Working with the Results of a Shepard's Search

Once you complete a Shepard's search, the resulting page includes several options for reviewing the report, all of which are described in Shepard's® Report Page. Additionally, the following information covers other aspects of the data you can view in the report.

Shepard's® Phrase-Level Indicator

When viewing the report, indicators next to citing cases reflect the signal generating value of the editorial phrase.

The colors of the level phrases indicate:

Indicator Color Description
Red Warning
Orange Questioned
Yellow Caution
Green Positive
Blue Neutral
Light Blue No phrase exists

Shepard's® Depth of Discussion Indicator

When you Shepardize a document, the resulting Shepard's report includes cites to your original case. To the right of these citing cases, you'll see a Discussion indicator, which shows you the various ways citing documents consider the cited reference. The number of bars shown indicates the relative differences between the categories.

Image Indicator The Citing Document...
Analyzed Fully considers the cited reference
Discussed Discusses the cited reference with some measure of analysis
Mentioned Mentions the cited reference but only does so briefly
Cited Cites to the reference with minimal if any discussion

Shepard's® Appellate History

When you view the Appellate History for a report, the Shepard's® Appellate History categories are presented in an "outline" format, where indentations are used to identify the direct relationships between the listed cases.


Sort the information in a Shepard's® report

While viewing a report, you can sort information within the Citing Decisions and Table of Authorities pages of your Shepard's® report by using the Sort by: drop-down list.

Tip: You can also select the heading in the table you want to sort by. For instance, if you want to sort by Date, you can select Date (Newest to Oldest) from the drop-down list, OR, you could just select the Date heading in the table.

Tab Sort Order Choices
Citing Decisions
  • Analysis (Red to Blue)
  • Discussion (High to Low)
  • Court (Highest to Lowest)
  • Date (Newest to Oldest)
Table of Authorities
  • Analysis (Red to Blue)
  • Court (Highest to Lowest)

Viewing Data and Annotating the Cited Document

When viewing a document, you'll see a box to the right of the document with tabs for About and Notes.

Select the About tab to see Shepard's® information about the document, including whether prior history is available, citing decisions, and other citing sources.

Select the Notes tab to see annotations you have made in the document and saved. Your notes are saved when you save the document to a folder.