Lexis+ with Protégé review: LexisNexis' AI research and drafting assistant

What it does: Protégé is the AI assistant across LexisNexis products. Lexis+ with Protégé handles legal research and drafting, Protégé for Word and Protégé for Outlook bring it into Microsoft Office, and Vault lets you upload and analyze your own documents (Protégé product page, checked Oct 19, 2026). LexisNexis notes that Lexis Create+ is now Protégé for Word and Protégé for Outlook (Protégé product page, checked Oct 19, 2026).

Who it fits: Firms that already research on Lexis and want AI tied to that content (our take, based on how the product is described on the Protégé product page, checked Oct 19, 2026).

Price

Not published. The LexisNexis law firm store did not show readable prices for Lexis+ with Protégé and points buyers to 888-AT-LEXIS (LexisNexis store, checked Oct 19, 2026). We did not use prices from third party sites.

Where your client data goes

Data Trail card

Question	What LexisNexis says	Source
Where is data stored?	The trust center lists Amazon Web Services under infrastructure. Country not stated on the pages we read.	Trust center, checked Oct 19, 2026
Is it used to train AI?	The trust center says: "We do not train or fine-tune our AI models using Customer Data." The product page says: "We never use customer data to train AI models." But the same product page adds: "Identifiable information is removed from AI interactions so that we can improve performance without compromising privacy," and its FAQ says it "Does not use customer data to train models for other users."	Trust center, Protégé product page, checked Oct 19, 2026
Who else touches it?	LexisNexis publishes a global subprocessor list, linked from its trust center.	Trust center, checked Oct 19, 2026
SOC 2 or other audit	Lists SOC 2 Type 2, SOC 3, ISO/IEC 27001, HIPAA, and more. It announced 2026 SOC 2 Type 2, SOC 3, and HIPAA/HITECH reports covering Lexis+ AI and Lexis+ with Protégé.	Trust center, checked Oct 19, 2026
Encryption	Data is encrypted in transit and at rest.	Trust center, checked Oct 19, 2026
Security incidents	LexisNexis disclosed that an unauthorized party accessed a limited number of servers holding "mostly legacy, deprecated data from prior to 2020," such as customer names, user IDs, business contact details, and support tickets. It says it has no evidence of impact to its products and services.	Trust center, checked Oct 19, 2026
Retention, export, BAA	The product page mentions "robust data retention and deletion policies" but gives no periods. Export and BAA: not published on the pages we read.	Protégé product page, checked Oct 19, 2026

Integrations

Microsoft Word and Outlook through Protégé for Word and Protégé for Outlook (Protégé product page, checked Oct 19, 2026).

Setup effort and hidden costs

• You must call or talk to sales for pricing (LexisNexis store, checked Oct 19, 2026).

Contract traps

• Contract length and early cancellation terms are not published. The store page says to contact support about early cancellation (LexisNexis store, checked Oct 19, 2026).

Questions to ask LexisNexis

1. You remove identifiable information from AI interactions "so that we can improve performance." What exactly is kept, and can I opt out?
2. What are the retention periods for my prompts and uploaded Vault documents?
3. Was any of my firm's information part of the disclosed security matter?
4. What is the price for my firm size, and how long is the contract?

Strengths

• Long list of published audits, including reports that cover Lexis+ with Protégé (Trust center, checked Oct 19, 2026).
• Published subprocessor list (Trust center, checked Oct 19, 2026).
• Open disclosure of a past security matter on its trust center (Trust center, checked Oct 19, 2026).

Limits

• No public prices (LexisNexis store, checked Oct 19, 2026).
• The "improve performance" wording sits next to the no training promise and needs a clear answer (Protégé product page, checked Oct 19, 2026).

Our take

This is our opinion, based on the sourced facts above. LexisNexis publishes more audit material than almost anyone here. The phrase to ask about is "improve performance." De-identified use is not the same as training a model, but you should know what is kept. We also give LexisNexis credit for posting its security matter openly rather than burying it.

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Last checked: Oct 19, 2026. Published by the team behind The Small Firm Stack, who also build phone and intake systems for law firms. See our About page for the full disclosure. We never list, rank, or review ourselves. No vendor paid for this page and it has no affiliate links. Not legal advice. Vendors can send corrections through our About page.