Bloomberg Law vs Intelligize+ AI: how they compare in 2026

B
Bloomberg Law profile
I
Intelligize+ AI profile
Last verifiedSeptember 27, 2026
Verdict

Bloomberg Law and Intelligize+ AI both put generative AI over securities and transactional research. Bloomberg Law is a full legal research platform with 75 million EDGAR filings, and Intelligize+ AI is a LexisNexis product built on more than 17 million SEC filings. Intelligize+ AI leads on contract terms. The LexisNexis general terms bar training any large language model on prompts and files, require advance notice before compelled disclosure, and indemnify customers against infringement claims outside the liability cap. Bloomberg Law's lead is its own citator, BCITE, which reports whether a holding is still good law, and a documented rule that its AI abstains when no content covers a question. Its privacy policy collects search history and describes advertising uses of collected data, without saying whether research inside the product is excluded. Bloomberg Law charges a flat, all inclusive subscription.

Which one fits

Choose Bloomberg Law if

  • You need to know whether an opinion still stands. Bloomberg Law's own citator, BCITE, uses machine learning to report whether a holding is still valid law, alongside Docket Key's classification of more than 200 motion and brief types across federal district courts.
  • You want research that is not metered. Bloomberg Law sells one platform on a flat, all inclusive subscription with unlimited access rather than per search or per document charges, covering opinions, dockets, statutes, EDGAR filings and practical guidance.
  • You want the AI to say when it cannot answer. Bloomberg Law states that Answers and AI Assistant abstain when no content covers a topic or a query falls outside legal scope, and link each answer to the authorities behind it.

Choose Intelligize+ AI if

  • You draft and benchmark SEC disclosures. Intelligize+ AI searches more than 17 million SEC filings and 450,000 comment letters, and its Protégé assistant benchmarks disclosures across peer groups, builds comparison tables and drafts with links to the filings behind each result.
  • You need the training bar and notice in the contract. The LexisNexis general terms warrant that prompts and files will not train any large language model, treat them as confidential, and require advance notice so you can seek a protective order before compelled disclosure.
  • You want the data in your own systems. Intelligize+ AI offers an API delivering SEC filings, comment letters, ESG reports and M&A data into portals, dashboards and matter management tools, with documentation and a developer advocate team.

At a glance

Category
Bloomberg LawLegal Research
Intelligize+ AILegal Research
Founded
Bloomberg Law2009
Intelligize+ AINot published
Headquarters
Bloomberg LawArlington, Virginia, United States
Intelligize+ AINew York, New York, United States
Last verified
Bloomberg LawAug 31, 2026
Intelligize+ AISep 22, 2026

All 15 axes, side by side

The same grid applied to every vendor in the index, graded from public sources. Hover a grade to see what the letter means on that axis.

AI Centrality

How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.

Bloomberg Law
CC on AI CentralityArtificial intelligence is present but peripheral: a feature layer on a product whose value stands without it.

The vendor's approach page lists differentiated content as one of four pillars and says the AI does not generate answers on its own but searches a large collection of vetted information. Without the models, 15.5 million court opinions, 200 million dockets, 5 million statutes and regulations, 8,200 practical guidance documents and a newsroom remain, which is what Bloomberg has sold since 2009. Some tools would not survive: BCITE, Docket Key, Points of Law and Litigation Analytics are built with machine learning and do not exist without it. The subscription is flat and all inclusive, and buyers do not buy or meter the AI separately.

Intelligize+ AI
BB on AI CentralityThe models are the engine of a core capability, layered on a product that would still function without them as a document or workflow system.

The AI is a core layer on a research platform that still works without it. Protégé carries the product's new capabilities: questions over several turns across SEC filings, peer benchmarking, structured comparison tables and grounded first drafts. The AI page states that traditional Boolean and conceptual search remain available, and the filings database, tagging, filters and redlining that Intelligize was built on function without the models.

Citation Accuracy and Hallucination Disclosure

Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.

Bloomberg Law
BB on Citation Accuracy and Hallucination DisclosureGrounding is real and documented, with linked primary sources and a described retrieval method, short of published accuracy figures an outsider can test.

The vendor names retrieval augmented generation with a proprietary guardrail service, says output is grounded in its own expert or primary content rather than the internet, and says Bloomberg Law Answers cites and links the authorities behind each answer, with one click verification. BCITE, the platform's own citator, reports whether a holding is still good law. The system abstains when no content covers a topic or a question is outside legal scope. No result, test set, sample size or error rate from the described benchmarking by former attorneys is published, although the same page commits to giving customers clear documentation of that benchmarking and validation. The vendor says plainly that AI answers are never fully trustworthy and carry a hallucination risk, and tells customers to check them against primary sources.

