May 6, 2025

Genie AI vs CourtFiling

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 CourtFiling?

✅ Developed in response to courts transitioning to electronic filing systems, CourtFiling has expanded its coverage across multiple state and federal jurisdictions to streamline the legal filing process
Capabilities
Genie AI
CourtFiling
Additional Note
Stand-out features

✅ AI-superpowered contract drafting, collaboration & review

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✅ Direct integration with court systems across multiple jurisdictions; real-time filing status tracking; automated error checking before submission

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Unique product features and capabilities that differentiate the platform from competitors in the legal tech market.
Legal AI and Machine Learning Capabilities

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

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❓ Basic application of automation but minimal true AI capabilities; focused more on process efficiency than intelligence

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

✅ Enterprise-grade security measures in place

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✅ Secure transmission of court documents with end-to-end encryption

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

✅ Compliant with major security standards, ISO27001 and SOC2

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✅ SOC2 compliant with regular security audits

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

✅ 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.

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✅ Data stored in compliance with jurisdictional requirements; strong 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?
Authentication methods

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

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✅ Multi-factor authentication, SSO options, and role-based access

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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?
Permissions and access control

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

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✅ Granular permission controls for different team members based on filing responsibilities

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

✅ Compliant with GDPR and other privacy regulations

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✅ Compliant with court electronic filing standards, GDPR, and other relevant regulations

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

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

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❌ No contract drafting capabilities as the platform focuses specifically on court filing

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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?
Collaboration Tools

✅ 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)

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❓ Basic collaboration features for review before filing, but limited compared to dedicated collaboration platforms

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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?
Contract Review

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

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❌ No contract review functionality

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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?
Contract Management

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

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✅ Direct integration with court systems across multiple jurisdictions; real-time filing status tracking; automated error checking before submission

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

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

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✅ Robust workflow management specifically for court filing processes, including approval chains and deadline management

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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?
Complex Legal Styling and Formatting

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

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❓ Limited to ensuring documents meet court formatting requirements

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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?
Integration Capabilities

❓ 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.

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✅ Integrates with major legal practice management systems like Clio, MyCase, and PracticePanther

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

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

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✅ Native e-signature capabilities for court documents

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Can you digitally sign and execute contracts within the platform, without using a 3rd-party, or printing and scanning?
Reporting and Analytics

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

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✅ Comprehensive filing analytics, deadline tracking, and case status reporting

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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?
Document Assembly

✅ AI-powered document assembly

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❓ Basic document assembly for court forms, but not for complex legal documents

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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?
AI Document Editing

✅ 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.

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❌ No AI-powered document editing capabilities

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

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

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❓ Limited integration with some legal research platforms for citation verification

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

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

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❌ No negotiation tools or capabilities

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

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

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✅ OCR capabilities for converting paper documents to electronic format for filing

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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?
Mobile Accessibility

✅ Mobile-optimised Web App

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✅ Mobile app for on-the-go filing status checks and simple submissions

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Does the platform have a mobile-optimized interface that allows users to access, review and manage contracts from smartphones and tablets?
Integration with file storage (e.g. Google Drive, Dropbox)

❓ Coming soon (request this feature)

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✅ Integration with major cloud storage providers for document retrieval

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

✅ Community clause library available for creating modular contracts

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❌ No clause library

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A shared database of legal clauses contributed and used by legal professionals across organizations, enabling standardized contract language.
Private clause library (for your firm)

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

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❌ No clause library functionality

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

✅ Community template library available to create modular contracts

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❓ Limited library of court form templates

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A shared collection of pre-built legal document templates, contributed to and accessible by all users of the platform.
Private template library (for your firm)

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

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✅ Ability to save and manage private court document templates

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

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

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❓ Basic Word compatibility for document uploads but limited direct integration

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

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

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❓ Some users report issues with complex document formatting being maintained through the filing process

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Does the platform have known common formatting challenges when importing/exporting legal documents? Think table layouts, numbering, and style consistency, for example.
User reviews and known issues

✅ Generally positive reviews

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❓ Occasional issues with court-specific requirements changing without notice; learning curve for multiple jurisdictions

