The Geek In Review

Unveiling Lexis Protégé's Personalized AI Revolution With Serena Wellen

Sep 30, 2024

Serena Wellen, the Vice President of Product Management at LexisNexis Legal and Professional, delves into the revolutionary Lexis Protégé tool designed to personalize the legal workflow. She discusses how this AI assistant adapts based on user profiles, enhancing productivity within Microsoft 365 applications. Wellen also emphasizes the importance of user control and transparency in data handling, ensuring that the AI meets the unique needs of law firms. Additionally, she highlights the crucial role of client feedback in refining AI products for the legal sector.

55:08

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Episode guests

Serena Wellen

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Episode notes

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Quick takeaways

Lexis Protégé enhances legal workflows by personalizing AI responses through user profiles, improving overall utility in legal environments.

The integration with Microsoft 365 applications significantly boosts productivity by embedding smart drafting tools within platforms legal professionals frequently use.

Deep dives

Personalized AI Assistance for Legal Professionals

Protege is designed as a highly personalized AI assistant that tailors its responses and workflow suggestions based on the unique preferences and habits of individual legal professionals. It achieves this customization through three primary methods: creating a user profile with attributes like practice area and writing style, understanding the context of the user's current work, and accessing the user's own documents. This personalized approach enables the assistant to learn from past behaviors and interactions, ultimately providing more relevant and context-aware assistance. For instance, it can leverage a user’s previous writing samples to generate documents that reflect their drafting style.

Intro

2min

Personalizing Legal AI for Enhanced Workflow

17min

Ensuring Security and Privacy in AI Technology

4min

Personalization and Voice Technology in AI

11min

The Impact of Customer Feedback on Product Development

2min

Revolutionizing Legal Research with AI

19min

This week, we welcome back Serena Wellen, Vice President of Product Management at LexisNexis Legal and Professional, to discuss the newly launched Lexis Protégé tool. This advanced AI assistant is designed to enhance legal professionals' workflows by personalizing responses based on individual user profiles, including practice areas, jurisdictions, and document management systems. Wellen emphasizes that the future of AI lies in personalization, enabling Protégé to understand user habits and preferences, thereby improving its utility in legal settings.

Serena elaborates on how Protégé collects user data and integrates with existing document management systems (DMS). The setup process includes heavy lifting from LexisNexis, ensuring that the AI understands user roles and permissions, and can access relevant documents seamlessly. She stresses the importance of transparency and user control in the personalization process, allowing users to opt in or out of certain features as they see fit. This approach ensures that the use of Protégé aligns with the unique needs of individual law firms and practitioners.

Integration with Microsoft 365 applications like Word and Outlook is another significant feature of Protégé. Wellen explains that legal professionals spend a considerable amount of their time in Microsoft tools, and the AI's ability to enhance productivity within these familiar environments is crucial. With features such as smart drafting tools, automated legal requests, and contextual awareness of user actions, Protégé aims to streamline workflows and reduce the time spent on repetitive tasks. The seamless connection between Protégé and Microsoft applications represents a shift toward more efficient legal research and document drafting processes.

Serena also addresses the pressing concerns of security, privacy, and data protection in AI applications. LexisNexis prioritizes the security of customer data by utilizing advanced encryption and private cloud infrastructures. Importantly, she clarifies that customer data is not used to train their models, maintaining confidentiality and trust. By ensuring that users have control over their data and how it is used, LexisNexis aims to alleviate fears surrounding the adoption of AI technology in the legal sector.

Finally, she shares insights on future developments for Protégé, including the incorporation of voice commands and horizon scanning features, which will further enhance legal research capabilities. As AI continues to evolve, Wellen envisions a future where legal professionals can engage with technology in more intuitive ways, allowing them to focus on the complexities of their work without being bogged down by manual processes. Overall, the conversation highlights the transformative potential of AI in the legal industry, underscoring LexisNexis’s commitment to supporting legal professionals with innovative, personalized tools.

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Music: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠

Transcript