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❌ Limited true AI capabilities; primarily rule-based document automation rather than generative AI

Advanced algorithms that learn from legal documents to automate and enhance contract analysis, drafting, and review processes.

❓ Template-based document generation through question-answer workflows rather than AI-assisted drafting

Does the platform offer a streamlined system for creating full-length legal documents from scratch using AI-powered suggestions, templates, and clause libraries?

❌ No AI-powered contract review capabilities

Can the platform run a systematic analysis of legal documents to identify risks, obligations, and key terms while suggesting necessary changes and improvements?

✅ Strong rule-based document assembly with conditional logic and variables

Can the platform be used to combine pre-approved legal content and templates to quickly create new contracts and legal documents?

❌ No AI-powered document editing capabilities

Does the platform enhance document editing by suggesting improvements, corrections, and alternative language in the document, in real-time?

❌ No legal research capabilities or integrations

Does the platform directly connect to legal databases and precedents that enable research and citation while drafting documents?

❌ No dedicated negotiation tools or features

Can the platform help track, manage and respond to contract changes and counterparty requests during negotiations?

❌ No advanced data extraction or OCR capabilities

Can the platform automatically convert scanned documents and images into searchable, editable text while pulling out key information and data points?

❓ Basic collaboration through shared templates but no real-time collaboration editor

Does the platform enable multiple team members to work together on contracts in real-time, with comments, tracked changes, and version control?

✅ Structured workflow automation with approval processes

Does the platform automate routine legal tasks and document processes through customizable rules and triggers, reducing manual work and streamlining operations?

❓ Basic document storage but not a full contract lifecycle management solution

Does the platform house a centralized system to store, track, and monitor contracts throughout their lifecycle, from creation to expiry?

✅ Usage analytics and reporting on document creation

Can the platform track, measure, and visualize contract data, or team usage data to provide real-time ROI figures, actionable business and individual performance insights?

❓ Can maintain private templates but not a structured clause library

A secure repository where organizations store and manage their own frequently-used contract clauses and legal language.

❌ No community template library

A shared collection of pre-built legal document templates, contributed to and accessible by all users of the platform.

✅ Comprehensive private template library capabilities

A secure collection of your organization's customized document templates, accessible only to authorized team members within your company.

Is the platform accessible on the cloud and/or can it be installed directly on-premises, or using company servers?

✅ Can import Word documents as templates and export to Word format

A seamless integration with Microsoft Word that allows users to draft and edit documents directly within the familiar Word interface.

✅ Integrations with cloud storage platforms

Does the platform connect with popular cloud storage platforms to access and manage documents directly within the system?

✅ Integrations with practice management systems, CRMs, and other business tools

Can you connect with your existing software via standardized APIs and/or custom integrations?

✅ Supports complex document styling and formatting

Can you automatically apply and maintain professional legal document formatting, including numbering, cross-references, and hierarchical styles when editing, and when importing/exporting to MS Word?

✅ Enterprise-grade security with data encryption

Does data remain encrypted during transmission and storage, protecting sensitive information at every stage of handling?

❓ Standard security measures but limited formal certifications

Which recognized security certifications and regulatory standards can verify the robustness of the platform's data protection measures?

✅ Options for data storage location and compliance with privacy regulations

Can the customer own their own data, or can the platform use it and process it, to train their Legal AI models for example?

✅ Multiple authentication options including SSO for enterprise plans

Does the platform offer secure login options including API keys, 2FA, tokens, and/or single sign-on to manage system access?

✅ Granular user permissions and access controls

Can you manage who can view, edit, and share documents through customizable user roles and restrictions?

✅ Compliant with major privacy regulations

Does the platform comply with international data protection requirements including GDPR, CCPA, and other regional privacy laws?

✅ Email and chat support, phone support for higher-tier plans

Is there a dedicated support team providing assistance through multiple channels including live chat, email, and phone, with defined response time commitments?

❓ Structured onboarding process but requires significant time investment for template setup

Is there a structured process to get teams up and running with personalized training, data migration, and system configuration support?

Pilot: ❓ Standard trial period rather than customized pilot programImplementation Timeline: ❓ 2-4 weeks from purchase to initial implementation, longer for complex template creation

If you do go down the sales process (not self-serve) then most want a quick and tailored pilot, followed by rapid implementation.

❓ Subscription-based pricing with tiered plans starting around $39-$79 monthly per user for basic plans, with enterprise pricing available

Subscription fees, usage limits, and additional costs for accessing and using the platform's features.

Self-serve: ❓ Free trial available but requires setup time to see valueSales: ❓ Typically weeks to months depending on implementation complexity

Self-serve caters to those who want to 'try before they buy' and don't enjoy the sales process.

❓ Learning curve for template creation; limited AI capabilities compared to newer solutions

A collection of verified 3rd-party customer reviews documenting any known technical issues.

✅ Metrics focus on document creation efficiency and time savings for routine legal documents

Look for firm metrics, tied to the specific tasks you're looking to drive efficiencies within.