Intelligize+ AI
BB on Citation Accuracy and Hallucination DisclosureGrounding is real and documented, with linked primary sources and a described retrieval method, short of published accuracy figures an outsider can test.

Grounding is described and checkable. The AI page states that the product uses a proprietary retrieval augmented approach to ground responses in authoritative sources, with links to supporting citations, and that users can review the specific SEC filings behind each result and examine the search logic used to build the analysis. No accuracy figures, test set or error rate are published, and the LexisNexis general terms state that AI systems may not be accurate or free of errors.

Autonomy and Oversight Model

What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.

Bloomberg Law
BB on Autonomy and Oversight ModelA written commitment that the models work alongside a supervising lawyer, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.

The vendor says it wants its AI to make the job easier, not do it for the user, and describes building one task at a time rather than producing finished work product. Answers carry inline citations with one click verification, abstention is documented with two named triggers, all generative tools are beta tested before release, and customers are told to check answers against primary sources and use their own judgment. Nothing on the approach to AI page, the AI product page or in either agreement describes what happens after an answer proves wrong; no correction or error reporting route is documented, and no confidence threshold or setting is offered. Deep Thinking, which the vendor says automatically plans and runs multistep research before synthesizing results, has no described checkpoint between request and finished answer.

Intelligize+ AI
BB on Autonomy and Oversight ModelA written commitment that the models work alongside a supervising lawyer, with real review surfaces, short of the full control structure: commonly the threshold at which the system stops or what happens after it is wrong.

Review is placed on the user in writing and supported by real surfaces. The LexisNexis general terms that govern the product make users responsible for verifying any information the AI provides; the AI page shows the sources and search logic behind each result, describes output as first drafts, and offers a customer research team to help validate findings; and the product states its AI is developed with human oversight. No threshold, categorical limit on use without review, or account of what happens when an answer is wrong is published.

Operational and Outcome Evidence

Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.

Bloomberg Law
CC on Operational and Outcome EvidenceCustomer logos and unattributed testimonials stand in for evidence, or results are quoted with no basis stated.

The pricing page has three quotes. One names an organization and an outcome: a corporate counsel at Synovos, Inc. says the platform let the team pull state summaries of laws and regulations without calling outside counsel, cutting tens of calls on minor issues and lowering annual legal fees, though with no figure, timeframe or date. The other two are attributed only by role and segment, a small law practice area leader and a large law partner, and both concern the flat pricing rather than outcomes. The home, AI product, approach to AI and pricing pages and the navigation carry no case study with a method, customer count, named law firm or quantified result.

Intelligize+ AI
BB on Operational and Outcome EvidenceReal deployment evidence with substance, short of full attribution or measurement: a named customer without figures, or figures without the named customer.

Named customers without measured results. The case studies page carries five named, dated studies from January and February 2024, covering Uniqus, Lightbridge, Accel Entertainment, Compensation Advisory Partners and Cohen & Company. They describe how those customers use the research platform; all predate the AI and state no figures. Named testimonials run across the site, including one from Resideo recommending Intelligize+ AI itself. The company claims to serve nearly 60 percent of the Fortune 500, 87 percent of the Am Law 100 and all of the Big Four accounting firms, without a basis. No outcome of the AI features is measured anywhere.

Privilege and Confidentiality Posture

How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.

Bloomberg Law
CC on Privilege and Confidentiality PostureConfidentiality is asserted in general terms, or the commitment lives only in a sales conversation and cannot be read in advance.

The privacy policy says collected information includes user content, usage, browsing and search history, reading habits and inferences used to profile a user's preferences and behavior. It describes advertising over that material: lookalike or matched audiences on social platforms, sharing a hashed email with ad companies, and sharing for cross context behavioral advertising under California and Virginia law, with opt outs. The policy covers the marketing site and the products together and does not say whether in product search history is excluded. The subscription terms say the site is not meant to hold personal or health information, give no warranty on how it would be held, and reserve a right to audit and monitor use. The documents do commit to notice of subpoenas, Standard Contractual Clauses, an intragroup data protection agreement, and data centers used only for the vendor's operations. No statement on training with customer input, retention period, separation between users or matters, or treatment of privilege or work product is published.

Intelligize+ AI
BB on Privilege and Confidentiality PostureSubstantive published commitments on confidentiality and training use, short of the full picture: commonly silence on segregation between users or matters, or on what the underlying model provider may retain.

Contractual commitments on the points that matter most. The LexisNexis general terms, effective 5 June 2026, warrant that prompts and files submitted to the AI services will not be used to train any large language model and will be treated at least to the standard of confidential information, and the confidentiality clause requires advance notice before any disclosure compelled by law so the customer can seek a protective order. The AI page adds that the generative AI runs in a privately hosted environment and is never shared with third parties. Nothing addresses privilege or work product by name, or separation between matters or users.

