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The Next Chapter in Legal Tech Innovation: Introducing Protégé™


By Sean
Fitzpatrick
| CEO,
LexisNexis
North
America,
UK,
Ireland

At
LexisNexis®,
we
work
with
our
customers
to
transform
legal
work

that
mission
is
at
the
heart
of
every
product
we
develop
and
solution
we
deliver.
Our
focus
on
technology
has
positioned
us
as
a
leader
in
the
legal
industry’s
innovative
use
of
AI
for
several
years.

Our
Legal
AI
innovation
journey
began
with
“extractive”
AI
tools
that
use
machine
learning
algorithms
to
find
relevant
results
within
data
to
surface
deep
insights.
For
example,
our
popular


Lexis+®
Answers

product
took
users
beyond
traditional
keyword
searching
to
identify
relationships
between
concepts
and
return
key
passages
extracted
from
the
LexisNexis
network
of
authoritative
legal
sources.

The
journey
continued
with
“generative”
AI
tools
that
create
new
content
from
data
based
on
user-entered
prompts
or
instructions,
allowing
our
customers
to
engage
in
human-like
conversations
and
tackle
complex
legal
tasks
with
ease.
We
recognized
the
immense
potential
of
Gen
AI
and
naturally
began
leveraging
this
new
technology
as
part
of
our
ongoing,
customer
informed
innovation
process,
which
led
to
the
debut
in
October
2023
of


Lexis+
AI
®
,
the
first
comprehensive
legal
research
platform
powered
by
Gen
AI
for
the
legal
profession.

Lexis+
AI
represented
a
new
standard
for
efficiency,
precision
and
speed
in
legal
technology
innovation.
We
backed
up
this
commitment
by
releasing
a
second-generation
version
of
the
Lexis+
AI
platform
in
April
2024,
with
expanded
use
cases
for
legal
professionals,
faster
delivery
of
AI-generated
answers,
and
improved
results
for
customers.


The
Next
Chapter
Begins

We
are
proud
to
once
again
be
on
the
leading
edge
of
legal
tech
innovation:
Agentic
AI,
which
guides
users
to
perform
tasks
aligned
with
their
workflow,
through
custom
AI
models
known
as
agents.
While
Gen
AI
focuses
on
creating
content,
agentic
AI
assists
in
professional
decision-making
and
work
task
organization
based
on
the
user’s
tailored
requirements.

Welcome
to


LexisNexis
Protégé
,
our
new
AI
assistant
that
leverages
the
power
of
agentic
AI
to
transform
legal
work
with
personalization
choices
controlled
by
the
user
or
their
organization
to
optimize
the
individual’s
AI
experience.

Protégé
understands
individual
preferences
and
then
draws
upon
our
comprehensive
repository
of
authoritative
legal
content

as
well
as
the
customer’s
own
proprietary
work
product
and
other
firm
knowledge.
It
uses
that
universe
of
content
as
grounding
data
to
provide
deeply
personalized
answers,
drafts,
summaries
and
more.

For
example,
Protégé
understands
the
user’s
practice
area,
the
jurisdictions
in
which
they
are
working,
and
their
unique
drafting
style
and
preferences.
This
context
informs
the
answers
that
it
creates
and
surfaces,
enabling
the
tool
to
help
guide
the
legal
professional
to
the
end
result
that
best
meets
their
specific
need.
Protégé
leads
the
legal
industry
into
a
new
era
in
which
the
Legal
AI
experience
is
tailor-made
for
each
individual
legal
professional.


Driving
Next-Level
Performance

How
does
Protégé
achieve
these
ambitious
goals?
Protégé
will
help
lawyers
achieve
next-level
legal
performance
for
their
clients
in
profound
ways,
such
as:

  • Drafting
    transactional
    documents,
    as
    well
    as
    litigation
    motions,
    briefs,
    and
    complaints
    from
    a
    single
    prompt
  • Generating
    drafts
    based
    on
    uploaded
    sample
    documents
  • Suggesting
    legal
    workflow
    actions
    (e.g.,
    summarize,
    draft,
    research,
    proofread,

    Shepardize
    ®,
    etc.)
    based
    on
    the
    types
    of
    documents
    uploaded
    (including
    large,
    complex
    documents)
  • Drafting
    tailored
    deposition
    questions
    based
    on
    fact
    patterns,
    witness
    descriptions
    and
    other
    relevant
    information
    contained
    in
    the
    case
    documents
  • Reviewing
    an
    uploaded
    motion
    or
    argument
    and
    finding
    similar
    motions
    and
    arguments
    in
    the
    LexisNexis
    system
    to
    further
    refine
    the
    argument,
    find
    stronger
    authority,
    and
    identify
    potential
    weaknesses

Moreover,
Protégé
has
the
capability

with
the
user’s
explicit
permission
and
authorization

to
extract
information
securely
from
the
organization’s
internal
Document
Management
System
(DMS).
This
data
helps
a
lawyer
leverage
their
internal
work
product
as
reference
data
for
AI-powered
drafting
tasks.

Protégé
is
embedded
now
on
the
Lexis+
AI
platform
and
in
the


Lexis®
Create+
tool
for
Legal
AI
drafting
in
Microsoft
Word
,
and
will
eventually
be
rolled
out
across
the
entire
LexisNexis
ecosystem.


The
Innovation
Journey
Continues

As
we
look
to
the
future,
LexisNexis
remains
committed
to
staying
at
the
forefront
of
innovation,
continuously
adapting
and
evolving
to
meet
the
ever-changing
needs
of
our
customers.
The
next
chapter
in
the
AI
revolution
is
just
beginning,
and
we
are
excited
to
explore
new
frontiers
and
push
the
boundaries
of
what
is
possible
in
the
legal
tech
space.

We
are
confident
that
Lexis+
AI
with
Protégé
will
revolutionize
the
way
legal
professionals
work,
enabling
them
to
deliver
exceptional
service
to
their
clients
while
staying
ahead
of
the
curve
in
an
increasingly
competitive
and
complex
legal
landscape.

At
LexisNexis,
we’re
not
just
embracing
the
future
of
AI,
we’re
shaping
it.
To
learn
more
about
Protégé,
please
go
to


www.lexisnexis.com/protege
.