Icertis vs Docusign

Let's compare these tools on features, pricing, reviews and market focus. Let's test the accuracy, security and compliance of their Legal AI too.

What is Icertis?

✅ Founded by Samir Bodas and Monish Darda, Icertis has grown to become a leading CLM provider with unicorn status (valued at over $5 billion). Microsoft was an early customer and investor.

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What is DocuSign?

✅ Started as an e-signature company and expanded into a complete agreement cloud platform. Publicly traded company (NASDAQ: DOCU) with global presence. Has acquired several companies including Seal Software (AI contract analytics) and Liveoak Technologies (virtual notary).

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Capabilities
Icertis
DocuSign
Additional Note
Sub-brands and synonyms

✅ End-to-end contract lifecycle management with strong workflow automation, integration capabilities with enterprise systems (SAP, Salesforce, Microsoft), and AI-powered contract analytics

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✅ Industry-leading e-signature solution with comprehensive identity verification options, robust mobile experience, and extensive integration ecosystem

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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

✅ AI-powered contract analysis, risk identification, obligation management, and clause recommendations; recently enhanced with generative AI capabilities through Icertis Copilot

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❓ AI capabilities focused primarily on contract analytics through DocuSign Insight and Analyzer, but not as deeply integrated into drafting experience

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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 with end-to-end encryption

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✅ Enterprise-grade security with AES 256-bit encryption

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

✅ SOC 1 Type II, SOC 2 Type II, ISO 27001, GDPR compliant

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✅ ISO 27001, SOC 1 Type 2, SOC 2 Type 2, PCI DSS, and other major security certifications

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

✅ Regional data centers with strong data residency controls

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✅ Regional data centers with strong privacy controls and data sovereignty options

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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

✅ SSO, multi-factor authentication, and SAML integration

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✅ Multiple authentication options including SSO, multi-factor authentication, and biometric verification

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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 role-based access controls at document, clause, and field levels

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✅ 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?
Data Privacy

✅ Compliant with GDPR, CCPA, HIPAA, and industry-specific regulations

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✅ Compliant with GDPR, CCPA, HIPAA, and other major privacy and industry regulations

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

❓ Template-based contract creation with clause libraries; AI assistance for drafting, but primarily focused on lifecycle management rather than AI-first drafting

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❓ Basic template-based document generation with DocuSign Gen, but limited AI-assisted drafting compared to AI-native platforms

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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

✅ Workflow-based collaboration with comments, version control, and approval tracking

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✅ Real-time collaboration tools with tracked changes and version control through CLM platform

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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

✅ Strong AI-driven contract analysis, risk scoring, and obligation extraction capabilities

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✅ Strong AI-powered contract review through DocuSign Insight and Analyzer with risk scoring and obligation extraction

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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

✅ Industry-leading contract repository, metadata tracking, and lifecycle management

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✅ Comprehensive contract lifecycle management platform with robust repository, metadata tracking, and obligation 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?
Workflow Automation

✅ Sophisticated workflow automation with conditional logic, parallel approvals, and integration with enterprise systems

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✅ Sophisticated workflow and approval management with conditional routing and role-based permissions

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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

✅ Supports complex legal styling and formatting through Word integration

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❓ Supports legal styling and formatting but may require manual adjustments for complex documents

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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

✅ Extensive integration capabilities with ERP, CRM, P2P, and other enterprise systems (SAP, Salesforce, Microsoft Dynamics, etc.)

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✅ 350+ pre-built integrations with CRM, ERP, and other business systems including Salesforce, SAP, and Microsoft

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

✅ Native e-signature capabilities and integrations with DocuSign, Adobe Sign, and others

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✅ Market-leading e-signature solution with multiple authentication options, mobile support, and global compliance

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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

✅ Comprehensive analytics dashboard, custom reports, and business intelligence capabilities

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✅ Extensive reporting and analytics on contract status, cycle times, and clause usage

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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

✅ Template-based document assembly with rules-based logic and approval workflows

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❓ Template-based document assembly with limited flexibility for complex 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

❓ Basic AI-assisted editing capabilities, primarily focused on template management rather than free-form AI editing