UPL and Professional Responsibility Posture

Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.

Bloomberg Law
BB on UPL and Professional Responsibility PostureA real position is published on advice versus tooling, short of full treatment: commonly a disclaimer without the supervision and competence dimension, or silence on jurisdiction limits.

Both the website terms and the subscription terms say in capitals that none of the services is legal advice, opinion or recommendation, that users needing legal help should consult a competent professional, that users take full responsibility for decisions and conclusions reached through the services, and that no attorney client relationship forms with the vendor or any content supplier. Eligible users are defined: eighteen or older, members of a professional, business or academic community doing professional research, working in a court, government agency, corporation or similar body, or law or business students, with bots excluded. The public approach to AI page addresses competence and supervision, telling customers to check answers against primary sources and use their own judgment, and saying the AI makes the job easier rather than doing it. No bar or ethics guidance is named, including ABA Formal Opinion 512, and no jurisdictional limit on answers is stated.

Intelligize+ AI
BB on UPL and Professional Responsibility PostureA real position is published on advice versus tooling, short of full treatment: commonly a disclaimer without the supervision and competence dimension, or silence on jurisdiction limits.

A disclaimer covering the whole product, with a verification duty attached. The LexisNexis general terms state that the online services are not legal, accounting, financial or other professional advice or a substitute for an attorney or accountant, and the AI services clause adds that AI is not a substitute for independent professional advice and that users are responsible for verifying what it provides. Nothing addresses a lawyer's own professional obligations when relying on the output, and no jurisdiction or ethics guidance is named.

AI Governance and Bias Disclosure

Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.

Bloomberg Law
BB on AI Governance and Bias DisclosureA published governance framework with real substance, short of testing results or a named owner.

The approach to AI page, last modified 18 June 2026, sets out four pillars and gives the accuracy pillar substance: retrieval augmented generation plus a proprietary guardrail service, output grounded in vetted first party or primary material rather than the open internet, beta testing of every generative tool before release, and accuracy evaluation by former attorneys from development through internal, beta and customer testing and over the product's life, with continuous tuning against model drift. It commits to documenting where and when products use generative AI, the sources used, and the benchmarking and validation process. No accountable owner is named, and no test result is published against that benchmarking commitment. Nothing addresses bias or uneven output across matter types, jurisdictions or populations, and the platform profiles named judges, attorneys and firms. Its trust center lists a document titled AI Frequently Asked Questions.

Intelligize+ AI
BB on AI Governance and Bias DisclosureA published governance framework with real substance, short of testing results or a named owner.

A published framework connected to the product. The AI page links the RELX Responsible AI Principles and restates them for Intelligize+ AI: development with transparency, accountability and human oversight, prioritizing privacy, reducing bias and maintaining data governance throughout development. The LexisNexis trust center adds AI entries on training data and bias, AI monitoring, the EU AI Act and an AI system development and evaluation policy. No accountable owner for this product, test results before release or bias findings are published.

AI Safety and Data Stewardship

Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.

Bloomberg Law
BB on AI Safety and Data StewardshipSubstantive published policy covering most of the ground, short of the full set: commonly no named subprocessor list or no stated incident practice.

The privacy policy, updated 9 July 2026, says personal information is held on secure servers under administrative, technical, personnel and physical measures, and sets retention by criteria rather than a number: the time needed for the purpose, whether the user has stopped using the products, any legal proceedings, and legal or regulatory requirements. It describes a personal data governance program, a data map of flows within the vendor's systems and to third parties, ongoing testing of safeguards, company wide privacy training, and data centers used only for the vendor's own products and operations with monitored access. Standard Contractual Clauses and an intragroup data protection agreement cover transfers, with further processing terms available where the vendor acts as processor. The trust center adds data erasure, backups, access monitoring, least privilege and logging, and a full responsible disclosure policy. No retention period, named subprocessor or breach notification commitment is published.

Intelligize+ AI
BB on AI Safety and Data StewardshipSubstantive published policy covering most of the ground, short of the full set: commonly no named subprocessor list or no stated incident practice.

Most of the ground is covered through the parent. The LexisNexis trust center, linked from the product footer, publishes controls for encryption, access monitoring, data erasure, breach notification, designated incident responders, penetration testing and business continuity; the general terms warrant no training on AI inputs, allow a file of customer data to be returned on request up to 60 days after termination, and then permit its deletion. Two gaps remain: no retention period is stated for prompts or files during the subscription, and the LexisNexis Legal & Professional subprocessor list, last updated 17 September 2026, names subprocessors for many LexisNexis products but not for Intelligize.

AI Liability and Recourse

What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.

