August 2026 Enhancements
Your relationship intelligence is only as useful as the data behind it. The August release of LexisNexis® InterAction+™ AI gives your teams more ways to manage, organize, find, and maintain firm information, helping create a more trusted foundation for client development.
Some updates will be introduced gradually to help minimize disruption to existing processes. Additional guidance and support will be available as workflows change.
Manage data with greater confidence
Expanded data management capabilities help your teams identify, correct, and prevent data quality issues more efficiently.
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Data Change Management: Manage New Contact Rules, Contact Update Rules, and resulting tickets in the updated Data Management experience.
See: Data Change Management Rules and Ticket Review -
Data Management Tools: Use Find and Replace, Clean Up Associations, Find Duplicate Contacts, and Find Duplicate Addresses from supported folders, lists, and saved search results.
See: Use Data Management Tools from Lists and Saved Search Results -
Data Minder: Use Contact Health to review at-risk, stale, incomplete, and unassociated contacts.
See: Contact Health -
Contact Sync: Manage User-to-Firm contact sync settings from Firm Settings.
See: Manage Contact Sync, Outlook Contact Sync
Automate recurring tasks with ease
Automation updates help reduce repetitive manual work and support more consistent data management.
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Saved Searches: Save and return to important questions about your firm’s data, such as records that require review or contacts related to a specific event, initiative, or workflow.
See: Saved Searches -
Contact Automation Rules: Define rules that automatically add contacts to the appropriate folder or list when they meet selected criteria.
See: Contact Automation Rules -
Offboarding: Review and manage contacts, activities, and folders related to departing users from Firm Settings.
See: OffboardingQueries transition: Existing Queries remain available during a transition period. Firms using Queries today will need to recreate them as Saved Searches before Queries are retired.
Connect and control how to work with your contacts
Contact sync updates help support the flow of relationship information from everyday activity into InterAction+™ AI while preserving the distinction between My Contacts and Firm Contacts.
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Outlook Contact Sync: Review possible new Outlook contacts and choose whether to contribute them to the firm list or keep them personal.
See: Outlook Contact Sync -
Smart Connect: Use firm-defined rules to determine how contacts added to Outlook or a user’s phone are handled when they sync into InterAction+™ AI.
See: Smart Connect -
Signature Capture: Lookback Harvesting: Backfill email signatures for new users or recapture missed signatures after an outage.
See: About InterAction+ AI Signature Capture
Support more dependable data exchange
File-Based Integrations support one-time and recurring CSV imports, along with one-time advanced CSV exports, for a more controlled and repeatable way to exchange data.
- One-Time Imports: Upload prepared CSV files using a sample template or custom column layout to create or update records.
- Scheduled Imports: Use a secure, code-driven API flow to upload data without requiring a user to manually log in and upload a file through the InterAction+™ AI interface.
- Advanced Exports: Create reusable CSV exports from folders, lists, or saved searches for reporting, marketing, cleansing, and downstream workflows.
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Cloud API: Relationships and Business Development: Use supported integration options for Relationships and Business Development objects.
See: InterAction+™ Integration Answer Center
April 2026 Enhancements
Visibility controls for Opportunities
InterAction+ AI now gives firms more flexibility to manage Opportunities. With configurable group-level visibility rules and a Confidential option for sensitive pursuits, firms can encourage collaboration where appropriate while protecting high-profile or restricted matters. The result is simpler administration and stronger confidentiality controls for business development teams. To learn more, refer to Understand and Configure Opportunity Visibility Rules.
Enhancements to Relationship Type Management
Relationship Type Management gives firms more control over relationship management directly in InterAction+ AI.
- Collaborate around sensitive relationships: Users can send anonymous email inquiries for relationships marked as private, and recipients remain in control of whether they reveal themselves. This helps preserve confidentiality while supporting collaboration.
- Admins: Administrators can configure relationship types directly in the Cloud, reducing reliance on legacy tools.
UX Enhancements
- Refreshed grid experiences across Opportunities, Lists, Activities, and the Relationships tab on the Contact Overview page deliver a more streamlined and consistent day-to-day user experience.
- Refreshed grid experiences for Business Objectives and Business Initiatives allows users to filter, search, drag and drop, reorder columns, and more.
- We’ve also updated the Contacts I Know grid as well as added additional columns such as my last engagement, category, and location details.
