Product Announcement

Protégé™ in CourtLink® Explains the Whole Case Faster

Virginie De Smecht — Wed, 01 Apr 2026 15:01:00 GMT

Protégé™ in CourtLink® speeds litigation monitoring with full docket summarization, document summaries, and natural language across federal and state dockets. (read more)

Unlocking Deeper Company Insights with Lexis® Company Profiles

Claire Russell — Fri, 26 Sep 2025 16:15:00 GMT

Discover how Lexis® Company Profiles delivers deeper, faster company insights — from financials to litigation history — in one trusted platform. (read more)

Transforming Legal Operations with AI: Introducing LexisNexis Protégé in CounselLink+

Claire Russell — Tue, 23 Sep 2025 16:38:00 GMT

Discover how LexisNexis Protégé in CounselLink+ empowers legal teams with AI-driven matter summaries, invoice analysis, and smarter legal operations.(read more)

Lexis® Create+ for Microsoft® Outlook®: AI-Powered Legal Drafting That Starts in Your Inbox

beng — Fri, 08 Aug 2025 13:00:00 GMT

New Lexis Create+ for Outlook - an AI legal assistant provides document management, quick summaries, and batch processing into your inbox. (read more)

LexisNexis Previews New AI-Powered Capabilities for CounselLink+ at 2025 CLOC Global Institute

Sherica Celine — Thu, 15 May 2025 06:13:00 GMT

By: LexisNexis CounselLink

The CLOC Global Institute is the annual meeting where corporate legal operations professionals from around the world gather to “Open New Doors” each year, so we thought it was only fitting that we chose this year’s event as the venue for previewing the innovative enhancements to our award-winning CounselLink enterprise legal management solution for in-house legal departments.

The 2025 CLOC Global Institute, which took place May 5-8, 2025 in Las Vegas, was attended by more than legal ops professionals at every career level to connect and learn more about how they can transform the business and practice of law. At this year’s conference, they received updates on a number of product development breakthroughs in the legal industry, including some upcoming AI-powered rollouts for CounselLink+.

AI-Powered Matter and Invoice Summarization

LexisNexis Protégé, the next chapter in legal technology innovation, is our new AI assistant that leverages the power of agentic and generative AI to transform legal work. Protégé understands individual preferences and then draws upon our comprehensive repository of authoritative legal content — as well as the user’s own proprietary work product — to serve as grounding data for providing deeply personalized answers, drafts, summaries and more.

This year, we will be rolling out Protégé in CounselLink+. This integration will revolutionize productivity in in-house legal departments by providing actionable insights and summarizations, reducing manual review time and seamlessly integrating into existing workflows.

CLOC attendees were given a preview of why this integration will be a game-changer for legal ops professionals, starting with the “Phase 1” use case that is in testing now: AI-generated summaries for matter and financial management. On the “Matter Overview” page, users will be able to leverage Protégé to create an executive summary that surfaces contextual insights for team members to quickly review. These summaries will include: an overview of the matter/invoice; financial snapshot of the work; key takeaways; and suggested action items the user may want to consider.

(Please visit the site to view this video)

These AI-powered summarizations are securely generated from the information available to the currently logged-in user only; all data remains entirely private and protected. No unauthorized data is included in the summaries that are produced and no prompts or responses are stored or used to train the model.

New Reporting Tool

CounselLink will soon offer a robust new reporting tool on the SaaS-based platform. Key capabilities include the ability to create multiple visuals in a single dashboard view, to customize visuals, to save or bookmark visual settings, and to use AI technology to build data stories and create reports.

Robust Visualization
Users can create insightful data visualizations by simply entering natural language prompts into the CounselLink reporting tool. They can click on the displayed visuals to customize themes, fonts and style to fit their unique needs. They can also drag and drop data fields directly into the visuals without having to invest time in layout or design.

(Please visit the site to view this video)

Fast and Scalable
CounselLink users can save key data visualizations to their dashboard or share with external stakeholders. They can easily create multiple reports at one time, create new visuals in seconds, and drill down on important details in response to urgent inquiries.

Generative AI Support
CounselLink+ now makes use of generative AI tools for purposes of report generation, creation of executive summaries and Q&As, and building full “data stories” that combine data-driven insights with real-world expert analysis. For example, users can build a report by simply providing a description of what they have in mind within the AI prompt box, and then watch the AI create that report within moments. The data stories feature leverages AI to build full reports, framed in engaging design, to help teams reach conclusions and drive business decisions faster.

Experience CounselLink+

The CounselLink team has more than 30 years of experience developing innovative solutions designed to help legal departments organize their work and make better decisions. On average, CounselLink customers achieve and ROI of 13x their CounselLink spend and 100% of surveyed organizations experienced an increase in productivity compared to before they implemented CounselLink.

CounselLink+ is a cloud-based enterprise legal management solution trusted by leading legal departments. The platform acts as a hub, bringing together various functionalities to address common challenges faced by legal departments, which improves efficiency, enhances collaboration, reduces risks, increases visibility and supports better decision-making. It was built with a unified workspace that integrates e-billing with matter management, outside counsel communication, and contract management so in-house teams can keep track of work, matters, contracts and invoices in one location. CounselLink+ also offers one-click access to the entire LexisNexis ecosystem, offering a centralized legal platform to manage the entire workday.

Click here to request a free demo of the CounselLink+ platform for in-house legal departments.

Lexis+® for Government Becomes Only Legal Research Solution to Achieve FedRAMP® Ready Status

Sherica Celine — Thu, 15 May 2025 06:05:00 GMT

By: LexisNexis^®

As the U.S. government continues its adoption of cloud technologies, Lexis+^® for Government has become the first and only legal research solution to achieve FedRAMP^® Ready status, a critical step in ensuring cloud-based legal tools for federal agencies.

