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❓ Limited AI implementation focused on specific automation of financial workflows rather than comprehensive AI-driven legal solutions

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

❌ No 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 capabilities

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

❌ Does not offer document assembly features

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

❌ No AI document editing capabilities

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

❌ No legal research capabilities

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

❌ No negotiation support tools

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

✅ Basic data extraction for invoices and financial documents

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

✅ Collaboration features for financial workflows and time tracking between team members

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

✅ Strong workflow capabilities for financial approvals, billing review, and trust account management

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

❌ No contract management features

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

✅ Comprehensive financial reporting and analytics with real-time dashboards

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 clause library capabilities

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.

❓ Limited to financial 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?

❌ No direct Microsoft Word integration

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

❓ Limited integration primarily for financial document storage

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

✅ Deep integration with QuickBooks Online, plus integrations with Clio, Microsoft 365, and various payment processors

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

❌ Not applicable as not focused on legal document creation

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 and security measures

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 protection policies with transparent data handling practices

Can the customer own their own data, or can the platform use it and process it, to train their Legal AI models for example?

✅ Multi-factor authentication options

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

✅ Role-based access controls for financial data

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

✅ GDPR compliant and meets legal accounting standards

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

✅ Email, chat, and phone support available

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

✅ Structured onboarding with training sessions and implementation support

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

Pilot: ✅ Straightforward trial process with optional guided setupImplementation Timeline: ✅ 1-2 weeks typical implementation timeline

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 with tiered plans starting at approximately $40/user/month for small firms, with custom pricing for larger organizations

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

Self-serve: ✅ Quick setup process with self-guided implementation optionsSales: ✅ Typically 1-2 weeks from purchase to operational usage

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

❓ Some users report limitations with complex matter structures and occasional syncing issues with QuickBooks

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

✅ Specific metrics on billing efficiency, collection rates, and accounting time savings

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