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A collection of verified 3rd-party customer reviews documenting any known technical issues.
Customer support options and responsiveness

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

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✅ Phone, email, and chat support available during extended 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?
Dedicated account manager

✅ Available with our custom plans

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✅ Available for firms with high filing volumes

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Is there a designated professional who provides personalized support and technical guidance for your platform usage and needs?
Setup and onboarding

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

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✅ Streamlined onboarding with personalized training sessions

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

✅ Established AI-focused legal tech company

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✅ 2010 - Early pioneer in electronic court filing solutions

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A timeline of the company's founding, growth milestones, and key developments in its product evolution and market presence.
Age of company and depth of AI integration

✅ 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

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✅ Native web-based platform with some integrations for legal practice management software

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A measure of company maturity and experience in developing and implementing artificial intelligence solutions for legal work.
AI accuracy and transparency

✅ 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

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A clear framework showing how AI makes decisions and measuring the reliability of its outputs across legal tasks.
Market penetration

✅ 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.

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✅ Used by thousands of law firms and legal professionals across the United States

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How widely the product is adopted across different organizations, from small businesses to major enterprises, and total active users.
Open-source vs. proprietary models

✅ 3rd party and proprietary AI models

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AI models that are publicly accessible vs those exclusively owned and controlled by the company.
Deployment options

✅ Cloud-based (SaaS)

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

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

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✅ Law firms, solo practitioners, legal service providers, and corporate legal departments that regularly file court documents

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Who Is product is designed for? In-house legal teams, law firms, sole practitioners or SME?
Industry specialism

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

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✅ Litigation-focused across multiple practice areas including civil, family, criminal, and appellate law

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Is the platform focused on a handful of sectors, or mass-market?
Countries of operation

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

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✅ Extensive coverage across US federal courts and state courts in 40+ states

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Which countries and legal systems the platform operates in and supports.
Pricing model and cost structure

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

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❓ Per-filing fee structure ($10-50 per filing depending on jurisdiction and complexity) plus subscription options for high-volume users

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Subscription fees, usage limits, and additional costs for accessing and using the platform's features.
Uptime guarantee and service level agreements

✅ Offers SLAs for custom plans, specifics not public

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✅ 99.5% uptime guarantee excluding scheduled maintenance

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Service reliability commitments and performance standards that specify system availability and response times.
Community and events

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

There's also an active Slack community (join now)

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Community & events: ❓ Limited community engagement; occasional webinars and training sessions on court filing best practices and system updatesTraining: ✅ Comprehensive video tutorials, knowledge base, and jurisdiction-specific filing guidesPrompt Training: ❌ No AI prompt training (not applicable to the platform's functionality)

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Community and events can be far more powerful for onboarding and training than simply having an account manager.
Time to Value

Self-Serve: ✅ 1-click, no email address required, no card required

Sales: ✅ 2-3 weeks from pilot to full team adoption

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Self-serve: ✅ Quick registration process with same-day activation for many jurisdictionsSales: ✅ 1-2 days for account setup and initial training

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

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

✅ 1-2 weeks from agreement to full implementation

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Pilot: ✅ Simple trial process with guided first filingsImplementation Timeline: ✅ Immediate access to basic features; 1-2 days for full account setup and jurisdiction access

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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.
Sales Approach

✅ Consultative, transparent pricing, no hard selling

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✅ Straightforward, transparent pricing with jurisdiction-specific information

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The legal industry is typically dominated by aggressive sales tactics, which can distract from the core problems you're trying to solve.
Example Success Stories

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

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✅ Smith & Associates reduced administrative time by 70% and eliminated all courier costs by transitioning to electronic filing

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We search for success stories with hard metrics where possible, so we don't just have to rely on the marketing hype.
Case study metrics

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

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✅ Average 65% time savings on filing processes; 90% reduction in rejected filings; ROI typically 4x cost for high-volume users

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Look for firm metrics, tied to the specific tasks you're looking to drive efficiencies within.
Yes
No
Unclear

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AI review

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