Citators (Westlaw / Lexis)
Commercial citators
Pollen8 Legal can pull treatment signals (“good law”, “criticized”,
“overruled”) on every cited authority by integrating with Westlaw
KeyCite and/or Lexis+ Shepard’s. Configure at /admin/legal/citators.
How treatment signals work
The aggregator normalizes each provider’s native flag onto a five-value scale:
| Pollen8 signal | Westlaw KeyCite | Lexis Shepard’s |
|---|---|---|
good | Green flag | A (approved), F (followed) |
caution | Yellow flag / Orange | D, Q, L |
negative | Red — criticized | C (criticized) |
overruled | Red — overruled / reversed | O, R, S (superseded) |
unknown | Found, no signal | Found, no signal |
CourtListener is consulted last as a free fallback — it only confirms existence, never a treatment signal.
Configuration
Both Westlaw and Lexis require paid API contracts with the respective vendor. Pollen8 does not resell access — you bring your firm’s API credentials.
For each provider:
- Open
/admin/legal/citators→ Add provider. - Pick Westlaw or Lexis+.
- Paste the API key (and Client ID for Westlaw, or Consumer Key for Lexis).
- Set a priority number — lower = consulted first.
- Save → click Ping to send a known-good citation (Marbury v. Madison) and confirm the credentials work.
Credentials are stored via secret_box (Fernet) — the same envelope
encryption Pollen8 uses for AI provider keys and DMS tokens.
Ad-hoc verify
The right panel on /admin/legal/citators takes a single Bluebook-
formatted citation and returns the signal + source URL — useful for
quickly cross-checking a citation the AI drafter produced.
Where it shows up
- AI Drafter (matter detail) — runs the verifier on every citation in the generated draft. Results render advisory, never blocking — the verifier is opinionated but doesn’t gate output.
- Word add-in — the Verify citations action sweeps the
current selection through
legal_citators.verify_many. - Slack/Teams bots — citation answers automatically include the signal where the underlying retrieval surfaced a verdict.