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❓ Limited native AI capabilities; focuses more on workflow automation than AI-powered drafting or analysis

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

❓ Basic document assembly and automation but lacks sophisticated AI 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 specialized AI-powered contract review tools

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

✅ Document automation through templates and merge fields, but without AI assistance

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?

❌ No integrated legal research capabilities

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

❌ No specialized negotiation tools or features

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

❓ Basic document upload but limited automated data extraction capabilities

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

✅ Strong collaboration features including client portal, team messaging, and shared workspaces

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

✅ Excellent visual workflow automation and approval processes with Kanban boards

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

✅ Strong matter 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 reporting and analytics dashboard with customizable reports

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 store document templates but not specifically designed for clause management

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.

✅ Robust template management for firm-specific document templates

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 work with Word documents but not deeply integrated with Microsoft Word

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

✅ Integrates with Google Drive, Dropbox, Box, and OneDrive

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

✅ Extensive integration ecosystem including QuickBooks, Zapier, LawPay, and calendar applications

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

❓ Basic document formatting capabilities but not specialized for 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?

✅ Bank-level encryption for data security

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

✅ SOC 2 compliant

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

✅ Strong data privacy controls and compliant with major 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?

✅ Two-factor authentication and SSO options

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 and access controls

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

✅ GDPR and CCPA compliant

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

✅ Email, chat, and phone support

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 with training 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: ✅ Easy trial process with optional data migration assistanceImplementation Timeline: ❓ 2-4 weeks typical implementation including training and setup

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 $39/user/month for standard features. Premium features start at $59/user/month. 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 account setup and configurationSales: ❓ 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 mention learning curve for full feature utilization and occasional performance issues with large data sets

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

✅ Average 30% reduction in administrative time; 25% increase in billable hours; improved client satisfaction scores

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