Intelligize
Last Updated
Overview
Intelligize is a cloud-based platform for companies and teams that need to manage SEC compliance, disclosure, and financial reporting requirements. While it can take time to get familiar with the platform, it gives teams access to a broad range of SEC filings without having to search across multiple separate sources.
Intelligize Specifications
- Document Automation/Assembly
- Legal Research Integration
- Compliance & Security Features
- Reporting And Analytics
What Is Intelligize?
Intelligize is a B2B research and compliance platform by LexisNexis designed for public and private companies, law firms, and accounting and consulting firms that regularly work with SEC filings. It pulls together filings, comment letters, accounting standards, and related regulatory guidance into one connected system, so teams don't have to jump between separate sources to piece together an answer.
Intelligize+ AI™ is the latest version of the Intelligize compliance platform. It pairs generative AI with advanced search tools built for SEC compliance, financial reporting, and transactional legal research. This gives reporting, legal, and compliance teams a faster way to research disclosures, compare filings against peers, and support their conclusions with cited sources.
What Is Intelligize Best For?
Intelligize software stands out for its AI assistant, Protégé™, which turns SEC filings research into an ongoing conversation instead of a single search. Teams ask a question, then keep refining it over several turns, adjusting the scope, timeframe, or peer group, while Protégé™ remembers the research context. The platform helps organizations move from a simple question to a structured analysis, like comparing 10-K and 10-Q filings or benchmarking proxy statements against peers, and then into a first draft, all in one connected workflow. Every answer links back to the exact SEC filings it came from, so disclosure, compliance, and legal teams can verify the results instead of just trusting them.
How Much Does Intelligize Cost?
Intelligize pricing may start at approximately $850/month, based on industry benchmarks for similar SEC research, regulatory intelligence, and disclosure platforms.
Apart from the base subscription cost, businesses should keep the following potential costs in mind:
- Implementation And Onboarding: $2,000–$10,000
- Premium Content And Research Access: $5,000–$25,000/year
- AI And Advanced Analytics: $5,000–$25,000/year
- Training And Research Support: $1,000–$10,000
Disclaimer: Pricing references are based on publicly available third-party information and industry benchmarks. Actual costs may vary.
Intelligize Integrations
The vendor has not publicly disclosed information about third-party integrations for the software.
How Does Intelligize Work?
Log in to Intelligize+ AI to search, analyze, and benchmark SEC filings and related disclosure content in one place. Here is how its key features work:
- Search across SEC EDGAR filings and connected content using advanced search tools, built on detailed tagging and filtering for greater speed and accuracy
- Ask Protégé, the platform's AI assistant, a question about a filing or disclosure topic, then keep refining it over several turns as research needs change, without losing context
- Connect SEC filings with wider market context by pulling in news, earnings call transcripts, accounting and law firm guidance, and ESG reports, to see the full picture around a topic
- Benchmark disclosures against peer companies, comparing risk factors, financial statements, and reporting approaches down to the individual section
- View results through visualization tools that give both a high-level summary and a detailed graphical breakdown of a topic
- Move from research and analysis to a grounded first draft using Protégé, with every result linked back to the exact filing it came from for verification
- Reach out to the Customer Research Team for extra assurance, to validate findings, refine interpretations, and work through complex disclosure questions
Who Is Intelligize For?
The platform caters to various legal and financial professionals, including:
- Public companies
- Private companies
- Law firms
- Accounting and consulting firms
Intelligize Use Cases
Based on our examination of the platform's capabilities and market positioning, we have identified the following common ways that organizations use Intelligize:
Public Companies Comparing Disclosures Against Peers
Before each reporting season, disclosure teams need to know how competitors word their risk factors, non-GAAP disclosures, and other sensitive sections. Doing this by hand means pulling filing after filing and reading them side by side, which eats up days a team doesn't have before a deadline. Intelligize's benchmarking tools let a company compare its own disclosures against a chosen peer group down to the section level, so teams can see exactly where their wording is out of step with the market. A gap that used to surface during an audit, or worse, after a filing goes public, can be caught early while there's still time to fix it.
Private Companies Preparing For An IPO With Limited Reporting History
Private companies heading toward an IPO often lack clarity on how peers structure disclosures and what language is usually used in SEC filings. Intelligize lets teams benchmark disclosures against peer companies, use graphical analytics to test filing and disclosure characteristics, and apply search, tagging, and filtering tools to find relevant sections and examples. This gives first-time filing teams access to precedents instead of having to rely on guesswork.
Law Firms Tracking How SEC Comment Letters Affect Client Advice
Picture an associate advising a client on a disclosure question, where the answer depends partly on how the SEC has been commenting on similar filings, not just on the rule itself. Reading through comment letters one by one to spot a pattern is slow and easy to get wrong. Intelligize links SEC Comment Letters directly to the related filings and tracks correspondence and disclosure trends over time, so an associate can see the pattern without piecing it together letter by letter. This can help firms ground advice in current regulatory behavior, not just the rule's text, and spend fewer resources resolving this.
