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❓ Limited AI functionality focused mainly on trademark similarity analysis and IP portfolio analytics rather than document generation

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

❌ No specialized AI drafting capabilities for IP agreements or general contracts

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

❓ Basic IP agreement review tools but lacks advanced AI 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?

❓ Template-based document assembly for standard IP documents 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 capabilities

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

✅ Strong integration with global patent and trademark databases

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

❌ No specialized tools for contract negotiation

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

✅ Advanced OCR for patent documents and trademark images with metadata extraction

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

❓ Basic collaboration features for IP teams but lacking real-time document collaboration

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

✅ Comprehensive IP-specific workflow management for trademark and patent prosecution

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

❓ Basic IP agreement management but not a full-featured contract lifecycle solution

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

✅ Powerful IP portfolio analytics and visualization tools

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 storage for IP-specific clauses but not a true dynamic clause library

A secure repository where organizations store and manage their own frequently-used contract clauses and legal language.

❌ No community template sharing

A shared collection of pre-built legal document templates, contributed to and accessible by all users of the platform.

✅ Comprehensive IP document template library with jurisdiction-specific 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?

✅ Good 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.

✅ Integrations with major cloud storage providers and specialized IP document management systems

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

✅ Integrates with major IP offices, patent and trademark databases, and some practice management tools

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

❓ Adequate for standard IP documents but limited for highly complex 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 end-to-end encryption

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

✅ ISO27001 certified, SOC2 compliant

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

✅ Regional data centers with strong data sovereignty controls

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 including SSO and 2FA

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

✅ Granular permission controls for sensitive IP data

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

✅ GDPR compliant with regular compliance audits

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

✅ Support via email, phone, and live chat 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?

❓ Structured onboarding process typically taking 2-4 weeks

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

Pilot: ❓ Structured pilot program requiring significant setup time and trainingImplementation Timeline: ❓ Typically 4-8 weeks 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 at approximately £3,000-£6,000 annually per user, with additional costs for premium features and data access

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 trainingSales: ❓ Typically 3-6 weeks from purchase to implementation

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

❓ Users cite steep learning curve, complex pricing structure, and limited general contract management capabilities

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

❓ Metrics focus on IP management efficiency rather than broader legal workflow improvements

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