LexisNexis

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 catalog stops at document systems and Microsoft 365, the documented direction into the DMS is retrieval with 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

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 review ready work product, and Agentic Drafting agents build contracts, motions and briefs from LexisNexis content, firm templates and matter materials; 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

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. Both licensed authority and the customer's knowledge sit in maintained structures for retrieval.

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

Attestations and access controls both sit on the vendor's own surfaces. The trust center publishes a 2026 SOC 2 Type 2 report covering Lexis+ with Protégé, alongside ISO/IEC 27001, SOC 3, SOC 1 Type 2 and HIPAA attestations. The May 2026 release documents 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

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, the trust center lists product audit logging and access log management, and the Protégé API logs its calls for audit. Together that is provenance that can be reconstructed plus an audit log.

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

A personalization layer for each user is documented on the product page: Protégé adapts to the user's preferences over time, what one user shares never informs performance for another, and the user can review and manage personalization settings at any time, adjusting the level or opting out entirely. That is memory of preferences scoped to the user, persistent, and managed by the user. Vaults and Workrooms hold matter documents rather than memory.

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

The subprocessor list (11 August 2026) documents Lexis+ with Protégé hosting 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 region following the market edition the customer buys, and the May 2026 release adds BYOK against the customer's own KMS.

AI functionality is processed by Anthropic and OpenAI in the USA (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

The product page documents a browsable library of agent skills from LexisNexis and Anthropic, and the May 2026 release names prebuilt skills for contract comparison, complaint analysis, research synthesis, checklist generation, due diligence, compliance review and playbook based review, alongside prebuilt drafting workflows shown in the tutorials. 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

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 rather than starting agent work, and no schedule or event trigger for skills or workflows is documented.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and lexisnexis.com/en-us/products/lexis-api.pageread 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 chooses the model for the task, according to the product page FAQ. Protégé Legal AI blends multiple LLMs under routing the vendor controls, and the subprocessor list names Anthropic, OpenAI and Google, as well as Microsoft and Mistral, as AI providers for Lexis+ with Protégé.

SourceLexisNexis, lexisnexis.com/en-us/products/lexis-plus-protege.page and lexisnexis.com/global/privacy/en/subprocessor.pageread 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 rather than an interface for outside callers.

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

Shepard's Verify checks each output's citations, which gates outputs rather than testing changes, and the trust center's AI System Development and Evaluation Policy and the 2,000 experts who validate the models are the vendor'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

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 documented.

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