Using LexisNexis with SoterAI
Connect LexisNexis to SoterAI and bring legal research, court records and litigation analytics into your claims and safety conversations, alongside your own documents and data.
Like every SoterAI connector, the LexisNexis connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in LexisNexis.
Assisted setup. LexisNexis is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
LexisNexis licenses API access to each organisation directly, so you need your own Lexis API subscription. Once you have it, we connect it to your workspace.
Before you request setup
Have the following ready before you send your request:
- An active Lexis API subscription that allows third-party processor access (confirm this with your LexisNexis account team)
- The API credentials LexisNexis has issued to you
- The LexisNexis products in scope, for example Protégé API, CourtLink or Lex Machina
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Content from the LexisNexis products covered by your API subscription, such as legal research, court dockets and litigation analytics
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in LexisNexis
- Cannot submit forms or trigger workflows inside LexisNexis
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find LexisNexis under Risk & safety (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, LexisNexis appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: LexisNexis’.
To remove access at any time, open the Connectors panel and click Disconnect on the LexisNexis card in the Connected tab.
Example queries
Once connected, just ask naturally.
Legal research
- "Find recent case law on employer duties for working at height"
Court records and analytics
- "Are there any open court dockets involving this claimant?"
- "What do litigation trends show for slip-and-fall claims in this jurisdiction?"
Use cases
Claims and litigation research
Look up case law, dockets and litigation trends while you work through a claim, without switching between systems.
Keeping procedures current with legal requirements
Check your safety procedures against recent legal developments so they stay aligned with what the law expects of your organisation.
Preparing for legal or insurer reviews
Gather the legal background you need ahead of a review, and combine it with your own incident and claims data in one conversation.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: LexisNexis’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your LexisNexis administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| Our request can’t be completed | Confirm with your LexisNexis account team that your subscription is API-enabled and permits third-party processor access. |
For more general help, see Troubleshooting external app connections.