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❓ Limited AI capabilities primarily focused on business intelligence rather than document creation or legal analysis

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

❌ No native AI-assisted contract drafting capabilities

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

❌ No contract review or analysis features

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

❓ Basic document assembly through templates, but lacks AI-powered capabilities

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 features

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

❓ Limited third-party integrations with legal research tools

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

❌ No specialized negotiation tools or capabilities

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

❓ Basic OCR for scanning receipts and documents, but limited compared to specialized tools

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

✅ Client portal, document sharing, secure messaging, and task assignment capabilities

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

✅ Strong workflow management tools for case/matter management with task tracking and deadlines

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

❓ Basic document storage and organization but lacks specialized contract lifecycle management

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

✅ Comprehensive financial and operational reporting, dashboards, and KPIs

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?

❌ No dedicated clause management system

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 document templates, but without AI enhancement

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 Office suite including Word

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

✅ Integrations with Dropbox, OneDrive, and Google Drive

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

✅ Integrations with Office 365, QuickBooks, LawPay, NetDocuments, and other legal tech solutions

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

❓ Limited support for complex legal styling and formatting compared to dedicated document solutions

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?

✅ Bank-grade 256-bit SSL encryption

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 data centers with strict 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, strong password policies, 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?

✅ Granular user permissions and role-based access controls

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

✅ Compliant with GDPR, legal ethics rules, and client confidentiality requirements

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 data migration and implementation process with training

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

Pilot: ❓ Limited pilot process; relies primarily on free trial periodImplementation Timeline: ❓ 2-4 weeks from purchase to full implementation 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 at approximately $79-$119 per user per month depending on plan level

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

Self-serve: ❓ Free trial available but requires setup time; not instant accessSales: ❓ Typically 2-4 weeks from purchase to full implementation

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

❓ Some users note steep learning curve, limited customization options, and occasional performance issues

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

✅ Average 20% increase in billable time capture; 30% reduction in accounting overhead; elimination of duplicate software costs

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