“The FedRAMP^® commitment is to make it safe and easy for the U.S. government to take full advantage of cloud services to help agencies deliver on their missions,” said the U.S. General Services Administration, in a press release announcing the creation of a board to serve as the official governing body for FedRAMP^®.

This development is more than a technical milestone - it reflects the growing emphasis on cloud-based standardization across all areas of government operations, especially legal departments. In-house legal departments at government agencies received some good news this year: Lexis+^® for Government has now received the green light to become one of these trusted cloud service offerings, becoming the only legal research solution to achieve “FedRAMP^® Ready” status.

Why FedRAMP^®?

FedRAMP® Ready status means a cloud service has passed an initial review by an accredited third-party assessment organization, indicating it meets the government’s baseline standards.

Government Counsel and FedRAMP Tools

When government agencies use legal solutions, FedRAMP^® is important for several reasons.

First, government legal departments handle sensitive information including confidential case details, personally identifiable information and potentially classified materials. FedRAMP^® establishes standardized controls to protect this data from unauthorized access or breaches.

Second, FedRAMP^® helps mitigate legal and operational risks that could result from vulnerabilities. This is particularly important for legal departments that must protect sensitive government information.

Third, FedRAMP^® ensures that all cloud-based services meet the same baseline requirements, which simplifies the procurement and security assessment process for government legal teams.

In addition to these day-to-day operational reasons for in-house legal teams to pay attention to FedRAMP^® offerings, there is a more general consideration: Vendors who pursue FedRAMP^® Authorization have demonstrated a commitment to understanding government-specific needs.

Legal Research Solution for Government Agencies

Lexis+ for Government is now the single FedRAMP^® Ready legal research solution that enables legal professionals across government agencies to upload, organize and collaborate. This major milestone illustrates the LexisNexis commitment to provide compliant and efficient legal research services to customers in the government sector.

FedRAMP^® standardizes requirements for the authorization and ongoing cybersecurity of cloud services in accordance with a robust legal framework:

Federal Information Security Modernization Act (FISMA);
Office of Management and Budget (OMB) Circular A-130;
FedRAMP^® Policy; and
FedRAMP^® Authorization Act.

These compliance mandates leverage the National Institute of Standards and Technology (NIST) standards and guidelines to provide standardized security requirements for cloud services, as well as other standardized approaches to security assessment and authorization for cloud computing products that process unclassified information used by federal agencies.

By meeting the stringent requirements of FedRAMP^®, LexisNexis has proven that its Lexis+ for Government offering meets the highest standards in ensuring the protection of government data. Lexis+ for Government is the only FedRAMP^® platform to streamline a government agency’s legal research workflow.

LexisNexis Tools for Federal

LexisNexis provides a wide range of legal research tools and services for federal government agencies. These resources offer a wealth of legal solutions that are well-suited to the needs of legal professionals working in the highest levels of government, including:

Government research solutions
Industry news and hot topics
Government litigation solutions
Government analytics solutions
Government analytical resources

In this initial phase of certification, focused on FedRAMP^® requirements with its Brief Analysis and Folders solutions for federal agencies. These tools allow federal agencies to utilize the Lexis+ superior research, data-driven insights, practical guidance and breaking legal news.

Lexis+ for Government is now listed in the FedRAMP^® Marketplace. The FedRAMP^® Marketplace provides a searchable and sortable database of cloud service offerings that have achieved a FedRAMP^® designation, a list of federal agencies using FedRAMP^® recognized cloud service offerings, and FedRAMP^® recognized auditors that can perform a FedRAMP^® assessment.

For more information visit: www.lexisnexis.com/lexisplusgov

4 Ways That Lexis® Create+ Delivers Personalized Legal Drafting Within Microsoft 365

Alainna — Mon, 21 Apr 2025 17:25:00 GMT

By: Muthuraman KasiViswanathan, Lexis Create+ Group Product Manager

Legal professionals who saw first-hand the extraordinary capability of generative artificial intelligence (Gen AI) to engage in human-like conversations quickly surmised the possible impact on the practice of law. One of the first areas that many of them dreamed about was the onerous process of drafting legal documents.

Our research indicates that 79% of attorneys identify legal drafting as one of the most time-consuming aspects of their practice, and that roughly half of attorneys spend 50% or more of their time each week on drafting.

In fact, when we surveyed lawyers in various countries about the specific areas where they perceived the most potential to use Gen AI in their work, 56% cited the drafting of legal documents as a key use case, the second most popular response (behind legal research).

Our team set out to build a product that would fulfill those needs. The development goal at LexisNexis was ambitious: create a tool that enhances the speed, quality and consistency of legal work for every legal professional in the world by providing a comprehensive, intelligent legal drafting solution that leverages Gen AI capabilities and flexible DMS integration, accessible within Microsoft 365.

Introducing Lexis Create+

Those hopes for the future have been realized with the rollout of Lexis Create+, an advanced legal drafting tool that securely integrates authoritative content from LexisNexis, robust Gen AI capabilities and internal work product — all within trusted Microsoft applications, where a significant majority of legal professionals spend their time.

Lexis Create+ combines the drafting and proofreading tools of the legacy Lexis Create product with two new technology innovations from LexisNexis: AI-powered drafting capabilities from LexisNexis Protégé, a personalized Legal AI assistant; and secure integration with a user’s internal Document Management System (DMS) made possible by the recent acquisition of Henchman.

The result of these innovations is a powerful, personalized legal drafting solution in Microsoft 365 that meets legal professionals where they work, delivering everything needed to draft high-quality legal documents in one place.

4 Ways It Delivers

Lexis Create was the first fully integrated, end-to-end legal document drafting solution, leveraging the power of AI to help legal professionals complete polished legal documents, populated with authoritative and verifiable content from LexisNexis, without ever leaving the familiar Microsoft Word environment.

