Intelligize+ AI Unveils Next Evolution of Protégé for Deeper, Unified SEC Filings Research

Conversational workflow, structured analysis and transparent, verifiable results—powered by Intelligize’s proprietary, tagging and deep filtering of SEC filings content

NEW YORK, March 30, 2026 – LexisNexis® Legal & Professional, a global leader in information, analytics, and AI-powered legal workflow solutions, today announced the next evolution of Protégé™ in Intelligize+ AI™, delivering a more advanced research and analytics experience for disclosure, reporting and compliance professionals who rely on SEC filings.

AI is only as valuable as the content it’s built on. Intelligize has spent years assembling a comprehensive, curated collection of SEC filings content, enhanced by proprietary tagging and deep filtering that sets it apart from general-purpose AI platforms. Protégé puts that foundation to work, combining Intelligize’s authoritative data with a unified, multi-turn conversational experience that mirrors how rigorous disclosure research actually unfolds.

Rather than navigating disconnected tools or restarting searches from scratch, Protégé enables users to refine questions progressively, preserve context as analysis deepens and generate organized, defensible results. Responses are tied directly to underlying SEC filings with visible search logic, providing disclosure and compliance teams the transparency and confidence required to support audit preparation.

“The promise of AI in disclosure research is only realized when it’s grounded in data that professionals can trust,” said Christian Berczely, CEO & CTO of Intelligize. “Intelligize has always been defined by the depth of its content, and Protégé is built directly on that foundation. It combines our proprietary tagging and filtering of SEC filings content with a conversational AI experience that helps professionals move from complex questions to actionable insights with greater clarity and control.”

The evolved Protégé experience is carefully designed to deliver measurable value to disclosure and compliance teams:

  • Workflow continuity grounded in authoritative content. Multi-turn conversational research allows questions to build progressively—without restarting analysis—while every response stays anchored to SEC filings content curated by Intelligize.
  • Deeper, structured analysis across multiple filings. Users can analyze trends and benchmark peer disclosures across up to 20 SEC filings simultaneously, generating organized tables and executive-style summaries aligned to reporting workflows.
  • Transparent and verifiable results. Each response is tied directly to underlying SEC filings, with visible search logic—combining Boolean and conceptual search techniques—so teams can audit conclusions and maintain confidence in every finding.
  • Flexible outputs and easy export. Users can transform findings into tables, checklists, reports and briefs, and easily download them in PDF and MS Word formats or copy them directly without losing momentum.

When complex disclosure questions require additional assurance, the Intelligize Customer Research Team is available to provide hands-on support—bringing deep subject-matter expertise to high-stakes reporting decisions and helping review AI-assisted findings against the same authoritative content that powers Protégé.

Launched in 2024, Intelligize+ AI was one of the first solutions in the SEC compliance space to add an AI layer that extended the power and value of a comprehensive securities filings database. This included its Ask AI, AI Summarize, and AI Compare features. In 2025, it merged those features into Protégé and enhanced the platform by adding AI Search in SEC Filings. Those evolutionary steps led to today’s unified offering in SEC filings.  

To learn more about Protégé in Intelligize+ AI, visit: www.intelligize.com/ai/.

About LexisNexis® Legal & Professional
LexisNexis® Legal & Professional provides AI-powered legal, regulatory, business information, analytics, and workflows that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services. LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,900 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for professional and business customers.   

Intelligize® is a trusted provider of AI-powered SEC compliance intelligence for compliance, transactional and financial reporting professionals. Our web-based platform combines a comprehensive collection of SEC filings, regulatory materials, news and transactional data with generative AI capabilities and advanced analytics to deliver faster, defensible research and analysis. Public companies, private companies, law firms, accounting and consulting firms, and other organizations rely on Intelligize to stay compliant with evolving SEC requirements, benchmark disclosures with confidence and execute complex transactions with greater precision. Headquartered in New York City, Intelligize serves public and private companies, as well as many of the top global law and accounting firms. For more information, visit www.intelligize.com.

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Media Contact:
Jason Milch
Baretz + Brunelle
jmilch@baretzbrunelle.com