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❓ Limited AI capabilities focused on lead scoring and qualification, not document creation or legal analysis

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

❌ No contract 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?

❌ No contract review functionality

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 for intake forms and fee agreements, but not sophisticated legal documents

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

❌ No AI document editing features

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

❌ No legal research capabilities or integrations

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

❌ No negotiation support tools

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

✅ Data extraction from intake forms and uploaded documents; OCR capabilities for scanning driver's licenses and insurance cards

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

✅ Team collaboration tools for intake staff with assignment tracking and notifications

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

✅ Strong workflow capabilities for intake process with approval routing and status tracking

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

❓ Limited to fee agreements and engagement letters; not designed for broader contract management

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

✅ Comprehensive analytics on lead sources, conversion rates, and marketing ROI

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 clause library functionality

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

❌ No template library for legal documents

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

✅ Customizable templates for intake forms and client communications

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 for basic document generation

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

✅ Integrations with Google Drive, Dropbox, and other cloud storage solutions

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

✅ Integrates with major case management systems (Clio, Filevine, Practice Panther), call tracking systems, and CRMs

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

❌ Not designed for complex legal document 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 data encryption

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 and MFA

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 and permissions management

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

✅ HIPAA compliant for handling medical information

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

✅ Phone, email, and chat support with dedicated implementation specialists

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 workflow customization and team training

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

Pilot: ❓ Demo environment available but limited pilot optionsImplementation Timeline: ❓ 2-4 weeks from agreement 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 $500-1,000 monthly for small firms, with pricing scaled to firm size and volume of intakes

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 2-4 weeks from purchase to full implementation

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

❓ Learning curve for setup; some users report challenges with custom workflows; pricing can be high for smaller firms

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

✅ Average 20-30% improvement in lead qualification rates; 15-25% reduction in intake processing time; ROI typically 2-3x cost for marketing optimization

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