Not many tools have a clause library, based on substantiated data. Genie does!

Genie AI is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.
Created through the merger of Needles and Trialworks, two established legal case management systems. Later acquired Nextware to expand technology offerings. Backed by private equity firm Ridge Road Capital Partners.
✅ Lawyer-supported AI and ML at the core of the platform
❌ Limited AI capabilities focused on workflow automation rather than document generation or contract analysis
Advanced algorithms that learn from legal documents to automate and enhance contract analysis, drafting, and review processes.
✅ AI-assisted contract drafting capabilities
❌ Basic document automation capabilities for standard legal forms but not specialized for complex contract drafting
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
❌ Limited contract review capabilities as the platform focuses on litigation rather than transactional legal work
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
✅ Document assembly tools focused on litigation documents and standard forms
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.
❌ Limited AI-powered editing compared to dedicated contract platforms
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.
❌ Some integration with legal research tools but not core to the platform
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.
❌ Not designed for contract negotiation workflows
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.
✅ Includes OCR capabilities for scanning and processing legal documents
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)
✅ Team collaboration features for case management but limited for contract collaboration
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 automation for litigation case management
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 management but not specialized for 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 reporting and analytics on case progress, financials, and team performance
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)
❌ Document template library but not specifically designed for contract clauses
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 for contracts
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 maintain private document templates focused on litigation
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 Word for document creation
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 popular cloud storage solutions
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 legal accounting software, e-filing systems, and communication tools
Can you connect with your existing software via standardized APIs and/or custom integrations?
✅ Full numbering support + AI auto-styling and formatting
✅ Supports legal document formatting for court filings
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
✅ Enterprise-grade security with data 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 compliance
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 sovereignty controls and privacy protection measures
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)
✅ Multiple authentication options including SSO
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 major privacy regulations
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)
✅ Phone, email, and chat support
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 onboarding process that typically takes several weeks
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: ❌ Formal implementation process requiring significant planning and preparationImplementation Timeline: ❌ Typically 4-8 weeks from purchase to full implementation
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 with tiers based on firm size and features needed, typically starting at $200-300 per user per month
Subscription fees, usage limits, and additional costs for accessing and using the platform's features.
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.
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.