Genie AI vs Clio

❌ Limited native AI capabilities, focusing more on workflow automation than true AI-powered document drafting and review

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

❌ Basic document automation through Lawyaw acquisition, but lacks sophisticated AI-powered drafting capabilities

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

❌ No advanced AI-powered contract review capabilities

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

✅ Document automation through Lawyaw integration, allowing template creation and form filling

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

❌ No advanced AI-powered document editing capabilities

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

❌ No native legal research capabilities

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

❌ No specialized negotiation tools or AI assistance for negotiations

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

❌ Basic OCR capabilities through integrations rather than native functionality

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

✅ Client portal for document sharing and communication, but limited real-time collaboration compared to modern editors

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

✅ Strong workflow management for matter progression and task assignment

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

✅ Basic document management and storage, but not specialized for contract lifecycle management

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

✅ Comprehensive business analytics and reporting on firm performance, financials, and matter progress

❓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?

❌ Limited clause management through document templates, but not a true clause library

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

❌ No community template library

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

✅ Private document template library through Lawyaw integration

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

✅Cloud-based SaaS solution

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

✅ Integration with Microsoft Word through Lawyaw

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

✅ Integrates with major cloud storage solutions

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

✅ 200+ integrations with legal and business tools through App Directory

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

❌ Basic support through Lawyaw, but not as sophisticated as specialized drafting tools

❓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?

✅ Enterprise-grade security with encryption

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

✅ SOC 2 Type II compliant

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

✅ Strong data privacy controls and compliance

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

✅ Two-factor authentication and SSO options

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

✅ Granular user permissions and access controls

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

✅ GDPR, CCPA compliant with regional data centers

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

✅ Phone, email, and chat support available

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

✅ Structured onboarding with training, but can take several weeks for full implementation

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

Pilot: ❌ Limited pilot options, primarily through free trial or paid implementationImplementation Timeline: ❌ Typically 2-4 weeks for basic setup, longer for full implementation with integrations

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

❌ Subscription-based pricing starting at $39/user/month for basic Clio Manage, with premium plans at $69-$99/user/month. Additional costs for advanced features and Lawyaw document automation.

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