Using Investigative Research Software for Case Research (EDU210122)

February 24, 2021

12:00 PM to 1:00 PM (Eastern Standard Time)



Presented by the Connecticut Bar Institute 

About the Program

The facts matter. Research is a critical part of practicing law, and although most litigators are skilled at researching caselaw, public and private records data is also critical in many kinds of cases. With a variety of free and paid search tools available, it is important to understand the difference between traditional legal research tools and public records or investigative data.   

This program, taught by Jared Correia, Esq., CEO of Red Cave Consulting, and Wendy Nestrud from Tracers, a TechnoLawyer "Top Product of 2020" and industry-leading investigative research software, will provide an overview of the differences in records information from different sources, examples of the kinds of investigative data attorneys can obtain, and how to use it effectively. They will also explain how to ethically use public and private records data for case research, including billing guidelines for invoicing clients. In addition, the presenters will perform a series of sample searches to show types of reports available and discuss examples from real cases where investigative data impacted the outcome. Finally, the program will discuss best practices for staff access management and reporting to ensure compliance with credentialing requirements for sensitive information. 

You Will Learn

  • About different types of legal research 
  • Use cases for public and private records in different practice areas 
  • About different search types and reports, including people searches, comprehensive people searches, asset searches, and social media reports 
  • How to maintain ethical best practices for researching public records, including a review of the credentials required, employee search access, administrative tools, billing reports, and invoicing 

Who Should Attend

Attorneys, paralegals, law firm support staff, and law librarians will benefit from this seminar.


(Includes electronic materials. If the seminar is recorded, all paying registrants will receive complimentary access to the recording approximately six weeks after the program.) 
Member $25 
Non-Member $50 
Student Member $15


Jared Correia Jared D. Correia
Red Cave Consulting, Boston, MA

wendy-nestrud Wendy Nestrud
Tracers, Brooksville, FL

CLE Credit

CT: 1.0 CLE Credit (0.5 General; 0.5 Ethics) 
NY: 1.0 CLE Credit (0.5 Skills; 0.5 Ethics)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program may qualify for transitional and/or non-transitional CLE credits. Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the page on CLE: Financial hardship information is available upon request.

*Electronic materials are included in the price of the seminar. Any materials for this seminar will be e-mailed to registrants prior to the seminar for download. If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.


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Phone: (844)469-2221