I was bogged down with manual reviews, constantly battling with consistency or missing a small but key detail. Their AI document review feature has been a game changer. I keep coming back to them time and time again.

Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.
✅ AI-superpowered contract drafting, collaboration & review
✅ Deep QuickBooks Online integration, comprehensive trust accounting, automated LEDES e-billing, and real-time financial reporting
✅ Lawyer-supported AI and ML at the core of the platform
❓ Limited AI implementation focused on specific automation of financial workflows rather than comprehensive AI-driven legal solutions
✅ Enterprise-grade security measures in place
✅ Bank-level encryption and security measures
✅ Compliant with major security standards, ISO27001 and SOC2
✅ SOC 2 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.
✅ Strong data protection policies with transparent data handling practices
❓ Multiple authentication options (coming soon) (request this feature)
✅ Multi-factor authentication options
✅ Granular user permissions and access control features (document level, project level, organization level, party level)
✅ Role-based access controls for financial data
✅ Compliant with GDPR and other privacy regulations
✅ GDPR compliant and meets legal accounting standards
✅ Industry-leading AI-assisted contract drafting capabilities (all expected provisions and sections over 20 pages)
❌ No contract drafting capabilities
✅ 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)
✅ Collaboration features for financial workflows and time tracking between team members
✅ Powerful AI-driven contract analysis, red/amber/green flag reviews every clause (industry-leading improvements coming in 2025)
❌ No contract review capabilities
✅ Manage your projects and organise your own template and clause library
✅ Deep QuickBooks Online integration, comprehensive trust accounting, automated LEDES e-billing, and real-time financial reporting
❓ No 'dumb' automated workflows. Agentic workflows coming in 2025
✅ Strong workflow capabilities for financial approvals, billing review, and trust account management
✅ Full numbering support + AI auto-styling and formatting (coming soon)
❌ Not applicable as not focused on legal document creation
❓ 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.
✅ Deep integration with QuickBooks Online, plus integrations with Clio, Microsoft 365, and various payment processors
❓ Just export to .docx and use your existing provider (request this feature)
❓ Limited e-signature support for financial documents only
✅ Company and user level reporting and analytics (on request)
✅ Comprehensive financial reporting and analytics with real-time dashboards
✅ AI-powered document assembly
❌ Does not offer document assembly features
✅ 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.
❌ No AI document editing capabilities
❓ Top-level AI Legal Research available as AI chat within the legal document, some prompting required (request this feature)
❌ No legal research capabilities
✅ Negotiation tools for multi-party clause-by-clause agreements
❌ No negotiation support tools
❓ No advanced data extraction or OCR capabilities (request this feature)
✅ Basic data extraction for invoices and financial documents
✅ Mobile-optimised Web App
✅ Mobile-friendly interface for time tracking and basic financial functions
❓ Coming soon (request this feature)
❓ Limited integration primarily for financial document storage
✅ Community clause library available for creating modular contracts
❌ No clause library available
Coming soon - ✅ A library of your private clauses usable only by your legal team
❌ No clause library capabilities
✅ Community template library available to create modular contracts
❌ No community template library
✅ Bring your own library of private templates usable only by your legal team, within Genie
❓ Limited to financial document templates
✅ Seamless integration with Microsoft Word, full styling, tables, formatting compatibility
❌ No direct Microsoft Word integration
✅ No known issues (Pre-formatted templates, consistent formatting, tables, cross-version compatibility)
✅ Generally positive user feedback on financial document formatting
✅ Generally positive reviews
❓ Some users report limitations with complex matter structures and occasional syncing issues with QuickBooks
✅ Multiple support channels available including phone, whatsapp, email and live chat
✅ Email, chat, and phone support available
✅ Available with our custom plans
✅ Available for larger firms
✅ For our custom plans, get setup within 3 days with a guided onboarding plan
✅ Structured onboarding with training sessions and implementation support
✅ Established AI-focused legal tech company
✅ 2016 - Focused on modernizing legal accounting
✅ 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
✅ Cloud-based platform with QuickBooks Online integration
✅ 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.
✅ Growing user base among small to mid-sized law firms, particularly those using QuickBooks Online
✅ 3rd party and proprietary AI models
✅ Cloud-based (SaaS)
✅ Suitable for in-house legal, law firms, and SMEs
✅ Small to mid-sized law firms (typically 1-25 attorneys)
✅ Built as a platform which is versatile across various industries. Focus areas are construction, manufacturing, consultancy and legal services.
✅ Legal industry with focus on firms using QuickBooks Online
✅ 120+ jurisdictions including the UK, California, Texas, India, Australia, South Africa, Singapore, France, and Germany.
✅ Primarily North America (US and Canada)
✅ Generous free plan. Transparent subscription plans to suit different needs. Custom plans for orgs handling more than 10 documents per month.
✅ Subscription-based pricing with tiered plans starting at approximately $40/user/month for small firms, with custom pricing for larger organizations
✅ Offers SLAs for custom plans, specifics not public
✅ 99.9% uptime guarantee
✅ Fortnightly legal prompt training sessions from ex-Clifford Chance Legal Engineers;
There's also an active Slack community (join now)
Community & events: ✅ Regular webinars, training sessions, and legal accounting resources; active blog with industry insightsTraining: ✅ Comprehensive knowledge base, tutorial videos, and regular webinarsPrompt Training: ❌ No AI prompt training as not focused on AI document creation
Self-Serve: ✅ 1-click, no email address required, no card required
Sales: ✅ 2-3 weeks from pilot to full team adoption
Self-serve: ✅ Quick setup process with self-guided implementation optionsSales: ✅ Typically 1-2 weeks from purchase to operational usage
✅ 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 optional guided setupImplementation Timeline: ✅ 1-2 weeks typical implementation timeline
✅ Consultative, transparent pricing, no hard selling
✅ Consultative approach focused on firm-specific financial workflows
✅ Firefish reduced contract review time by 50%, from 2.5 hrs to 1.25 hrs per document, saving 15+ hrs weekly per person
✅ Numerous case studies showing firms reducing billing time by 50-75% and improving collections by 15-20%
✅ Average 60% time savings on contract drafting; 50% reduction in review cycles; ROI typically 3x cost
✅ Specific metrics on billing efficiency, collection rates, and accounting time savings
Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs
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.
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.