Casetext has reference attorneys on staff to help you learn how you can use Casetext's software to conduct legal research. Please note that our reference attorney services are reserved for users who have a paid subscription to Casetext, as well as attorneys on a trial subscription to Casetext.

If you are a pro se litigant or otherwise new to legal research, we recommend that you attend our live introductory webinar before seeking help from our reference attorneys. Our introductory webinar will provide you with an overview of Casetext's legal research tools, which will help you better understand our reference attorneys' recommendations. It is also a helpful starting point for attorneys who are new to Casetext. You can register for our introductory webinar here.

How do I submit a research question?

To submit a question to our reference attorney team, please email us at support@casetext.com with the subject line, "Reference Attorney Question." Please include a 1-2 sentence description of the issue that you are trying to research. If you are looking for help researching an issue in a specific jurisdiction or court, please specify that jurisdiction. Our reference attorneys will then email you recommendations for researching your issue.

How quickly can I get a response to a research question?

Requests for research assistance that are submitted Monday through Friday will be answered within 24 hours (and usually much sooner). Requests for research assistance that are submitted over the weekend or on a holiday will be answered the following business day.

What types of questions can I submit to reference attorneys?

Our reference attorneys are here to provide general guidance on how to conduct legal research and how to use the Casetext platform to research your issues. Our reference attorneys cannot provide legal advice and therefore cannot analyze fact patterns to identify legal issues, or recommend legal strategies, or offer interpretations of cases, statutes, or other authorities.

In requesting assistance from a reference attorney, please avoid providing detailed fact patterns, identifying information regarding the case parties, or any other potentially sensitive or confidential information about your case. Instead, we ask that you summarize your research question at a high-level of generality in one to two sentences.

For example, the following type of research question should not be submitted, as it asks the reference attorney to analyze a specific fact pattern and then recommend a legal strategy: "We represent a defendant in a case where a pre-trial writ of attachment was issued in Sacramento County. Plaintiff has used the writ of attachment excessively in attempt to force Defendant to sell its business, a coffee shop, to Plaintiff and has been harassing defendant's vendors and customers. What are your thoughts on how we should proceed? Should we file an abuse of process cross-complaint, or pursue another cause of action?"

By contrast, the following type of research question may be submitted to our reference attorneys: "I'm looking for cases that discuss whether the excessive use of a writ of attachment can serve as the basis for an abuse of process claim under California law. What keyword searches or other tools do you recommend for researching this issue?"

For more information on what our reference attorneys can and cannot do, please see the article available here.

What type of information will I receive from reference attorneys in response to my question?

Our reference attorneys will send you recommended keyword search strings and Parallel Search queries, as applicable, that you can use to find cases or other authorities on your issue. Our reference attorneys will also send you links to cases, statutes, or other authorities returned by their recommended searches that may be responsive to your question.

Can I speak to a reference attorney over the phone?

Reference attorneys are available to speak over the phone or by Zoom by appointment only. This is a premium service, reserved for our attorney subscribers. If you would like to schedule an appointment to speak to a reference attorney, please submit your research question to support@casetext.com and specify that you would like to speak to a reference attorney live. Our reference attorneys will then contact you to schedule a call or a Zoom session at your convenience, where they can train you on the Casetext platform and show you how to research your issue.

If you need immediate assistance, we have customer support specialists available by phone and live chat seven days a week during our business hours (7 am to 10 pm Eastern, Mon. - Fri. and 9 am to 5 pm Eastern, Sat. - Sun.). Our customer support specialists are not attorneys, but they are product experts and can provide immediate guidance on how to use Casetext.

Please note: Our reference attorneys are a helpful resource for subscribers who are interested in improving their legal research skills and learning how to use Casetext's software products. However, after consulting with a reference attorney, users are still expected to conduct their own research and come to their own conclusions about how their research applies to their case. Users who repeatedly contact our reference attorneys to seek legal advice or answers to other inappropriate questions will not be given access to our reference attorneys and may face suspension or termination of their accounts for noncompliance with Casetext's policies.

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