Genie AI vs CARET Legal

✅ AI-superpowered contract drafting, collaboration & review

✅ Fully integrated accounting system, robust time tracking and billing, advanced analytics for law firm performance metrics

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

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

✅ Enterprise-grade security measures in place

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

✅ Compliant with major security standards, ISO27001 and SOC2

✅ SOC 2 Type II certified

✅ 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 privacy controls with options for data location selection

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

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✅ Multi-factor authentication, SSO options

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

✅ Granular permission settings for different user roles and document access

✅ Compliant with GDPR and other privacy regulations

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✅ GDPR compliant, HIPAA compliant

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

❓ Basic document assembly features but lacks sophisticated AI-assisted 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)

✅ Client portal for document sharing and communication, internal team collaboration features

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

❌ No specialized contract review or analysis capabilities

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

✅ Fully integrated accounting system, robust time tracking and billing, advanced analytics for law firm performance metrics

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

✅ Customizable workflows, task management, and document approval processes

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

❓ Support for basic to moderate complexity in legal document formatting

❓ 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.

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

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

✅ Native e-signature capabilities plus integration with third-party providers

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

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

✅ AI-powered document assembly

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

✅ 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-powered document editing capabilities

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

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

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

❌ No specialized tools for contract negotiation

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

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

✅ Mobile-optimised Web App

✅ Fully-featured mobile app for iOS and Android with offline capabilities

❓ Coming soon (request this feature)

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

✅ Community clause library available for creating modular contracts

❌ No community clause library

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

❓ Document storage but not specifically designed for clause management

✅ 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

✅ Ability to create and maintain private document templates

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

✅ Integration with Microsoft Word for document creation and editing

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

❓ Some users report challenges when working with complex document formatting

✅ Generally positive reviews

❓ Some users mention steep learning curve and occasional interface complexity

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

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

✅ Available with our custom plans

✅ Available for larger firm subscriptions

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

✅ Structured onboarding with personalized training sessions

✅ Established AI-focused legal tech company

✅ 2005 - Operating for nearly two decades in the legal practice management space

✅ 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 native platform

✅ 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.

✅ Established player in legal practice management with thousands of law firms as clients

✅ 3rd party and proprietary AI models

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✅ Cloud-based (SaaS)

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

✅ Small to mid-sized law firms and solo practitioners

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

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✅ Serves various practice areas including litigation, corporate, family, immigration, and estate planning

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

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✅ Primarily US-focused with some international adoption

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

❓ Subscription-based pricing starting at approximately $39-$79 per user per month, with higher tiers for additional features

✅ Offers SLAs for custom plans, specifics not public

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✅ 99.9% uptime guarantee

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

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

Community & events: ✅ Regular webinars, training sessions, and user conferences; active community forumTraining: ✅ Extensive knowledge base, video tutorials, and live training sessionsPrompt Training: ❌ No AI prompt training as the platform has limited AI capabilities

Self-Serve: ✅ 1-click, no email address required, no card required
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Sales: ✅ 2-3 weeks from pilot to full team adoption

Self-serve: ❓ Requires account setup and configuration before use; no immediate self-serve optionSales: ❓ Typically 2-4 weeks from purchase to implementation

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

✅ 1-2 weeks from agreement to full implementation

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

✅ Consultative, transparent pricing, no hard selling

✅ Consultative approach focused on practice area needs and firm size

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

✅ Case studies highlighting 25-30% increase in billable hours and significant reduction in administrative time

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

✅ Metrics around billing efficiency, payment collection improvements, and administrative time reduction