Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.
Initially launched as Rocket Matter, rebranded as CARET Legal in 2021. Focused on cloud-based practice management for law firms of all sizes.
✅ Lawyer-supported AI and ML at the core of the platform
❓ Limited AI capabilities primarily focused on business intelligence rather than document generation or legal analysis
Advanced algorithms that learn from legal documents to automate and enhance contract analysis, drafting, and review processes.
✅ Industry-leading AI-assisted contract drafting capabilities (all expected provisions and sections over 20 pages)
❓ Basic document assembly features but lacks sophisticated AI-assisted 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?
✅ Powerful AI-driven contract analysis, red/amber/green flag reviews every clause
❌ No specialized contract review or analysis capabilities
Can the platform run a systematic analysis of legal documents to identify risks, obligations, and key terms while suggesting necessary changes and improvements?
✅ AI-powered document assembly
✅ Template-based document assembly system with merge fields and automation rules
Can the platform be used to combine pre-approved legal content and templates to quickly create new contracts and legal documents?
✅ Market-leading AI-powered document editing: Ask Genie to edit your styling, reformat a table, or suggestion new clause text. As tracked changes, and private per party. Genie assists with and automates entire workflows, it doesn't just produce text responses.
❌ 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?
❓ Top-level AI Legal Research available as AI chat within the legal document, some prompting required (request this feature)
❓ Limited legal research capabilities, primarily through third-party integrations
Does the platform directly connect to legal databases and precedents that enable research and citation while drafting documents?
✅ Negotiation tools for multi-party clause-by-clause agreements
❌ No specialized tools for contract negotiation
Can the platform help track, manage and respond to contract changes and counterparty requests during negotiations?
❓No advanced data extraction or OCR capabilities (request this feature)
❓ Basic OCR capabilities but not specialized for complex legal data extraction
Can the platform automatically convert scanned documents and images into searchable, editable text while pulling out key information and data points?
✅ Built-in real-time collaboration features just like Office365 or Google Docs (No need to download your red-lined version, and make it editable, then send it on - it's all doable within Genie)
✅ Client portal for document sharing and communication, internal team collaboration features
Does the platform enable multiple team members to work together on contracts in real-time, with comments, tracked changes, and version control?
✅ Agentic workflow
✅ Customizable workflows, task management, and document approval processes
Does the platform automate routine legal tasks and document processes through customizable rules and triggers, reducing manual work and streamlining operations?
✅ Manage your projects and organise your own template and clause library
✅ Document storage and organization with version control and tagging
Does the platform house a centralized system to store, track, and monitor contracts throughout their lifecycle, from creation to expiry?
✅ Company and user level reporting and analytics (on request)
✅ Comprehensive business intelligence dashboards for firm performance, billable hours, and financial 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?
✅ Coming soon - A library of your private clauses usable only by your legal team
❓ Document storage but not specifically designed for clause management
A secure repository where organizations store and manage their own frequently-used contract clauses and legal language.
✅ Community template library available to create modular contracts
❌ No community template library
A shared collection of pre-built legal document templates, contributed to and accessible by all users of the platform.
✅ Bring your own library of private templates usable only by your legal team, within Genie
✅ Ability to create and maintain private document templates
A secure collection of your organization's customized document templates, accessible only to authorized team members within your company.
✅ Cloud-based (SaaS)
Is the platform accessible on the cloud and/or can it be installed directly on-premises, or using company servers?
✅ Seamless integration with Microsoft Word, full styling, tables, formatting compatibility
✅ Integration with Microsoft Word for document creation and editing
A seamless integration with Microsoft Word that allows users to draft and edit documents directly within the familiar Word interface.
❓Coming soon (request this feature)
✅ Integrations with major cloud storage providers including Google Drive, Dropbox, and Box
Does the platform connect with popular cloud storage platforms to access and manage documents directly within the system?
❓ Not integrated with legal and business tools beyond full .docx and PDF compatibility. If you can use a word doc with it, you can use Genie with it.
✅ Extensive integrations with accounting software, payment processors, email, calendars, and other legal tools
Can you connect with your existing software via standardized APIs and/or custom integrations?
✅ Full numbering support + AI auto-styling and formatting (coming soon)
❓ Support for basic to moderate complexity in legal document 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 measures in place
✅ End-to-end encryption for data in transit and at rest
Does data remain encrypted during transmission and storage, protecting sensitive information at every stage of handling?
✅ Compliant with major security standards, ISO27001 and SOC2
✅ SOC 2 Type II certified
Which recognized security certifications and regulatory standards can verify the robustness of the platform's data protection measures?
✅ We don't train our models on your data or share any confidential information with our 3rd party LLMs
✅ Strong data privacy controls with options for data location selection
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 (coming soon) (request this feature)
✅ Multi-factor authentication, SSO options
Does the platform offer secure login options including API keys, 2FA, tokens, and/or single sign-on to manage system access?
✅ Granular access control features
✅ Granular permission settings for different user roles and document access
Can you manage who can view, edit, and share documents through customizable user roles and restrictions?
✅ Compliant with GDPR standards
✅ GDPR compliant, HIPAA compliant
Does the platform comply with international data protection requirements including GDPR, CCPA, and other regional privacy laws?
