Legal Research Guides

How to Do Legal Research in 6 Simple Steps

Learn how to do legal research in 6 simple steps. A clear guide for students, paralegals, and beginners to get started easily.

May 10, 2025

person working - How to do legal research
person working - How to do legal research
person working - How to do legal research

Struggling with how to do legal research can feel like searching for a needle in a haystack. Whether you’re a law student facing your first case study or a seasoned attorney drafting a complex brief, legal research can be daunting. 

The good news? You don’t have to do it alone. This guide will show you how to do legal research and write faster with AI, transforming your research from a time-consuming task to a streamlined process.

With tools like Otio’s AI research and writing partner, you can efficiently sift through vast amounts of legal information. It’s designed to make your research faster, letting you focus on crafting compelling arguments instead of getting lost in the details.

Table Of Contents

Importance of Research in Law

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Unlocking Precise Solutions

Legal research is your GPS. When you arm yourself with thorough research, you get precise answers. You'll stride confidently into court, ready to tackle the issue head-on. It makes the case easier to win and helps you parry the opponent’s arguments with strong counterpoints.

Knowing the Case Inside and Out

You need to know every detail of the case when you're up before the jury. You can’t afford to stumble through questions or lack information. Good research equips you with the insights and evidence you need to make a compelling case. This boosts your client’s confidence and strengthens your standing with the court.

Breaking Down Complex Issues

Some matters initially seem tangled, but legal research prunes away unnecessary information. You can dissect an issue, understand its various aspects, and find a clear path forward. This makes managing complexities easier and navigating the case without too much trouble.

Adding More Value to Your Case

A well-researched case shines a light on your dedication and skill. This enhances your reputation as a thorough and competent lawyer. Legal research helps you deliver more value to the court by presenting concrete evidence and details. It prepares you for the different scenarios that might arise, bolstering your ability to present compelling proof.

How to Do Legal Research in 6 Simple Steps

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1. Streamline Legal Writing with Otio

Legal research can be overwhelming when managing countless resources. Otio offers a solution by providing an AI-driven workspace that simplifies the process. It allows you to:

  1. Collect: Gather data from sources like bookmarks, tweets, books, and videos.

  2. Extract Key Takeaways: Use AI-generated notes for insights and a chatbot for interactive Q&A.

  3. Create: Draft documents faster using curated sources.

Otio’s features include web scraping for comprehensive data collection and AI-assisted writing to speed up research papers and essays. Try Otio for free today!

2. Lay a Solid Foundation with Case Facts and a Research Plan

Confident legal research begins with understanding your case’s specifics. Start by asking:

  • What’s the legal issue?

  • What are the case details?

  • Which jurisdiction applies?

  • Is state or federal case law needed?

Recording these facts in a management tool forms a research plan, saving time and aiding the organization. This groundwork prepares you for efficient resource gathering.

3. Stay Focused on Jurisdictional Precedent

When researching, prioritize the jurisdiction where your case will be decided. Determine if existing precedents are binding or merely persuasive.

4. Build a Strong Knowledge Base with Legal Sources

Next, compile relevant legal sources, starting with secondary ones. These materials offer expert insights and context, helping you avoid mistakes and spot influential primary law.

Secondary Sources

Include practice guides, treatises, law reviews, scholarly journals, legal news, jury instructions, and legal dictionaries.

Primary Sources

Consists of case law, orders, decisions, statutes, regulations, and constitutions.

5. Ensure Your Case Citations Are Reliable

Verify using “good” law by checking case citations for favorable court treatment. Legal research tools can quickly show how a case has been treated, but a final review is essential to avoid gaps or errors.

6. Compile Your Research into a Legal Memo

A comprehensive memorandum helps identify information gaps and potential consequences. It should:

  1. State the case facts.

  2. Identify the issue.

  3. Apply reliable law to the facts.

  4. Anticipate counterarguments.

  5. Assess the case outcome.

Supplement your research with resources on legal writing to enhance presentation quality.

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10 Best Legal Research Sources

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1. Streamline Your Research With Otio

Everyone’s drowning in content these days. Otio aims to fix that for researchers. It offers an AI-native workspace to help you easily collect, extract, and create. Otio gathers data from diverse sources, whether bookmarks or YouTube videos. It then extracts key insights with AI-generated notes and source-grounded Q&A chat. 

The tool even helps you draft outputs from your collected sources, speeding up your journey from reading list to first draft. Its web scraping capabilities let you pull information from various places, making it invaluable for researchers dealing with content overload. Otio is your AI research and writing partner, ready to help you navigate the chaos.

2. LexisNexis: Elevating Legal Research

LexisNexis has transformed legal research by providing more than just statutes and case law. Advanced tools like this offer analytics, historical data visualization, and integrated project management. With these capabilities, you can create tailored projects, aggregate relevant documents, and visualize insights. 

By moving beyond simple keyword searches, LexisNexis allows you to conduct in-depth analyses that inform case strategy and legal decision-making. This comprehensive approach improves the quality of your research and helps you make informed decisions.

3. FindLaw: Your Go-To for Case Law

FindLaw does precisely what its name implies: it helps you find applicable laws. This online database provides federal and state court case summaries, decisions, and laws. Use its search functionality to learn more about your cases or relevant precedents from past cases. FindLaw also offers a searchable database of Supreme Court decisions starting from 1760. This makes understanding how past choices will impact your current work easier.

4. Westlaw: Comprehensive Research Made Easy

Westlaw is a powerhouse for legal research. It offers extensive legal materials, including statutes, case law, and secondary sources. Its user-friendly interface lets you quickly find pertinent cases and statutes. 

