Clio vs LexisNexis (2026)

The Clio App Directory lists more than 300 apps, alongside native Gmail and Outlook, QuickBooks, Xero and TrustBooks accounting, court e filing and online payments, and a public API lets partners and firms build their own connections.

SourceClio, clio.com/app-directory and clio.com/pricingread 2026-09-06

Named connections reach iManage, SharePoint, NetDocuments and other DMS platforms, and Lexis Create+ drafts inside Microsoft 365. Web and news sources feed in, and skill outputs arrive as Word, Excel, PowerPoint and PDF files. The connections stop at document systems and Microsoft 365, the DMS link retrieves documents and returns output as files, and no custom tool or action framework reaching into third party systems is described.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and the 7 May 2026 releaseread 2026-09-06

Clio Work runs multi step legal work from a matter. It reads the whole file, builds a timeline, surfaces authority through a citator, pressure tests arguments and drafts motions grounded in the result, and Clio Manage adds automated workflows on Signature and above that draft bills on schedule, turn documents into tasks and events and draft client updates from matter activity.

SourceClio, clio.com/work and clio.com/pricingread 2026-09-06

Protégé Work takes a selected skill or a goal in natural language, routes it to the right skill or workflow, presents a structured plan and executes the steps to produce work product ready for review. Agentic Drafting agents build contracts, motions and briefs from LexisNexis content, firm templates and matter materials, and a no code builder lets teams create and share their own workflows.

SourceLexisNexis, 7 May 2026 release and lexisnexis.com/en-us/products/lexis-plus-protege.page; lexisnexis.com/community/pressroom/b/news/posts/lexisnexis-launches-next-evolution-of-lexis-with-protege-the-legal-ai-platform-built-on-the-authority-legal-work-demandsread 2026-09-06

Work reaches Clio's AI on schedules, events and inbound channels. AI drafts bills on a set billing schedule, documents are turned into calendar events and tasks as they arrive, performance reports are scheduled to the inbox, and Grow AI runs phone, web chat and email agents that engage and screen every inbound lead.

SourceClio, clio.com/pricingread 2026-09-06

Work reaches Protégé when a user asks in the workspace or a Workroom, in Lexis Create+ in Microsoft 365, or through the API, and Protégé suggests tasks from documents added to a Vault. Content alerts on the REST APIs notify on new material without starting agent work, and no schedule or event trigger for skills or workflows is described.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and lexisnexis.com/en-us/products/lexis-api.pageread 2026-09-06

The AI is grounded in the firm's own matters, contacts, documents and billing records held in Clio, and Clio Work extends that with a maintained legal library matched to the jurisdiction, returning cited results with a built in citator that confirms every authority is current. Both the matter corpus and the legal library persist and can be queried.

SourceClio, clio.com/workread 2026-09-06

Responses are grounded in LexisNexis primary law, exclusive secondary sources and Practical Guidance, with Shepard's citation validation. The customer's own documents come in through DMS connections to iManage, SharePoint and NetDocuments, and Vaults hold up to 100,000 matter documents, kept until the customer deletes them.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and the 7 May 2026 releaseread 2026-09-06

Clio Work is a conversational workspace over a matter, which carries session state, and the AI processes data in real time and does not store or reuse it. No memory layer with a stated scope and lifetime is described. The matter record is the application's data model.

SourceClio, clio.com/work and clio.com/securityread 2026-09-06

Protégé personalizes for each user, adapting to the user's preferences over time, and what one user shares never informs performance for another. Users can review and manage personalization settings at any time, adjusting the level or opting out entirely. Vaults and Workrooms hold matter documents, not memory.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.pageread 2026-09-06

The user reviews and approves everything before it reaches a client or the court, with the AI handling the first pass. The Core plan turns documents into calendar events and tasks confirmed against the source.

SourceClio, clio.com/pricingread 2026-09-06

Protégé Work presents its plan before executing, so the user sees and controls the steps, and output arrives as work product ready for review, not as a final action. Workrooms enforce dual approvals on shared work, and Shepard's Verify flags citations in AI drafted content that cannot be verified, for a person to review.

SourceLexisNexis, 7 May 2026 release and lexisnexis.com/en-us/products/lexis-plus-protege.page; lexisnexis.com/community/pressroom/b/news/posts/lexisnexis-launches-next-evolution-of-lexis-with-protege-the-legal-ai-platform-built-on-the-authority-legal-work-demandsread 2026-09-06

Clio undergoes annual SOC 2 Type II and SOC 1 Type II examinations, with reports at trust.clio.com, and annual third party penetration tests. The access surface includes SAML single sign on through Clio Identity, MFA, role based permissions with unlimited custom roles on the Signature plan, password and login policies, and per user session and activity logs. AI is bound to the firm's existing user permissions.

SourceClio, clio.com/security and clio.com/pricingread 2026-09-06

The trust center publishes a SOC 2 Type 2 report covering Lexis+ with Protégé, alongside ISO/IEC 27001, SOC 3, SOC 1 Type 2 and HIPAA attestations. Access controls include role based permissions, least privilege access and dual approvals in Workrooms, plus BYOK encryption against the customer's own KMS, and the Protégé API adds OAuth 2.0 and role based access.