Firm Data Integrations coming soon to Microsoft Power Platform
Connection for your firm’s practice management, time & billing, and financial systems to InterAction+ will be available on the Microsoft Power Platform on April 28, 2026. Refer to the InterAction+™ Integration Answer Center to learn more.
March 2026 Enhancement
Introducing AI-Driven Relationship Score
At the center of InterAction+ AI is a new AI-driven Relationship Score: a differentiated capability designed specifically for law firms. Powered by Protégé, Relationship Score continuously evaluates the strength and trajectory of client relationships and provides actionable guidance to improve them.
- Clear explanations behind each relationship rating
- Proactive alerts when client engagement changes
- Trend monitoring over time to identify emerging risks or opportunities
- Firm-specific weighting aligned to strategic priorities
- Intelligent recommendations for next best actions
- Automated email summaries with score updates and personalized improvement suggestions
Enhanced relationship intelligence also helps firms optimize cross-selling opportunities and mitigate the risks in a timely manner. This capability supports proactive business development planning and efficient marketing strategies to drive measurable business growth.
Reach out to your Client Manager to learn more!
February 2026 Enhancement
New firm data integrations are available to connect your firm’s practice management, time & billing, and financial systems to InterAction+ to surface matters and key financial data alongside your InterAction+ relationship intelligence to see a 360-degree view of firm contacts. To learn more, refer to Matters and Financials Tabs for Contacts.
The data shown in the Matters and Financials tabs comes from third-party systems, such as matter management or practice management applications. InterAction+ AI does not create or manage this data. Firms must configure an integration with their external systems before any matter or financial data appears in these tabs. Refer to the InterAction+™ Integration Answer Center to learn more.
January 2026 Enhancements
Enhancements to Opportunities
Intelligent Opportunity Forms makes creating and managing opportunities faster, smarter, and more intuitive.
With a new drag-and-drop form builder, Admins can easily customize layouts to match their organization’s needs, organizing both standard and custom fields exactly where teams need them.
This provides users a simplified opportunities experience, allowing them to:
- See a consistent create, view, and edit experience, making it easier to find and update information without disruption
- See an at-a-glance status, outcome, and revenue details for an opportunity in a streamlined header
- Autofill for key fields from existing data to reduce manual data entry and improve data quality
- Utilize a collapsible relationship insights panel for quick access to key contact and company information
Opportunity Notifications Now in Daily Digest
Daily Digest now includes opportunity notifications for My Opportunities and All Opportunities. Each notification includes a quick summary of the update and a link to view full details, making it easier to stay on top of new, closed, and won opportunities. These changes can be tailored under Firm and User Settings.
Enhanced Data Grids for Opportunities and Lists
Opportunities and Lists now feature enhanced data grids with operator-driven filtering, multi-sorting, infinite scroll, and more - making your experience faster and more intuitive.
Additionally:
For Opportunities
- Track progress more easily directly within the grid using new columns for Last Activity Date and Stage Duration.
- Admins can set currency conversion to bring all opportunity values into a single firm-wide currency, giving leadership a clear, apples-to-apples view of pipeline and revenue without disrupting how local teams work.
- On the Pipeline Management page, switch between four dedicated Opportunity views, such as My Opportunities and Open Opportunities, to quickly access the records most relevant to you.
- Gain more flexibility when working with contact data within the grid with new columns for global additional fields and mailing addresses.
- On the Lists page, export contacts not on a list directly from the page, making it easier to take action on your data.
We’re excited to introduce three new interactive Client Development dashboards, giving you clearer visibility into your pipeline and better insight into client development performance:
- The Client Development Overview Dashboard allows you to evaluate all open opportunities and assess pipeline health.
- The Client Development Outcomes Dashboard allows you to understand results and identify what’s driving wins and losses.
- The Opportunity Movement Snapshot Dashboard allows you to track changes and momentum within your client development pipeline over time.
With these new interactive and configurable dashboards, you can more easily drill into deals, trends, and growth drivers.
Group Management Control
Under Firm Settings, we have moved permissions for managing list downloads and contact in-depth report downloads to Group Management so admins can easily apply group permissions and preferences for the firm's lists and contact in-depth reports.