Bloomberg Law
BB on AI Liability and RecourseA real published position on liability, short of the full picture: commonly a stated indemnity without scope or caps.

The subscription terms, updated November 2025, cap total liability at 500 dollars whatever the form of action, disclaim all warranties including merchantability, fitness for purpose and noninfringement, provide the services as is and as available, and do not guarantee accuracy, correctness, completeness or timeliness. One exclusion covers research itself: no liability for any inability or failure to perform legal or other research, or to do it properly or completely, even with the vendor's help. Users are solely responsible for the accuracy and adequacy of data used and the output, and any action must be brought within one year. Virginia law governs, with exclusive jurisdiction in Arlington County. The only exception to the cap is death or personal injury from negligence where the law forbids limiting it. Nothing runs to the customer: no indemnity, output warranty or AI specific term. Its trust center lists a certificate of liability.

Intelligize+ AI
BB on AI Liability and RecourseA real published position on liability, short of the full picture: commonly a stated indemnity without scope or caps.

Recourse is real but partial. The LexisNexis general terms give an indemnity and defense against third party patent, copyright, trademark and trade secret claims arising from use of the service, which sits outside the liability cap; otherwise liability is capped at the lesser of direct damages or the fees paid in the preceding 12 months. AI output is left to the user: the terms say AI systems may not be accurate, make users responsible for verifying what they receive, and disclaim accuracy of reports generated from customer files.

Practice Systems Integration Depth

How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.

Bloomberg Law
CC on Practice Systems Integration DepthIntegrations are listed as logos or marked as coming, with no documentation an implementer could use.

Two integrations are described. The vendor's newsroom describes Bloomberg Law Contract Solutions as integrating with Microsoft Word alongside a central contract repository, and the subscription terms cover users reaching Bloomberg Law through the Bloomberg Professional service, the Terminal, whose own agreement then applies. The navigation, the AI product page, the approach to AI page and the footer show no integrations page, developer or API documentation, or named connection to document management, matter management, ebilling or court filing. Dashboard Legal is a project management and collaboration product, not a bridge into a firm's systems.

Intelligize+ AI
BB on Practice Systems Integration DepthReal integrations exist and are documented, short of depth: named connections without a description of what they actually move.

A real data API, documented for customers. The API page describes delivering SEC filings, comment letters, ESG reports and M&A data into customer portals, dashboards, internal websites, CRM products and matter management tools, with API documentation and a developer advocate team for implementation. No named connector to a specific document, matter or reporting system is listed, and the documentation itself is not public.

Deployment Model and Data Residency

Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.

Bloomberg Law
CC on Deployment Model and Data ResidencyCloud delivery is implied and neither the tenancy model nor the region is stated.

The privacy policy's intragroup data protection statement says the vendor's data centers serve only its own products, services and operations, with secure, monitored access. Transfers are acknowledged: personal information may be processed in various countries with differing protection, including the United States, under Standard Contractual Clauses and an intragroup agreement naming exporters and importers. Nothing published offers a region or residency choice, describes the platform's tenancy, separates processing from storage, or says where generative features run. Its trust center lists a data center item. These statements sit in a personal data annex, not in product or security material.

Intelligize+ AI
CC on Deployment Model and Data ResidencyCloud delivery is implied and neither the tenancy model nor the region is stated.

Cloud, with little else stated. The product is delivered online through a customer login, the AI page says the generative AI runs in a privately hosted environment, and the LexisNexis trust center lists Amazon Web Services as infrastructure. No region, residency option, tenancy model or processing location for Intelligize is published.

Security Certifications and Trust Center

Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.

Bloomberg Law
BB on Security Certifications and Trust CenterCertification is real and stated, short of accessible evidence: a named standard without scope, date, or a way to obtain the report.

Every page footer links to the trust center under Trust and Security, with a product identifier in the address. It is a SafeBase portal reachable without a sales call, listing a penetration test report, security whitepaper, SOC 1 and SOC 2, a SIG Lite self assessment, a certificate of liability, a business continuity management document and an AI FAQ, along with control areas for product, access, application and network security, business continuity and training, and a full responsible disclosure policy. SOC 1 and SOC 2 are named without a Type, and no auditor, coverage period, report date or scope is published. Documents are split into public and private, with an access request whose terms are not stated.

Intelligize+ AI
BB on Security Certifications and Trust CenterCertification is real and stated, short of accessible evidence: a named standard without scope, date, or a way to obtain the report.

Named attestations through the parent's trust center, with the product's coverage unstated. The product footer links the LexisNexis Trust Center, which lists SOC 2 Type 2, SOC 3, ISO/IEC 27001 with its statement of applicability, ISO 22301, SOC 1 Type 2, a HIPAA attestation and a penetration test report, with reports available by secure download. Its 2026 announcement of SOC 2 Type 2 and SOC 3 reports names Lexis, Lexis+ with Protégé and CaseMap+, not Intelligize, so whether the product falls within scope is not stated. The trust center also publishes the company's own notice of a security matter affecting legacy customer contact and support data, mostly from before 2020, stating that no customer client or matter information was involved.