The new Lexis Create+ solution builds on this foundation with enriched capabilities and features, an enhanced user interface, and the ability to leverage Gen AI capabilities through Lexis+ AI integration and flexible DMS technology acquired from Henchman.

Lexis Create+ aims to transform work for legal professionals by seamlessly integrating these LexisNexis innovations into Microsoft applications. It delivers on this objective by drawing on four key ingredients:

1. DMS Integration

Lexis Create+ uses proprietary technology to link internal documents with drafting workflows. This makes it easy to find and reuse past clauses and definitions, no matter how they have been saved and tagged. The tool connects to a wide range of DMS products, including iManage, NetDocuments, SharePoint, Google and more.

2. Instant Access to Trusted Legal Content

Lexis Create+ provides seamless access to subscribed LexisNexis content, directly within Microsoft Word, including case law, secondary law, practical guidance and other trusted resources. This ensures that a legal professional’s work product is grounded in authoritative legal content.

3. Built-In AI Tools

Lexis Create+ delivers a distraction-free drafting workflow in Microsoft Word with Lexis+ AI capabilities integrated right into the tool. Legal professionals can generate high-quality legal drafts, summarize complex case law and documents, and receive precise answers to legal queries without ever leaving Microsoft Word.

4. Data Privacy and Security

Lexis Create+ prioritizes data privacy and security with advanced encryption and robust permission mirroring. This sophisticated security architecture safeguards confidentiality and ensures data privacy compliance at every step.

Experience Lexis Create+

Lexis Create+ is a powerful solution that transforms legal drafting by integrating cutting-edge AI technology, trusted LexisNexis content and secure access to shared internal knowledge — and placing all of this at the user’s fingertips within the familiar Microsoft 365 environment. The tool pulls together all the legal content, proofreading and redlining tools needed to create brilliant legal documents, swiftly and securely. Discover Lexis Create+ or other legal document drafting solutions by requesting a free demo.

CaseMap+™AI Delivers Time-Saving Transcript and Document Summarization for Litigators

Sherica Celine — Tue, 04 Mar 2025 08:02:00 GMT

By: Simon Jensen, GM, CaseMap

Most litigation teams have come to appreciate the value of cloud-based solutions to help manage their cases; and now a growing number of litigators are opening up to the potential of incorporating artificial intelligence (AI) capabilities into these tech platforms.

A recent survey by Ari Kaplan Advisors found that 70% of litigation support teams use case management systems for litigation and that two-thirds of those respondents said they want to upgrade them.

“To gain a competitive edge, litigation support teams are exploring generative AI tools based on large language models,” reported Law360. “Half of the participants said they already use generative tech for litigation processes through case management platforms or other tools.”

AI Meets Case Management & Analysis

AI is already making a significant impact on the efficiency and effectiveness of the way that law firms practice and is destined to reshape traditional approaches to litigation management in particular.

In these early days of the integration of AI into legal tech applications, the use cases that attracted the most attention were legal research, document creation and electronic discovery — but nearly four in 10 (38%) legal professionals told Law360 Pulse that they are either currently using or have plans to use AI tools in their trial preparation work as well.

This is good news for litigation teams, law firms and their clients alike. It is important to emphasize that this technological evolution in the legal space isn’t just about improved efficiency — it’s about achieving materially better outcomes for clients through enhanced decision-making and deeper analytical capabilities. An excellent example of this is with fact management and case analysis software.

By integrating AI capabilities with fact management and case analysis software tools, litigation teams will be able to unlock unprecedented abilities to distill insights from vast document collections, identify subtle patterns in case law and develop more compelling legal strategies.

Introducing CaseMap+ AI

We recently rolled out CaseMap+ AI, an AI-infused collaborative fact management and case analysis solution that helps law firms organize case documents and craft case strategy to present a compelling case story.

CaseMap was the software product that pioneered the category of case analysis software more than 25 years ago. The concept was simple: How can litigators use technology to help organize the countless notes on legal pads, copies of deposition transcripts, pictures of physical evidence, and all of the other facts, issues and characters involved in a case? LexisNexis acquired CaseMap in 2006 and has invested in its development over the years to make it the industry’s leading software tool for managing litigation matters and evidence.

With the launch of CaseMap+ AI, litigation teams will experience the first wave of AI features — headlined by extraordinary transcript summarization and document summarization, delivering brief synopses to significantly streamline document and transcript review.

Specific featured capabilities in CaseMap+ AI include:

Transcript Summarization: Gen AI transforms the summarization and legal analysis workflow of deposition transcripts.

Document Summarization: Gen AI provides a brief and precise summary of a securely uploaded document, conserving time and effort.

Third-Party Integrations: Integrations with iManage, a leading document and email management system for law firms and in-house legal departments, and coming soon for RelativityOne, the leading e-discovery software provider, allow users to transfer documents — and their metadata — directly to their CaseMap+ case with a new “Send to CaseMap” functionality.

Document Production: Litigation team members can now manage and organize legal documents seamlessly with Bates Number Stamping from document lists.

Improved Export: CaseMap+ AI facilitates the download of multiple documents, transcripts or media into a single Zip folder, enhancing the organization of downloaded data and enabling easy import into Sanction litigation presentation software.

Fact management and case analysis is a very time-consuming process that can be significantly improved by using AI technology. CaseMap+ AI delivers new AI-powered features that drive meaningful time savings in the initial processing of a new case by speeding up the process of organizing case documents, mapping facts, issues, people and organizations, and facilitating case analysis.

Experience CaseMap+ AI

CaseMap+ AI is the premier fact management and case analysis solution that helps law firms organize case documents and craft case strategy, enabling litigators to present a compelling case story. The software enables seamless integration of case-related materials, discussions and insights in a centralized platform for efficient collaboration and organization.

Visit lexisnexis.com/casemap for more information or to request a free trial of the new CaseMap+ AI solution for litigation teams.

