Move your team from CoCounsel to Lexis Create+.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Lexis Create+ — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in CoCounsel is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both tools produce AI-generated first-draft contracts grounded in authoritative legal content. CoCounsel drafts via the web interface and delivers output end-to-end into Microsoft Word, drawing on Westlaw precedents and Practical Law templates. Lexis Create's Protégé AI operates natively inside Word, generating full agreements or individual clauses from LexisNexis case law and Practical Guidance without a separate browser step. To migrate from CoCounsel to Lexis Create: install the Lexis Create+ Word add-in via IT provisioning, recreate any standard-document prompts as Protégé prompts inside Word, and validate output citations using the built-in Shepard's signals. To migrate from Lexis Create to CoCounsel: set up the CoCounsel web-to-Word pipeline, upload firm precedents to generate custom playbooks, and confirm that Practical Law template coverage matches the document types you relied on in Lexis Create.
- Warning: CoCounsel's drafting is initiated in the web interface and pushed into Word; Lexis Create's Protégé drafts entirely inside Word, so teams accustomed to a browser-first workflow will need to adapt.
- Warning: CoCounsel reports 2.6x faster drafting benchmarks from its own user studies; Lexis Create does not publish comparable speed metrics, making direct productivity comparisons difficult.
- Warning: CoCounsel custom playbooks require an admin upload of firm precedents as a setup step; Lexis Create surfaces internal precedents via DMS sync, which requires Lexis Create+ (not the base Lexis Create tier).
CoCounsel's document analysis covers large-scale batch review of contracts and discovery materials, returning sortable tables of flagged issues and key information. Lexis Create's clause library and benchmarking capability focuses on individual clause-level review, comparing draft clauses against the firm's saved library and LexisNexis market standards. These capabilities overlap most directly for contract review workflows: migrating from CoCounsel to Lexis Create means shifting from batch-upload review to clause-by-clause benchmarking inside Word — save the clause types you most commonly flag in CoCounsel as approved entries in Lexis Create's Content Libraries, then use Protégé to surface deviations from those saved standards. Migrating from Lexis Create to CoCounsel means uploading contracts in batch to the web interface, loading a playbook built from your firm's approved language, and using CoCounsel's deviation-detection to flag non-standard clauses across all documents at once.
- Warning: CoCounsel's batch analysis can process thousands of documents simultaneously; Lexis Create's clause benchmarking is document-by-document inside Word and has no bulk-review mode.
- Warning: CoCounsel identifies key information and assembles event chronologies from discovery materials — Lexis Create has no equivalent discovery-review or litigation-document analysis feature.
- Warning: Lexis Create's benchmarking against LexisNexis market data requires the Lexis Create+ tier; the base Lexis Create tier provides only internal library comparison.
Both products ground legal output in authoritative sources and validate citation standing, but at different workflow stages. CoCounsel's legal research capability uses Westlaw's 150+ years of case law, statutes, and secondary sources to answer complex legal questions and run deep research tasks; all answers include hyperlinked citations and KeyCite status flags verifying that cited authority is good law. Lexis Create's citation validation uses Shepard's signals to check the standing of citations already in a draft, formats them to Bluebook or jurisdiction-specific style, and generates Tables of Authorities in one click. To migrate from CoCounsel to Lexis Create: use Protégé (the Lexis Create AI assistant) to run legal research queries inside Word, then run the citation validator to apply Shepard's checks and format output; note that research depth and query interface differ. To migrate from Lexis Create to CoCounsel: run research via CoCounsel's Deep Research feature in the web interface, copy citations into your Word draft, and rely on CoCounsel's KeyCite-flagged links rather than a separate Bluebook-formatting pass.
- Warning: CoCounsel's research is powered by Westlaw (KeyCite for citation status); Lexis Create's citation validation uses Shepard's (LexisNexis). Firms with strong platform loyalty to one citator should verify that the opposing citator provides equivalent coverage for their practice areas.
- Warning: Lexis Create's citation validation includes Bluebook and state-specific formatting plus Tables of Authorities generation — CoCounsel does not offer a standalone citation-formatting or TOA feature, so teams that rely on automated Bluebook formatting will need a separate workflow or tool if they move to CoCounsel.
- Warning: CoCounsel's legal research is available on the CoCounsel Legal tier only, not CoCounsel Essentials; firms on the Essentials tier moving to Lexis Create+ gain access to both research and citation validation within a single add-in.
