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❓ Limited AI capabilities compared to AI-native platforms; primarily focused on traditional practice management functionality

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

❓ Basic document templates but lacks advanced 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?

❓ Limited automated 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?

❓ Basic document assembly from templates but not AI-powered

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

❌ No advanced AI-powered document editing capabilities

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

❓ Basic integrations but not a core strength of the platform

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

❌ No specialized negotiation tools for multi-party collaboration

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

✅ Document management system includes basic OCR capabilities for digitizing documents

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

❓ Case-level collaboration but lacks real-time document editing collaboration features

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

✅ Strong workflow management for case progression and approvals

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

✅ Basic contract management capabilities through LemonDMS

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

✅ Comprehensive analytics and reporting for law firm performance, billable hours, and productivity

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?

❓ Limited clause management through document management 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.

✅ Ability to create and store document templates in the system

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?

❓ Basic integration with Microsoft Word but not seamless

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

✅ Integrations with common cloud storage solutions

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

✅ Integrations with accounting software, email, and regional payment systems

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

❓ Limited support for complex legal styling and 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 with encryption

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

✅ ISO27001 certified

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

✅ Regional data centers with strong Latin American 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

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

✅ Granular user permissions and access controls

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

✅ Compliant with Latin American privacy regulations

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

✅ Email, phone, and chat support in Spanish, Portuguese, and English

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

❓ Comprehensive but requires several weeks for full implementation

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

Pilot: ❓ Formal pilot process requiring significant commitment of time and resourcesImplementation Timeline: ❓ Typically 3-6 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 $50-100 per user per month, with additional costs for specialized 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 trainingSales: ❓ Typically 3-4 weeks from purchase to basic implementation

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

❓ Some users report a dated interface and steep learning curve for new users

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

✅ Average 25% increase in billing efficiency; 20% reduction in administrative overhead

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