✅ Multiple support channels available
✅ Phone, email, 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?
✅ For our custom plans, get setup within 3 days with a guided onboarding plan
✅ Structured onboarding with personalized training sessions
Is there a structured process to get teams up and running with personalized training, data migration, and system configuration support?
✅ 1-2 weeks from agreement to full implementation
Pilot: ✅ Guided pilot process with personalized demonstrationsImplementation Timeline: ❓ 2-4 weeks typical implementation timeline depending on firm size and complexity
If you do go down the sales process (not self-serve) then most want a quick and tailored pilot, followed by rapid implementation.
✅ A range of subscription plans to suit different needs. Pricing tiers based on use for optimum ROI.
❓ Subscription-based pricing starting at approximately $39-$79 per user per month, with higher tiers for additional features
Subscription fees, usage limits, and additional costs for accessing and using the platform's features.
Self-serve: ❓ Requires account setup and configuration before use; no immediate self-serve optionSales: ❓ Typically 2-4 weeks from purchase to implementation
Self-serve: ❓ Requires account setup and configuration before use; no immediate self-serve optionSales: ❓ Typically 2-4 weeks from purchase to implementation
Self-serve caters to those who want to 'try before they buy' and don't enjoy the sales process.
✅ Generally positive reviews, specific issues may vary
❓ Some users mention steep learning curve and occasional interface complexity
A collection of verified 3rd-party customer reviews documenting any known technical issues.
✅ Average 60% time savings on contract drafting; 50% reduction in review cycles; ROI typically 3x cost
✅ Metrics around billing efficiency, payment collection improvements, and administrative time reduction
Look for firm metrics, tied to the specific tasks you're looking to drive efficiencies within.
Before Genie, it would take 2-3 hours to tailor boilerplate templates to my needs even if they're straightforward. By the time I've done that, even if it's easy, I've used a whole morning. Genie can now do the heavy lifting of creating that viable first draft for me, which is automatically tailored to my key requirements, and I can then refine. It’s a massive time saver.
Genie AI has streamlined the legal review process and improved overall efficiency. Couldn't recommend it enough.
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WIth Genie I'm saving time, meaning that more work can be taken care of by my own self rather than depending upon others.
Generating trustworthy documents that are governed by the correct country law, and drafted using plain English terms, combined with legalese would otherwise be held up on lawyers desks for months! Genie makes it possible to move forward promptly on projects.
Speed and productivity are massively enhanced with Genie, alongside tools like Docusign and Grammarly
Easy to use and no customer support needed. Which was a surprise, since I had never used AI documents or the Genie applications.
Genie saves me time, gives me confidence in handling legal matters, and produces clear, customizable agreements. It's extremely easy to export for signing with a tool like Docusign, and I’ve already recommended it to others!
It’s simple and the interface is easy to engage with. I'd say it's made my practice possible and I'm not exaggerating.
Great tool for start ups looking to get legal documents done quickly.
I was bogged down with manual reviews, constantly battling with consistency or missing a small but key detail. Their AI document review feature has been a game changer. I keep coming back to them time and time again.
Genie was so intuitive, and easy to use, allowed me to not only review but adjust my document so that my clients and me were protected and expectations were clear.
I don't trust standard AI for any legal work, but with Genie, I have a lot of confidence! I love the interface, how easy it is to use and all the many improvements that have been made since I first started using it.
As a freelancer, I can now prepare proper long-form legal contracts for and with my clients, using AI
I was trying to create an NDA for a contractor service and needed someone or an AI to help me do that and also to proof read the document to be sure all details were there, then I stumbled on Genie AI and tried it out and to my surprise it actually worked well!
I am happy to see the level of security employed by this site. As some of the information they hold through documents we create is sensitive it is imperative that security is at the forefront of Genie's considerations. I would not want this information to be available to anyone, especially competitors.
Now that I’m using Genie for drafting documents, I’m saving 12-15 hours of my time a week and I’m saving €20,000 a year on legal fees.
Given my time constraints, I like the support that Genie offers, compared to LexisNexis
Not many tools have a clause library, based on substantiated data. Genie does!
The cost of drafting high-quality legal drafting for start-ups can be substantial. When searching for a solution to this problem, I thought of Genie. They offer an excellent, user-friendly platform that allows us to draft, review, and create contracts with just the click of a button. The team is always available to address any issues that arise, and I don’t think I’ve ever talked about a product as much as Genie.
Genie's template library and smart AI has saved us so much time and headache in getting our contracts drafted and improved. It's incredibly impactful for fast-growing companies like us who have to quickly get on top of contracts in employment, sales, partnerships, etc.
I use Genie for document review, which has significantly improved my workflow. When I found it, I was struggling with efficiently catching typos and inaccuracies in legal documents. Since using Genie, I've noticed a marked improvement in the quality of my reviews. I save about 2 hours per contract, and I can finalize agreements much faster.
I use Genie for creating contracts for software development, it's better than the LLMs, but not perfect yet. I still need a lawyer to finish things off.
Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs
Ask Genie to edit your document in the same way you’d ask a paralegal. Genie makes track changes, and explains its thinking just like a junior lawyer would.
Import 100+ page docx. files and run a clause-by-clause red flag review in 3 minutes. Chat with Genie to understand anything about your document.