Genie AI vs CARET Legal

❌ Limited AI capabilities primarily focused on business intelligence rather than document generation or legal analysis

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

❌ Basic document assembly features but lacks sophisticated AI-assisted 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 specialized contract review or analysis capabilities

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

✅ Template-based document assembly system with merge fields and automation rules

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

❌ No AI-powered document editing capabilities

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

❌ Limited legal research capabilities, primarily through third-party integrations

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

❌ No specialized tools for contract negotiation

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

❌ Basic OCR capabilities but not specialized for complex legal data extraction

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, internal team collaboration features

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

✅ Customizable workflows, task management, and document approval processes

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

✅ Document storage and organization with version control and tagging

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

✅ Comprehensive business intelligence dashboards for firm performance, billable hours, and financial metrics

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 storage but not specifically designed for clause management

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.

✅ Ability to create and maintain private document templates

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

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

✅ Integration with Microsoft Word for document creation and editing

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

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

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

✅ Extensive integrations with accounting software, payment processors, email, calendars, and other legal tools

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

❌ Support for basic to moderate complexity in legal document formatting

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?

✅ End-to-end encryption for data in transit and at rest

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

✅ SOC 2 Type II certified

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

✅ Strong data privacy controls with options for data location selection

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

✅ Multi-factor authentication, SSO options

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

✅ Granular permission settings for different user roles and document access

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

✅ GDPR compliant, HIPAA compliant

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

✅ Phone, email, and chat support available during business hours

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 personalized training sessions

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

Pilot: ✅ Guided pilot process with personalized demonstrationsImplementation Timeline: ❌ 2-4 weeks typical implementation timeline depending on firm size and complexity

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 approximately $39-$79 per user per month, with higher tiers for additional features

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