Westlaw’s powerful analytical tools enable you to conduct in-depth analyses of case law trends or pinpoint relevant precedents affecting ongoing litigation. This combination of breadth and depth allows you to make informed decisions and deliver high-quality services to your clients.

5. Callidus AI: Get Quick Answers

Callidus uses AI technology to streamline legal research and drafting. It provides quick answers to legal questions and summarizes complex articles or documents. This saves you the time and effort of sifting through an information overload. Callidus makes legal research more efficient and helps you focus on what matters most.

6. Bloomberg Law: Stay Informed with Integrated Legal News

Bloomberg Law integrates legal news with analysis to keep you informed. With real-time updates and essential insights, it enhances the functionality of leading legal databases. This resource helps you track developments in legislation, case law, and regulatory changes. By combining legal research with actionable intelligence, Bloomberg Law equips you to make informed decisions in a constantly evolving landscape.

7. CourtListener: Free Access to Legal Decisions

CourtListener is a free, non-profit tool that provides access to legal decisions in 469 jurisdictions. It’s home to millions of court decisions, which are updated daily. Sponsored by the Free Law Project, CourtListener offers free access to primary legal sources, making it a valuable resource for anyone conducting legal research.

8. Caselaw Access Project: Free Access to US Case Law

The Caselaw Access Project offers free access to all official, book-published US case law. With data digitized from the Harvard Law Library, this resource provides access to 360 years of US case law. This makes it easy to find information on past case law and understand how it applies to your current work.

9. Legal Information Institute: Access US Law Online

The Legal Information Institute (LII) at Cornell Law School provides free access to most US laws online. It’s a valuable resource for finding statutes or regulations. LII also offers access to legal materials like the Supreme Court Bulletin, State statutes by topic, and the US Code. Another free research resource LII hosts is Wex, a free, community-built legal dictionary and encyclopedia.

10. Google Scholar: Find Scholarly Legal Articles

Google Scholar allows free online access to educational, legal, and scholarly articles. It makes searching through scholarly materials to find relevant legal articles or documents easy. You can even filter search results to find only legal materials, making it a valuable tool for legal professionals.

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How to Improve Legal Research Skills

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1. Mastering the Foundations of Legal Research

Legal research involves finding and analyzing legal information to tackle specific legal questions. This is crucial because lawyers need to identify relevant issues, locate laws and precedents, and analyze authority to support their arguments. Primary sources like statutes and case law provide the law itself, while secondary sources such as textbooks and journal articles offer commentary and analysis.

2. Crafting a Strategic Research Plan

Start by setting clear research goals and objectives. Decide which primary and secondary sources you'll need, and establish a timeline to manage tasks efficiently. This approach helps you stay focused and meet deadlines.

3. Navigating Online Legal Databases

Legal databases like Westlaw and LexisNexis are indispensable tools. Use keywords and Boolean operators like "and," "or," and "not" to refine your search and get precise results. This makes your research more efficient and saves time.

4. Embracing Traditional Legal Resources

Print resources like law library collections and textbooks hold value even in the digital age, especially for historical research or definitions. These can be accessed through law firms or universities, providing depth to your study.

5. Assessing Sources and Their Authority

Reliable research is crucial for credibility. Consider factors like the author's reputation, the recency of the information, and adherence to legal standards. Prioritize authoritative sources such as higher court opinions and statutes, as they carry more weight.

6. Sharpening Your Search Techniques

Finding the most relevant information is key. Use specific keywords, filters, and advanced search features to narrow down results. Experiment with different terms and synonyms to capture all necessary information.

7. Analyzing and Synthesizing Legal Information

Organize your findings to identify key legal principles and arguments. Use analogical reasoning to synthesize information from multiple sources, supporting coherent and persuasive arguments while addressing counterarguments.

8. Documenting and Citing Your Sources

Accurate referencing is vital to avoid plagiarism. In the UK, the OSCOLA format is commonly used. Use tools like citation management software and online generators to ensure consistency and accuracy in your citations.

9. Committing to Ongoing Legal Education

Continuous learning is essential. Stay updated on changes in legal research methods and technologies to remain competitive. Join professional associations, attend courses, and participate in workshops to expand your knowledge and network with peers.

Looking to streamline your research process? Let Otio be your AI research and writing partner. Our AI-native workspace helps researchers go from reading lists to first drafts faster, with features like AI-generated notes and source-grounded Q&A chat. Try Otio for free today!

Supercharge Your Researching Ability With Otio — Try Otio for Free Today

Legal research requires sifting through oceans of information. The usual tools—bookmarks, read-it-later, notebook apps—are cumbersome and fragmented. Otio steps in as your AI-native workspace. You can collect data from diverse sources like bookmarks, tweets, books, and YouTube videos. Consider delving into legal case studies, statutes, regulations, and articles, all within a single platform. This tool simplifies the process of curating and analyzing data for research purposes. You can even chat with individual links or entire knowledge bases, just like ChatGPT. 

Extracting Key Takeaways with AI-Powered Tools

Legal research involves extracting insights from massive amounts of data. With Otio, you can generate detailed AI-generated notes on all bookmarks, including YouTube videos, PDFs, articles, and more. This feature allows you to access the most relevant information quickly and easily. AI-generated notes also help synthesize information from multiple sources, allowing you to create draft outputs faster. This AI-powered tool is a game-changer for legal researchers. 

AI-Assisted Writing for Legal Research Papers

Writing legal research papers can be a daunting task. Otio's AI-assisted writing feature helps you write research papers and essays faster. This tool can create draft outputs using your collected and organized sources. The AI-generated notes and source-grounded Q&A chat help you synthesize information and create cohesive arguments. This feature is perfect for students, knowledge workers, and researchers who must quickly produce high-quality legal research papers.

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