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❓ Basic AI capabilities for business intelligence but lacks advanced AI for legal document creation or analysis

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

❌ No specialized AI contract drafting capabilities; focuses on document storage rather than creation

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

❌ No AI-powered contract review or analysis features

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 with templates but no AI assistance

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

❌ No AI-powered document editing capabilities

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

❓ Integrations with some legal research tools but no native research capabilities

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

❌ No specialized negotiation tools or features

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

❓ Basic OCR capabilities for document scanning but limited advanced extraction

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

✅ Task assignment, shared calendar, and document sharing, but lacks real-time collaborative editing

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 focused on matter management with task assignment and deadline tracking

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

❓ Basic document storage and organization but not specialized for contract lifecycle management

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

✅ Comprehensive business intelligence and financial reporting tools

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 dedicated clause library functionality

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.

✅ Ability to store and manage document templates but without AI-powered assembly

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?

✅ Microsoft Word integration for document management

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, Box, and OneDrive

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

✅ Extensive integrations with legal tools, accounting software, and productivity platforms including QuickBooks, Outlook, Google Workspace, and various payment processors

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

❓ Limited advanced legal styling and formatting capabilities

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?

✅ End-to-end encryption for data protection

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

✅ SOC 2 compliance

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

✅ Data hosting options in the US and Canada 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?

✅ Two-factor authentication and single sign-on options

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

✅ Granular role-based access controls

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

✅ GDPR, HIPAA compliant

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

✅ Phone, email, and chat support during business hours

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 training sessions included with subscription

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

Pilot: ❓ Limited formal pilot program; relies on free trial for evaluationImplementation Timeline: ❓ 2-4 weeks for full implementation and training

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 $35-$75 per user per month, with tiered plans (Essentials, Pro, Premier)

Subscription fees, usage limits, and additional costs for accessing and using the platform's features.

Self-serve: ❓ Free trial available but 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.

❓ Some users report interface feels dated, limited customization options, and occasional performance issues

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

✅ Average 25-30% increase in billable time capture; ROI typically calculated in improved collections and administrative time savings

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