Model Supply Chain Disclosure

Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.

Bloomberg Law
BB on Model Supply Chain DisclosureThe supply chain is partly disclosed: providers named without change notification, or architecture described without the providers.

The vendor publishes retrieval augmented generation as the framework, a proprietary guardrail service over it, generation grounded in its own expert and primary content rather than the internet, and large language models trained on that content. It also cites machine learning, natural language processing, information retrieval, recommendation systems and large language models, and says Bloomberg Industry Group employs hundreds of AI researchers and engineers who publish research each year. Nothing published says whether a third party foundation model sits underneath: the phrase used is our large language models, without saying they are built in house. No model name, version, inference location or subprocessor is given, and there is no commitment to notify customers of model or training changes. Its trust center lists a subprocessors item and an AI FAQ.

Intelligize+ AI
CC on Model Supply Chain DisclosureThe vendor refers to advanced or proprietary models without identifying what sits underneath.

Placement is described; the model is not. The AI page says the generative AI runs in a privately hosted environment, is never shared with third parties, and uses a proprietary retrieval approach. No model, version or provider is named for Intelligize+ AI, the LexisNexis general terms say AI services may be proprietary or supplied by a third-party provider, and no commitment to notify customers of a model change is published.

Commercial Transparency

Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.

Bloomberg Law
CC on Commercial TransparencyPricing is gated behind a demo request while tier names and feature splits are published, so the shape is visible and the number is not.

The charging model is stated: one platform, one flat all inclusive price, with unlimited access rather than per search or per document charges. A customer quote on its pricing page says occasional use of a tool costs nothing extra, and the request form names two products, Bloomberg Law Research and Bloomberg Law Dashboard Legal. The pricing page, getting started entry, AI product page and navigation give no figure, unit of charge, tier names, feature splits, term length or implementation charge. Every route to a number is a form, and the Request Pricing page is a lead capture form. Its firm size ranges, from solo to fifty or more practitioners, suggest price varies with headcount, but they are form fields, not a published price structure.

Intelligize+ AI
DD on Commercial TransparencyNo pricing information published at any level, including the unit of charge.

No price, tier or unit of charge is published; access starts with a trial or demo request.

Firm and Practice Coverage

Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.

Bloomberg Law
BB on Firm and Practice CoverageSegment and practice coverage is described with substance, short of the boundaries: what is supported is clear, what is not is left open.

Four buyer groups have solution pages: law firms, in house counsel, government and law schools, and the government page promises unlimited access to state and federal coverage. The vendor's forms list law firms, tax and accounting firms, corporations, nonprofits and associations, consulting firms, education institutions and government, with firm size ranges from solo to fifty or more practitioners. Content is quantified precisely: more than 15.5 million court opinions growing by about 50,000 a month, about 200 million dockets with more than 21 million pleadings, more than 5 million statutes and regulations, 75 million EDGAR filings and more than 8,200 practical guidance documents, with Docket Key covering over 200 motion and brief types across all federal district courts and Chart Builders comparing rules state by state. Nothing says where coverage stops: no supported practice area list, no coverage table by jurisdiction, no statement of state court depth, and no acknowledged gap.

Intelligize+ AI
BB on Firm and Practice CoverageSegment and practice coverage is described with substance, short of the boundaries: what is supported is clear, what is not is left open.

Four buyer segments each have their own page: public companies, private companies preparing for an IPO, law firms advising on SEC compliance, disclosure drafting and transactions, and accounting and consulting firms. The scope is set by the content, which covers SEC filings and correspondence, US and international accounting standards, ESG reporting and M&A data. What the product does not cover is not stated.

The 12 legal signals, side by side

Recorded rather than graded. These are the questions a practitioner has to answer before a tool touches a client matter, and the answers are taken from public material only.

Client Data in Training

Can material a lawyer puts into this product be used to train a model?

Bloomberg Law
Terms silent

No published term or policy states whether customer input is used to train or refine any model. The privacy policy lists improving, upgrading or enhancing the products and developing new ones among its purposes for collected information, which covers the ground without naming training. The approach to AI page says the vendor's large language models train on its own specialized content, meaning its court opinions, guidance and news, and says nothing about customer material.

The subscription terms prohibit a customer from using product content in prompts or for training, tuning or incorporating into any language model without the vendor's written consent, and define language model broadly enough to catch any generative system. The prohibition runs one way.

