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PatentSight+

PatentSight+ is the LexisNexis patent analytics and IP intelligence platform. It is used to benchmark the strength and value of portfolios, map technology landscapes, find licensing partners and acquisition targets, and support due diligence and litigation risk assessment. It runs on a harmonized global database of more than 90 million patent family records, enriched with manually checked ownership data that resolves assets to their true corporate owner, legal status tracking, and more than 100 attributes and measures.

These include the Patent Asset Index, a proprietary valuation metric whose method is published. Search covers full text and fields with Boolean, proximity and wildcard syntax, plus similarity search, saved search history and visualization tools. Four capabilities use AI. Protégé, generally available since May 2026, is a generative assistant that answers plain language business questions and shows the full query behind each answer so it can be reproduced.

AI-Powered Features explain charts, the AI Classifier builds custom technology views, and TechDiscovery, added in October 2024, allows search in ordinary words. The company says all AI in the product is governed by the RELX Responsible AI Principles. LexisNexis Intellectual Property Solutions is part of LexisNexis Legal & Professional, within RELX.

Compared with

PatentSight+, head to head

Side by side on the same 15 capability axes and 12 legal signals: where the two part company, and what neither one publishes.

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Capability grades

All 15 axes, graded from public sources on the date shown. Hover a grade to see what the letter means on that axis.

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.

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.

The models power named capabilities on a platform that works without them. Four AI capabilities are published. Protégé, a generative assistant that turns plain language business questions into structured visual answers, has been generally available since May 2026. AI-Powered Features explain charts and speed analysis, the AI Classifier builds custom technology views, and TechDiscovery, added in October 2024, allows patent search in ordinary words.

Underneath sits a platform with its own longer history: a harmonized database of more than 90 million patent family records, manually checked ownership data, legal status tracking, more than 100 attributes and measures including the Patent Asset Index, full text and field search, similarity search, saved search history, and the visualization tools the product was first known for. Remove every model and the analytics platform remains complete.

The vendor positions Protégé as changing who can use the platform rather than what it does, replacing complicated filters with simple questions so business leaders and others outside IP can reach the same data.

Source: Vendor Published
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.

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.

Grounding is real and documented, and there is no measured accuracy figure. The grounding goes beyond citation to reproducibility. Every Protégé answer comes with the full search query the assistant built, stated to be fully reproducible within PatentSight+, so a user can rerun the analysis and get the same result. The assistant also explains each step, shows its queries, puts results in context and suggests next steps.

Answers rest on the curated harmonized dataset and on published metrics, including the Patent Asset Index method, so the logic can be inspected as well as the data. The assistant's own accuracy is not measured. No precision, recall or error rate is published for Protégé, no test set is described, and no failure mode is named. The figures the vendor does publish measure effort, not correctness, and come from users: reductions in manual analysis effort of up to 70 to 90 percent and up to three times more output.

An on demand session is advertised on independently validated accuracy for AI patent classification, but no result is published.

Source: Vendor Published
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.

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.

A written commitment that the model works alongside the user is backed by specific review features, but not by a full control structure. Protégé is said to keep professionals in the driver's seat, and human oversight is one of the five RELX principles the product page says govern all its AI. The review features are concrete. The assistant explains every step of its analysis, shows the full queries it built, puts results in context and suggests next steps, and each answer carries its query so the user can reproduce and inspect it.

Support documentation gives guidance on prompting and on validating AI generated insights. Vendor material quotes a named customer valuing the chance to see how the assistant reasons. Missing are any threshold at which a capability acts without review, any distinction between modes with different levels of automation, any confidence signal on an answer, and any account of what happens when an output is wrong or how to report it.

Nothing is published about the AI Classifier or the enrichment models, whose outputs enter the dataset rather than arriving as answers a user inspects.

Source: Vendor Published
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.

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.

Named customers say specific things, but no measured figure is tied to them. Siemens describes using the platform to track patent quality over time against competitors, accounting for acquisitions and divestitures. It notes that the quality indices reflect differences between the US, German and Chinese markets. Christopher Hauke, Head of Strategic IP and Innovation at Schott Pharma AG and Co. KGaA, values seeing how Protégé reasons through a problem, saying it makes the analysis transparent and gives him confidence in the results.

