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❓ Limited AI capabilities; focused on workflow automation rather than generative AI drafting

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

❓ Template-based contract generation through form-filling rather than AI drafting

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

❓ Basic contract review capabilities without advanced AI analysis

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

✅ Strong document assembly from template libraries using form-filling approach

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

❌ No significant 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 integrated legal research capabilities

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

❓ Basic negotiation tracking but without AI assistance

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

❓ Limited data extraction capabilities

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

✅ Solid collaboration features for approval workflows and stakeholder input

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, routing, and approval processes

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

✅ Comprehensive contract lifecycle management capabilities

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

✅ Detailed reporting on contract status, bottlenecks, and usage 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?

✅ Supports creation and management of private clause libraries

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.

✅ Robust private template library capabilities

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?

❓ Exports to Word but primary experience is browser-based

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

✅ Integrates with major cloud storage providers

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

✅ CRM integrations (Salesforce), e-signature platforms, and other business systems

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

❓ Handles basic formatting but complex styling can be challenging

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 data encryption

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

✅ SOC2 compliant

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

✅ Strong data privacy controls and regional storage options

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

✅ SSO and other standard authentication methods

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

✅ Granular permission settings and access controls

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

✅ GDPR and CCPA compliant

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

✅ Email, chat, and phone support

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

❓ Requires dedicated implementation period with customer success team

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

Pilot: ❓ Structured pilot process requiring setup and configurationImplementation Timeline: ❓ 3-4 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 starting at approximately $15,000 annually for small teams, with enterprise pricing based on users and features

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 configurationSales: ❓ Typically 3-4 weeks from purchase to implementation

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

❓ Some users mention steep learning curve for administrators and template builders

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

✅ 60-70% reduction in contract cycle time; 40% decrease in legal team involvement in routine contracts

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