Move your team from Harvey to Lexis+ AI.
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+ AI — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Harvey is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
Both products offer an AI assistant surface for drafting and refining legal documents — motions, briefs, agreements, and client correspondence. Harvey's assistant is accessible via a web app, Word add-in, Outlook add-in, and browser extension; Lexis+ with Protégé delivers drafting and redlining exclusively through the Protégé AI assistant in the Lexis+ web interface and integrations. Moving from Harvey to Lexis+ with Protégé: identify which drafting workflows run in the Harvey Word add-in, then replicate them as Protégé custom workflows in Lexis+; any prompt templates or playbooks used in Harvey must be re-created in Protégé's workflow builder. Moving from Lexis+ with Protégé to Harvey: connect Harvey to the same DMS (iManage, SharePoint, NetDocuments) already used by Protégé so Harvey can access organizational document context; install the Harvey Word add-in to keep drafting in-application. Prior draft history in either system is not portable; export key documents before cutover.
- Warning: Harvey's assistant surfaces in Microsoft Outlook and as a standalone browser extension, letting users draft emails and short-form content without opening a dedicated app; Lexis+ with Protégé does not have an Outlook add-in or browser extension, so teams with heavy email-drafting workflows will lose that ambient access.
- Warning: Lexis+ with Protégé grounds drafting output explicitly in LexisNexis authoritative sources and the firm's own Vault documents; Harvey grabs context from connected DMS and its legal domain models, but the source attribution style differs — Protégé answers cite specific LexisNexis content identifiers while Harvey cites more broadly.
- Warning: Harvey is available as a mobile app; Lexis+ with Protégé does not have a dedicated mobile client, limiting on-the-go drafting for teams that use Harvey Mobile.
Both tools analyze uploaded documents to surface clause-level risk flags, summaries, and missing authority. Harvey Contract Intelligence compares documents against firm playbooks and supports bulk portfolio review through Harvey Vault; Lexis+ with Protégé covers risk identification, key citation extraction, and missing-authority detection through its Vault (up to 50 vaults, 1–500 documents each). Moving from Harvey to Lexis+ with Protégé: export or download existing contract sets from Harvey Vault (there is no direct vault-to-vault transfer), then upload into a Lexis+ with Protégé Vault; rebuild any firm playbook comparison logic as custom Protégé workflows. Moving from Lexis+ with Protégé to Harvey: export analyzed documents from Protégé, upload into Harvey Vault, and configure Harvey's Contract Intelligence module with firm playbooks — playbook templates must be re-created natively in Harvey as there is no shared format. Both tools support iManage, SharePoint, and NetDocuments as upstream sources, so DMS-connected workflows can be redirected without re-uploading source files.
- Warning: Harvey Contract Intelligence explicitly supports bulk analysis of large contract portfolios through Vault at enterprise scale (1.3M+ documents processed per day platform-wide); Lexis+ with Protégé Vault is capped at 50 vaults with 1–500 documents each, making it unsuitable for large-volume portfolio review without workarounds.
- Warning: Harvey's playbook comparison feature — which flags non-standard or risky clauses against a firm's pre-defined positions — has no direct equivalent in Lexis+ with Protégé; teams relying on playbook-driven negotiation will need to manually encode fallback positions into Protégé custom workflows.
- Warning: Lexis+ with Protégé automatically surfaces missing authority (cases that should be cited but aren't) using its Shepard's integration; Harvey's contract review focuses on clause risk rather than citation authority gaps — different review emphasis that affects downstream workflow design.
Both products connect to the same core DMS ecosystem — iManage, NetDocuments, SharePoint, and Google Drive — so firms migrating between them can typically retain their existing DMS configuration and redirect the integration to the new AI platform. Moving from Harvey to Lexis+ with Protégé: disconnect or deactivate the Harvey DMS connector in your iManage/NetDocuments/SharePoint admin settings, then set up the Protégé DMS integration at the firm-admin level in Lexis+; individual matter file paths and folder structures remain intact in the DMS and do not need to be reorganized. Moving from Lexis+ with Protégé to Harvey: configure the Harvey Ecosystem component to connect to the same DMS sources; Harvey also supports Google Drive while Lexis+ with Protégé's Google Drive support is not explicitly stated, so verify source availability before cutover. Neither platform supports simultaneous dual-connection to the same DMS folder for side-by-side use.