The AI Insider Program is said to have developed Protégé with hundreds of participating organizations, with early access feedback shaping its reasoning. The figures are the weak part. Reductions in manual analysis effort of up to 70 to 90 percent and up to three times more output are attributed to users, not measured by the vendor. They are given as ranges with an upper bound and carry no method, baseline or sample. No figure is tied to either named customer.

Source: Vendor Published
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.

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.

Published commitments are substantive on most points and fall short on two. The product page excludes training in express terms: queries and usage data are never used to train AI models, and customer data is never used to train AI models. Data is not shared outside the customer's organization. A commitment across products is also published: data entered into Protégé is not shared with other LexisNexis products unless explicitly communicated and authorized, which matters because the vendor runs seven adjacent IP products a buyer might assume share data.

Retention is addressed as policy and as a control: the vendor cites retention and deletion policies, and users can turn off automatic saving of queries and compare, combine, export or delete saved ones. Personal data is handled under a published Privacy Policy and Data Processing Addendum, and the General Terms return Subscriber Files on request within sixty days of termination. Privilege and work product are not addressed by name.

No model provider is named, so nothing says what a third party sees of a query, which matters for strategic questions about unannounced acquisitions and licensing positions.

Source: Vendor Published
CC on UPL and Professional Responsibility PostureA boilerplate disclaimer sits in the terms while the marketing describes the product in advice terms, or the intended audience is left ambiguous.

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.

A contractual scope limit sits in the terms, while the marketing speaks in decision terms and widens the audience. The General Terms grant a nonexclusive, nontransferable, limited right to use the online services and materials for research purposes, which frames the product as research rather than advice, and the terms address legal professionals separately. The marketing, though, speaks of decision ready insights and high value strategic decisions, with worked examples that are professional questions, such as identifying top acquisition targets in a sector and finding licensing partners for a technology.

The vendor openly positions Protégé as widening access to patent data across the organization and letting business leaders reach insights without complex filters. So people who are not lawyers are an intended audience for output that feeds licensing, acquisition and portfolio decisions. Nothing published says what a business user should not do with a Protégé answer, or where a patent attorney's judgment must come in.

Source: Vendor Published
BB on AI Governance and Bias DisclosureA published governance framework with real substance, short of testing results or a named owner.

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.

A published governance framework, defined outside the product and expressly applied to it, without testing results or a named owner. The framework is the RELX Responsible AI Principles. The product's AI page says all AI in PatentSight+ is governed by them, and the TechDiscovery release says that module was built in line with them. The five principles are listed on the product page: real world impact, minimizing bias, transparency in how insights are generated, human oversight, and governance with strong privacy and security practices.

A Responsible AI page on the IP site argues the case for self regulation rather than only claiming compliance. Structured feedback exists: the AI Insider Program gives participating organizations early access, focus groups and feedback channels to surface problems before general release. No person, committee or function is named as accountable for model behavior, and no testing regime before release is described. Bias minimization is named as a principle, and an on demand session advertises independently validated classification accuracy, but no evaluation result is published.

Source: Vendor Published
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.

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.

Published policy covers most of the ground. Training on customer data is excluded in express terms, and repeatedly. Encryption is stated for data at rest and in transit, with privacy by design named as a development practice. LexisNexis cloud environments, products and security programs are audited annually, and the audit scope is listed: encryption, backup, disaster recovery, access controls, data destruction, breach prevention and confidentiality safeguards.

Incident practice is published and tiered, with technical, administrative, business and executive escalation. Subprocessors are handled well. The Data Processing Addendum points to a maintained public subprocessor list, commits to updating it at least fourteen days before any change, and gives the customer fourteen days to object with reasons. Retention and deletion policies are said to exist, and users control their saved search queries directly.

Two gaps remain. No retention period is stated anywhere. Access control at product level is thin: single sign on across LexisNexis applications is described as being introduced, not available, and no role or permission model is published.

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

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.

A published agreement with a real indemnity, and AI output left to the user to verify. The LexisNexis General Terms and Conditions (effective 5 June 2026), which the product links through the LexisNexis terms hub, have LexisNexis defend and indemnify the subscriber against third-party patent, copyright, trademark and trade secret infringement claims arising from use of the service, with that indemnity excluded from the twelve-month liability cap.

