, configuration, set-up and troubleshooting, etc. The majority of the technical staff has degrees in disciplines including Management Information Systems, Computer Science and Business Administration. Users will benefit from the representatives' practical work experience as Systems Administrators, Application Programmers, Internet Service Support Providers and Technical Support Representatives. Operations Support Your Operations Support Representatives will assist with systems operations issues such as the print system, ID -related questions and the Alert feature. The specialists have a variety of expertise and education, including bachelor's degrees in communications, business and MIS. Most representatives who will serve you had worked at least two years as telephonic customer support specialists before they joined LexisNexis. Self Help In addition to live support 24 hours a day, 7 days a week, you may also access online help screens and tutorials at http://support.lexisnexis.com. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -12- LexisNexis@ Proposal — City of Miami Legal Department 1 Order Processing (3-5 days) 2 3 4 5 6 7 ID/Password Creation and Distribution (1-2 days) 8 9 10 11 12 13 14 15 Training Road Show 2011 Miami, Fl 16 17 18 19 20 21 22 23 24 25 26 2 28 29 30 31 Training Road Show 2011 Miami, Fl Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -13- LexisNexis Proposal — City of Miami Legal Department Order Processing: Begins once all necessary paperwork is received. Estimated time of completion: 3 — 5 days. ID Creation and Distribution: Includes creation of IDs and temporary passwords and distribution to customer Point of Contact. Estimated time of completion: 1-2 days. Open House: On-line via WebEx.. Proposed time: 10am to 12pm. Bethany and Chris to host.: answer questions, do quick lexis.com demos, distribute IDs, help with customizing pages, distribute Quick Reference brochures. Lexis Training Road Show 2011 Instructor -Led Training Day(s) 1-30 Basic lexis.com class will address: sign-on/ID questions, selecting sources, customizing the interface, selecting sources, basic search techniques, basic Shepard's Citations Service, Alerts, setting preferences. 1 hour credit of CLE. Advanced lexis.com class will address: advanced search techniques, searching by topic or Headnote, advanced Shepard's, Alerts. 1 hour credit of CLE. Webinar Training Davis) 31-60 Lexis will host a series of weekly webinars (dates/times tbd) for additional Lexis Basic/Advance training. Goal is to reinforce & build confidence. Ongoing One -on -One training Monthly Webinars 24/7 Customer Support for search assistance and training. On Demand Tutorials Seamless Transition of Services All researchers will have the same quality support that has successfully transitioned many customers from competitive services to LexisNexis. You can be confident that the City of Miami Legal Department Judicial will be no exception to our record of success and excellence in seamless transition of services. Specific training geared toward the unique needs of the City of Miami Legal Department Judicial will allow researchers to realize the greatest contract value within the shortest timeframe possible. The City Attorney will have on -site training, unlimited telephonic/Webinar training, learning courses, and unlimited customer support 24/7 throughout the life of the contract. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -14- LexisNexis Proposal — City of Miami Legal Department LexisNexis — The Best Choice for the City of Miami Legal Department Through the City of Miami Legal Department partnership with LexisNexis you will gain access to services from the pioneer of the legal research industry. You will benefit from our 40 years of experience as the premier electronic legal research service by receiving: unsurpassed legal content, news, public records, technology, and a strong focus on training and customer service. Researchers will find answers quickly, gain critical insights, and make confident decisions with our powerful research and investigative tools. This proposal demonstrates our commitment to you and clearly establishes our ability to satisfy your needs as outlined in the RFP. Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -15- LexisNexis. Proposal — City of Miami Legal Department LexisNexis offers true flat -rate pricing with no hidden charges. Users may link to virtually any document in a database outside of their subscription plan for no extra fee. LexisNexis also does not charge extra when you use the "Get a Document" feature to retrieve most documents by citations, even if the documents are in databases that are outside of your flat -rate plan. Lexis.com & Lexis Search Advantage "Estimate" Provided for MIAMI CITY ATTORNEY OFFICE Date Estimated: August 11, 2011 This figure is an estimate, not a quote. It is based on the information provided, and may be inappropriate if additional information is forthcoming, or specifications change. Estimate valid for 30 days from date listed above. Product(s) Year One(1) Year two(2) Year three(3) Year four(4) Lexis.com Lexis for Microsoft Office Lexis Search Advantage $3,883.00/mo $4,000.00/mo $4,120.00/mo $4,240.00/mo Product(s) Year One(1) Year two(2) Year three(3) Lexis.com Lexis for Microsoft Office $2,900.00/mo $2,980.00/mo $3,075.00/mo Use or disclosure of data contained on this sheet is subject to the restriction on the title page of this proposal. -16-