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❓ Limited AI document editing capabilities focused more on analysis than content generation

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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

❌ No native legal research capabilities

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❌ No native legal research capabilities

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

✅ Comprehensive negotiation tools including clause alternatives, risk highlighting, and approval workflows

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✅ DocuSign Negotiate offers collaborative redlining, version control, and approval workflows

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

✅ Advanced OCR and data extraction for legacy contracts and third-party paper

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✅ Advanced data extraction and OCR capabilities through DocuSign Insight

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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 apps for iOS and Android with approval capabilities and contract access

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✅ Excellent mobile experience with dedicated apps for iOS and Android

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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)

✅ Integration with SharePoint, Box, Google Drive, and enterprise document management systems

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✅ Integrates with major cloud storage providers including Google Drive, Dropbox, Box, and OneDrive

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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

❌ No community clause library; focused on enterprise-specific clause libraries

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❌ No community 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)

✅ Robust private clause library with usage tracking and risk scoring

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✅ Ability to create and maintain private clause libraries within DocuSign CLM

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

❌ No community template library

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❌ 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.
Private template library (for your firm)

✅ Extensive template management capabilities with version control and rules-based logic

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✅ Extensive template management capabilities with version control

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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

✅ Strong Microsoft Word integration with check-in/check-out capabilities and tracked changes

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✅ Strong Microsoft Word integration through add-ins for template creation and negotiation

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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

❓ Some users report challenges with complex document formatting when using the web interface rather than Word plugin

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❓ Some users report issues with complex formatting preservation during the negotiation 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

❓ Complex implementation, steep learning curve, and high total cost of ownership

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❓ High price for full CLM functionality; complexity of implementation; occasional UI/UX issues

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

✅ 24/7 global support via phone, email, and customer portal

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✅ Multiple support channels including email, chat, phone, and community forums

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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

✅ Dedicated Customer Success Managers for enterprise clients

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✅ Available for Enterprise and higher tier customers

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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

❓ Comprehensive but typically requires 3-6 months for full enterprise implementation

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❓ Comprehensive but often requires weeks for full CLM implementation; e-signature implementation is faster

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

❓ Comprehensive but typically requires 3-6 months for full enterprise implementation

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❓ Comprehensive but often requires weeks for full CLM implementation; e-signature implementation is faster

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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

✅ Founded in 2009, with a focus on contract management solutions

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✅ Established company with a focus on e-signature and contract management

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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

✅ 2009 - Pioneer in enterprise contract management

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✅ 2003 - Pioneer in electronic signature technology

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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

❌ Limited information on AI model accuracy and transparency, unlike Genie

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❌ Limited information on AI model accuracy and training data

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

✅ Used by major enterprises including Microsoft, Airbus, Daimler, Cognizant, and 3M; manages 10+ million contracts worth $1+ trillion

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✅ Over 1 million customers worldwide, including 350,000+ paying customers and usage by 13 of the top 15 Fortune 500 companies

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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

✅ Native web-based platform with Microsoft Office plugins

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✅ Native platform with extensive integrations and plugins for other systems

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

✅ Offers both cloud-based and on-premises deployment

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✅ Primarily cloud-based, with some on-premises options

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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

✅ Large enterprises, particularly in manufacturing, retail, healthcare, and financial services

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✅ Businesses of all sizes, from SMBs to enterprise; legal departments, sales teams, HR departments, procurement

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

✅ Strong in pharmaceuticals, manufacturing, retail, technology, and financial services

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✅ Cross-industry solution with specific offerings for financial services, healthcare, real estate, government, and legal

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

✅ Global coverage with solutions adaptable to various legal jurisdictions

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✅ Global coverage with e-signature compliance in 180+ countries

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

❓ Enterprise pricing based on number of users, contracts under management, and modules implemented; typically starts at $100,000+ annually for mid-sized enterprises

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❓ Tiered pricing with e-signature plans starting at $10/month per user; CLM solutions start at approximately $30,000 annually for mid-market companies

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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

✅ 99.9% uptime guarantee for enterprise clients

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✅ 99.99% uptime guarantee for enterprise clients

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