The AI Services clause says AI output may not be accurate and users must verify it, so nothing stands behind a wrong AI insight. The terms also give 30 days to cure a change that materially degrades the service, failing which the subscriber may terminate, and return of subscriber files on request within 60 days of termination.

Source: Vendor Published
CC on Practice Systems Integration DepthIntegrations are listed as logos or marked as coming, with no documentation an implementer could use.

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.

Integration is claimed and partly named, without a published catalog or configuration detail. Most of what is established sits inside the LexisNexis family. Single sign on across LexisNexis applications is described as letting users move between products without logging in again, but the vendor says it is being released over time rather than available now. Data can leave the platform: search queries and results can be exported, and a separate product, IP DataDirect, provides a data feed; an older factsheet mentions a developer portal and proof of concept access.

TechDiscovery and the AI Classifier are modules within the platform, not integrations. No connector catalog is published, no external system is named as supported, no API documentation for this product was reached, and nothing describes the direction of data flow or the setup required. That matters for a corporate IP department that runs a docketing or IP management system alongside its analytics, since nothing says whether portfolio data can move between them.

Source: Vendor Published
CC on Deployment Model and Data ResidencyCloud delivery is implied and neither the tenancy model nor the region is stated.

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.

Cloud delivery is evident, and neither the tenancy model nor the region is stated. The product is a browser based subscription platform reached through LexisNexis online services, and the General Terms define it as access to online services rather than installed software. Hosting is described only in general terms: the vendor partners with trusted, enterprise grade cloud providers and monitors and improves its infrastructure.

That describes a class of provider without naming one or giving a location. Nothing names a data center region, a country of processing or an option to choose one, a real gap for a platform sold across Europe and Asia to customers with residency obligations, and an odd one beside the detailed data protection material the same vendor publishes. Tenancy is not addressed: nothing says whether saved searches, exports and Protégé history sit in a shared or isolated environment, and no single tenant or private option is offered or refused. The annual audit covers backup and disaster recovery, which is resilience practice, not a residency statement.

Source: Vendor Published
CC on Security Certifications and Trust CenterBadges appear on the site with no scope, no date, and no report available.

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.

Certification is mentioned without a named standard held for this product, and the one standard named is promised rather than held. The product support documentation says Protégé in PatentSight+ follows the same enterprise security framework used across LexisNexis products and will be ISO 27001 certified. That is future tense: as of this check, the product is not certified on its own account. The vendor says it undergoes regular third party audits to maintain industry leading certifications, without naming any.

LexisNexis cloud environments, products and security programs are audited annually, with the scope listed: encryption, backup, disaster recovery, access controls, data destruction, breach prevention and confidentiality safeguards. Audit practice and its coverage are described, but the resulting attestations are not named, dated, scoped or obtainable. No trust center with reports is published for this product.

Source: Vendor Published
CC on Model Supply Chain DisclosureThe vendor refers to advanced or proprietary models without identifying what sits underneath.

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.

The vendor describes purpose built AI without saying what sits underneath. Protégé is described as purpose built for patent intelligence, as going beyond what general large language models and AI powered IP workflow tools can provide, and as having agentic reasoning refined through early access feedback. TechDiscovery, the AI Classifier and the enrichment models are each described by function. None is attributed to a model, version, architecture or provider.

The comparison with general large language models suggests the assistant is more than a wrapper without saying what it is, and nothing separates models built in house from models licensed and fine tuned. Nothing says where inference runs, what any provider keeps of a query, or whether a customer would be told if the model changed. The data is described in great detail, down to 90 million patent families, ownership data and more than 100 named attributes, while the models reading it are described only by purpose.

The reference to trusted, enterprise grade cloud providers names a class of infrastructure supplier, not a model supplier.

Source: Vendor Published
DD on Commercial TransparencyNo pricing information published at any level, including the unit of charge.

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.

No pricing information is published at any level, including the unit of charge. The product pages, AI pages, Responsible AI page, resources and news, support centers and the LexisNexis legal and terms pages were all checked. There is no pricing page and no figure, band or unit on the vendor's own pages; the routes offered are a demo request and a contact form. The terms confirm that pricing is negotiated rather than public.

