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May 6, 2025

Genie AI vs CARET Legal

What is Genie AI?

Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.

What is

CARET Legal

?

✅ Initially launched as Rocket Matter, rebranded as CARET Legal in 2021. Focused on cloud-based practice management for law firms of all sizes.

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Core Features
Genie AI
CARET Legal
Additional Note
AI and Machine Learning Capabilities

❓ 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.

Contract Drafting

❓ 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?

Contract Review

❌ 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?

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?

AI Document Editing

❌ 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?

Legal Research Integration

❓ 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 Support

❌ No specialized tools for contract negotiation

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

Data Extraction and OCR

❓ 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?

COLLABORATION & WORKFLOW
CARET Legal
Collaboration Tools

✅ 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?

Workflow and Approval Management

✅ 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?

Contract Management

✅ 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?

Reporting and Analytics

✅ 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?

LIBRARIES & TEMPLATES
CARET Legal
Private Clause Library

❓ 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

❌ No community template library

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

Private Template Library

✅ 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.

TECHNICAL ASPECTS
CARET Legal
Platform Type (Native vs Plugin)

Is the platform accessible on the cloud and/or can it be installed directly on-premises, or using company servers?

Microsoft Word 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.

Integration with Storage (Google Drive, Dropbox)

✅ 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?

Integration with Other Tools

✅ 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?

Complex Legal Styling and Formatting

❓ 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?

Security & compliance
CARET Legal
End-to-end Encryption

✅ 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?

Security Certifications

✅ SOC 2 Type II certified

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

Data Sovereignty & Privacy

✅ 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?

Authentication Methods

✅ 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?

Permissions & Access Control

✅ 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?

Compliance Standards

✅ GDPR compliant, HIPAA compliant

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

Customer Support Options

✅ 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?

Onboarding Process

✅ 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?

Training & Resources

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.

PRICING & ROI
CARET Legal
Pricing Model

❓ 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.

SALES PROCESS
CARET Legal
Implementation Timeline

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.

USER FEEDBACK
CARET Legal
Common Complaints

❓ Some users mention steep learning curve and occasional interface complexity

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

Case Study Metrics Available

✅ 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.

Yes
No
Unclear

HIGHLY TRUSTED BY 8,000+ LEGAL TEAMS

Try using Genie's Free AI Legal Assistant

Generate quality, formatted contracts with AI

Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs

Let our Legal AI make
edits for you

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.

AI review

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.