Move your team from Lexis+ AI to Harvey.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Harvey — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in Lexis+ AI 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.