The Subscription Agreement is defined as the General Terms plus Supplemental Terms plus the rates in the Price Schedule, and the terms distinguish transactional pricing plans from fixed price and fixed term arrangements without publishing either. A buyer can learn that two charging shapes exist, and nothing about what either costs. Third party listings describe customizable pricing by quote and subscription term pricing, which confirms the absence rather than adding structure.

Source: Vendor Published
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.

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.

Coverage is described with substance across data, buyers and uses, and the boundaries are left open. Data coverage is quantified: more than 90 million patent family records, harmonized and enriched with manually checked ownership data, legal status tracking and more than 100 attributes and measures. Buyers named range widely: corporations, law firms, regulators and academic users. The vendor says the assistant is meant to widen access from IP specialists to business leaders and others in the organization.

Uses are listed concretely, with worked example questions on acquisition targets in a named sector, how a named technology landscape has changed, finding licensing partners and cutting portfolio fees. Benchmarking, due diligence, competitive analysis, litigation risk and identifying nonpracticing entities are also listed. A named customer describes quality indices that account for differences between the US, German and Chinese markets.

No limits are stated. No technology area is named as better or worse covered, no jurisdiction is out of scope, nothing says what the AI Classifier handles poorly, and nothing separates this platform's coverage from the adjacent LexisNexis IP products.

Source: Vendor Published
Sources on file

9 public documents

The public pages on file for PatentSight+, with the recorded signals each one supports and the date it was last read. Open any of them and check the reading against the record.

Legal Signals

What each signal means

A signal records what public sources say on the date shown. It is not a grade and it is not a recommendation. Where a signal reads Not addressed, it means the index did not locate the material in public sources on that date, which is a statement about disclosure rather than about the product.

Confidentiality and Privilege

Client Data in Training

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

Never, in the contract

The published terms prohibit training on customer content. Not a policy page, the agreement.

The LexisNexis General Terms and Conditions (effective 5 June 2026), which the product links through the LexisNexis terms hub, warrant that subscriber inputs 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 product page says the same as policy, adds that data is not shared outside the customer's organization, and commits that data entered into Protégé is not shared with other LexisNexis products unless explicitly communicated and authorized.

Source: Vendor Publishedwill not be used by LN to train any large language model(s)As of Sep 23, 2026Evidence

Prompt and Output Retention

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

Customer controlled, no zero option

The customer controls the retention window, by product configuration or by contractual instruction, but zero retention is not stated as available.

Retention of the user's own queries is under the customer's control as a product feature. Search queries are saved by default, saving can be turned off, and the user can compare, combine, export or delete saved queries. That turns retention from a policy a buyer must trust into a setting the buyer can operate. On a platform where a query can reveal an unannounced acquisition target or a licensing strategy, turning off saving and deleting history is the control that matters.

Policy commitments sit around it. The vendor says it keeps retention and deletion policies, its annual audit covers data destruction, and the General Terms provide a file of Subscriber Files on request made before or within sixty days after termination. Two limits remain. No retention period is stated for anything, so a buyer cannot tell how long an undeleted query or a Protégé conversation persists. The control is described for search queries; nothing says whether Protégé conversation history can be turned off and deleted the same way.

Source: Vendor Publishedall search queries are automatically saved (optionally disabled) and users can choose to compare, combine, export, or delete themAs of Sep 13, 2026Evidence

Ethical Walls and Matter Segregation

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

Claimed, not documented

Segregation is asserted in public materials with no published detail on how it is enforced.

Separation is claimed specifically at one boundary, and no permission model is documented within a customer. The claim is that data entered into Protégé is not shared with other LexisNexis products unless explicitly communicated and authorized. That draws a wall inside the vendor's own family, which matters because LexisNexis publishes at least seven adjacent IP products and a large legal research estate. The vendor also says data is not shared outside the customer's organization, and the annual audit covers access controls.

The internal model is not documented. No roles are listed, nothing describes how access to saved searches, exports or Protégé history is granted or restricted between colleagues on the same subscription, and no administrator capability is published. The concern is concrete. A corporate IP department may need to wall off an analysis for an unannounced acquisition, and a firm running analyses for competing clients has an ordinary conflicts problem. Single sign on across LexisNexis applications is described as being introduced, not available.

Source: Vendor PublishedCustomer data entered into Protege is not shared with other LexisNexis products unless explicitly communicated and authorizedAs of Sep 13, 2026Evidence

Third Party Request and Subpoena Notice

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

Notice committed

Terms commit to notice where lawfully permitted. No transparency report located.