Enhancements to Lists
List Templates enables creation of reusable standardized templates across the organization to speed up how you create lists and improve data hygiene. Easily create reusable templates that standardize list class, type, fields, flags, and permissions for events, campaigns, outreach, and more.
Admins will also have more control over lists. In Firm Settings:
- Admins will now have group management control to manage which teams can create and update templates.
- Admins can also manage list types directly to view, add, and edit list types anytime.
November 2025 Enhancement
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Key Client Radar - Opt Out: Firm administrators can now manage access to Key Client Radar access.
- Initial Launch — October 16, 2025: Key Client Radar was initially available only to U.S. customers with premium LexisNexis integrations.
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Expanded Availability — Effective November 20, 2025: Starting November 20, 2025, all new InterAction+ customers will be automatically opted in to Key Client Radar.
- Firm Admins can opt out at any time by going to: Firm Settings > Content Integrations > Key Client Radar.
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Existing Customers (Between October 16 – November 20, 2025): Customers who did not have premium LexisNexis integrations during this period are automatically opted out by default.
- Firm Admins can enable Key Client Radar manually by going to: Firm Settings > Content Integrations > Key Client Radar.
October 2025 Enhancements
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Key Client Radar: Key Client Radar brings your LexisNexis news and court docket integrations tied to your most important clients into one centralized, actionable newsfeed. With a single glance, you can spot risks or opportunities and take immediate action, helping you strengthen relationships and grow revenue without adding more to your day.
Access to Key Client Radar content varies based on your firm’s Lexis+® Legal News, and CourtLink® subscriptions. Availability currently applies to U.S. clients only.
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Calendar Sync Enhancements: We have made the following enhancements to activity capturing in calendar sync:
- No More Dependency on Email Addresses: Sync events without needing an email address to do it.
- Backdate with Ease: Log past meetings directly in InterAction+ for Microsoft 365 — no more lost history.
- Flexible Sync Options: Choose between automatic, mix, or manual sync modes at the firm or user level. As well as the ability to unsync events from InterAction added via Manual Sync.
- Streamlined User Interface: A cleaner, more intuitive calendar sync interface for all users.
- One-Click Syncing: A new “Add to InterAction" button makes adding new and future-dated events easier than ever.
- InterAction+ Cloud API Enhancement: We’ve introduced powerful enhancements to the InterAction+ Cloud API that enable polling-driven integrations — allowing external systems to pull only newly created or recently updated Contacts and Lists, rather than syncing the entire data set. This enables external platforms (like eMarketing) to query only the changes since a specific timestamp, eliminating the need for time-consuming full data loads, reducing processing time, improving performance, and minimizing data transfer. This enables more efficient data management, helps maintain cleaner, more accurate records, and supports targeted business development by focusing outreach on newly added or recently updated contacts. This is available for InterAction+ Cloud API today and is coming soon for the InterAction+ Connector for Power Automate. Please see the InterAction+™ Integration Answer Center for updates.
- Download “My Contacts Not on List”: The download feature is once again available, giving firms an easy way to identify and export contacts who are not already on a specific list. Accessible directly from the List page filter, this option allows teams to quickly generate downloads for key year-end activities like holiday card distribution and event planning—without requiring Partners or Attorneys to log in to CIM. By restoring this functionality, firms can maintain efficient workflows, ensure outreach lists are accurate, and better support attorneys’ preferences during critical client engagement periods.
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August 2025 Enhancement
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Add Contacts to Lists & Categories Instantly: InterAction+ Client Insights and InterAction+ for Microsoft 365
You can now add Contacts and Companies to Marketing Lists, Working Lists, Contact Types, and Categories during the creation and edit process.
What’s New:
- Assign contacts to lists, categories, and contact types during creation
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InterAction+ for Microsoft 365 users can easily edit contact types and categories from the contact overview page with dedicated tabs that dynamically displays the section depending on contact ownership (Firm, Shared, or My Contact)
No more extra steps or forgotten updates — this improvement helps ensure cleaner data, better segmentation, and faster campaign execution.
July 2025 Enhancements
InterAction+™ & InterAction+™ for Microsoft 365® Enhancements
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Relationship Insights for Companies: We have added Relationship Insights to the company overview in InterAction+ Web and InterAction+ for Microsoft 365. On the Company Overview page, we have added a Who Knows Whom View on the existing relationship widget. On this widget, there are highlights to quickly identify contacts and coworkers with the most relationships. Want to dive deeper? Just click View All.
