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✅ AI-superpowered contract drafting, collaboration & review

✅ Specialized legal CRM with automated intake forms, e-signatures, marketing automation, and reporting tools; includes VoIP phone system integration

✅ Lawyer-supported AI and ML at the core of the platform

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

✅ Enterprise-grade security measures in place

✅ Enterprise-grade security measures

✅ Compliant with major security standards, ISO27001 and SOC2

✅ SOC 2 compliant

✅ You own the IP of your data. We don't train our models on your data. None of our partners train their models on your data.

✅ US-based data centers with strong privacy controls

❓ Multiple authentication options (coming soon) (request this feature)

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✅ Multiple authentication options including SSO

✅ Granular user permissions and access control features (document level, project level, organization level, party level)

✅ Role-based access controls

✅ Compliant with GDPR and other privacy regulations

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✅ HIPAA compliant and adheres to legal industry security standards

✅ Industry-leading AI-assisted contract drafting capabilities (all expected provisions and sections over 20 pages)

❌ Not designed for complex contract drafting

✅ Built-in real-time collaboration features just like Office365 or Google Docs (No need to download your red-lined version, and make it editable, then send it on - it's all doable within Genie)

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

✅ Powerful AI-driven contract analysis, red/amber/green flag reviews every clause (industry-leading improvements coming in 2025)

❌ No contract analysis or review capabilities

✅ Manage your projects and organise your own template and clause library

✅ Specialized legal CRM with automated intake forms, e-signatures, marketing automation, and reporting tools; includes VoIP phone system integration

❓ No 'dumb' automated workflows. Agentic workflows coming in 2025

✅ Strong workflow management capabilities for case progression

✅ Full numbering support + AI auto-styling and formatting (coming soon)

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

❓ Not integrated with legal and business tools beyond full .docx compatibility. If you can use a word doc with it, you can use Genie with it.

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

❓ Just export to .docx and use your existing provider (request this feature)

✅ Native e-signature capabilities

✅ Company and user level reporting and analytics (on request)

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

✅ AI-powered document assembly

✅ Basic document assembly through templates and form automation

✅ Market-leading AI-powered document editing: Ask Genie to edit your styling, reformat a table, or suggestion new clause text. As tracked changes, and private per party. Genie assists with and automates entire workflows, it doesn't just produce text responses.

❌ No AI-powered document editing capabilities

❓ Top-level AI Legal Research available as AI chat within the legal document, some prompting required (request this feature)

❌ No built-in legal research capabilities

✅ Negotiation tools for multi-party clause-by-clause agreements

❌ No contract negotiation features

❓ No advanced data extraction or OCR capabilities (request this feature)

✅ Some data extraction capabilities for intake forms and document processing

✅ Mobile-optimised Web App

✅ Mobile-friendly interface with companion app

❓ Coming soon (request this feature)

✅ Integrations with cloud storage solutions

✅ Community clause library available for creating modular contracts

❌ No community clause library

Coming soon - ✅ A library of your private clauses usable only by your legal team

❌ No private clause library functionality

✅ Community template library available to create modular contracts

❌ No community template library

✅ Bring your own library of private templates usable only by your legal team, within Genie

✅ Ability to create and store firm-specific document templates

✅ Seamless integration with Microsoft Word, full styling, tables, formatting compatibility

❓ Limited Microsoft Word integration compared to document-focused platforms

✅ No known issues (Pre-formatted templates, consistent formatting, tables, cross-version compatibility)

❓ Some users report limitations with complex document formatting

✅ Generally positive reviews

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

✅ Multiple support channels available including phone, whatsapp, email and live chat

✅ Email, phone, and chat support

✅ Available with our custom plans

✅ Available for larger implementations

✅ For our custom plans, get setup within 3 days with a guided onboarding plan

✅ Structured onboarding with implementation support

✅ Established AI-focused legal tech company

✅ 2013 - Established provider of legal practice management software

✅ Founded in 2017, deep AI integration from inception. A thick layer built with AI specialists and senior lawyers to ensure the models produce high quality legally customised outputs

✅ Cloud-based native platform

✅ Our AI models are built using proprietary intelligence and research supported by UCL, Imperial College London and Oxford University. Rigorous testing process to ensure the outputs are accurate

✅ Over 110,000 companies have registered to use the Genie platform in total, including 11 FTSE100 firms, 20 Global200 firms, a number of top US banks, and two of the ‘big four’ UK supermarket chains.

✅ Used by hundreds of mid-sized and boutique law firms across the US