Genie AI vs Litify

❓ Some AI capabilities through Salesforce Einstein integration, but not designed as an AI-native platform for legal document creation and analysis

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

❓ Basic document generation capabilities through templates but lacks sophisticated AI-powered drafting functionality

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

❓ Limited contract review capabilities compared to AI-first legal platforms

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

✅ Document assembly through template-based system with Salesforce integration

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

❓ Limited AI-powered editing capabilities; primarily focused on document management rather than intelligent editing

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

❓ No native legal research capabilities; relies on integrations with other platforms

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

❓ Limited negotiation tools focused on case settlement rather than contract negotiation

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

✅ OCR capabilities for document scanning and intake through Salesforce platform integration

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

✅ Team collaboration features throughout the platform with task assignment and matter collaboration

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

✅ Robust workflow automation and approval processes built on Salesforce Flow

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

✅ Basic contract management capabilities, primarily focused on case-related documents rather than comprehensive contract lifecycle management

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

✅ Comprehensive reporting and analytics leveraging Salesforce's powerful business intelligence tools

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 templates can be maintained 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 manage document templates within the platform

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 generation and editing

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

✅ Integration with major cloud storage providers through Salesforce

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

✅ Extensive integration capabilities through Salesforce AppExchange and API connections, including QuickBooks, MailChimp, and legal research tools

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

❓ Basic document styling and formatting capabilities but not specialized for complex legal documents

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?

✅ Enterprise-grade security through Salesforce platform

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

✅ Benefits from Salesforce's extensive security certifications including SOC 1, SOC 2, ISO 27001

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

✅ Data residency options through Salesforce's global infrastructure

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 including SSO, MFA, and custom security controls

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

✅ Granular role-based permissions and access controls through Salesforce platform

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

✅ GDPR, CCPA compliant through Salesforce infrastructure

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

✅ Multi-channel support through email, phone, and dedicated customer success managers

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

❓ Comprehensive but lengthy implementation process typically requiring 2-3 months for full deployment

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

Pilot: ❓ Formal implementation process rather than limited pilot programImplementation Timeline: ❓ Typically 2-3 months for standard implementation, longer for complex customizations

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 $65-100 per user per month, with implementation fees typically ranging from $10,000-$50,000+ depending on firm size and complexity

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

Self-serve: ❌ No immediate self-serve option; requires full implementation and configurationSales: ❓ Typically 2-3 months from purchase to implementation completion

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

❓ High implementation costs, steep learning curve, and lengthy deployment process; some users report performance issues with complex configurations

A collection of verified 3rd-party customer reviews documenting any known technical issues.

✅ Reports of 25-35% increase in intake conversion rates; 20-30% reduction in administrative time; improved referral management and client communicatio

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