- This widget also allows you to assess how well your firm is connected to a particular company by viewing the Contact with Relationships section. A mini-grid within the widget provides a snapshot of key contacts and colleagues. Additionally, an email button is available from the mini-grid to streamline outreach.
- In InterAction+ for Microsoft 365, a relationships tab for who knows whom has been added to companies. Once selected, attorneys and partners will instantly have visibility into who at the firm knows key contacts, how well they know them, and where relationship strengths lie while operating in Outlook.
Unread Alerts Indicator: The new Unread Alerts Indicator notifies you of new activity based on your selected notification preferences. A red numbered icon will appear above the bell icon whenever there are unread alerts, making it easy to stay on top of the updates that matter most to you.
June 2025 Enhancements
May 2025 Enhancements
- InterAction+™ for Microsoft 365 Enhancements
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Addition of “Goes By” Field
Users can now add a "Goes By" name to contacts in InterAction+ for Microsoft 365 when adding or editing contacts for a more personal outreach. This “goes by” name will now show on the contact overview.
Refer to the InterAction+™ for Microsoft 365® Answer Center to learn more.
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- Modified header for company and person contacts: UX Improvements, minor reorganization of buttons and elements.
April 2025 Enhancements
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Courtlink Integration Enhancement
We have enhanced the Courtlink integration to include the following filters to help you narrow down your search:- Court
- Case Status
- Case Type
- Cause
- Keyword
- Litigation Area
March 2025 Enhancement
February 2025 Enhancement
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InterAction+™ for Microsoft 365 Enhancement
January 2025 Enhancements
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IQ New Contact Review Enhancements: Data Stewards, Attorneys, and Proxies can benefit from recent enhancements to help streamline the IQ contact management process:
- Attorneys and proxies can utilize the Review New Contacts page to efficiently review and process new contacts from IQ within InterAction+. It also provides a historical view, allowing users to manage and organize contacts they are familiar with into their My Contacts and Lists.
- In the recently released IQ New Contact Review page, data stewards will now see the addition of an IQ NCR suggestion column and side panel with further details to provide more accessible and comprehensive data management workflow. The ability to create a company directly from this page has also been added.
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InterAction+™ Mobile App Enhancement
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Enhanced address addition option
When scanning a business card to add a contact, you can now choose to add a new address for an existing company, a new company, or add it as a personal address. Refer to the InterAction+™ Mobile App Answer Center to learn more.
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Enhanced address addition option
December 2024 Enhancements
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List Enhancements:
- Improved filtering of contacts when additional fields have no values: Improved filtering options on null value. This allows users to efficiently identify contacts with empty fields, such as those who haven't responded (e.g., not RSVP'd), by including them in the filter criteria.
- Share links to filtered lists: Will allow users to filter a list and send a link with those filters saved.
- LexisNexis® Courtlink® Integration Hide/Unhide Enhancement: The enhancement allows users to streamline their workflow by hiding up to 50 irrelevant dockets, reducing clutter and improving focus on pertinent information. Additionally, the ability to unhide previously hidden dockets ensures flexibility and control over their docket management. See CourtLink Integration to learn more.
November 2024 Enhancements
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Bulk additional field updates
- Customers can now bulk update rather than selecting a single contact to update additional fields in Lists. Simply select multiple contacts and click on Edit additional fields, update, and save. Effortlessly update fields like RSVP status across large contact lists, saving you valuable time and effort.
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Export additional sponsors
- When a user exports a list, other sponsors are now included to provide complete visibility of all the contacts within a list.
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InterAction+™ Mobile App Enhancement
- Add new address for new/existing company while creating person contact: Users are now able to add new addresses for existing or new companies for person contacts directly within the contact creation process. Create person contacts and seamlessly add company information, including new addresses, without the need to switch screens or revisit the process later, resulting in a more efficient and user-friendly experience. Refer to the InterAction+™ Mobile App Answer Center to learn more.