Both tools integrate with the Microsoft 365 ecosystem but in different ways. CoCounsel's primary workflow is browser-first: attorneys initiate tasks in the CoCounsel web app, and completed drafts are pushed end-to-end into Microsoft Word. It also integrates with Teams and Outlook for collaboration. Lexis Create+ is deployed as a native Word and Outlook add-in via central IT provisioning, meaning all AI drafting, citation tools, and clause benchmarking happen inside Word without opening a separate browser tab. To migrate from CoCounsel to Lexis Create+: have IT deploy the Lexis Create+ add-in to the firm's Microsoft 365 tenant, train attorneys to initiate drafting sessions inside Word rather than a browser, and reconfigure Teams/Outlook workflows to use the Lexis Create+ Outlook add-in for email drafting tasks. To migrate from Lexis Create+ to CoCounsel: set up CoCounsel's web-to-Word pipeline and Microsoft Teams/Outlook integrations, and confirm that attorneys are comfortable with the browser-initiation model.
- Warning: CoCounsel's Microsoft 365 integration requires both the web app and the Word add-in to be set up; Lexis Create+ is entirely add-in-native, so teams that prefer to stay inside Word will find Lexis Create+ less disruptive to adopt.
- Warning: CoCounsel's Teams and Outlook integrations focus on workflow handoffs and collaboration; Lexis Create+'s Outlook add-in enables legal email drafting, thread summarization, and action-item extraction — these are distinct use cases that may not map one-to-one.
- Warning: Lexis Create+ add-in deployment is handled by central IT via Microsoft 365 admin provisioning; CoCounsel's web app requires separate user-level account setup in addition to the Word add-in.
Both products allow firms to ground AI drafting and review in their own internal work product, but the mechanisms differ. CoCounsel lets admins upload firm precedent contracts to generate custom playbooks, and also surfaces Practical Law's 650+ attorney-curated playbooks out of the box. Lexis Create+ syncs the firm's existing DMS (iManage, NetDocuments, etc.) periodically, extracting metadata at sync time so attorneys can search, surface, and question internal precedents directly from Word. To migrate from CoCounsel to Lexis Create+: configure the DMS connector during onboarding, let the initial sync run, and verify that precedent documents can be retrieved and cited inside the Word add-in before decommissioning CoCounsel's playbook uploads. To migrate from Lexis Create+ to CoCounsel: export representative precedent contracts from your DMS, upload them through the CoCounsel admin interface to generate playbooks, and supplement with Practical Law templates where firm precedents have coverage gaps.
- Warning: CoCounsel's playbooks are generated on-demand from uploaded files; Lexis Create+'s DMS sync is periodic rather than real-time, so very recent documents may not be available until the next sync cycle.
- Warning: Lexis Create+'s DMS integration requires the Lexis Create+ tier; the base Lexis Create product does not include DMS connectivity.
- Warning: CoCounsel surfaces Practical Law expert playbooks as a bundled out-of-the-box resource; Lexis Create+ draws from LexisNexis Practical Guidance, which has different content coverage — firms should audit which secondary-source library better matches their practice areas before switching.
Both products are built for attorney-client privilege obligations and commit to no-training-on-customer-data. CoCounsel uses TLS 1.2 in transit and AES-256 at rest, and routes third-party LLM calls (OpenAI GPT, Google Gemini) via zero-retention API agreements. Processing defaults to the U.S. with regional options for UK, Australia, and Canada. Lexis Create+ uses encryption in transit and at rest on enterprise-grade cloud infrastructure, conducts third-party security audits, and removes identifiable information from AI interactions, operating under the RELX Responsible AI Framework. To migrate from either product, the key DPA/security due-diligence checklist is similar: confirm the no-model-training commitment in writing, review data residency options for your jurisdiction, obtain the SOC 2 / security audit reports, and ensure your attorney-client privilege policy covers the AI vendor's subprocessor chain (Thomson Reuters for CoCounsel; RELX/LexisNexis for Lexis Create+).
- Warning: CoCounsel explicitly names the third-party LLMs it routes to (OpenAI GPT, Google Gemini) and uses zero-retention API agreements; Lexis Create+ does not publicly name its underlying LLM providers, which may require additional vendor disclosure requests during procurement.
- Warning: CoCounsel has documented nightly automated attorney-supervised testing (1,500+ tests per night) and publishes performance metrics; Lexis Create+ references third-party security audits but does not publish equivalent AI-accuracy testing metrics.
- Warning: CoCounsel's data residency options (US/UK/Australia/Canada) are explicitly documented; Lexis Create+'s regional data residency terms are negotiated per enterprise agreement and are not publicly documented.