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❓ AI capabilities focused primarily on workflow automation and document categorization rather than generative AI for drafting

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

❓ Limited native contract drafting capabilities; focuses more on workflow management than document creation

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

❓ Basic contract review capabilities with workflow and approval tracking, but less advanced AI analysis than specialized 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 assembly available through templates but without advanced AI assistance

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

❓ Limited AI-powered document editing capabilities compared to AI-first platforms

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?

❓ Workflow tools for tracking negotiation process but limited AI-powered negotiation assistance

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

✅ OCR capabilities for document processing and data extraction from invoices and matters

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

✅ Strong collaboration features between legal teams and external counsel

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

✅ Comprehensive workflow automation and approval management capabilities are a core strength

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

✅ Robust matter and contract lifecycle management features

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

✅ Extensive reporting and analytics on legal spend, matter progress, and team efficiency

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?

❓ Basic template storage but not a sophisticated clause library 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.

✅ Allows creation and management of private templates for repeated processes

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?

❓ Integrates with Microsoft Word but not as deeply as native Word solutions

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

✅ Integrates with major cloud storage providers

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

✅ Integrations with major practice management systems, billing systems, and enterprise tools

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

❓ Limited support for complex legal styling compared to specialized document platforms

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 of data in transit and at rest

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

✅ ISO 27001 certified

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

✅ Regional data hosting options for data sovereignty compliance

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, multi-factor authentication, and role-based access controls

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

✅ Granular permissions management across organizations and matters

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

✅ GDPR, CCPA, and regional privacy regulation compliant

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

✅ Email, phone, and in-app support options

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

❓ Structured implementation process typically taking 4-6 weeks

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

Pilot: ❓ Structured pilot process requiring implementation commitmentImplementation Timeline: ❓ 4-6 weeks for standard implementation, longer for complex enterprise deployments

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 $10,000 annually for small teams, with enterprise pricing based on 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: ❓ 1-2 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.

❓ Some users note steep learning curve and complex implementation process

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

✅ Average 30% reduction in legal spend; 40% efficiency improvement in matter management; 25% faster invoice approval cycles

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