New Release of CounselLink+ Leverages Power of AI to Help In-House Counsel with Contract Lifecycle Management

Sherica Celine — Mon, 10 Feb 2025 13:00:00 GMT

One of the biggest headaches that in-house counsel grapple with is how to effectively manage their organization’s vast universe of contracts — from complex commercial transactions to routine vendor agreements. Contract lifecycle management (CLM) tools have eased this pain a bit in recent years, but artificial intelligence has the potential to provide insight into contract portfolios, like never before.

Introducing AI for CLM

CounselLink+ now offers AI-powered tools that allow users to pull out key facts and clauses from their contracts, saving a substantial amount of time during the contracting process. This new capability is a first step in the transformation of how legal teams interact with their organization’s contracts.

Users can opt into the use of AI data-extraction on a per-field basis, selecting from 75 clause types and 55 fact types, allowing customers to determine where and to what extent they feel comfortable incorporating AI.

Organizations often have contracts stored in many different places and don’t have data about what is in each contract readily available without substantial manual effort. Even organizations that are using a CLM, have data associated with each agreement but may not have the level of data granularity that they could achieve with extractive AI, making their understanding of their entire contract portfolio more comprehensive.

The new tools can extract data from a signed contract and pre-fill fields in a new document, as defined by the individual legal professional. The user can then review these AI-completed fields before moving a new contract into the “managed” stage. All AI-filled changes are recorded in an audit trail for easy review.

In addition, a new service offering from CounselLink Professional Services will give CounselLink+ clients the option to extract data from legacy contracts using AI, enabling a more comprehensive understanding of their entire contract portfolio.

AI extraction for CLM eliminates the problem of manual data entry of routine information for contracts, which is both time-consuming and prone to human errors. For example, contract fields that require large amount of information to be manually entered can now be quickly populated with previously used language; users can then track that language to ensure accuracy.

With visibility into all matters, work and invoices, CounselLink+ helps legal departments control costs, maximize productivity and make better decisions — this elevates their role as an indispensable business partner. Now with AI for CLM, CounselLink+ users can extract key data points quickly and accurately, reducing the risk of human error and speeding up the contracting process.

In-house legal professionals will gain greater visibility into the terms, conditions and obligations across their contract portfolio. This means that corporate executives and business leaders will be able to make more informed decisions.

CounselLink+ CLM AI supports the needs of in-house legal departments with enhanced tools and exclusive features that are not available anywhere else. This breakthrough release of the software simplifies, optimizes and elevates a corporate legal department’s operations with integrated contract management, exclusive LexisNexis content, and proprietary AI tools.

In addition to the CLM capabilities enhanced in the new version, CounselLink+ serves as a hub of operations for in-house legal teams with Matter Management, Work Management, Vendor Management and Financial Management.

Looking Forward

Exciting developments are on the horizon for CounselLink as we look to expand our integrations within the LexisNexis ecosystem in 2025.

One key integration will be Protégé, the most recent LexisNexis innovation. Protégé builds towards our vision of every legal professional having an AI assistant that is specifically trained and personalized to their needs. Later this year we will announce the ways Protégé will surface in CounselLink to streamline customer workflows in ways never before possible.

Experience CounselLink+

CounselLink+ is a cloud-based enterprise legal management solution trusted by leading legal departments. The platform acts as a hub, bringing together various functionalities to address common challenges faced by legal departments, which improves efficiency, enhances collaboration, reduces risks, increases visibility and supports better decision-making. It was built with a unified workspace that integrates both matter management and contract management so in-house teams can keep track of work, matters, contracts and invoices in one location. CounselLink+ incorporates proprietary LexisNexis content from both Practical Guidance and Lex Machina and offers one-click access to other offerings in the LexisNexis ecosystem.

Click here to request a free demo of the CounselLink+ platform for in-house legal departments.

The Next Chapter in Legal Tech Innovation: Introducing Protégé™

Sherica Celine — Thu, 06 Feb 2025 12:00:00 GMT

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.(Please visit the site to view this video)

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.

New Lexis+ AI Mobile App Puts Power of Legal AI In Hands of Lawyers on the Go

Sherica Celine — Thu, 16 Jan 2025 12:00:00 GMT

By: Tiffany Lloyd, Product Manager

The days of lawyers toiling away in law libraries overnight, furiously researching case law and drafting documents in the office, have been replaced by the freedom to work from anywhere.

The incorporation of mobile applications into legal workflows has revolutionized the way that lawyers work, offering a degree of flexibility and efficiency that previous generations of hard-charging attorneys could have never imagined. An ABA survey found that 91% of lawyers do legal research when they are out of the office and that nearly 100% of lawyers now use mobile apps for at least some legal tasks.

The Power of Mobile Apps for Lawyers

Mobile apps have emerged as powerful tools that streamline lawyers’ workflows, improve client communication while traveling, and help lawyers stay on top of breaking developments that might impact their matters.

Consider some of the most common use cases:

Access to legal research from home or elsewhere

Mobile apps provide lawyers with on-the-go access to extensive legal databases, enabling them to conduct research, analyze case law and stay updated on legal news stories, regardless of whether they are working from home or from another location.

Document creation and review while on the road

Lawyers can use mobile apps to draft, edit and review legal documents directly from their smartphones or tablets, streamlining the document review process and improving collaboration with both colleagues and clients while they are traveling.

Remote client meetings

Videoconferencing and screen-sharing capabilities built into mobile apps allow lawyers to conduct virtual meetings with clients, saving time and travel costs.

Secure communication from courtrooms or deal rooms

The vast majority of litigators (83%) report that they use their mobile phones from inside the courtroom. Mobile apps enable lawyers to communicate securely with clients, share confidential documents and discuss case updates in real-time, even when they are sitting in court or in a high-stakes negotiation setting.

