Genie AI vs PandaDoc

✅ AI-superpowered contract drafting, collaboration & review

✅ Strong e-signature capabilities, document analytics, CRM integrations, and intuitive template builder with approval workflows

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

❓ Some AI features for content recommendations and document generation, but not built as a legal-specific AI platform

✅ Enterprise-grade security measures in place

✅ AES 256-bit encryption for documents at rest and in transit

✅ Compliant with major security standards, ISO27001 and SOC2

✅ SOC 2 Type II, GDPR compliant, HIPAA compliant

✅ 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.

✅ Data centers in US and EU with regional data storage options

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

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✅ SSO, 2FA, password policies, and SAML authentication

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

✅ Role-based permissions and granular access controls

✅ Compliant with GDPR and other privacy regulations

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✅ ESIGN, UETA, eIDAS compliant for electronic signatures

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

❓ Template-based document creation rather than AI-powered legal drafting; limited to structured document assembly

✅ 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)

✅ Strong real-time collaboration with commenting, approval workflows, and activity tracking

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

❓ Basic document review tools but lacks AI-powered contract analysis and risk assessment features

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

✅ Strong e-signature capabilities, document analytics, CRM integrations, and intuitive template builder with approval workflows

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

✅ Comprehensive workflow management with approval routing, notifications, and status tracking

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

❓ Basic styling and formatting options but not specialized for complex legal documents

❓ 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.

✅ 30+ integrations with CRMs (Salesforce, HubSpot), payment processors, and business tools

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

✅ Advanced native e-signature capabilities with audit trails and compliance features

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

✅ Detailed analytics on document engagement, viewing time, and completion rates

✅ AI-powered document assembly

✅ Strong template-based document assembly with content library and dynamic fields

✅ 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.

❓ Limited AI-powered editing capabilities compared to specialized legal tech platforms

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

❌ No legal research capabilities or integration with legal databases

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

❓ Basic collaboration tools but not specialized for clause-by-clause negotiation or redlining

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

✅ OCR capabilities for document scanning and data extraction

✅ Mobile-optimised Web App

✅ Fully-featured mobile apps for iOS and Android with offline capabilities

❓ Coming soon (request this feature)

✅ Integrates with Google Drive, Dropbox, Box, and OneDrive

✅ Community clause library available for creating modular contracts

❌ No community clause library for legal content

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

✅ Content library for reusable blocks, though not specifically designed for legal clauses

✅ Community template library available to create modular contracts

✅ Template marketplace with some community-contributed templates

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

✅ Robust private template library with version control and access permissions

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

❓ Imports Word documents but editing happens in their native editor, not directly in Word

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

❓ Some users report limitations when importing complex documents with advanced formatting

✅ Generally positive reviews

❓ Some users mention limitations in document customization, pricing jumps between tiers, and occasional performance issues

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

✅ Email, chat, and phone support available depending on plan level

✅ Available with our custom plans

✅ Available with Business and Enterprise plans

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

❓ Self-guided for basic plans; personalized onboarding for Enterprise customers

✅ Established AI-focused legal tech company

✅ 2013 - Established document management platform

✅ 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

✅ Native web-based platform with integrations and API

✅ 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

✅ 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.

✅ 45,000+ customers worldwide including notable companies like Drift, Hilton, and Konica Minolta

✅ 3rd party and proprietary AI models

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✅ Cloud-based (SaaS)

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

✅ Primary focus on sales teams, small to medium businesses, and marketing departments

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

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❓ Broad application but specialized for sales processes rather than legal-specific workflows

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

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✅ Global coverage with focus on North America and Europe

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

❓ Business: $59/user/month; Enterprise: Custom pricing. Additional costs for advanced features and higher document volumes

✅ Offers SLAs for custom plans, specifics not public

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✅ 99.9% uptime guarantee for paid plans

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

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

Community & events: ✅ Regular webinars, customer community, annual Document Management Summit, and active blog with best practicesTraining: ✅ Extensive knowledge base, video tutorials, and certification programPrompt Training: ❌ No specific AI prompt training or legal prompt engineering

Self-Serve: ✅ 1-click, no email address required, no card required
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Sales: ✅ 2-3 weeks from pilot to full team adoption

Self-serve: ✅ Quick setup with templates available immediately; free trial without credit cardSales: ❓ Typically 1-2 weeks for full team implementation

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

✅ 1-2 weeks from agreement to full implementation

Pilot: ✅ Straightforward trial process with quick template setup and testingImplementation Timeline: ❓ Few days for small teams; 2-4 weeks for enterprise-wide deployment

✅ Consultative, transparent pricing, no hard selling

❓ Mix of self-service for smaller clients and traditional sales process for enterprise

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

✅ Lob reported 65% faster document creation and 3x increase in proposals sent

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

✅ Average 30% faster closing time, 18% higher close rates, and 65% time savings in document creation