May 6, 2025

Genie AI vs Microsoft Copilot

Let's compare Microsoft Copilot and Genie AI on features, pricing, reviews and market focus. Let's test the accuracy, security and compliance of their Legal AI too.

What is Genie AI?

Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.

What is Microsoft Copilot?

✅ Developed by Microsoft in partnership with OpenAI, leveraging GPT technology. Represents Microsoft's flagship AI offering across its productivity and enterprise software ecosystem.
Capabilities
Genie AI
Microsoft Copilot
Additional Note
Stand-out features

✅ AI-superpowered contract drafting, collaboration & review

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✅ Deep integration with Microsoft 365 applications (Word, Outlook, Teams, etc.), enterprise-grade security, and widespread availability across Microsoft products

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Unique product features and capabilities that differentiate the platform from competitors in the legal tech market.
Legal AI and Machine Learning Capabilities

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

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✅ Powered by OpenAI's GPT-4 models with enterprise-grade enhancements and Microsoft's own innovations

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

✅ Enterprise-grade security measures in place

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✅ Enterprise-grade security and encryption throughout Microsoft's ecosystem

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

✅ Compliant with major security standards, ISO27001 and SOC2

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✅ ISO 27001, SOC 1 and SOC 2, FedRAMP, and numerous other Microsoft security certifications

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

✅ 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.

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✅ Strong data sovereignty controls and Microsoft's commercial data protection promises

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

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

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✅ Robust authentication including MFA, conditional access, and Azure AD integration

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

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

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✅ Granular permission controls through Microsoft 365 admin center

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

✅ Compliant with GDPR and other privacy regulations

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✅ Compliant with GDPR, CCPA, HIPAA, and other major regulations

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

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

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❓ Can assist with writing in Word, but lacks specialized legal drafting capabilities, clause libraries, and contract-specific features

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Does the platform offer a streamlined system for creating full-length legal documents from scratch using AI-powered suggestions, templates, and clause libraries?
Collaboration Tools

✅ 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)

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✅ Excellent collaboration through Microsoft 365 ecosystem (Word, Teams, etc.)

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

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

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❓ Can help analyze text but lacks dedicated contract review features, playbooks, and legal risk flagging

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

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

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✅ Deep integration with Microsoft 365 applications (Word, Outlook, Teams, etc.), enterprise-grade security, and widespread availability across Microsoft products

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

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

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❓ Basic workflow capabilities through Microsoft 365 but lacks specialized legal approval workflows

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

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

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✅ Supports complex formatting through Microsoft Word's native capabilities

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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?
Integration Capabilities

❓ 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.

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✅ Extensive integration within Microsoft ecosystem and growing third-party connectors

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

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

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❓ Works with Microsoft's partner e-signature solutions but no native capability

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Can you digitally sign and execute contracts within the platform, without using a 3rd-party, or printing and scanning?
Reporting and Analytics

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

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✅ Integration with Microsoft Power BI and native analytics within Microsoft 365

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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 Assembly

✅ AI-powered document assembly

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❓ Limited document assembly capabilities without specialized legal templates or clause management

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

✅ 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.

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✅ Strong general document editing capabilities within Microsoft Word with AI-powered suggestions

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

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

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❓ Can perform basic web searches but lacks integration with legal research databases and case law repositories

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

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

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❌ No specialized negotiation tools or clause-by-clause comparison features

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

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

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✅ Can extract information from various document formats through Microsoft's AI Document Intelligence

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Can the platform automatically convert scanned documents and images into searchable, editable text while pulling out key information and data points?
Mobile Accessibility

✅ Mobile-optimised Web App

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✅ Available across Microsoft mobile apps with consistent experience

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Does the platform have a mobile-optimized interface that allows users to access, review and manage contracts from smartphones and tablets?
Integration with file storage (e.g. Google Drive, Dropbox)

❓ Coming soon (request this feature)

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✅ Native integration with OneDrive and SharePoint; limited with competitors

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

✅ Community clause library available for creating modular contracts

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❌ No community clause library or legal-specific content

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A shared database of legal clauses contributed and used by legal professionals across organizations, enabling standardized contract language.
Private clause library (for your firm)

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

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❌ No dedicated clause library functionality

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A secure repository where organizations store and manage their own frequently-used contract clauses and legal language.
Community template library

✅ Community template library available to create modular contracts

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❌ No legal-specific template library

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A shared collection of pre-built legal document templates, contributed to and accessible by all users of the platform.
Private template library (for your firm)

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

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❓ Can save and use templates in Word but lacks specialized legal template management

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

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

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✅ Seamless integration with Microsoft Word as part of the Microsoft ecosystem

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

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

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❓ Occasional inconsistencies when AI generates content with complex formatting requirements

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Does the platform have known common formatting challenges when importing/exporting legal documents? Think table layouts, numbering, and style consistency, for example.
User reviews and known issues

✅ Generally positive reviews

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❓ Cost concerns, inconsistent quality of outputs, hallucinations in complex scenarios

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A collection of verified 3rd-party customer reviews documenting any known technical issues.
Customer support options and responsiveness

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

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✅ 24/7 support through Microsoft's extensive support infrastructure

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Is there a dedicated support team providing assistance through multiple channels including live chat, email, and phone, with defined response time commitments?
Dedicated account manager

✅ Available with our custom plans

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✅ Available for enterprise Microsoft customers

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Is there a designated professional who provides personalized support and technical guidance for your platform usage and needs?
Setup and onboarding

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

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❓ Requires Microsoft 365 administrator setup and licensing assignments

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

✅ Established AI-focused legal tech company

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✅ Developed by Microsoft, a well-established technology giant

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A timeline of the company's founding, growth milestones, and key developments in its product evolution and market presence.
Age of company and depth of AI integration

✅ 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

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✅ 2023 - Microsoft's entry into the commercial AI assistant space

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A measure of company maturity and experience in developing and implementing artificial intelligence solutions for legal work.
AI accuracy and transparency

✅ 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

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✅ Utilizes Microsoft's advanced AI models, with a focus on accuracy and transparency

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A clear framework showing how AI makes decisions and measuring the reliability of its outputs across legal tasks.
Market penetration

✅ 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.

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✅ Rapid adoption across Microsoft's extensive enterprise customer base

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How widely the product is adopted across different organizations, from small businesses to major enterprises, and total active users.
Open-source vs. proprietary models

✅ 3rd party and proprietary AI models

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✅ Native integration within Microsoft 365 applications

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AI models that are publicly accessible vs those exclusively owned and controlled by the company.
Deployment options

✅ Cloud-based (SaaS)

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✅ Primarily cloud-based, with some on-premises deployment options

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

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

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✅ General business users across all industries and departments

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Who Is product is designed for? In-house legal teams, law firms, sole practitioners or SME?
Industry specialism

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

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❓ Generalist tool for all industries with no specific legal specialization

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Is the platform focused on a handful of sectors, or mass-market?
Countries of operation

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

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❓ No specific legal jurisdictional coverage as it's not designed primarily for legal applications

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Which countries and legal systems the platform operates in and supports.
Pricing model and cost structure

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

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❓ $30 per user per month for Copilot for Microsoft 365 (requires Microsoft 365 license)

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Subscription fees, usage limits, and additional costs for accessing and using the platform's features.
Uptime guarantee and service level agreements

✅ Offers SLAs for custom plans, specifics not public

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✅ Follows Microsoft 365's 99.9% uptime guarantee

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Service reliability commitments and performance standards that specify system availability and response times.
Community and events

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

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

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Community & events: ✅ Extensive Microsoft-led training, webinars, Microsoft Ignite conference sessions, and Microsoft Learn resourcesTraining: ✅ Extensive documentation, Microsoft Learn courses, and training videosPrompt Training: ✅ General prompt engineering guidance but not legal-specific

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Community and events can be far more powerful for onboarding and training than simply having an account manager.
Time to Value

Self-Serve: ✅ 1-click, no email address required, no card required

Sales: ✅ 2-3 weeks from pilot to full team adoption

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Self-serve: ❓ Requires Microsoft 365 license and administrative setupSales: ❓ Typically follows Microsoft's enterprise sales cycle (weeks to months)

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Self-serve caters to those who want to 'try before they buy' and don't enjoy the sales process.
Pilot Process & Implementation Timelines

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

✅ 1-2 weeks from agreement to full implementation

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Pilot: ❓ Formal pilot process requiring Microsoft 365 E3/E5 licenses and administrative setupImplementation Timeline: ❓ Typically 2-4 weeks for enterprise rollout depending on organization size

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If you do go down the sales process (not self-serve) then most want a quick and tailored pilot, followed by rapid implementation.
Sales Approach

✅ Consultative, transparent pricing, no hard selling

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❓ Traditional Microsoft enterprise sales approach through Microsoft sales teams and partners

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The legal industry is typically dominated by aggressive sales tactics, which can distract from the core problems you're trying to solve.
Example Success Stories

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

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✅ Numerous early adopter stories across various industries but limited legal-specific examples

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We search for success stories with hard metrics where possible, so we don't just have to rely on the marketing hype.
Case study metrics

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

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❓ Microsoft cites productivity gains but limited legal-specific ROI metrics

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Look for firm metrics, tied to the specific tasks you're looking to drive efficiencies within.
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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.

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