Monitor breaking developments

Mobile apps provide instant notifications if there is a breaking story related to legal news, case developments and regulatory changes, ensuring that busy lawyers stay informed no matter what they are doing so they can respond promptly to evolving legal landscapes.

Now a newly released app from LexisNexis combines the freedom of mobility with the breakthrough technology of generative artificial intelligence (Gen AI) to place the power of AI directly onto lawyers’ preferred mobile devices.

Introducing Lexis+ AI Mobile App

Since our initial rollout last year of Lexis+ AI, the industry’s first comprehensive legal research platform powered by Legal AI (Gen AI trained specifically for the legal profession), we have been pro-actively seeking feedback from our customers and carefully studying the performance of the product in various professional settings. One of the things we heard was that it would be great if we could offer customers a way of making it easier for them to do legal work on the go with their mobile devices.

We recently launched the Lexis+ AI Mobile App, the industry’s first Legal AI mobile application, which is available now for both iOS and Android mobile devices.

The Lexis+ AI Mobile App enables legal professionals to conduct their work anytime, anywhere, so they can adapt it into their schedules whenever they see fit. The app connects users to a full suite of AI-powered features, including:

Ask a Legal Question: Leverages natural language processing to pose legal queries and receive accurate, insightful responses that are on point.

Summarize a Case: Quickly distills the essence of a legal case, extracting key themes and insights to ensure lawyers are well-informed and well-prepared.

Generate a Draft: Streamlines the legal writing process by generating well-structured drafts, saving valuable time while maintaining high quality standards.

Recent Conversations: Enables users to access and review existing drafts and previous interactions with the Lexis+ AI assistant, ensuring seamless continuity across devices.

Mobile-to-Desktop Sync: Provides uninterrupted workflow with the ability to sync activities between the mobile app and desktop version.

Experience Lexis+ AI

Lexis+ AI enables conversational search, insightful summarization, intelligent legal drafting, and document upload and analysis capabilities — all in a seamless user experience. All answers are grounded in the world’s largest repository of accurate and exclusive legal content from LexisNexis, including case law, statutes, treatises and more. One Lexis+ AI subscription provides a powerful suite of AI tools; there is no need to purchase add-ons.

If you want to learn more about how Lexis+ AI can help legal professionals achieve better outcomes, or to sign up for the Lexis+ AI Insider program that provides the latest in Legal AI educational content, please visit www.lexisnexis.com/ai.

Introducing Labor & Employment Arbitration Visuals on Lexis+

beng — Tue, 15 Oct 2024 13:15:00 GMT

In the ever-evolving landscape of Labor & Employment law, staying ahead of the curve is crucial for attorneys navigating the intricate world of arbitrations. Lexis+ has unveiled a game-changing feature that promises to revolutionize the way Labor & Employment attorneys approach arbitrations: Labor & Employment Arbitration Visuals.

(Example comparing how three arbitrators have ruled in arbitrations involving employee suspensions. Click to enlarge.)

This cutting-edge tool empowers attorneys with a comprehensive suite of data visualization capabilities, enabling them to rapidly identify arbitration trends, determine whether arbitrators favor employers or unions/employees, and make informed decisions that could potentially lead to more favorable outcomes.

At the heart of this innovation lies a robust set of filters that allow users to "slice and dice" arbitration awards data by several criteria, including Arbitrator, Prevailing Party, Topic, Industry, and many more.

(Please visit the site to view this video)

But what truly sets Labor & Employment Arbitration Visuals apart is its unique ability to compare the decision patterns of up to four arbitrators simultaneously on a single screen. This groundbreaking feature streamlines the arbitrator selection process, providing attorneys with an unparalleled advantage in identifying the most favorable arbitrator for their arbitration.

Imagine the power of being able to visualize, at a glance, how a particular arbitrators have ruled on specific topics, such as Discharge or Suspension arbitrations. With this invaluable insight, Labor & Employment attorneys can make informed decisions, tailoring their strategies to maximize their chances of success.

The visuals are not merely aesthetically pleasing; they are a powerful tool that empowers Labor & Employment legal professionals to work smarter, not harder. By quickly identifying trends and patterns traditional data presentation methods may have obscured, attorneys can save valuable time and resources, allowing them to focus on what truly matters – building a compelling arbitration strategy for their clients.

Embrace the future of Labor & Employment arbitration research and analysis with Lexis+. Unlock the power of data visualization and gain a competitive edge in arbitrations.

Accessing Labor & Employment Visuals on Lexis+

To access Labor & Employment Visuals on Lexis+, click on Arbitration Materials from the Content section of Explore, or select Labor & Employment in the Practice Area section.

(Click to enlarge)

To see all filtered Labor & Employment arbitration awards, click Labor & Employment Arbitration Awards, Combined (All awards with filters).

Additional options for L&E arbitration awards include AAA Employment Arbitrations (Filtered) awards if you only want to research AAA non-union decisions, AAA Labor Arbitration Decisions (Filtered) if you only want to search AAA union awards, and Labor Arbitration Decisions – Archived for additional union awards.

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Then select your filters on the left-hand side of the screen, such as Arbitrator, Prevailing Party, and Topic, to create visuals comparing Labor & Employment arbitrators.

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Learn more about Lexis+

CaseMap+ Brings AI Capabilities to Leading Case Analysis Software for Litigators

Sherica Celine — Tue, 01 Oct 2024 15:00:00 GMT

The legal industry continues to grow more comfortable with the adoption of artificial intelligence (AI) technology in the business and practice of law. Seven in 10 law firm leaders believe AI-powered tools will enable new value-added work product for clients and nearly half (47%) are exploring new billable opportunities for client service as a result of AI technology, according to a survey conducted this year by LexisNexis.

This embrace of AI capabilities to improve the efficiency and effectiveness of the way that law firms practice is a welcome development for corporate clients. Our survey found that two-thirds of Fortune 1000 executives approve of their outside counsel using AI tools in legal matters.

