Generating trustworthy documents that are governed by the correct country law, and drafted using plain English terms, combined with legalese would otherwise be held up on lawyers desks for months! Genie makes it possible to move forward promptly on projects.
What is Genie AI?
Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.
CosmoLex
Founded by Rick Kabra to provide an integrated accounting and practice management solution specifically for law firms. Acquired by Tabs3 Software in 2018, expanding its market presence.
✅ Lawyer-supported AI and ML at the core of the platform
❌ Limited AI capabilities primarily focused on business intelligence rather than document creation or legal analysis
Advanced algorithms that learn from legal documents to automate and enhance contract analysis, drafting, and review processes.
✅ AI-assisted contract drafting capabilities
❌ No native AI-assisted contract 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?
✅ AI-powered contract analysis with clause-specific risk assessments
❌ No contract review or analysis features
Can the platform run a systematic analysis of legal documents to identify risks, obligations, and key terms while suggesting necessary changes and improvements?
✅ AI-powered document assembly
❌ Basic document assembly through templates, but lacks AI-powered capabilities
Can the platform be used to combine pre-approved legal content and templates to quickly create new contracts and legal documents?
✅ AI-powered document editing: Ask Genie to edit your styling, suggest new clause text, or analyze key clauses. Shows tracked changes, and is private per party. Genie assists with and automates entire workflows, not just producing text responses.
❌ No AI-powered document editing features
Does the platform enhance document editing by suggesting improvements, corrections, and alternative language in the document, in real-time?
❌ AI-powered legal research assistance available within the document editor, requiring specific prompts.
❌ Limited third-party integrations with legal research tools
Does the platform directly connect to legal databases and precedents that enable research and citation while drafting documents?
✅ Tools to support negotiation, including clause-by-clause editing and collaboration features.
❌ No specialized negotiation tools or capabilities
Can the platform help track, manage and respond to contract changes and counterparty requests during negotiations?
✅Genie AI offers OCR capabilities. ✅Genie AI offers data extraction through their API and integrations.
❌ Basic OCR for scanning receipts and documents, but limited compared to specialized tools
Can the platform automatically convert scanned documents and images into searchable, editable text while pulling out key information and data points?
✅ 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)
✅ Client portal, document sharing, secure messaging, and task assignment capabilities
Does the platform enable multiple team members to work together on contracts in real-time, with comments, tracked changes, and version control?
✅ Workflow automation
✅ Strong workflow management tools for case/matter management with task tracking and deadlines
Does the platform automate routine legal tasks and document processes through customizable rules and triggers, reducing manual work and streamlining operations?
✅ Manage your projects and organize your own template and clause library
❌ Basic document storage and organization but lacks specialized contract lifecycle management
Does the platform house a centralized system to store, track, and monitor contracts throughout their lifecycle, from creation to expiry?
✅ Company and user level reporting and analytics
✅ Comprehensive financial and operational reporting, dashboards, and KPIs
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?
✅ Private clause library (usable only by your legal team)
❌ No dedicated clause management system
A secure repository where organizations store and manage their own frequently-used contract clauses and legal language.
✅ Community template library available to create modular contracts
❌ No community template library
A shared collection of pre-built legal document templates, contributed to and accessible by all users of the platform.
✅ Bring your own library of private templates usable only by your legal team, within Genie
✅ Ability to create and store document templates, but without AI enhancement
A secure collection of your organization's customized document templates, accessible only to authorized team members within your company.
✅ Cloud-based (SaaS)
Is the platform accessible on the cloud and/or can it be installed directly on-premises, or using company servers?
✅ Import and export Word documents (.docx) with reasonable formatting fidelity. Some styling and complex formatting may not be perfectly preserved.
✅ Integration with Microsoft Office suite including Word
A seamless integration with Microsoft Word that allows users to draft and edit documents directly within the familiar Word interface.
❌Coming soon (request this feature)
✅ Integrations with Dropbox, OneDrive, and Google Drive
Does the platform connect with popular cloud storage platforms to access and manage documents directly within the system?
❌ Integrates with Microsoft Word, allowing direct editing and collaboration within the platform.
✅ Integrations with Office 365, QuickBooks, LawPay, NetDocuments, and other legal tech solutions
Can you connect with your existing software via standardized APIs and/or custom integrations?
✅ Full numbering support + AI auto-styling and formatting
❌ Limited support for complex legal styling and formatting compared to dedicated document solutions
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 and encryption at rest
✅ Bank-grade 256-bit SSL encryption
Does data remain encrypted during transmission and storage, protecting sensitive information at every stage of handling?
✅ Compliant with ISO27001 and SOC2 Type 2
✅ SOC 2 Type II compliant
Which recognized security certifications and regulatory standards can verify the robustness of the platform's data protection measures?
✅ Genie AI prioritizes data sovereignty by not training its models on user data. However, data may be processed by third-party LLMs subject to their respective data handling policies.
✅ Data stored in secure US-based data centers with strict privacy controls
Can the customer own their own data, or can the platform use it and process it, to train their Legal AI models for example?
❌Multiple authentication options (coming soon) (request this feature)
✅ Two-factor authentication, strong password policies, and single sign-on options
Does the platform offer secure login options including API keys, 2FA, tokens, and/or single sign-on to manage system access?
✅ Granular access control features
✅ Granular user permissions and role-based access controls
Can you manage who can view, edit, and share documents through customizable user roles and restrictions?
✅ Compliant with GDPR and UK GDPR standards
✅ Compliant with GDPR, legal ethics rules, and client confidentiality requirements
Does the platform comply with international data protection requirements including GDPR, CCPA, and other regional privacy laws?
✅ Multiple support channels available (e.g., email, in-app messaging)
✅ Email, phone, 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?
✅ For our custom plans, get setup within 3 days with a guided onboarding plan
✅ Structured data migration and implementation process with training
Is there a structured process to get teams up and running with personalized training, data migration, and system configuration support?
✅ 1-2 weeks from agreement to full implementation
Pilot: ❌ Limited pilot process; relies primarily on free trial periodImplementation Timeline: ❌ 2-4 weeks from purchase to full implementation including data migration
If you do go down the sales process (not self-serve) then most want a quick and tailored pilot, followed by rapid implementation.
✅ Genie AI offers a range of subscription plans based on usage.
❌ Subscription-based pricing at approximately $79-$119 per user per month depending on plan level
Subscription fees, usage limits, and additional costs for accessing and using the platform's features.

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HIGHLY TRUSTED BY 8,000+ LEGAL TEAMS
Try using Genie's Free AI Legal Assistant
Generate quality, formatted contracts with AI
Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs
Let our Legal AI make edits for you
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.
AI review
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.