SourceLexisNexis, trust.lexisnexis.com and the 7 May 2026 releaseread 2026-09-06

A firm can see a log of every action taken by AI within the firm, alongside session logs recording the IP address and actions of every user, with active sessions reviewable and terminable. That per action AI log lets a firm reconstruct what the AI did.

SourceClio, clio.com/securityread 2026-09-06

Workrooms keep audit trails and activity history of AI work, documents and discussions, and Vault outputs link back to the exact passage, spreadsheet row, image or timestamp they came from. Protégé Work shows its plan and steps, product audit logging and access log management are in place, and the Protégé API logs its calls for audit.

SourceLexisNexis, 7 May 2026 release and trust.lexisnexis.com; lexisnexis.com/community/pressroom/b/news/posts/lexisnexis-launches-next-evolution-of-lexis-with-protege-the-legal-ai-platform-built-on-the-authority-legal-work-demandsread 2026-09-06

Firms choose where their data is hosted, in Canada, the United States, Europe or Australia, on AWS. Clio states that all data used by its AI is processed in the customer's region (US, Canada, EMEA or APAC).

SourceClio, clio.com/securityread 2026-09-06

Lexis+ with Protégé is hosted on AWS in eight countries, Australia, Canada, France, Germany, Ireland, South Africa, the UK and the USA, and on Microsoft in six, Australia, Canada, France, Germany, Sweden and the USA, with processing in the region of the market edition the customer buys, and BYOK against the customer's own KMS is supported. AI functionality is processed by Anthropic and OpenAI in the USA, with OpenAI also in the EEA and Switzerland, and by Google globally, whatever the hosting region. There is no customer cloud or on premises option.

SourceLexisNexis, lexisnexis.com/global/privacy/en/subprocessor.page and the 7 May 2026 releaseread 2026-09-06

Packaged assets come several ways, including Grow AI's named prebuilt phone, web chat and email agents, which each work alone, document templates and matter templates on Core and above, a court forms library and court calendaring rule sets, and a 300 plus app directory. The agents inside Clio Manage and Clio Work run as functions of those products.

SourceClio, clio.com/pricingread 2026-09-06

A browsable library of agent skills comes from LexisNexis and Anthropic, with prebuilt skills for contract comparison, complaint analysis, research synthesis, checklist generation, due diligence, compliance review and playbook based review, plus prebuilt drafting workflows. Each skill is complete on its own, and a customer selects among them.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and the 7 May 2026 releaseread 2026-09-06

The model provider behind Clio's AI is not named. Clio Work processes client files under zero data retention agreements, which implies external providers without identifying them, and there is no customer or admin model selection.

SourceClio, clio.com/work and clio.com/securityread 2026-09-06

Protégé General AI gives access to large language models from OpenAI, Google and Anthropic, each with different reasoning strengths, so the user picks the model for the task. Protégé Legal AI blends multiple LLMs under routing LexisNexis controls, and the AI providers for Lexis+ with Protégé are Anthropic, OpenAI and Google, as well as Microsoft and Mistral.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and lexisnexis.com/global/privacy/en/subprocessor.pageread 2026-09-06

API reference documentation is published for Clio Manage and Clio Grow, listing endpoints, data and actions, alongside two developer portals with free developer accounts, a private app route for a single firm's own integrations, and guides including single sign on with Clio Identity. The API covers the core platform; no API specific to the AI layer is described.

SourceClio, docs.developers.clio.comread 2026-09-06

The Protégé API exposes the assistant's Ask and Summarize functions as secure endpoints for embedding in firm intranets, client portals and practice tools, secured with OAuth 2.0 and role based access, and throttled and logged for audit, alongside REST content APIs. A developer portal with documentation, SDKs and a sandbox is opened on request. The no code workflow builder is a tool inside the product, not an interface for outside callers.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-api.pageread 2026-09-06

Pressure testing of arguments and gap identification in Clio Work evaluate the customer's legal position, not the agent, and there is no evaluation harness, test cases, quality gate or optimization loop for the AI.

SourceClio, clio.com/work and docs.developers.clio.comread 2026-09-06

Shepard's Verify checks each output's citations, which gates outputs but does not test changes, and the AI System Development and Evaluation Policy and the 2,000 experts who validate the models are LexisNexis's own release practice. Customers get no test harness, test cases or release gate for the skills and workflows they build.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and trust.lexisnexis.comread 2026-09-06

There is no browser, desktop or computer control. Clio for Word is an add in running inside Microsoft Word, and the mobile apps are the product's own surfaces, neither of which is an agent operating an interface.

SourceClio, clio.com/workread 2026-09-06

Protégé works in the Lexis+ web application, in Microsoft 365 through Lexis Create+ and through the API, and pulls web and news sources as content. No browser, desktop or computer control is described.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.pageread 2026-09-06