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

Creatio

?

✅ Founded by Katherine Kostereva, Creatio focuses on business process automation and CRM solutions. The company rebranded from bpm'online to Creatio in 2019.

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

❓ Some AI capabilities for predictive scoring, next best action recommendations, but not focused on document AI or legal-specific AI applications

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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 specialized legal document 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 specialized 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?

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Document Assembly

❓ Basic document generation templates but not specialized 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?

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AI Document Editing

❌ 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?

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Legal Research Integration

❌ No legal research integration

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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 tools specifically designed for contract negotiation

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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

✅ Offers data capture and extraction capabilities for business documents, but not specialized for legal documents

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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
Creatio
Collaboration Tools

✅ Collaborative workspaces, commenting, and task assignment features

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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

✅ Robust workflow and approval management with visual process designer

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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 management capabilities but not specialized for legal 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 dashboards, reports, and analytics capabilities

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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
Creatio
Private Clause Library

❌ No capability to create or maintain clause libraries

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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

❓ Marketplace with some business document templates, but not legal-focused

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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 custom 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.

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TECHNICAL ASPECTS
Creatio
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

❓ Basic Microsoft Word integration but not specialized for legal document creation

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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)

✅ Pre-built integrations with major cloud storage providers

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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

✅ Extensive marketplace with 400+ ready-to-use applications, templates, and integrations

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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

❌ Not designed for complex legal document formatting

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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
Creatio
End-to-end Encryption

✅ Data encryption in transit and at rest

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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, ISO 27001, GDPR 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

✅ Regional data centers available for data sovereignty requirements

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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

✅ Single sign-on (SSO), multi-factor authentication, LDAP integration

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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 role-based permissions and 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

✅ GDPR, CCPA, and other major privacy regulations

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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

✅ Multiple support channels available (email, chat, phone, portal)

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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 implementation process that typically takes several weeks

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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: ❓ Formal pilot process typically required for enterprise deploymentsImplementation Timeline: ❓ Implementation typically takes 1-3 months depending on complexity

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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
Creatio
Pricing Model

❓ Subscription-based pricing starting at approximately $25-$60 per user per month, depending on product and features

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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.