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

Otter.ai

?

✅ Founded by Sam Liang and Yun Fu, former Google and Nuance engineers. Backed by notable investors including GGV Capital, DCM Ventures, and Horizons Ventures.

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Core Features
Genie AI
Otter.ai
Additional Note
AI and Machine Learning Capabilities

✅ Advanced speech recognition AI using deep learning, natural language processing, and speaker diarization technology

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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 contract drafting capabilities as the platform focuses on meeting transcription rather than document creation

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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 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

❌ No document assembly features

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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

❓ Limited to editing and annotating transcriptions rather than legal documents

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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 capabilities or integrations

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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 negotiation tools or features

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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

✅ Strong audio-to-text conversion but limited document OCR capabilities

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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
Otter.ai
Collaboration Tools

✅ Robust collaboration features including shared workspaces, collaborative editing, commenting, and highlighting of transcripts

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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

❓ Basic workflow capabilities through action item tracking but lacks formal approval processes

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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

❌ No contract management functionality

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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

✅ Provides meeting analytics, word clouds, and engagement metrics

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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
Otter.ai
Private Clause Library

❌ Not applicable to platform functionality

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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 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

❌ Not applicable to platform functionality

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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
Otter.ai
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

❓ Can export transcripts to Word format but no deep integration with 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)

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

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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 integrations with Zoom, Microsoft Teams, Google Meet, Slack, and various calendar applications

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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

❌ No specialized legal formatting capabilities

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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
Otter.ai
End-to-end Encryption

✅ Enterprise-grade security 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?

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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

✅ GDPR compliant with options for data retention 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

✅ SSO, two-factor authentication, and other enterprise security 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 access controls for shared content and team management

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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, HIPAA compliant

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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 support for all users; priority support and dedicated success managers for Business and Enterprise plans

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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

✅ Self-serve onboarding for basic plans; guided implementation for Enterprise

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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: ✅ Streamlined pilot process for Enterprise prospects with custom success metricsImplementation Timeline: ✅ Immediate for individuals; 1-2 weeks for enterprise deployment

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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
Otter.ai
Pricing Model

✅ Free plan with limited features. Pro plan: $16.99/month. Business plan: $30/user/month. Enterprise: Custom pricing.

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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.