In these early days of the integration of AI technology into legal tech applications, the use cases that have attracted the most attention have been legal research, document creation and electronic discovery — but nearly four in 10 (38%) legal professionals told Law360 Pulse in a recent survey that they are either currently using or have plans to use AI tools in their trial preparation work as well. There is now some good news to share with those forward-thinking litigation teams.

Bringing AI to Case Analysis Software

CaseMap was the product that pioneered the category of case analysis software more than 25 years ago. The concept was simple: How can litigators use technology to help organize the countless notes on legal pads, copies of deposition transcripts, pictures of physical evidence, and all of the other facts, issues and characters involved in a case?

LexisNexis acquired CaseMap in 2006 and has invested in its development over the years to make it the industry’s leading software tool for managing litigation matters and evidence, including its commercial availability as a cloud-based solution in recent years.

We recently rolled out CaseMap+, an AI-infused version of the industry’s pre-eminent fact management and case analysis software tool that helps law firms organize case documents and craft case strategy for presenting a compelling case story.

With the launch of CaseMap+, litigation teams will experience the first wave of AI features to be incorporated into the software: summarization of documents.

AI-powered document summarization marks a significant enhancement to the way that CaseMap+ users upload and store documents. Litigation teams will now be able to obtain summaries of documents that automatically populate the document summary field, providing a brief overview of what exists within the document to help give users a quick synopsis of what they should expect to find. This will help cut down navigation time and reduce the hours previously required to review and summarize documents.

CaseMap+ also now features integration with iManage, a leading document and email management system for law firms and in-house legal departments. Using the iManage “Send to CaseMap” functionality, users can select documents in iManage and send the documents — and their metadata — directly to their CaseMap+ matter.

This direct interface eliminates the need to download from iManage and then upload documents into CaseMap+, making the entire workflow of incorporating key case documents into CaseMap+ easier and more efficient, and allowing litigation team members to seamlessly collaborate and work between the CaseMap+ and iManage platforms.

On the Horizon

In addition to these immediately available new capabilities, CaseMap+ users will soon be able to experience additional waves of AI-powered capabilities, including transcript summarization and fact and issue mapping.

CaseMap+ users will soon be able to summarize their transcripts by selected “question-and-answer” pairs within the software. This will match both questions asked by the lawyer with answers provided by the witness according to the topic involved in the testimony, and will also surface the page and line numbers where those Q&As take place in the transcript.

Mapping facts, issues, people and organizations is currently a manual and time-consuming process that can be significantly improved by using AI technology. CaseMap+ users will soon have access to new AI features that drive meaningful time savings in the initial processing of a new case by speeding up the process of mapping facts, issues, people and organizations.

Experience CaseMap+

CaseMap+ is the premier fact management and case analysis solution that helps law firms organize case documents and craft case strategy, enabling litigators to present a compelling case story. The software enables seamless integration of case-related materials, discussions and insights in a centralized platform for efficient collaboration and organization.

With CaseMap+, litigators can organize, visualize and analyze all the details of their case using interactive collaborative cloud-based capabilities. This empowers them to keep their case team informed on what’s happening in the matter and what needs attention, in real-time, with 24/7 connectivity. CaseMap+ data visualization features support the development of a better case strategy.

Click here to learn more or to request a free trial of CaseMap+ for litigation teams.

What's New in Practical Guidance - August 2024 Updates

Sherica Celine — Fri, 20 Sep 2024 21:40:00 GMT

It's an exciting month here at Practical Guidance, with a host of new resources and updates across multiple practice areas. Let's dive into the highlights:

Bankruptcy

New Trackers and Updates

New DIP Financing Interest Rate Tracker - identifies the interest rates for DIP financing credit agreements that were filed with the SEC since January 2023.
New DIP Financing Fee Tracker – identifies fees in DIP financing credit agreements that were filed with the SEC since January 2023.
New Third-Party Release Tracker (Post-Purdue Pharma) - identifies cases in which the requested third-party releases implicate the Supreme Court’s ruling in Purdue Pharma.
Updates to Mega Chapter 11 Filings Tracker (2024) (9 new Megas in August), Subchapter V Decision Tracker, Law Firm Rates Tracker (Debtor Professionals Mega Bankruptcies), Debtor Professionals Mega Tracker, and DIP Financing Key Terms Tracker.

New State Law Comparison Tool Topic:

SLCT for UCC Article 9 sales is live with the following jurisdictions: UCC Article 9 Sales (FL), UCC Article 9 Sales (MD), UCC Article 9 Sales (OR), and UCC Article 9 Sales (TX). Connecticut and Washington are coming soon!

Civil Litigation

New Artificial Intelligence Content

JAMS Rules for Arbitrations Involving AI Systems Checklist walks through new JAMS Rules governing arbitrations involving artificial intelligence systems, including specific rules for critical topics such as:
- Discovery
- Hearings –and–
- Arbitration awards

Expert Article on Diversity in ADR

How to Increase ADR Neutral Diversity provides practical tips for increasing neutral diversity in ADR proceedings to improve client outcomes and promote inclusion in the legal profession.
Written by Freda L. Wolfson (ret.), former Chief Judge of
N.J. and current chair of Lowenstein Sandler’s ADR group

Corporate and M&A

Legal Developments

M&A In The AI Era: Key Deal Terms to Watch
2024 Global M&A, Mega-Deal Values Outpacing 2023
Resource Kit and Content
M&A Resource Kit (IL)
Corporate and M&A now has M&A resource kits for each of: CA, FL, NY, TX, IL State-specific guidance for planning, conducting, and closing M&A transactions and operating the target business in the state post-closing

AI Content

Industry-specific Content

Data Security & Privacy

New Templates and Clauses

Consumer Data Privacy Q&As

New Cybersecurity Content!

