Your Firm Bought Lexis+ With Protégé. Now Make It Useful.
I help small Florida law firms build Vaults, prompts, skills, custom workflows, and controlled drafting processes in Lexis+ with Protégé and Lexis Create+.
The goal is not more feature training. It is to connect the platform to work lawyers and staff perform repeatedly.
15 minutes. I will tell you whether there is a fit. No deck.
The software cannot decide how your firm should work.
Protégé can analyze selected documents, assist with research, and generate useful drafts. Create+ can bring AI-assisted drafting into the lawyer’s working environment.
But the firm still must decide which documents belong in each Vault, how they are named and maintained, which work product is good enough to serve as a model, where lawyer review occurs, what staff may do, and how the result is verified.
Without those decisions, the platform becomes another expensive tab.
For firms comparing AI vendors more broadly, pair this work with the Vendor AI & Data Governance Audit Playbook.
Structure around the legal work, not the product menu.
Matter Vaults
Organized around active files, with useful source documents and clear maintenance rules.
Model Vaults
The firm’s selected best work product, organized for controlled reuse.
Reference Vaults
Chosen authorities, practice materials, forms, and guidance for recurring work.
Prompts and Skills
Reusable instructions that specify sources, output, limits, and lawyer review.
Custom Workflows
Step-by-step processes combining documents, research, drafting, verification, and handoffs.
Create+ Drafting
Controlled drafting and revision inside the tools lawyers already use.
Document Standards
Naming, selection, organization, versioning, and archive rules that keep Vaults useful.
Lawyer and Staff Training
Role-specific training built around actual firm matters and procedures.
Quality Control
Verification, supervision, confidentiality, billing, and client-trust requirements.
Work the firm performs often enough to deserve a system.
Hearing and Brief Books
Organize the record, authorities, issues, and attorney control materials for repeatable preparation. For the rest of the software stack, see Make the Software You Own Earn Its Keep.
Litigation Chronologies
Build event timelines from pleadings, email, discovery, testimony, and file documents.
Pleadings and Motions
Use firm models, matter facts, authorities, and review gates for controlled drafting.
Agreements and Revisions
Compare drafts, identify changes, use approved language, and document lawyer review.
Client Correspondence
Create clear first drafts grounded in matter facts and the firm’s communication standards.
Research Synthesis
Turn research into organized issue summaries while preserving citation checking and judgment.
Build one useful system, then teach the team.
Assess Use
Review licenses, current habits, documents, and gaps.
Choose Work
Select one recurring legal workflow.
Build Structure
Create Vaults, prompts, skills, and controls.
Test
Use lawyers and staff to find weak points.
Document and Train
Make the process repeatable.
Use the engagement that matches the problem.
AI Workflow Assessment
$995Review current Lexis use, Vaults, prompts, skills, Create+ practices, and priority workflows.
One Workflow, Vault, and Prompt Book Done Right
$2,995Build one defined Protégé or Create+ workflow, including structure, controls, documentation, and training.
Monthly AI Workflow Partner
$4,995/monthBuild and refine a growing library of Vaults, prompts, skills, workflows, standards, and training.
The platform does not change who remains responsible.
The work addresses confidentiality, competence, billing, and advertising under Florida Bar Opinion 24-1. The 25 AI ethics questions explain why.
- Decide which information belongs in approved tools
- Specify lawyer and staff responsibilities
- Verify facts, quotations, calculations, and citations
- Bill for work actually performed
- Use disclosure or consent when appropriate
I am independent. I do not sell Lexis products or receive vendor referral compensation.
Not another tab.
Bring one recurring matter task to a 15-minute conversation. We will discuss what Protégé or Create+ can realistically improve and what must remain firmly in lawyer hands.
15 minutes. I will tell you whether there is a fit. No deck.