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❓ Has incorporated AI features in recent years, but not built as an AI-native platform from the ground up

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

❓ Template-based contract drafting with some AI assistance for clause suggestions

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

✅ AI-powered contract review with risk assessment and flagging capabilities

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

✅ Robust document assembly system with template library and variable fields

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

❓ Limited AI editing capabilities compared to AI-native platforms

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

✅ Integrated legal research tools with case law database and predictive search

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

❓ Basic redlining and version comparison tools, but limited AI assistance for negotiation

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

✅ Advanced OCR and data extraction capabilities for document processing

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

❓ Document sharing and commenting features, but less fluid than modern cloud-based collaborative editors

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

✅ Comprehensive workflow automation with customizable approval chains and status tracking

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

✅ Full contract lifecycle management from creation to renewal

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

✅ Extensive reporting capabilities with customizable dashboards

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?

✅ Robust private clause library management

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

❌ No community template sharing

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

✅ Extensive template management system with version control

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?

✅ Deep integration with Microsoft Word for document editing

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 and document management systems

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

✅ APIs and integrations with practice management, billing, and CRM systems

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

✅ Supports complex legal formatting with customizable 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 end-to-end encryption

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

✅ ISO27001 and SOC2 certified

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

✅ Regional data centers and privacy controls for data sovereignty

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

✅ Multi-factor authentication and SSO options

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

✅ Granular permission settings at document, folder, and feature levels

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

✅ Compliant with GDPR, CCPA, and legal industry regulations

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

✅ Phone, email, and chat support with extended hours

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

❓ Comprehensive onboarding process typically requiring 3-4 weeks

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

Pilot: ❓ Structured pilot program requiring significant time investmentImplementation Timeline: ❓ 3-6 weeks average implementation time

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 $150-200 per user per month with additional module costs

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 1-2 months from purchase to full implementation

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

❓ Complex interface, steep learning curve, and occasional performance issues

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

✅ Case studies highlight efficiency gains in document production and matter management

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