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✅ AI-superpowered contract drafting, collaboration & review

✅ Specialized intake workflow for personal injury cases; real-time lead tracking and qualification; marketing ROI analytics; automated document collection

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

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

✅ Enterprise-grade security measures in place

✅ Enterprise-grade security with data encryption

✅ 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 and MFA

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

✅ Role-based access controls and permissions management

✅ Compliant with GDPR and other privacy regulations

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✅ HIPAA compliant for handling medical information

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

❌ No contract drafting capabilities

✅ 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 tools for intake staff with assignment tracking and notifications

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

❌ No contract review functionality

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

✅ Specialized intake workflow for personal injury cases; real-time lead tracking and qualification; marketing ROI analytics; automated document collection

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

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

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

❌ Not designed for complex legal document styling

❓ 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 major case management systems (Clio, Filevine, Practice Panther), call tracking systems, and CRMs

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

✅ Native e-signature capabilities for client onboarding documents

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

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

✅ AI-powered document assembly

❓ Basic document assembly for intake forms and fee agreements, but not sophisticated legal documents

✅ 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 document editing features

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

❌ No legal research capabilities or integrations

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

❌ No negotiation support tools

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

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

✅ Mobile-optimised Web App

✅ Mobile-optimized interface and dedicated mobile app for field intake

❓ Coming soon (request this feature)

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

✅ Community clause library available for creating modular contracts

❌ No clause library functionality

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

❌ No clause library functionality

✅ Community template library available to create modular contracts

❌ No template library for legal documents

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

✅ Customizable templates for intake forms and client communications

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

❓ Limited Microsoft Word integration for basic document generation

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

❓ Document generation is basic and may require manual formatting adjustments

✅ Generally positive reviews

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

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

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

✅ Available with our custom plans

✅ Available for firms with premium subscriptions

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

✅ Structured onboarding with workflow customization and team training

✅ Established AI-focused legal tech company

✅ 2012 - Focused solution for legal intake management

✅ 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

✅ Native web-based platform with mobile app

✅ 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 personal injury law firms across the US

✅ 3rd party and proprietary AI models

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✅ Cloud-based (SaaS)

✅ Suitable for in-house legal, law firms, and SMEs

✅ Personal injury and mass tort law firms primarily in the United States

✅ Built as a platform which is versatile across various industries. Focus areas are construction, manufacturing, consultancy and legal services.

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✅ Specializes in personal injury, mass tort, workers compensation, and similar contingency-based practice areas

✅ 120+ jurisdictions including the UK, California, Texas, India, Australia, South Africa, Singapore, France, and Germany.

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✅ Primarily United States

✅ Generous free plan. Transparent subscription plans to suit different needs. Custom plans for orgs handling more than 10 documents per month.

❓ Subscription-based pricing starting at approximately $500-1,000 monthly for small firms, with pricing scaled to firm size and volume of intakes

✅ Offers SLAs for custom plans, specifics not public

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✅ 99.9% uptime guarantee

✅ Fortnightly legal prompt training sessions from ex-Clifford Chance Legal Engineers;

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There's also an active Slack community ()

Community & events: ✅ Regular webinars on intake optimization; annual user conference; regional training workshopsTraining: ✅ Comprehensive documentation, training videos, and certification programPrompt Training: ❌ No AI prompt training (system doesn't utilize prompting)

Self-Serve: ✅ 1-click, no email address required, no card required
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Sales: ✅ 2-3 weeks from pilot to full team adoption

Self-serve: ❌ No immediate self-serve option; requires account setup and configurationSales: ❓ Typically 2-4 weeks from purchase to full implementation

✅ Simple 3-step process: try with your document, explore your scenarios, receive 360° assessment

✅ 1-2 weeks from agreement to full implementation

Pilot: ❓ Demo environment available but limited pilot optionsImplementation Timeline: ❓ 2-4 weeks from agreement to full implementation

✅ Consultative, transparent pricing, no hard selling

❓ Traditional sales cycle with demos and pricing negotiations

✅ Firefish reduced contract review time by 50%, from 2.5 hrs to 1.25 hrs per document, saving 15+ hrs weekly per person

✅ Morgan & Morgan increased lead conversion by 24% and reduced intake processing time by 35% after implementing Captorra

✅ Average 60% time savings on contract drafting; 50% reduction in review cycles; ROI typically 3x cost

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