- Warning: Harvey's integration layer extends beyond DMS to include Aderant (billing/practice management) and Ironclad (contract lifecycle management), which have no equivalent connectors on Lexis+ with Protégé; teams relying on Harvey's Aderant or Ironclad integrations for matter-linked billing and CLM workflows will need alternative solutions after switching to Lexis+ with Protégé.
- Warning: Harvey explicitly lists Google Drive as a supported cloud storage connector; Lexis+ with Protégé's documentation does not confirm Google Drive support — firms using Google Workspace as primary document storage should verify connector availability with LexisNexis sales before committing to a migration.
- Warning: Lexis+ with Protégé DMS integration scope is negotiated per enterprise contract and not publicly enumerated; Harvey's DMS connector list (iManage, NetDocuments, SharePoint, Google Drive) is explicitly documented, giving Harvey buyers more pre-sales clarity on integration coverage.
Both products deliver conversational AI legal research grounded in primary law with cited answers. Harvey Knowledge integrates LexisNexis as one of its 500+ regional sources; Lexis+ with Protégé is the native LexisNexis environment and provides the same content directly. Moving from Harvey to Lexis+ with Protégé: subscribe to Lexis+ with Protégé, log in and open the Protégé AI assistant, then re-issue queries there — research history and saved-answer exports from Harvey should be downloaded as PDFs or copied before switching, since Harvey and Lexis maintain separate session histories. Moving from Lexis+ with Protégé to Harvey: connect Harvey Knowledge to the LexisNexis source during firm onboarding (Ask LexisNexis integration), then run queries from the Harvey web app or Word add-in. Neither platform currently offers a cross-product history migration tool, so save curated research bundles before cutover.
- Warning: Harvey Knowledge surfaces LexisNexis content via Ask LexisNexis integration, meaning jurisdictional coverage is still dependent on the firm's LexisNexis subscription; moving to Lexis+ with Protégé does not change the underlying content set but eliminates the intermediary integration layer.
- Warning: Lexis+ with Protégé adds Shepard's citation validation automatically on every cited case in a research answer; Harvey does not have a native Shepard's equivalent and relies on users cross-checking citations independently.
- Warning: Lexis+ with Protégé's General AI mode lets users switch between LLM providers; Harvey uses its own legal domain models exclusively — teams that want provider flexibility will lose that option when moving to Harvey.
Both platforms support multi-step automated legal workflows that chain AI steps (research, drafting, review, output) without manual handoffs. Harvey Agents provide pre-built templates (due diligence, fund formation, deal management) and supports fully custom agents; Lexis+ with Protégé ships pre-built workflows for drafting, review, citation research, and litigation preparation, plus a no-code custom workflow builder. Moving from Harvey to Lexis+ with Protégé: catalog all Harvey Agent templates in use, then map each to an equivalent Protégé pre-built workflow or rebuild it using the Protégé no-code builder; document the data sources each Harvey Agent consumes (Vault, DMS) and connect the same sources to Protégé. Moving from Lexis+ with Protégé to Harvey: identify custom Protégé workflows, then configure equivalent Harvey Agents in the Harvey platform — Harvey allows deeper customization but typically requires IT/admin involvement and may depend on enterprise-tier access. Neither product offers cross-platform workflow export; workflows must be rebuilt natively.
- Warning: Harvey Agents are described as configurable automation pipelines for complex end-to-end tasks (due diligence data rooms, fund formation); customization depth varies by firm tier and typically requires enterprise onboarding. Lexis+ with Protégé's no-code builder is self-service, making Protégé more accessible for teams without dedicated AI ops support.
- Warning: Harvey does not publicly expose a workflow-step progress UI — agents execute end-to-end; Protégé explicitly surfaces agent progress visibility in the interface, which may affect adoption on teams that need transparency into multi-step task status.
- Warning: Protégé workflows can directly invoke Shepard's citation validation as a step; Harvey's workflow agents do not have a native equivalent, so citation-checking steps in migrated workflows must be handled as manual follow-up or via a Harvey-to-LexisNexis integration lookup.