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LexisNexis Protege In CounselLink+; Legal Operations with AI Tools

May 28, 2025 (6 min read)
Lawyer in suit with finger pointing to AI-powered tools to optimize legal operations

Summary of Content

This article covers:

  • The latest enhancements coming to LexisNexis® CounselLink+™ highlighted at the 2025 CLOC Global Institute.
  • The focus is on the upcoming integration of LexisNexis Protégé™ in CounselLink+, a cutting-edge AI assistant.
  • It covers new data visualization tools that promise to transform matter and financial management for corporate legal departments.
  • It discusses LexisNexis CounselLink® enterprise legal management platform.

LexisNexis Protege In CounselLink+

Annually, CLOC Global Institute is the legal operations tradeshow not to miss, attended by global corporate legal operations representatives. At the May 2025 event, LexisNexis CounselLink previewed innovative and new enhancements to its enterprise legal management solution for law departments.

Presenters and exhibitors showcased several product development innovations to the approximately 2,000 legal operations attendees interested in transforming the business and practice of law. CounselLink demonstrated a preview of its high-powered AI rollout, LexisNexis Protégé in CounselLink+, for visitors who stopped by its booth on the exhibit floor.

Matter and Invoice Summarization, Powered by AI

Protégé in CounselLink+ is the next evolution of legal technology, leveraging the powerful combination of generative AI to transform work in the legal department. The product enhancement is expected to launch later in 2025 to much fanfare.

The underlying benefit of Protégé is its understanding of an individual’s work style and preferences. The AI-powered tool references a repository of comprehensive and authoritative content in addition to a user’s proprietary work products. All these unique resources contribute to the Protégé foundation of personalized and customized drafts, documents, summaries, deeply defined answers, and more.

Benefits of Advanced Generative AI

When it's launched, Protégé in CounselLink+ will have the power to elevate in-house legal department productivity. Lawyers on legal teams will realize the benefits of seamless integration into workflows, actionable summarizations and insights, and a decrease in manual document review. 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.

During CLOC, legal operations professionals saw the phase-one testing and preview period of Protégé in CounselLink+ with AI-generated matter management summaries and financial management summaries.

A primary benefit for users who engage with Protégé is the ability to create executive summaries of matters from the overview page of CounselLink+. Legal teams can efficiently review contextual insights in the Protégé executive summary. On the surface, the summaries that users can expect will include matters and invoices overview, suggested action items to consider, and a financial at-a-glance snapshot of work. Other summaries will be accessible to the user as more content is developed and added to Protégé.

Because the protection of user security is so critical, the AI-driven summarizations are generated securely from data that is only available to users who are currently logged in to the enterprise legal management platform. Any information a user gleans from Protégé is private, secure and protected. The good news is that unauthorized data is not included

in any summary that results. Prompts and responses that are customary for generative AI tools, are not used in training the model.

LexisNexis Protégé in CounselLink+ Matter Summarization

On The Horizon: Analytical Reporting Tool

CounselLink expects to launch a new, robust reporting tool to add to its software-as-a-service solution. Users will benefit from many advanced work management capabilities that allow the creation of multiple various visuals in one dashboard view, customization of visuals, saving or bookmarking visual settings, and use of AI to create data stories and reports. Some of the beneficial features include:

Robust Visuals

Insightful data visualizations are achieved by entering natural language prompts into the reporting tool in the CounselLink+ dashboard. Users can create unique visuals to display with custom themes, fonts and styles based on user preference. These features are visible with a simple click. A WYSWIG editor allows for drag-and-drop functionality that eliminates the time required for a professional-looking design.

LexisNexis CounselLink Analytical Reporting Tool 

Efficient and Scalable

Once a user creates new data visualizations in their dashboards, they can be saved and shared with the internal team or other business stakeholders. Multiple reports can be created with new visuals developed in minutes, at any given time. In response to urgent requests, users can immediately re-purpose and re-present data with additional criteria

Support for Generative AI

Generative AI tools in CounselLink+ deliver high-quality reports and visually pleasing executive summaries with questions and answers that add another dimension to visual reporting. These combined features contribute to comprehensive stories built with data visualization, data-driven insights and expert analysis
Simply, a report can be built with an initial user description added to the prompt in the AI tool. Full AI-driven reports can be built with engaging and enhanced designs. These visuals help leadership drive business strategy and draw conclusions faster and more efficiently. Learn more about these enhancements

TL;DR:

LexisNexis CounselLink+ previewed major new AI-powered features at CLOC Global Institute 2025, including the rollout of LexisNexis Protégé™ in CounselLink+™. Protégé enables matter and invoice summarization, executive insights, and robust data visualizations, all designed to streamline workflows and boost productivity for in-house legal departments. These tools leverage generative AI for secure, actionable summaries and customizable analytical reporting, with full launch expected later in 2025.

Choose LexisNexis Protege in CounselLink+

The LexisNexis ecosystem is now one click away from users of CounselLink+, a leading enterprise legal management solution for corporate legal departments. The advanced and robust AI-powered tools integrated within the various features of CounselLink+ provides corporate legal departments with ways to optimize and automate processes and systems. Learn more and set up a personal demo of LexisNexis Protege in CounselLink+.

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