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InterAction+™ Hybrid Answer Center

Key Client Radar

  • Updated

Key Client Radar provides a consolidated view of all relevant content for your key clients. After linking your accounts and configuring your list and preferences, you can track updates and manage client insights from a single location.

Permissions and Requirements

Availability currently applies to U.S. clients only.

  • Access: Available to all InterAction+ users with

    • Essentials Data+ license or higher 

    • IADB_Patch_Release_25_009

    • On-prem API version 1.3.2508.1903

  • News and Legal News Content:

    • All users have access to Nexis Newsdesk™ articles.

    • If Lexis+® News is available for U.S. InterAction+ users, it automatically replaces Nexis Newsdesk™ as the news source.

  • Recent Cases: Via CourtLink® (if available, U.S. only) 

Ensure that your InterAction+ and CourtLink® and Lexis+ accounts are linked to get the full content experience. For more information about features or products not currently included in your subscription, contact your LexisNexis Account Representative.

Access Level What You Get Requirements
InterAction+ with Essentials Data+ (or above) Nexis Newsdesk™ articles

IADB_Patch_Release_25_009

On-prem API version 1.3.2508.1903
+ Lexis+ Lexis+ news (replaces Nexis Newsdesk™) Active Lexis+ account
+ CourtLink® Case filings (with AI-generated summaries if entitled)

Linked CourtLink® account  

CourtLink Dockets API Snapshot (1549854) AND Everything CourtLink with Snapshot (1547997) 

OR

CourtLink Dockets API Snapshot (1549854) AND Snapshot Email Alerts (1547302) 
Full Experience All of the above in one view Linked InterAction+, Lexis+, and CourtLink® accounts

Firm Settings and Opt-Out Controls

Effective November 20, 2025: Admins can now manage firm-level access to Key Client Radar directly in Firm Settings › Content Integrations.

  • Opt-Out Control: Administrators can enable or disable Key Client Radar for their firm.

    • Automatic Opt-In: New tenants are opted in by default after Nov 20, 2025.

  • Future Integrations: Administrators can re-enable the feature when regional integrations launch.

    • Regional Use: UK-based firms can temporarily opt out until regional content (e.g., Law 360 UK, CourtLink UK) becomes available.

Key Client Radar remains disabled for tenants in the EU and AU regions.

Setup and Access

  • Default List: When accessing Key Client Radar, if you already have an associated list (previously configured using the Important Contacts widget), that list is automatically used as the default.
    • To associate a new list, click Change List.

  • Blank State: If no list is connected, the page will display a blank state message. Click Select List to add one.

    For optimal performance, it is recommended that the list contains 25 or fewer contacts.

Using Key Client Radar

Overview

Key Client Radar displays key client information and related content, including:

  • Company Names from your selected contact list
  • Associated Contacts for each company
  • Case Filings: Shown via CourtLink® (if available)

    • AI-generated summaries appear for case filings if available and if entitlements are met. 

      Protégé GenAI Snapshot Summaries require CourtLink Dockets API Snapshot (1549854) AND Everything CourtLink with Snapshot (1547997) OR CourtLink Dockets API Snapshot (1549854) AND Snapshot Email Alerts (1547302) 

  • News: Displayed via Lexis+® News and Legal News or Nexis Newsdesk™, including teasers of articles mentioning the company. 

Navigation

  • Scrolling: Scroll down to reveal additional companies and related content.
  • Expanding Content: Click the expand icon   next to a company, case filing, or news article to view more details.
  • Filters: Use filters to narrow results. 
    • You can filter the entire list or use the column filters for Title, Type, Date, or Source to refine results further.

Bulk Actions

  1. Send to Myself: Email multiple selected items (e.g., case filings or news articles).
  2. Dismiss: Hide selected companies from view. Dismissed items are replaced to maintain the overall content count.

  3. Set Preferences: For premium integrations (such as Lexis+ with enhanced capabilities), a Set Preferences button is available. 

    • Define which content types are most relevant to your client focus (for example, only open IP-related cases).

    This option is not available for the basic Nexis Newsdesk™ integration.

Single-Item Actions

  1. Send to Myself:
    • Email a single content item.
    • Opens your email client with the URL pre-filled.
  2. Emailing a Specific Company:

    • Limited to a single content item per company.

    • The email automatically includes the contacts associated with that company’s list.

    • You may edit or remove recipients as needed.

  3. Dismiss:
    • Hide an individual item from your view. 

    • Each dismissed item is replaced to keep content totals consistent.

  4. News and Legal Updates: View full articles from Nexis Newsdesk™ (always available), or—if enabled—Lexis+® News and Legal News® and dockets from CourtLink®.
  5. Copy Link: Copy docket or article URL.

Best Practices

  • Choose a Smaller List: For optimal performance, keep the contact list to 25 or fewer contacts.
  • Leverage Bulk Actions: Use the Send to Myself and Dismiss bulk actions to efficiently manage content and quickly follow up on items of interest.
  • Set and Adjust Preferences: (Premium Users) Once you configure your content preferences, the settings will persist across visits. Modify these settings later if your focus shifts or if additional content integrations become available.

Troubleshooting

The chart outlines common Key Client Radar issues, their likely causes, and recommended solutions for resolving display, preference, or email recipient problems.

Problem Possible Cause Solution
No content displays Integrations may not be linked, or your contact list may not be connected. 1. Confirm your CourtLink® and/or Lexis+ accounts are linked.
2. Verify that the correct contact list is selected in Key Client Radar.
“Set Preferences” button is missing This option is only available with premium integrations. If you are using Nexis Newsdesk™ only, this feature will not appear. Upgrade to Lexis+ for access to content preference settings.
Email recipients are incorrect The contact list for that company may not be accurate. Review and update the associated contact list in InterAction+. Edit recipients as needed before sending.
Cannot access Key Client Radar Your firm admin may have opted out of Key Client Radar. Confirm with your admin whether your firm has disabled Key Client Radar in Firm Settings › Content Integrations.