Intelligize+ AI
Never, in the contract

The LexisNexis general terms that govern Intelligize, effective 5 June 2026, warrant that prompts and files submitted to the AI services will not be used to train any large language model and will be treated at least as confidential information. The LexisNexis trust center states the same position as a policy.

Prompt and Output Retention

How long does the product keep what a lawyer typed, and can that be set to zero?

Bloomberg Law
Disclosed without a period

The privacy policy states that personal information is kept for as long as necessary for the described purposes and legitimate business reasons, and names four factors used to set the window: the time needed to achieve the collection purpose, whether the user has stopped using the products, the existence of relevant legal proceedings, and legal or regulatory requirements. Search history and user content are expressly within the categories collected, so questions put to the AI features fall inside this framework, but no period attaches to them and no customer configurable or zero retention setting is offered.

The subscription terms point the other way on uploads, stating the vendor has no obligation to retain or store user generated content.

Intelligize+ AI
Disclosed without a period

The general terms let the customer request a file of its data before or within 60 days after termination, after which LexisNexis may delete it; the trust center lists a data erasure control. No retention period for prompts, outputs or files during the subscription, and no zero retention setting, is stated for Intelligize.

Ethical Walls and Matter Segregation

Does retrieval respect the firm’s ethical walls, or can the model read across them?

Bloomberg Law
Not addressed

The privacy policy says personal information may be disclosed to whoever authorized the user's access, such as an employer or school, so a subscribing firm can receive information about what its own users did. The subscription terms treat each registration as single user and require credentials to be kept confidential, which is account security rather than a permission model. Nothing in the privacy policy, either agreement, the trust center landing page or the AI product and approach to AI pages addresses separation between customer organizations, access within a firm, or matters.

Intelligize+ AI
Not addressed

The parent's general terms and trust center govern the account as a whole, and walls within it have no described mechanism. Nothing addresses separation between matters, clients or users within a customer's account.

Third Party Request and Subpoena Notice

If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?

Bloomberg Law
Notice committed

The privacy policy covers disclosure to unaffiliated third parties under a subpoena, court order or other legal process, and says the vendor will use reasonable efforts to give the user prompt written notice so the user can comment, object and protect the information's confidentiality, and will cooperate at the user's expense. Three qualifications apply: it is reasonable efforts rather than an unconditional promise; cooperation is at the user's cost; and the subscription terms separately reserve the right to use and disclose user information in any legal process or as law requires, with no notice, which nothing reconciles. No transparency report is published.

Intelligize+ AI
Notice committed

The confidentiality clause of the LexisNexis general terms allows disclosure required by law, regulation or court order only with advance notice to the other party so that it can seek a protective order, and the terms apply that confidentiality standard to prompts and files submitted to the AI services.

Primary Law Corpus Provenance

Where does the law in this product come from, and does the vendor have the right to use it?

Bloomberg Law
Sources named, basis unstated

Bloomberg Law publishes counts: more than 15.5 million court opinions growing by about 50,000 a month, about 200 million dockets with more than 21 million pleadings, more than 5 million statutes and regulations, 75 million EDGAR filings and more than 8,200 practitioner guidance documents, covering primary law and the vendor's own editorial layer, with an update rate for opinions. No upstream supplier is named. The privacy policy mentions third party data suppliers only as a category and notes that databases available to registered users contain public records, publicly available information and nonpublic information from those suppliers.

The subscription terms mention third party content providers without naming any. No license, public domain basis or rights statement is published.

Intelligize+ AI
Sources named, basis unstated

The sources are named: more than 17 million SEC filings, over 450,000 SEC comment letters and responses, more than 28,000 ESG reports, M&A data, FASB, PCAOB, AICPA and IFRS accounting standards, SEC regulations and guidance, news, earnings call transcripts and law and accounting firm guidance. How the licensed material is licensed, and how current each source is kept, is not described.

Good Law Verification

Does the product tell you when the authority it just cited has been overruled?

Bloomberg Law
Own treatment signal

BCITE is described as Bloomberg Law's court opinion citator, using machine learning and natural language processing to show quickly whether an opinion's holding is still good law. It is the vendor's own citator with a stated method, not a licensed one or a prompt to check elsewhere. Not disclosed: coverage of courts or dates, an accuracy or error rate, how treatment is decided beyond the techniques named, and whether generative features show BCITE status beside the authorities they cite.

Intelligize+ AI
Not addressed

Currency of cited rules and guidance is the relevant check here. The product cites SEC filings and accounting and regulatory guidance; nothing addresses whether a cited rule, standard or piece of guidance has been superseded or amended.

Refusal and Uncertainty Behavior

What does the product do when the answer is not in the corpus?