Environmental Content

We continue to expand our Environmental offering across practice areas. Be sure to check out these recently published environmental items:

Financial Services Regulations

New Tracker

Consumer Finance Innovations Regulatory Tracker provides regulatory and policy developments regarding innovation and advanced technologies in consumer financial services including big data, artificial intelligence (AI), and blockchain based solutions.

New Content

FSR has expanded the State Law Comparison Tool topic Mortgage Servicing Fees to offer a complete set of Q&As for all 50 US States and the District of The Bank Service Company Act: The Curious Late Life of an Old Law is a timely practice note, written by James P. Bergin and Paul Lim of Arnold & Porter that highlights the Bank Service Company Act’s ongoing relevance and prominence in the regulation and examination of bank service companies.
What’s Next for the Regulatory Landscape Post-Chevron is a key practice note authored by attorneys from Holland & Knight examining the Chevron ruling and impacts on a wide range of regulated industries.

New International Guides

Healthcare

State Law Survey Addition

Healthcare Transaction State Premerger Notification Requirements State Law Survey
Provide up-to-date information on state laws and pending state legislation that impose premerger notification requirements on transactions (e.g., mergers, acquisitions, affiliations, or similar combinations) involving one or more healthcare providers.

Policy Addition

Government Investigations Policy and Procedure (Hospitals and Health Systems)
Ensure your healthcare clients and their workforce members comply with requests from government entities, including law enforcement agencies. Outline procedures for responding to both formal and informal requests. Advocate compliance while safeguarding patient privacy rights.

Labor and Employment

AI Workplace Developments:

AI in Employment Decisions and Performance Management: Key Legal Issues and Potential Risks and Benefits. This practice note, by Damon Silver, Gregory Brown, Jr., and Cindy Huang, Jackson Lewis P.C., addresses potential legal and business risks stemming from the use of AI tools to make employment decisions and manage employee performance.

Labor-Management Relations Corner

Collective Bargaining Negotiations under the National Labor Relations Act: Key Considerations and Best Tracking Practices for Employers. This practice note, by Rebecca Bernhard and Jennifer Service, Barnes & Thornburg, provides guidance on certain key legal issues related to the collective bargaining process and practical information about how those issues arise during negotiations of collective bargaining agreements (CBAs). The final section provides guidance to management-side attorneys on how to best track all key aspects of the collective bargaining process.

Real Estate

Legal Trends And Hot Topics

Commercial-to-Residential Real Estate Conversion in New York City: Challenges and Considerations
Housing shortages and reduced demands for commercial office space following COVID has increased commercial-to- residential conversions. The article highlights challenges in NYC and includes many issues applicable to any municipality.
Manufactured Housing (CA)
Discussion of acquisition, development, operations, and subdivision of manufactured housing communities, also known as mobile home parks (‘’MHCs’’ or ‘’parks’’). Focuses on California laws, also discusses issues applicable to most jurisdictions.
Disaster Management Guidance (Commercial Real Property Owners)
Key considerations for real property owners, managers, and governing bodies in preparing for and responding to both natural and human-created disasters including casualty loss, natural disaster, cyberattack, and criminal or terrorist act.
C-PACE Financing: Exploring the Benefits and Risks
Discussion of Commercial Property Assessed Clean Energy (C-PACE) financing legislation available in nearly 40 states, and considerations for borrowers and lenders.

Commercial Transactions

New Content Additions

SLCT – Fraud (New JX)
IN, OR, CT, AL, OK
SLCT – Breach of Fiduciary Duty (New JX)
MA, MI, NJ
Breach of Fiduciary Duty: Cause of Action (New Content)
CA, DE, FL, IL, MA, NJ, NY
Breach of Fiduciary Duty: Pleading a Claim Checklist (New Content)
CA, DE, FL, IL, MA, NJ, NY

Construction

New Content

EBEC

New Content

Legal Developments

Federal Government

New Content

Legal Developments

Finance

New Content

Healthcare

Financial Assistance Policy Compliance Checklist (Hospitals and Health Systems)
Comply with I.R.C. § 501(r)(4), which requires that nonprofit hospitals and healthcare facilities establish a financial assistance policy (FAP) for emergency and other medically necessary care to support patients who are unable to pay for that care.

HIPAA Qualified Protective Order
Use this template, which conforms to the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Pub. L. No. 104-191, in federal court proceedings to obtain protections when introducing protected health information (PHI) in litigation.

Labor & Employment

New Content

Real Estate

Trust & Estates

Be sure to check the full update for new resources across other areas like Antitrust, Bankruptcy, Construction, Federal Government, Intellectual Property, and Tax. With these August additions, Practical Guidance continues providing practical, comprehensive resources to support your legal practice.

LexisNexis Protégé™ Legal AI Assistant Marks Transition to Personalized Gen AI for Lawyers

Sherica Celine — Tue, 17 Sep 2024 06:51:00 GMT

By Serena Wellen | Vice President of Product Management, LexisNexis

It was less than one year ago when LexisNexis debuted Lexis+ AI™ , the first comprehensive legal research solution powered by generative artificial intelligence (Gen AI) trained for the legal profession, ushering in a new era in legal research.

This summer, we stirred up an industry-wide buzz with the announcement of the U.S. Commercial Preview program for LexisNexis Protégé™ , which is being rolled out in the third-generation release of Lexis+ AI.

“Protégé marks a substantial leap forward in personalized generative AI that will transform legal work, with personalization choices controlled by the customer,” said the official press release. “Customer-driven innovation is core to the company’s product development, and LexisNexis is taking a customer-first approach to the generative AI journey as well.”

What Makes Protégé Different?

The first versions of Legal AI platforms have been powered by tools built as one experience for everyone. This next phase that LexisNexis is pioneering is to develop a Legal AI Assistant uniquely customized and tailored for each individual legal professional.