Accounting And Consulting Firms Researching Accounting Standards
FASB, PCAOB, AICPA, and IFRS guidance don't live in one place, and neither does the SEC commentary that explains how each one gets applied in practice. A firm advising on something like a non-GAAP measure or a critical audit matter often has to check several sources separately, and it's easy to miss how a standard is being interpreted in actual filings. Intelligize connects these sources into one view, and Protégé can help teams research specific accounting guidance and related disclosures. This can reduce the need to search across multiple sources when looking up how accounting guidance appears in SEC disclosures.
Is Intelligize Right For You?
The platform may suit organizations where several people need to work from the same filings and research at once. Teams can be given access to shared search, benchmarking, and drafting tools within one subscription, rather than each person maintaining separate research workflows.
Intelligize operates under LexisNexis Legal & Professional, and the company's Trust Center describes how it protects data across its products and services. It lists protections like encryption for data in transit and at rest, several layers of network security, and systems that log activity and detect threats. The Trust Center also names standards and frameworks it follows, including SOC 2 Type 2, SOC 3, ISO/IEC 27001, GDPR, HIPAA, and NIST CSF. Buyers should read the relevant security documentation and check that Intelligize's controls meet their own organization's needs.
Still not sure if Intelligize is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Intelligize Features
Regulatory And Standards Tracking
Tracks SEC rulemaking, staff interpretations, and public statements, along with trends from SEC Comment Letters and updates from FASB, PCAOB, and IFRS. Having all of this in one place helps teams catch regulatory changes early, including updates to ESG and sustainability disclosure rules.
Connected Accounting Standards Research
Brings accounting standards, board updates, and comment letter guidance into one research environment. Teams can check how an accounting change applies, see how peers have interpreted it in their filings, and document their conclusions with clear sources behind them.
Governance Benchmarking For Private Companies
Lets private companies compare their governance documents and agreements against public peers to see what language and disclosure practices have become standard. Role-based checklists help keep reporting consistent as different people work on different parts of the process.
GAAP Checklists Scoped To Company Structure
Checklists adjust to fit a company's specific structure and reporting needs, so teams see only the disclosures that apply to them. This cuts out irrelevant items and helps private companies build a reporting process that can scale toward public-company standards over time.
Precedent Analysis For Agreements
Lets teams search filed exhibits and agreements to review specific clauses, defined terms, and deal structures. This makes it easier to compare how similar provisions have been drafted elsewhere and judge what counts as standard language in M&A and other transactional work.
Expert Research And Training Support
Gives teams access to research assistance and training beyond the platform itself. Law firm and reporting teams can get hands-on help interpreting results or learning the tools, instead of relying only on self-service search.
Pros And Cons of Intelligize
Pros
Gives users convenient, in-depth access to SEC filings without needing to search elsewhere
Offers precise, section-level search that narrows results quickly
The customer support is accommodating and very helpful, according to some users
Provides users with a flexible way to set up alerts and build custom peer groups
Makes it easy to trace every AI-generated answer back to the exact filing it came from
Cons
Focuses narrowly on U.S. securities law, so it may not suit broader legal research needs
Requires some extra time for new users to get comfortable with all its tools
Downloading specific sections or exhibits can be inconsistent
Intelligize Reviews
Total 2 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
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4
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3
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Share your experience
Mid Market, 51-100 employees
“Good support for precedent research”
Pros
Whenever I hit a wall with my searches their customer support has been incredibly helpful! I usually start by trying to find what I need on my own and then I reach out to them by email for guidance on improving my search strategy. There are times when the research question has details I don't fully grasp and they do an amazing job of explaining corporate precedent research in a way that actually builds my understanding. I've learned a lot from their team and it has definitely made me much more confident when handling this kind of research.
Cons
The downloading tools are the part I struggle with most. At times I end up downloading a full filing when I only needed the exhibit and other times it happens the other way around. I could also use more training on how to download sections from multiple documents at once so I can make better use of the Compare feature. Downloads are still a weak spot for me even though I think the database itself is excellent.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Enterprise, 500+ employees
“powerful SEC filings resource”
Pros
With a comprehensive database of SEC filings and a broad set of search filters this has become the most useful source I've come across for this kind of information especially since the Morningstar 10K Wizard was discontinued.
Cons
Getting the most out of it can be a bit challenging at first especially without a background in finance.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Frequently Asked Questions
Does Intelligize have a mobile app?
The vendor does not offer a dedicated mobile app.
Does Intelligize offer an API?
Yes, Intelligize does provide API access.
What types of pricing plans does Intelligize offer?
Starting price of Intelligize may be around $850/month, according to industry benchmarks and third-party information for similar legal software. Get a tailored Intelligize pricing quotation today.
What language does Intelligize support?
The vendor offers support in English.
What other apps does Intelligize integrate with?
The vendor has not listed any information related to Intelligize’s integration with third-party apps.
Who are the typical users of Intelligize?
Intelligize is used by public companies, private companies, law firms, and accounting and consulting firms.
What level of support does Intelligize offer?
Intelligize offers unlimited support through an online form for login help, password resets, technical questions, and research. Customers can also request customized training and expert help with complex SEC filing lookups.