Bloomberg Law
Documented

The vendor says Bloomberg Law Answers and AI Assistant will not answer when no content covers the topic or the question is outside legal scope. It also says plainly that AI answers are never fully trustworthy and carry a hallucination risk, and tells customers to check them against primary sources. No worked example of a refusal, measurement of how often abstention works or fails, or confidence score shown to users is published.

Intelligize+ AI
Not addressed

The assistant shows its work but has no described way to say the filings hold no answer. Results show their sources and search logic, but no confidence indicator or path in which the assistant declines a question the filings do not answer is described.

Fabricated Citation Record

Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?

Bloomberg Law
None located

The AI Hallucination Cases database maintained by Damien Charlotin, which tracks court decisions on hallucinated AI content and names the tool where known, records no case naming Bloomberg Law or its publisher, and no court order, opinion or disciplinary record naming the product appears in 2026 sanctions trackers, law library commentary or trade press. This is a statement about the public record rather than a finding about the product.

The name appears often in this literature for other reasons: practitioner guidance names Bloomberg Law as a database for checking citations, and its newsroom reports on sanctions.

Intelligize+ AI
None located

The AI Hallucination Cases database kept by Damien Charlotin holds no entry naming Intelligize or Intelligize+ AI as the tool used. Intelligize is a LexisNexis Legal & Professional product.

Bar Guidance Alignment

Has the vendor engaged in public with the ethics opinions its buyers are bound by?

Bloomberg Law
Not addressed

The approach to AI, AI product, about and pricing pages, both agreements, the privacy policy and the trust center landing page engage no bar or ethics authority, including ABA Formal Opinion 512 or any state bar guidance, and nothing maps the product to a conduct duty. The disclaimers in both agreements and the validation advice on the AI page state the vendor's own position rather than the rules its buyers follow. Bloomberg Law's newsroom covers legal ethics and AI sanctions extensively; that coverage is journalism, not a statement about the product.

Intelligize+ AI
Generic reference

The LexisNexis general terms state that the services are not legal or other professional advice or a substitute for an attorney, and that AI is not a substitute for independent professional advice. No bar or ethics opinion is named on the Intelligize estate.

Billing and Fee Posture

Does the vendor address what happens to the bill when the work takes an hour instead of six?

Bloomberg Law
Savings claims only

The vendor's material centers on time and cost saved: AI that helps customers work efficiently and finish research faster, summaries to speed reading, and a flat subscription pitched on the basis that occasional tool use costs nothing extra. A customer quote describes lower annual legal fees from fewer calls to outside counsel. The pricing, AI product and approach to AI pages and both agreements describe no record of AI assisted work by matter for fee purposes and no guidance on billing or client disclosure where an AI answer informs advice.

Flat pricing removes the pass through question that metered research platforms raise; it does not address client disclosure.

Intelligize+ AI
Not addressed

Billing and disclosure of AI assisted research are left to the firm. No savings figures are claimed for the AI, and nothing addresses how law or accounting firms bill or disclose AI assisted research to their clients.

Outside Counsel Guideline Readiness

Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?

Bloomberg Law
On request only

The trust center portal, linked from every product page footer and reachable without a sales call, lists subprocessors, a data processing agreement, data subject requests, a security whitepaper, a SIG Lite self assessment and an AI FAQ. No subprocessor or model provider is named on the portal landing page or any Bloomberg Law page, and documents are split into public and private with an access request whose terms are not stated. Whether a firm can get the listed material without a signed agreement is not stated.

Intelligize+ AI
Not addressed

The LexisNexis Legal & Professional subprocessor list, last updated 17 September 2026, names subprocessors product by product, including AI providers for several LexisNexis products, but has no entry for Intelligize. Neither the product site nor the trust center carries a list or disclosure pack specific to Intelligize.

Court Disclosure Support

If a judge’s standing order requires an AI disclosure, can the product produce one?

Bloomberg Law
Partial record

The vendor commits that generative answers or suggested text include links to sources or an explanation of the result, that Bloomberg Law Answers cites and links supporting authorities, and that inline citations allow one click verification, so a lawyer can produce and check the authorities behind an answer. It also commits to documenting where and when products use generative AI. No model is identified or versioned, so which system produced a passage cannot be known; nothing records who verified an answer; and no export for AI use disclosure or certification is published.

Intelligize+ AI
Partial record

For work that ends in an SEC filing, the product shows the specific filings behind each result and the search logic used, and describes its research as traceable and suited to audit ready and compliance driven standards. No export of a record of AI involvement, model, sources and human check is described, and no disclosure guidance is published.

What neither one publishes

The questions both sides leave open

Derived from the records above rather than written, so it cannot favor either vendor. Take these into both conversations and ask each side the same question.

Signals neither addresses in public material
  • Ethical Walls and Matter Segregation
Change log

Product updates

The latest logged changes from each vendor, newest first, each linked to its source.

