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❓ Limited AI capabilities; focuses on automation rather than true AI-powered solutions

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

❌ Not designed for complex contract drafting

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 analysis or 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 through templates and form automation

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?

❌ No built-in legal research capabilities

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

❌ No contract negotiation features

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

✅ Some data extraction capabilities for intake forms and document processing

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

✅ Team collaboration features for case management, but not focused on document collaboration

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 capabilities for case progression

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

❓ Limited contract management features; focused on case management rather than contract lifecycle management

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

✅ Comprehensive reporting and analytics on firm performance, marketing ROI, and case progression

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 private clause library functionality

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 firm-specific 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?

❓ Limited Microsoft Word integration compared to document-focused platforms

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

✅ Integrations with cloud storage solutions

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

✅ Integrates with email, calendaring, accounting software, and some practice-specific tools

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

❓ Basic document formatting capabilities, not specialized for complex legal documents

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 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?

✅ US-based data centers with strong privacy 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?

✅ Role-based access controls

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

✅ HIPAA compliant and adheres to legal industry security standards

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

✅ Email, phone, and chat support

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 implementation support

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

Pilot: ❓ Structured pilot process generally requiring commitment to implementationImplementation Timeline: ❓ Typically 2-4 weeks for 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 $85-125 per user per month, with additional costs for premium features and integrations

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

Self-serve: ❓ Limited self-serve capabilities; typically requires setup assistanceSales: ❓ Implementation timeline typically 2-4 weeks

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

❓ Some users note learning curve and occasional issues with certain integrations

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

✅ Metrics focus on client acquisition costs, conversion rates, and case management efficiency

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