What is Genie AI?

Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.

What is

CosmoLex

?

✅ Founded by Rick Kabra to provide an integrated accounting and practice management solution specifically for law firms. Acquired by Tabs3 Software in 2018, expanding its market presence.

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Core Features
Genie AI
CosmoLex
Additional Note
AI and Machine Learning Capabilities

❓ Limited AI capabilities primarily focused on business intelligence rather than document creation or legal analysis

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

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Contract Drafting

❌ No native AI-assisted contract drafting capabilities

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

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Contract Review

❌ No contract review or analysis features

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

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Document Assembly

❓ Basic document assembly through templates, but lacks AI-powered capabilities

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

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AI Document Editing

❌ No AI-powered document editing features

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

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Legal Research Integration

❓ Limited third-party integrations with legal research tools

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

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Negotiation Support

❌ No specialized negotiation tools or capabilities

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

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Data Extraction and OCR

❓ Basic OCR for scanning receipts and documents, but limited compared to specialized tools

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

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COLLABORATION & WORKFLOW
CosmoLex
Collaboration Tools

✅ Client portal, document sharing, secure messaging, and task assignment capabilities

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

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Workflow and Approval Management

✅ Strong workflow management tools for case/matter management with task tracking and deadlines

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

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Contract Management

❓ Basic document storage and organization but lacks specialized contract lifecycle management

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

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Reporting and Analytics

✅ Comprehensive financial and operational reporting, dashboards, and KPIs

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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?

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LIBRARIES & TEMPLATES
CosmoLex
Private Clause Library

❌ No dedicated clause management system

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

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Community Template Library

❌ No community template library

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

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Private Template Library

✅ Ability to create and store document templates, but without AI enhancement

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A secure collection of your organization's customized document templates, accessible only to authorized team members within your company.

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TECHNICAL ASPECTS
CosmoLex
Platform Type (Native vs Plugin)

Is the platform accessible on the cloud and/or can it be installed directly on-premises, or using company servers?

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Microsoft Word Compatibility

✅ Integration with Microsoft Office suite including Word

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

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Integration with Storage (Google Drive, Dropbox)

✅ Integrations with Dropbox, OneDrive, and Google Drive

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

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Integration with Other Tools

✅ Integrations with Office 365, QuickBooks, LawPay, NetDocuments, and other legal tech solutions

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

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Complex Legal Styling and Formatting

❓ Limited support for complex legal styling and formatting compared to dedicated document solutions

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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?

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Security & compliance
CosmoLex
End-to-end Encryption

✅ Bank-grade 256-bit SSL encryption

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

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Security Certifications

✅ SOC 2 Type II compliant

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

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Data Sovereignty & Privacy

✅ Data stored in secure US-based data centers with strict privacy controls

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

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Authentication Methods

✅ Two-factor authentication, strong password policies, and single sign-on options

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

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Permissions & Access Control

✅ Granular user permissions and role-based access controls

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

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Compliance Standards

✅ Compliant with GDPR, legal ethics rules, and client confidentiality requirements

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

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Customer Support Options

✅ Email, phone, and chat support available during business hours

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

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Onboarding Process

✅ Structured data migration and implementation process with training

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

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Training & Resources

Pilot: ❓ Limited pilot process; relies primarily on free trial periodImplementation Timeline: ❓ 2-4 weeks from purchase to full implementation including data migration

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If you do go down the sales process (not self-serve) then most want a quick and tailored pilot, followed by rapid implementation.

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PRICING & ROI
CosmoLex
Pricing Model

❓ Subscription-based pricing at approximately $79-$119 per user per month depending on plan level

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

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Yes
No
Unclear

HIGHLY TRUSTED BY 8,000+ LEGAL TEAMS

Try using Genie's Free AI Legal Assistant

Generate quality, formatted contracts with AI

Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs

Let our Legal AI make
edits for you

Ask Genie to edit your document in the same way you’d ask a paralegal. Genie makes track changes, and explains its thinking just like a junior lawyer would.

AI review

Import 100+ page docx. files and run a clause-by-clause red flag review in 3 minutes. Chat with Genie to understand anything about your document.