Move your team from Lexis+ AI to Paxton 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 Paxton AI — 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.
Moving citation-checking workflows from Lexis to Paxton: Shepard's-validated citations do not have a direct Paxton equivalent. The closest substitute is to paste the case citation into Paxton's legal-research interface and ask whether the case is still good law; Paxton returns cited answers with source links so you can manually verify subsequent history by following those links to the original court opinions. Moving from Paxton back to Lexis: paste any case name or citation into Lexis+ and click 'Shepardize' — the service returns a graphical signal (red/yellow/green) plus a full table of citing decisions, adverse history, and treatment notes. In Protégé, citation validation runs automatically whenever the AI surfaces a case in a research answer, so no separate step is needed once the workflow is established.
- Warning: Paxton has no dedicated citation-validation service comparable to Shepard's; the closest workaround — asking Paxton whether a case is still good law — relies on the training cut-off of its knowledge base and does not surface the structured subsequent-history table that Shepard's provides.
- Warning: Shepard's signals (red stop sign for overruled, yellow triangle for caution) are embedded throughout Lexis+ and auto-run in Protégé AI answers; there is no equivalent automated signal in Paxton, placing the verification burden on the attorney.
- Warning: Lexis+ (including Shepard's) is available on both Lexis+ and Lexis+ with Protégé tiers; attorneys moving to Paxton lose Shepard's access entirely and should consider whether a standalone Westlaw/Casetext subscription is needed for citator coverage.
Both tools generate first-draft legal documents from a natural-language prompt. Moving from Lexis to Paxton: identify the document types you were generating in Protégé (transactional agreements, motions, briefs, client emails) and re-submit equivalent prompts in Paxton's drafting interface — it covers contracts, clauses, and standard litigation documents. Save the Protégé output as Word or PDF before cancelling your Lexis subscription to retain drafting history. Moving from Paxton to Lexis: in Protégé, use the 'everyday drafting' pre-built workflow or build a custom workflow for your document type; upload firm-specific templates to the Vault (via iManage, SharePoint, or NetDocuments) so Protégé grounds new drafts in your firm's style. Redlining (tracked-changes review) is a distinct Protégé capability — upload the opposing-side document to Vault and invoke the redlining workflow; Paxton does not offer a dedicated redline step so attorneys must apply changes manually after receiving Paxton's analysis.
- Warning: Lexis+ Protégé supports AI redlining of uploaded agreements (mark-up with tracked changes); Paxton's drafting generates a fresh draft from a prompt but does not produce a redlined version of an existing document.
- Warning: Protégé can ground drafts in the firm's own document vault and DMS connectors (iManage, SharePoint, NetDocuments); Paxton Enterprise includes dedicated workflow setup but has no native DMS connector, so firm-precedent grounding is not available out of the box.
- Warning: Paxton Individual plan ($499/month per user) includes drafting; Lexis+ with Protégé pricing is custom-quoted for 4+ attorneys and may be substantially higher — but Protégé includes LexisNexis research grounding that Paxton's drafting does not replicate.
Both platforms let attorneys upload legal documents and receive AI-generated summaries, issue flags, and risk highlights. Moving from Lexis to Paxton: download documents from the Protégé Vault (each vault holds 1–500 documents; there is no bulk export command, so download individually or in batches by matter). Upload files into Paxton's web app document analysis feature, then submit analysis prompts for issue identification, summarization, and recommendations. Moving from Paxton to Lexis: upload documents to a Vault inside Lexis+ with Protégé, then invoke the pre-built due-diligence or risk-review workflow; alternatively connect iManage, SharePoint, or NetDocuments so Protégé pulls documents automatically without re-upload. Protégé's review additionally performs missing-authority detection by cross-referencing citations against the LexisNexis database — run a separate citation-check step in Paxton's legal-research feature to approximate this.
- Warning: Protégé Vault has explicit size limits (up to 50 vaults, 1–500 documents each); Paxton does not publicly document file format or size limits, making large-volume migration hard to plan.
- Warning: Lexis+ with Protégé flags missing legal authority by checking the LexisNexis citation database; Paxton's document analysis does not surface missing citations — attorneys must run a separate research query to close the gap.
- Warning: iManage/SharePoint/NetDocuments connectors (Lexis side) have no equivalent on Paxton; Paxton requires manual uploads, which adds friction when dealing with hundreds of matter files.
Both tools accept natural-language questions and return cited legal answers. Moving from Lexis+ with Protégé to Paxton: export or copy saved research threads from Protégé (no bulk export API is documented; copy findings to a Word doc or PDF before cancelling). In Paxton, submit the same research questions in the web app — it searches US federal and all 50-state case law and regulations and returns results with citation links you can verify. Moving the other direction (Paxton → Lexis): re-run your Paxton queries in the Protégé 'Ask a legal question' interface; switch to 'Legal AI mode' to anchor answers in LexisNexis primary law and 25+ secondary sources rather than general AI. Key workflow difference: Protégé also uses Lexis Answers and Search Term Maps to surface related passages; replicate this by browsing cited sources in the Lexis+ research interface after the AI answer.
- Warning: Lexis+ with Protégé anchors answers in exclusive LexisNexis secondary sources (Am. Jur., Martindale, etc.) and Shepard's-validated case law; Paxton's knowledge base covers primary law only — secondary commentary and treatises are not available.
- Warning: Paxton requires no separate database subscription and is a flat per-seat rate; Lexis+ with Protégé is custom-quoted for firms of 4+ attorneys and typically runs significantly higher — evaluate cost before switching direction.
- Warning: Protégé lets users toggle between 'Legal AI mode' (LexisNexis-grounded) and 'General AI mode'; Paxton has no equivalent toggle and always queries its fixed knowledge base.
Both platforms offer configurable, practice-area-specific AI workflows rather than a single generic interface. Moving from Lexis to Paxton: document the custom workflows you have built in Protégé (e.g., due-diligence checklists, litigation-prep sequences, client-intake pipelines) and recreate them as prompt templates or saved queries in Paxton's web app; Paxton infers practice-area context automatically from the query, so you do not need to manually configure a practice-area mode. Enterprise plan buyers can request dedicated workflow setup during onboarding. Moving from Paxton to Lexis: Protégé ships pre-built workflows for everyday drafting, document review, citation research, and litigation prep; custom firm workflows are built in the no-code workflow builder and can invoke AI agents for multi-step tasks. Connect your DMS (iManage, SharePoint, NetDocuments) so the workflows draw on existing matter files rather than requiring re-upload.
- Warning: Protégé's workflow builder is a no-code tool that can invoke multi-step AI agents with progress visibility; Paxton has no equivalent visual workflow builder — firm-specific automation must be approximated via saved prompt sequences, with no orchestration or branching logic.
- Warning: Lexis+ with Protégé custom workflows are enterprise-tier and custom-quoted; Paxton's multi-practice-area support is available on both Individual ($499/mo) and Enterprise plans, making it accessible to solo practitioners without a sales conversation.
- Warning: Protégé workflows can reference organizational knowledge sources (Vault, iManage, SharePoint, NetDocuments); Paxton workflows operate only on documents manually uploaded per session, so firm-wide precedent sets are not persistently available to automated workflows.