The confidentiality clause of the LexisNexis General Terms and Conditions (effective 5 June 2026), which the product links through the LexisNexis terms hub, allows disclosure required by law, regulation or court order only on advance notice to the other party so it can seek a protective order to prevent or limit the disclosure. Subscriber inputs and files submitted to the AI services are held to that same confidentiality standard.

Source: Vendor PublishedRecipient shall notify Discloser in advance in order to afford the Discloser an opportunity to seek a protective orderAs of Sep 23, 2026Evidence
Accuracy and Authority

Primary Law Corpus Provenance

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

Sources named and licensed

The vendor names its primary law sources and the license or public domain basis for each, with an update cadence.

The data source is named, its makeup is described in detail, and the basis on which the vendor holds it is clear. Protégé draws on the PatentSight+ harmonized global database of more than 90 million patent family records, enriched with ownership data, legal status tracking and more than 100 attributes and measures, including the Patent Asset Index, a proprietary metric whose method the vendor publishes. The underlying material is public patent documentation from national and regional offices.

What the vendor owns and licenses is the harmonization, the manually checked ownership data, the enrichment and the metrics built on top. Support documentation adds that Protégé uses PatentSight+ data and public information to generate responses. Two limits remain. Public information is not defined, so a buyer cannot tell what material other than patents may enter an answer, which matters when the assistant is asked business questions about companies and markets. No individual data supplier is named, so the inputs behind ownership data and legal status tracking cannot be audited.

Source: Vendor PublishedPatentSight+ harmonized global database, which contains more than 90 million patent family recordsAs of Sep 13, 2026Evidence

Good Law Verification

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

Own treatment signal

The vendor computes and surfaces subsequent history itself, with the method described.

The vendor publishes its own status signal and shows it inline. On a patent platform, the good law question is whether the right still stands rather than how a case has been treated. Legal status tracking is a core enrichment of the database and one of the more than 100 attributes a user can filter and analyze on, so status is a property of every record in a result set, not a separate lookup. Ownership data answers the related question of who holds the right now, resolving assets to their true corporate owner through manual checks rather than the assignee as filed.

Third party listings describe real time legal status validation. Two limits remain. Nothing published says how often legal status is refreshed; an older factsheet describes weekly updates with a two working day lag, and whether that still holds was not established. No accuracy or confidence information comes with the status or ownership determinations, which bear directly on freedom to operate and licensing conclusions.

Source: Vendor PublishedAs of Sep 13, 2026Evidence

Refusal and Uncertainty Behavior

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

Documented

The vendor describes refusal or abstention behavior in public materials.

A response to ambiguous input is described, though only in general terms. The vendor says the platform gives clear guidance when facing complex or ambiguous input, helping teams ask better questions and get structured, contextualized answers. So an unclear question is said to produce guidance rather than a confident answer. Support documentation gives guidance on prompting and on validating AI generated insights, and every answer carries the full query the assistant built, so a user who suspects a misreading can see how the question was interpreted before relying on it.

That reproducibility is the practical uncertainty control here. No threshold is stated at which input counts as ambiguous, no confidence signal comes with an answer, nothing describes the assistant declining or reporting that it cannot answer, and no failure mode is named. The claim sits on a marketing page rather than in documentation of observable behavior.

Source: Vendor PublishedAs of Sep 13, 2026Evidence

Fabricated Citation Record

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

None located

No court order, opinion or disciplinary record addressing fabricated or hallucinated legal citations produced by this product has been located as of the date shown. This is a statement about the public record on that one subject, not a finding about the product, and this signal is not a litigation history.

Searched on 13 September 2026 for the company, product and assistant names across reporting and trackers on court decisions about AI generated fabricated citations. None was located. No decision, sanction or disciplinary referral names PatentSight, PatentSight+, Protégé or LexisNexis Intellectual Property Solutions. The search covered patent practice specifically. In Lexos Media IP LLC v Overstock.com in the District of Kansas, counsel were ordered to show cause over briefs containing nonexistent quotations, nonexistent and incorrect citations and misrepresentations about cited authority.

