Legal DMS / Legal Document Management System
DMS IntegrationLegal AI, grounded in your precedentWhat is DMS Integration?
When your Document Management System (DMS) is connected to the LexisNexis® ecosystem, key documents are securely surfaced within Lexis+® with Protégé™, Lexis® Create+, and the Protégé™ agent across Microsoft Copilot and Teams—so you can apply your organization’s best work directly within your drafting workflow.
DMS Integration Benefits
Why it mattersWherever you prefer to work, legal AI assistant Protégé powers your drafting experience, with outputs grounded in your organization’s prior work and enhanced with verifiable, linked citations to LexisNexis content.
Eliminate manual searches by accessing on-point internal precedent where you already work, helping you maintain momentum and streamline drafting.
Strengthen your position by grounding drafts in trusted organizational documents, validated against authoritative LexisNexis content.
Find the right language fast by surfacing relevant clauses and arguments from your organization’s repository—adapted to your current matter and client needs with Protégé.
Maintain alignment across teams by building from approved precedent and standardized language, reducing duplication and rework.
DMS drafting workflow
From answering complex legal questions to drafting full agreements, DMS integration supports every stage of your workflow.
Access clauses and definitions from your DMS
Retrieve your best arguments to streamline research
Refine searches using metadata from your database
Ask questions and analyze your documents using LexisNexis Protégé
Draft full documents from scratch based on your best work
Analyze internal and external precedent in one place
Customize drafts using preferred language
Check version history of your clauses
Combined knowledge. One seamless experience.
Unlock value wherever you work, with DMS integration now available across Lexis+ with Protégé, Lexis Create+, and the Protégé agent across Microsoft Copilot and Teams.
Each solution is powered by built-in legal AI assistant Protégé
Technology partners
Using proprietary technology, LexisNexis offers a secure, turnkey connection to leading DMS platforms including:
SharePoint
Google Drive
OpenText
Security & compliance
Organizational alignment
Implementation is managed end-to-end by our team, in close collaboration with your organization’s IT and governance stakeholders.
Data privacy & control
No data is moved or used for AI training. Content remains under your control, with access governed by your existing DMS permissions and IT policies.
Granular content selection
Only the content you choose to sync is stored—isolated in a secure, encrypted environment—separate from your DMS.
Enterprise-grade security
LexisNexis maintains active ISO/IEC 27001 and SOC 2 certifications for Lexis+ with Protégé DMS and applies consistent enterprise security standards across Create+ DMS.
Frequently asked questions about DMS Integration
It’s a secure link between your Document Management System and the LexisNexis ecosystem, allowing access to your organization’s internal documents from Lexis+ with Protégé, Lexis Create+, and the Protégé agent across Microsoft Copilot and Teams.
No, we do not maintain a live connection to your DMS. Our system accesses the DMS periodically to retrieve updates, ensuring that only the content you choose to share is surfaced.
Attorneys work in fast-paced, document-heavy environments. DMS integration saves time and enhances quality by making trusted precedent accessible within LexisNexis products.
We will work with your IT and knowledge teams to ensure a smooth rollout, including the set-up of your preferred funnel settings, filters and teams.
Our training team will provide tailored onboarding to ensure you make the most of the integrated experience.
Contact your LexisNexis account manager to confirm if DMS integration is part of your current package or to discuss adding it.
