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❓ Limited AI implementation; focused more on workflow automation than on advanced AI document generation or analysis

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

❓ Basic document generation from templates; not designed for sophisticated contract 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?

✅ Template-based document assembly with merge fields for client and case information

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?

❓ Limited integration with legal research tools

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

✅ Settlement demand tracking and negotiation history tools, but no AI-powered negotiation assistance

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

✅ Document OCR capabilities for scanning and importing case documents

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

✅ Team collaboration features including task assignment, internal messaging, and case sharing

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

✅ Strong workflow automation for litigation processes with approval chains and status tracking

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

❓ Basic document management but not specialized for contract lifecycle management

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

✅ Comprehensive case analytics, financial reporting, and performance metrics

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?

❓ Document templates can be stored but not a specialized 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.

✅ Ability to create and store custom document templates for firm use

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?

✅ Integration with Microsoft Word for document generation and editing

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

✅ Integrations with cloud storage providers including Google Drive, Dropbox, and OneDrive

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

✅ Integrations with QuickBooks, MailChimp, Microsoft 365, and various legal tools

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

❓ Basic template formatting but limited advanced styling options

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?

✅ Industry-standard encryption for data at rest and in transit

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

✅ SOC 2 Type II compliant

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

✅ Data stored in secure US-based servers with privacy controls

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

✅ Two-factor authentication and single sign-on options

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

✅ Role-based access controls and permissions

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

✅ HIPAA compliant for handling sensitive client medical information

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

✅ Email, phone, and chat support available during business hours

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

✅ Structured onboarding with training sessions and data migration assistance

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

Pilot: ✅ Structured trial period with guided onboarding and data migration assessmentImplementation Timeline: ❓ 2-4 weeks typical implementation timeline including data migration

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 starting at approximately $89 per user per month with volume discounts available

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

Self-serve: ❓ Free trial available but full implementation requires onboarding assistanceSales: ❓ Typically 2-4 weeks for complete onboarding and team training

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

❓ Some users note limitations for practices outside personal injury; occasional comments about learning curve

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

✅ Average 40% reduction in case management time; 25% increase in settlements; improved client satisfaction metrics

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