Four lawyers were fined 12,000 dollars in total, and the attorney who admitted using a general purpose assistant without checking was fined 5,000 dollars and referred for state discipline. The tool in that matter was a general purpose chatbot. This platform analyzes patent data and produces business insights rather than citations to legal authority, so the exposure is indirect, and returning the full query with every answer reduces it.

Source: Bar Guidance or Court RecordAs of Sep 13, 2026
Professional Responsibility

Bar Guidance Alignment

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

Generic reference

Public materials refer to professional responsibility in general terms without naming guidance.

Professional duty is engaged in general terms, and no bar or regulatory authority is named. A Responsible AI page on the IP site makes an argument rather than a disclaimer. It considers AI in a regulated profession, notes that many users of IP analytics are lawyers and draws consequences for how principles should be framed. It argues that in a period of rapid change self regulation is often the better path, with principles clear enough to build confidence and flexible enough to adapt.

Human oversight is one of the five RELX principles stated to govern all AI in the platform. No bar association, rule of professional conduct, patent office code of practitioner conduct or ethics opinion is cited or mapped to the product, in any jurisdiction. That matters because patent practice has its own professional rules, including the duty to disclose material prior art, and because the vendor widens the audience for its output to business leaders who are not bound by any of them.

Source: Vendor PublishedAs of Sep 13, 2026Evidence

Billing and Fee Posture

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

Not addressed

The product sits inside a lawyer to client fee relationship and no located public material addresses billing, fee or disclosure treatment, with no savings claim published either.

Nothing published addresses what happens to the bill when AI assisted work takes an hour instead of six, and the vendor's own claims make the question hard to avoid. Users are reported to have found that Protégé cuts manual analysis effort by up to 70 to 90 percent and allows up to three times more output. Patent analytics work is done both in house and by law firms billing clients, so that is a direct claim about billable time.

No record of AI assisted analysis by matter is described, nothing marks an output as generated by Protégé rather than built by an analyst, and no guidance is given on fee or disclosure treatment for a firm passing analytics work to a client. With no pricing published, a firm also cannot establish the platform cost of a piece of work. The platform's portfolio fee analysis concerns the client's renewal costs, not the bill for AI assisted work.

Source: Vendor PublishedAs of Sep 13, 2026Evidence

Outside Counsel Guideline Readiness

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

Subprocessors listed

A current subprocessor or model provider list is published.

A maintained subprocessor list and a forwardable data pack are published, and no model provider is named. The subprocessor list sits at a public URL with the controls a firm would ask for. The Data Processing Addendum authorizes processors from that list, commits the vendor to updating the list at least fourteen days before changes, and gives the customer fourteen days to object with reasons. The pack for clients is also there and is drafted to be forwarded: a published Privacy Policy and Data Processing Addendum, both incorporated into the IP terms.

Product support documentation confirms that personal data is processed only to provide the services and that approved subprocessors are disclosed. No model provider is named for Protégé, TechDiscovery, the AI Classifier or the enrichment models, so a firm asked by a client which AI providers see its patent strategy questions cannot answer from published material. The only reference is to enterprise grade cloud providers, which is infrastructure.

Source: Vendor Publishedour list of such processors at https://www.lexisnexis.com/global/privacy/subprocessors.pageAs of Sep 13, 2026Evidence

Court Disclosure Support

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

Partial record

Some elements of the record are available, short of a document level export.

A record of what the AI did exists and can leave the platform, but it is not offered as a disclosure artifact. Every Protégé answer carries the full search query the assistant built, and the vendor says the analysis can be fully reproduced within PatentSight+ on that basis, so the method behind an insight is preserved. The assistant also explains each step and puts results in context. Search queries are saved automatically and can be exported, and the Patent Asset Index method behind many outputs is published.

A customer challenged on how an analysis was produced has material to answer with. None of it is packaged as disclosure. Nothing is offered as an artifact for a tribunal, examiner, auditor or opposing party, there is no certification or declaration template, nothing marks an exported output as AI generated, and no guidance covers when Protégé use should be recorded or disclosed in due diligence, a licensing negotiation or litigation.

Source: Vendor PublishedEach answer is accompanied by the full search query used, so it can be fully reproduced within LexisNexis PatentSight+As of Sep 13, 2026Evidence
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 462 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
October 21, 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.
© 2026 AI Legal Index
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