Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.
Founded by Samir Bodas and Monish Darda, Icertis has grown to become a leading CLM provider with unicorn status (valued at over $5 billion). Microsoft was an early customer and investor.
Started as an e-signature company and expanded into a complete agreement cloud platform. Publicly traded company (NASDAQ: DOCU) with global presence. Has acquired several companies including Seal Software (AI contract analytics) and Liveoak Technologies (virtual notary).
✅ Lawyer-supported AI and ML at the core of the platform
✅ AI-powered contract analysis, risk identification, obligation management, and clause recommendations; recently enhanced with generative AI capabilities through Icertis Copilot
❌ AI capabilities focused primarily on contract analytics through DocuSign Insight and Analyzer, but not as deeply integrated into drafting experience
✅ AI-assisted contract drafting capabilities
❌ Template-based contract creation with clause libraries; AI assistance for drafting, but primarily focused on lifecycle management rather than AI-first drafting
❌ Basic template-based document generation with DocuSign Gen, but limited AI-assisted drafting compared to AI-native platforms
✅ AI-powered contract analysis with clause-specific risk assessments
✅ Strong AI-driven contract analysis, risk scoring, and obligation extraction capabilities
✅ Strong AI-powered contract review through DocuSign Insight and Analyzer with risk scoring and obligation extraction
✅ AI-powered document assembly
✅ Template-based document assembly with rules-based logic and approval workflows
❌ Template-based document assembly with limited flexibility for complex 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.
❌ Basic AI-assisted editing capabilities, primarily focused on template management rather than free-form AI editing
❌ Limited AI document editing capabilities focused more on analysis than content generation
❌ AI-powered legal research assistance available within the document editor, requiring specific prompts.
❌ No native legal research capabilities
❌ No native legal research capabilities
✅ Tools to support negotiation, including clause-by-clause editing and collaboration features.
✅ Comprehensive negotiation tools including clause alternatives, risk highlighting, and approval workflows
✅ DocuSign Negotiate offers collaborative redlining, version control, and approval workflows
✅Genie AI offers OCR capabilities. ✅Genie AI offers data extraction through their API and integrations.
✅ Advanced OCR and data extraction for legacy contracts and third-party paper
✅ Advanced data extraction and OCR capabilities through DocuSign Insight
✅ 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)
✅ Workflow-based collaboration with comments, version control, and approval tracking
✅ Real-time collaboration tools with tracked changes and version control through CLM platform
✅ Workflow automation
✅ Sophisticated workflow automation with conditional logic, parallel approvals, and integration with enterprise systems
✅ Sophisticated workflow and approval management with conditional routing and role-based permissions
✅ Manage your projects and organize your own template and clause library
✅ Industry-leading contract repository, metadata tracking, and lifecycle management
✅ Comprehensive contract lifecycle management platform with robust repository, metadata tracking, and obligation management
✅ Company and user level reporting and analytics
✅ Comprehensive analytics dashboard, custom reports, and business intelligence capabilities
✅ Extensive reporting and analytics on contract status, cycle times, and clause usage
✅ Private clause library (usable only by your legal team)
✅ Robust private clause library with usage tracking and risk scoring
✅ Ability to create and maintain private clause libraries within DocuSign CLM
✅ Community template library available to create modular contracts
❌ No community template library
❌ No community template library
✅ Bring your own library of private templates usable only by your legal team, within Genie
✅ Extensive template management capabilities with version control and rules-based logic
✅ Extensive template management capabilities with version control
✅ Cloud-based (SaaS)
✅ Offers both cloud-based and on-premises deployment
✅ Primarily cloud-based, with some on-premises options
✅ Import and export Word documents (.docx) with reasonable formatting fidelity. Some styling and complex formatting may not be perfectly preserved.
✅ Strong Microsoft Word integration with check-in/check-out capabilities and tracked changes
✅ Strong Microsoft Word integration through add-ins for template creation and negotiation
❌Coming soon (request this feature)
✅ Integration with SharePoint, Box, Google Drive, and enterprise document management systems
✅ Integrates with major cloud storage providers including Google Drive, Dropbox, Box, and OneDrive
❌ Integrates with Microsoft Word, allowing direct editing and collaboration within the platform.
✅ Extensive integration capabilities with ERP, CRM, P2P, and other enterprise systems (SAP, Salesforce, Microsoft Dynamics, etc.)
✅ 350+ pre-built integrations with CRM, ERP, and other business systems including Salesforce, SAP, and Microsoft
✅ Full numbering support + AI auto-styling and formatting
✅ Supports complex legal styling and formatting through Word integration
❌ Supports legal styling and formatting but may require manual adjustments for complex documents
❌ End-to-end encryption and encryption at rest
✅ Enterprise-grade security with end-to-end encryption
✅ Enterprise-grade security with AES 256-bit encryption
✅ Compliant with ISO27001 and SOC2 Type 2
✅ SOC 1 Type II, SOC 2 Type II, ISO 27001, GDPR compliant
✅ ISO 27001, SOC 1 Type 2, SOC 2 Type 2, PCI DSS, and other major security certifications
✅ 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.