Protégé is a private, trusted Legal AI Assistant that places the user in control and delivers uniquely personalized work product in a private, secure setting. Personalization choices are controlled by the user or their organization to optimize the user’s Gen AI experience. For example, the tool will support legal professionals in the following ways:

Understanding legal work product and anticipating the user’s needs
The technology enriches data from an organization’s Document Management System (DMS), enabling users to quickly mine internal repositories and extract key insights, and then work alongside trusted LexisNexis content to improve answer quality and accelerate the creation of work product.

Understanding workflow preferences and suggesting helpful resources
Protégé knows specifics about each user, such as workflow preferences, daily task requirements, organization standards, communication styles and past work product. It pro-actively suggests specific legal resources (based on the user’s LexisNexis subscriptions) to provide insights and relevant analytics.

Working alongside the user’s technology ecosystem
Protégé seamlessly works across the LexisNexis AI-powered ecosystem, from the company’s portfolio of products to Microsoft 365 for Word, Outlook, Teams and Copilot applications. This reduces application switching time and accelerates efficiency by meeting users where they work.

Integrating safety, security and privacy design principles
The Protégé core framework ensures that interactions are backed up by state-of-the-art security and privacy technology that keeps user information and client data highly secure.

What’s Next?

As is often the case with our product innovation roadmap, LexisNexis is teaming up with leading Law360 Leaderboard firms as part of the commercial preview of Protégé and we will be tapping into their continuous feedback to modify the tool in a way that best serves our customers’ needs.

Throughout the remainder of 2024, we will be rolling out new functionality built into Protégé that extends the personalization capabilities of the tool, including deeper insights from internal firm data and wider integration across more LexisNexis legal research solutions. Looking to 2025, Protégé will harness new technology innovations to uniquely support individual users, such as answering prompts by voice, multimedia processing across various formats, and news horizon scanning to identify breaking opportunities and emerging risks.

To follow along on the innovation journey for LexisNexis Protégé Legal AI Assistant, visit the page for the exclusive AI Insider Program and be the first to discover Protégé.

Experience Lexis+ AI

Lexis+ AI is the only Legal AI solution that provides linked citations in responses. All answers are grounded in the world’s largest repository of accurate and exclusive legal content from LexisNexis, including case law, statutes, treatises and more. One Lexis+ AI subscription provides a powerful suite of AI tools; there is no need to purchase add-ons.

Lexis+ AI enables conversational search, insightful summarization, intelligent legal drafting, and document upload and analysis capabilities — all in a seamless user experience. It incorporates multiple large language models to match the best model for each research task, which is why Lexis+ AI performs at greater speed (2X faster than Westlaw) and at higher capacity than other Legal AI products on the market. Click here to schedule a free trial of Lexis+ AI.

If you want to learn more about how Lexis+ AI can help legal professionals achieve better outcomes, or to follow along for the latest in Legal AI educational content, please visit www.lexisnexis.com/ai.

Product Announcement

Protégé™ in CourtLink® Explains the Whole Case Faster

Unlocking Deeper Company Insights with Lexis® Company Profiles

Transforming Legal Operations with AI: Introducing LexisNexis Protégé in CounselLink+

Lexis® Create+ for Microsoft® Outlook®: AI-Powered Legal Drafting That Starts in Your Inbox

LexisNexis Previews New AI-Powered Capabilities for CounselLink+ at 2025 CLOC Global Institute

AI-Powered Matter and Invoice Summarization

New Reporting Tool

Experience CounselLink+

Lexis+® for Government Becomes Only Legal Research Solution to Achieve FedRAMP® Ready Status

Why FedRAMP®?

Government Counsel and FedRAMP Tools

Legal Research Solution for Government Agencies

LexisNexis Tools for Federal

4 Ways That Lexis® Create+ Delivers Personalized Legal Drafting Within Microsoft 365

Introducing Lexis Create+

4 Ways It Delivers

1. DMS Integration

2. Instant Access to Trusted Legal Content

3. Built-In AI Tools

4. Data Privacy and Security

Experience Lexis Create+

CaseMap+™AI Delivers Time-Saving Transcript and Document Summarization for Litigators

AI Meets Case Management & Analysis

Introducing CaseMap+ AI

Experience CaseMap+ AI

New Release of CounselLink+ Leverages Power of AI to Help In-House Counsel with Contract Lifecycle Management

The Next Chapter in Legal Tech Innovation: Introducing Protégé™

The Next Chapter Begins

Driving Next-Level Performance

The Innovation Journey Continues

New Lexis+ AI Mobile App Puts Power of Legal AI In Hands of Lawyers on the Go

The Power of Mobile Apps for Lawyers

Introducing Lexis+ AI Mobile App

Experience Lexis+ AI

Introducing Labor & Employment Arbitration Visuals on Lexis+

Accessing Labor & Employment Visuals on Lexis+

CaseMap+ Brings AI Capabilities to Leading Case Analysis Software for Litigators

Bringing AI to Case Analysis Software

On the Horizon

Experience CaseMap+

What's New in Practical Guidance - August 2024 Updates

Bankruptcy

New Trackers and Updates

New State Law Comparison Tool Topic:

Civil Litigation

New Artificial Intelligence Content

Expert Article on Diversity in ADR

Corporate and M&A

Legal Developments

AI Content

Industry-specific Content

Data Security & Privacy

New Templates and Clauses

Consumer Data Privacy Q&As

New Cybersecurity Content!

Environmental Content

We continue to expand our Environmental offering across practice areas. Be sure to check out these recently published environmental items:

Financial Services Regulations

New Tracker

New Content

New International Guides

Healthcare

State Law Survey Addition

Policy Addition

Labor and Employment

AI Workplace Developments:

Labor-Management Relations Corner

Real Estate

Legal Trends And Hot Topics

More Topics

Commercial Transactions

New Content Additions

Construction

New Content

EBEC

New Content

Legal Developments

Federal Government

New Content

Why FedRAMP^®?