October 2024 Enhancements
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IQ Signature Capture: IQ Signature Capture automatically creates new and updates existing contact records by identifying and parsing the signature blocks contained in the user's incoming emails. This helps eliminate the need for manual updates, saving valuable time and effort, and improves data accuracy by passively discovering new contacts and updating existing contact details within your firm's database. Within this feature, users have the following customization options available to them:
- Enabling IQ at the tenant level
- Select what contact fields you want to be mandatory to create a new contact from IQ
- Choosing between Inbox Only or All Folders for mining
- Bulk Enable/Disable IQ for Users as well as a New User Preferences Page where users can enable/disable IQ for themselves
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IQ Signature Capture: New Contact Review: InterAction+ now offers a dedicated page for Data Stewards to efficiently manage and process new contacts created by IQ. This feature provides a centralized location to review and take action on incoming contacts. On this page, we have compiled all the necessary information to handle a new contact from IQ to the firm list. Key Features include:
- Comprehensive Contact Information: The page displays all relevant details about the new contact, including the signature block prominently displayed at the top for easy reference and data entry.
- Company Association: Quickly associate the new contact with the appropriate company, streamlining the onboarding process.
- Quick Edit Functionality: Easily edit and update existing contact information directly from the review page, ensuring accurate and up-to-date records.
- Historical IQ Contact Details: Access a historical view of all IQ contacts captured for your firm, providing valuable context and insights.
- Bulk and Single Add to Firm: Efficiently add multiple contacts or individual contacts to your firm's contact list with just a few clicks.
- Bulk Add or Single Add Contacts to a List: Once the contact is added to the firm, you can add contacts created by IQ to all relevant lists.
- Delete Option: Remove unwanted or duplicate contacts directly from the review page, maintaining a clean and organized contact database.
- Automatic Company Association Based on Exact Name Match: Once a contact is promoted to the firm, a knows relationships is created between the contact and the users who have interacted with them. This will continuously update as your users enabled for IQ engage with firm contacts.
- IQ Signature Capture: Exclusion List: Data Stewards can now also exclude specific domains from which contacts should not be updated or created. This helps respect end-user privacy and maintain data quality. Simply add the domains you want to exclude on this tab under Data Management, and the process will automatically prevent contacts from those domains from being captured. Data Stewards can add up to 10 excluded domains per contact. See Exclusion List to learn more.
- Data Change Management feature: Using the Data Change Management feature, data stewards can efficiently review modifications made by users from various sources, such as CIM, IA365, IQ, and the Mobile app. They can quickly accept or reject each change, including additions or removals of contact types, editing contact details, and company associations in the firm's database. This approach allows users to manage firm contact data while enabling the organization to proactively maintain data quality. Please reach out to your Client Advisor to learn more and to enable this feature. See Data Change Management to learn more.
August 2024 Enhancements
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Lexis+ News & Legal News Infinite Scroll
- U.S. Users will be able to scroll to up to 1,000 articles via infinite scroll. Previously it was up to 10 articles.
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InterAction+™ Mobile App Enhancement
- Ability to edit contact fields on mobile: InterAction+ Mobile customers can now edit contact fields such as last name, job title or phone number within the app. Refer to the InterAction+™ Mobile App Answer Center to learn more.
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July 2024 Enhancement
June 2024 Enhancements
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Bulk Company Contact Matching
- Data Stewards are now able review and match existing Company Contacts at the firm level under Data Minder in InterAction+ to verify similar contacts that are found across the LexisNexis database, enabling consistency across the information provided in their LexisNexis integrations.
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Search now defaults to grid view
- Search now defaults to the grid view to allow users to easily see all the data they are searching for in a condensed view. If a user prefers list view, you can select “List” in the top right corner when searching to make that your default view.
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Streamline Cloud Data Import Process with Automatic Company Association
- Streamline your cloud data import process with our automatic company association. By leveraging exact name matching, our system accurately identifies and connects people contacts to their corresponding companies, ensuring data integrity and consistency. In the event of multiple potential matches, our cautious approach preserves data quality by refraining from making assumptions, allowing you to review and make informed decisions.
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Lexis+ News and Legal News Enhancements
- U.S. users can experience the latest legal news with our enhanced functionality that prioritizes the most recent and relevant articles, while transparently showcasing the trusted sources behind every story.
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InterAction+™ for Microsoft 365 Enhancements
- Improved email logging: To better capture the date activities occur, the activity date will now be the date of the email instead of today’s date.
- Showing opportunities on person contacts: In InterAction+ for Microsoft 365, InterAction contacts will now display opportunities they are involved in, like they currently do in Client Insights.
- Addition of suffix to contact: In InterAction+ for Microsoft 365, InterAction contacts will now display suffixes to allow users to easily find and organize contacts, providing consistency with Client Insights and the Mobile App. In addition, when adding a new contact from Outlook, users will be able to add the suffix.
- Edit my contact: InterAction+ for Microsoft 365 customers can now edit contact fields such as last name, job title or phone number within Microsoft 365.
- Add notes to my contact: InterAction+ for Microsoft 365 customers will now be able to add my notes and firm notes to their contacts in the notes tab within Microsoft 365.
- Company suggestions on create contact: When users create a new contact in InterAction+ for Microsoft 365 on Add Contact flow, the Company Suggestions feature will automatically suggest companies in InterAction+ that have been created that appear to match the email domain. This allows users to skip the step of typing in the company and choosing from a dropdown when creating contacts. Refer to the InterAction+™ for Microsoft 365® Answer Center to learn more.
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InterAction+™ Mobile App Enhancement
- Users are now able to view contact creation information through business card scans: Once a user scans a business card in the app and saves the contact information, notes will automatically populate with the information of the date and person who created the Contact through the mobile business card scan. Refer to the InterAction+™ Mobile App Answer Center to learn more.
May 2024 Enhancements
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InterAction+™ for Microsoft 365 Enhancement
- Extended Search Results: Previously limited to top 25 matches, users will now see a complete list of matching results when searching in InterAction+ for Microsoft 365.
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InterAction+™ Mobile App Enhancement
- Save time when adding contacts by connecting them to existing company records
Now in the mobile app when users add a contact on the Add Person screen, it will automatically suggest existing company associations that are in the InterAction+ database using the company name that is entered in the email address domain. This enhancement saves you time when adding contacts by connecting them to existing company records. It also helps maintain data quality by reducing duplicate company entries.
Refer to the InterAction+™ Mobile App Answer Center to learn more.
- Save time when adding contacts by connecting them to existing company records
April 2024 Enhancements
- Lexis+ News and Legal News Enhancement: A collection of enhancements have been applied to the Lexis+ News and Legal News feature to improve the user experience including displaying word count and sorting articles from newest to oldest.
- Nexis Newsdesk User Interface Enhancement: The Nexis Newsdesk feature has an updated look and feel designed to improve the user experience.
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InterAction+™ for Microsoft 365 Enhancement
- Extended Log-in Session: Previously set to 24 hours, users can now select Keep me signed in upon sign-on, extending their session to 30 days. Refer to the InterAction+™ for Microsoft 365® Answer Center to learn more.
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InterAction+™ Mobile App Enhancement
- My Contacts Advanced Search Filter: Users are now able to search or filter Contacts by Company name in the mobile app in order to quickly identify and connect with Contacts within a specific Organization. Refer to the InterAction+™ Mobile App Answer Center to learn more.
March 2024 Enhancements
- Company Contact Matching: Creating a New Company Contact now includes a second step to verify similar contacts that are found across the LexisNexis database. Selecting a match will automatically pre-populate the information in the following step.
- System Administrators can now enter and save up to 500 Type of Work options in Pipeline Management Settings that can be used to choose the type of work for an opportunity. Strategic users will be able to view the options in the drop down.
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InterAction+™ Mobile App Enhancements
- User Interface Refresh: Easily select the desired option when calling or emailing a contact from the User Overview screen. Refer to the InterAction+ Mobile App Answer Center to learn more.
February 2024 Enhancements
- Automatic Detection of Hyperlinks in Text Fields: URLs stored in Additional Fields can now be clicked to open 3rd party websites.
- Duplicate Handling: Each time a contact is added or updated in InterAction+, regardless of where the contact is coming from, it performs a duplicate check and flags possible duplicate contacts for Data Administrators to review and remediate. Refer to Duplicate Contacts to learn more.
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InterAction+™ Mobile App Enhancements
- Business Card QR Code Scanning: You can now scan a QR Code to add a new contact. Refer to the InterAction+ Mobile App Answer Center to learn more.
January 2024 Enhancements
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InterAction+™ Mobile App Enhancements
- Search Experience Enhancement: Use the search bar on the Welcome screen to quickly search for Firm Contacts. Refer to the InterAction+ Mobile App Answer Center to learn more.