✅ Regional data centers with strong data residency controls
✅ Regional data centers with strong privacy controls and data sovereignty options
❌Multiple authentication options (coming soon) (request this feature)
✅ SSO, multi-factor authentication, and SAML integration
✅ Multiple authentication options including SSO, multi-factor authentication, and biometric verification
✅ Granular access control features
✅ Granular role-based access controls at document, clause, and field levels
✅ Granular user permissions and role-based access controls
✅ Compliant with GDPR and UK GDPR standards
✅ Compliant with GDPR, CCPA, HIPAA, and industry-specific regulations
✅ Compliant with GDPR, CCPA, HIPAA, and other major privacy and industry regulations
✅ Multiple support channels available (e.g., email, in-app messaging)
✅ 24/7 global support via phone, email, and customer portal
✅ Multiple support channels including email, chat, phone, and community forums
✅ For our custom plans, get setup within 3 days with a guided onboarding plan
❌ Comprehensive but typically requires 3-6 months for full enterprise implementation
❌ Comprehensive but often requires weeks for full CLM implementation; e-signature implementation is faster
✅ 1-2 weeks from agreement to full implementation
Pilot: ❌ Formal proof of concept projects requiring significant resource commitmentImplementation Timeline: ❌ 3-6 months typical implementation timeline for mid-sized enterprises
Pilot: ❌ Formal pilot process for enterprise CLM implementations; simpler for e-signatureImplementation Timeline: ❌ 1-2 weeks for e-signature; 2-3 months for full CLM implementation
✅ Genie AI offers a range of subscription plans based on usage.
❌ Enterprise pricing based on number of users, contracts under management, and modules implemented; typically starts at $100,000+ annually for mid-sized enterprises
❌ Tiered pricing with e-signature plans starting at $10/month per user; CLM solutions start at approximately $30,000 annually for mid-market companies
Genie saves me time, gives me confidence in handling legal matters, and produces clear, customizable agreements. It's extremely easy to export for signing with a tool like Docusign, and I’ve already recommended it to others!
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.
WIth Genie I'm saving time, meaning that more work can be taken care of by my own self rather than depending upon others.
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Before Genie, it would take 2-3 hours to tailor boilerplate templates to my needs even if they're straightforward. By the time I've done that, even if it's easy, I've used a whole morning. Genie can now do the heavy lifting of creating that viable first draft for me, which is automatically tailored to my key requirements, and I can then refine. It’s a massive time saver.
Genie's template library and smart AI has saved us so much time and headache in getting our contracts drafted and improved. It's incredibly impactful for fast-growing companies like us who have to quickly get on top of contracts in employment, sales, partnerships, etc.
I use Genie for document review, which has significantly improved my workflow. When I found it, I was struggling with efficiently catching typos and inaccuracies in legal documents. Since using Genie, I've noticed a marked improvement in the quality of my reviews. I save about 2 hours per contract, and I can finalize agreements much faster.
It’s simple and the interface is easy to engage with. I'd say it's made my practice possible and I'm not exaggerating.
The cost of drafting high-quality legal drafting for start-ups can be substantial. When searching for a solution to this problem, I thought of Genie. They offer an excellent, user-friendly platform that allows us to draft, review, and create contracts with just the click of a button. The team is always available to address any issues that arise, and I don’t think I’ve ever talked about a product as much as Genie.
I don't trust standard AI for any legal work, but with Genie, I have a lot of confidence! I love the interface, how easy it is to use and all the many improvements that have been made since I first started using it.
Speed and productivity are massively enhanced with Genie, alongside tools like Docusign and Grammarly
Easy to use and no customer support needed. Which was a surprise, since I had never used AI documents or the Genie applications.
Genie was so intuitive, and easy to use, allowed me to not only review but adjust my document so that my clients and me were protected and expectations were clear.
Genie AI has streamlined the legal review process and improved overall efficiency. Couldn't recommend it enough.
I use Genie for creating contracts for software development, it's better than the LLMs, but not perfect yet. I still need a lawyer to finish things off.
I was trying to create an NDA for a contractor service and needed someone or an AI to help me do that and also to proof read the document to be sure all details were there, then I stumbled on Genie AI and tried it out and to my surprise it actually worked well!
As a freelancer, I can now prepare proper long-form legal contracts for and with my clients, using AI
I am happy to see the level of security employed by this site. As some of the information they hold through documents we create is sensitive it is imperative that security is at the forefront of Genie's considerations. I would not want this information to be available to anyone, especially competitors.
Great tool for start ups looking to get legal documents done quickly.
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.
Now that I’m using Genie for drafting documents, I’m saving 12-15 hours of my time a week and I’m saving €20,000 a year on legal fees.
Not many tools have a clause library, based on substantiated data. Genie does!
Given my time constraints, I like the support that Genie offers, compared to LexisNexis
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.
Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs