Skip to main content
Help CenterBest Practices

Best Practices

Keyword tuning, alert hygiene, notification habits, and cost-aware use of CASER alongside PACER.

Last updated: May 2026

Keyword optimization

  • Use specific phrases (firm names, unique case styles) to reduce false positives.
  • Avoid overly broad single words unless you accept more matches.
  • Split unrelated topics into separate monitors instead of one noisy keyword list.

Alert management

  • Remember alerts only fire for filings after the monitor is created.
  • Review Recent Alert Matches in Settings to audit what triggered.
  • Disable monitors you no longer need to limit background scans and notification noise.

Notifications

  • Keep iOS notification permissions enabled for time-sensitive monitors.
  • Use priority or focused notifications in iOS if you need stronger signal for critical keywords.

Cost awareness

  • Use CASER search and monitors to avoid PACER’s $0.10-per-result search screens where possible.
  • Use the PACER Savings Tracker to see cumulative estimated savings—not as a tax or billing document.
  • When you need official certified records, use PACER or the court directly and follow their fee rules.

Research workflow

  • Save key cases locally for quick reference (within free or Pro limits).
  • Use Atticus (Pro) for definitions and summaries, then verify citations with primary sources.
  • Export PDFs (Pro) for offline review of search results when needed.

Related

Need more help? Email caserlegal@proton.me — we typically respond within 24–48 hours.

Contact Support