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❓ Some AI capabilities but not an AI-native platform; focuses more on workflow automation than generative AI

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

❓ Template-based document automation rather than AI-powered drafting

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

❓ Basic review capabilities through workflow but limited AI analysis

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

✅ Strong document assembly capabilities through templates and automation

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

❌ Limited AI-powered editing capabilities

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

❌ No native legal research capabilities

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

❓ Basic negotiation tracking but limited AI-powered negotiation tools

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

❓ Basic data extraction capabilities

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

✅ Solid collaboration features for approvals and stakeholder engagement

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

✅ Excellent multi-stage approval workflows and matter management

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

✅ Comprehensive contract lifecycle management from creation to renewal

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

✅ Robust analytics dashboard with customizable reports on legal team performance

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?

✅ Ability to create private clause libraries within templates

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 management for client organizations

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 creation

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

✅ Integrations with major cloud storage providers

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

✅ Integrates with CRMs, ERPs, HRIS systems, and other business tools

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

❓ Adequate but not exceptional handling of complex legal styling

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 encryption

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

✅ ISO27001 certified

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

✅ Regional data hosting options for compliance with local 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?

✅ SSO, 2FA, and other enterprise authentication methods

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

✅ Granular role-based permissions system

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

✅ GDPR, CCPA, and other major privacy regulations compliant

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

✅ Email, phone, and customer success manager support

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

❓ Comprehensive but typically requires 4-8 weeks for full implementation

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

Pilot: ❓ Formal pilot process requiring commitment of time and resourcesImplementation Timeline: ❓ Typically 1-3 months from purchase to full implementation

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 around $30,000-$50,000 annually for small teams, scaling with user count and modules

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

Self-serve: ❌ No immediate self-serve option; requires account setup and implementationSales: ❓ Typically 2-3 months from purchase to full implementation

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

❓ Complex implementation, steep learning curve, and significant configuration requirements

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

✅ 30-80% reduction in contract cycle times; 20-40% increase in legal team capacity; metrics focus on operational efficiency gains

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