Bloomberg Law

  • Integration / interoperability

    Bloomberg Law announced a connector, built on the Model Context Protocol, that brings its federal and state court dockets and litigation intelligence into Microsoft Copilot.

    Source
The Bloomberg Law update →

Intelligize+ AI

  • Product / capability

    LexisNexis launched the Intelligize+ AI Disclosure Management Suite, which takes the product from SEC research into reviewing 10-K and 10-Q filings.

    Source
The Intelligize+ AI update →

In summary

Bloomberg Law

Bloomberg Law, published by Bloomberg Industry Group of Arlington, Virginia, since 2009, is a legal research platform. It combines more than 15.5 million court opinions, about 200 million dockets, statutes and regulations, 75 million EDGAR filings and practical guidance with a legal newsroom. Its machine learning tools include the BCITE citator, Docket Key and Litigation Analytics, and its generative layer includes Answers, AI Assistant and Clause Adviser. According to the AI Legal Index, Bloomberg Law is sold on a flat, all inclusive subscription and links a trust center listing SOC 1 and SOC 2.

Source: AI Legal Index, 2026

Intelligize+ AI

Intelligize+ AI is the AI enabled version of Intelligize, a LexisNexis platform for SEC disclosure, reporting and transactional research. It covers more than 17 million SEC filings, comment letters, ESG reports, M&A data and accounting standards. Its Protégé assistant handles multi turn questions, peer benchmarking, comparison tables and grounded drafts. According to the AI Legal Index, Intelligize+ AI runs under the LexisNexis general terms, which bar training on AI inputs and require notice before compelled disclosure, and it offers an API. It names customers including Uniqus and Resideo. Access starts with a trial or demo request.

Source: AI Legal Index, 2026

Questions buyers ask

Bloomberg Law vs Intelligize+ AI: which is better for securities research?

Intelligize+ AI is focused on SEC filings and runs under LexisNexis terms that bar training and require notice before disclosure. Bloomberg Law is a broader research platform with its own citator and flat pricing. Securities specialists have more depth in Intelligize+ AI; generalists have more breadth in Bloomberg Law. From the AI Legal Index, based on each vendor's own published materials as of September 27, 2026. No vendor pays for placement.

Does Bloomberg Law use search history for advertising?

Its privacy policy, updated 9 July 2026, lists search history and user content among the information it collects and describes advertising uses of collected information, including lookalike audiences and sharing hashed email addresses with advertising companies, with opt outs. It applies to the marketing site and the products together. From the AI Legal Index, based on each vendor's own published materials as of September 27, 2026. No vendor pays for placement.

Do Bloomberg Law and Intelligize+ AI train AI on customer input?

The LexisNexis general terms governing Intelligize+ AI warrant that prompts and files submitted to its AI services will not be used to train any large language model. Bloomberg Law's approach to AI page says its models train on its own content, and its privacy policy lists improving products among its purposes. From the AI Legal Index, based on each vendor's own published materials as of September 27, 2026. No vendor pays for placement.

How are Bloomberg Law and Intelligize+ AI priced?

Bloomberg Law states a flat, all inclusive subscription with unlimited access rather than per search charges, and its pricing form asks for firm size. Intelligize+ AI access starts with a trial or demo request. From the AI Legal Index, based on each vendor's own published materials as of September 27, 2026. No vendor pays for placement.

Disclosure

Neither vendor paid for inclusion, placement or a grade, and neither reviewed this page before it published. Everything on it comes from public material on the dates shown. How the index grades.

Three points to weigh. Bloomberg Law publishes no position on whether customer input trains its models, and its terms cap liability at $500. Intelligize+ AI relies on LexisNexis terms and its parent's trust center. The LexisNexis subprocessor list has no Intelligize entry, and its 2026 SOC 2 announcement does not name the product. Neither names the model behind its generative features. Neither vendor reviewed this page.

Contact

Correct a record, or ask how something was graded

Every grade and every signal on this index is drawn from public sources and dated. If a record is wrong, out of date, or missing an artifact the index did not locate, send the source and it will be reviewed and the record redated. Vendors are welcome to submit documentation. Nothing on this index is for sale, including a listing, a placement, or a grade.

AI Legal Index

The AI Legal Index is an independent index that tracks changes to AI vendors in legal. It holds 465 vendors across 9 categories, each graded on the same 15 capability axes and recorded against 12 legal signals, from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
November 10, 2026
The AI Legal Index is an editorial reference. It is not a regulatory body, not a law firm, and nothing published here is legal advice or a recommendation to retain or avoid a vendor. Records are verified against published sources, bar guidance and public court records. Where a record reads not addressed, the material was not located in public sources on the date shown. See the Methodology page for evaluation standards and limitations.
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