Genie AI vs Coupa Legal Workbench

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

Coupa Legal Workbench

?

Founded as a procurement and spend management platform, Coupa acquired Exari in 2019 to enhance its contract management capabilities. Now part of a comprehensive Business Spend Management (BSM) suite.

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Core Features
Genie AI
Coupa Legal Workbench
Additional Note
AI and Machine Learning Capabilities

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

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✅ AI-powered contract analysis, risk identification, and obligation management; continually expanding capabilities

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

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Contract Drafting

✅ AI-assisted contract drafting capabilities

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✅ Template-based drafting with clause library and guided workflows, though less flexible than AI-native solutions

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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?

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Contract Review

✅ AI-powered contract analysis with clause-specific risk assessments

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✅ Strong AI-driven contract review focused on risk assessment and compliance with company policies

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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?

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Document Assembly

✅ AI-powered document assembly

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✅ Template-based document assembly with rule-based automation

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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?

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AI Document Editing

✅ 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.

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❌ Basic AI assistance for document editing, but less robust than specialized legal AI editors

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

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Legal Research Integration

❌ AI-powered legal research assistance available within the document editor, requiring specific prompts.

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❌ No significant legal research capabilities

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

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Negotiation Support

✅ Tools to support negotiation, including clause-by-clause editing and collaboration features.

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✅ Collaborative negotiation tools with version control and redlining capabilities

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

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Data Extraction and OCR

✅Genie AI offers OCR capabilities. ✅Genie AI offers data extraction through their API and integrations.

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✅ Advanced data extraction for contract metadata and obligations management

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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?

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COLLABORATION & WORKFLOW
Genie AI
Coupa Legal Workbench
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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✅ Solid collaboration features with commenting, approval workflows, and version tracking

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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?

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Workflow and Approval Management

✅ Workflow automation

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✅ Sophisticated workflow capabilities with customizable approval chains and automated routing

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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?

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Contract Management

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

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✅ Comprehensive contract repository with robust metadata, search, and reporting

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

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Reporting and Analytics

✅ Company and user level reporting and analytics

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✅ Advanced analytics on contract performance, cycle times, and compliance with dashboards

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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?

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LIBRARIES & TEMPLATES
Genie AI
Coupa Legal Workbench
Private Clause Library

✅ Private clause library (usable only by your legal team)

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✅ Robust private clause library management with approval workflows

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

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Community Template Library

✅ Community template library available to create modular contracts

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❌ No community 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.

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Private Template Library

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

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✅ Extensive template management capabilities with version control

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

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TECHNICAL ASPECTS
Genie AI
Coupa Legal Workbench
Platform Type (Native vs Plugin)

✅ Cloud-based (SaaS)

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

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Microsoft Word Compatibility

✅ Import and export Word documents (.docx) with reasonable formatting fidelity. Some styling and complex formatting may not be perfectly preserved.

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✅ Strong Microsoft Word integration for drafting and editing

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

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Integration with Storage (Google Drive, Dropbox)

❌Coming soon (request this feature)

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✅ Integrations with common cloud storage solutions

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

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Integration with Other Tools

❌ Integrates with Microsoft Word, allowing direct editing and collaboration within the platform.

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✅ Extensive integration ecosystem, particularly with procurement, ERP, and financial systems

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

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Complex Legal Styling and Formatting

✅ Full numbering support + AI auto-styling and formatting

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❌ Supports legal styling but may require manual formatting for complex documents

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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?

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Security & compliance
Genie AI
Coupa Legal Workbench
End-to-end Encryption

❌ End-to-end encryption and encryption at rest

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✅ Enterprise-grade security with encryption at rest and in transit

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

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Security Certifications

✅ Compliant with ISO27001 and SOC2 Type 2

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✅ SOC 1, SOC 2, ISO 27001, and other major security certifications

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

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Data Sovereignty & Privacy

✅ 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.

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✅ Regional data centers and comprehensive privacy controls

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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?

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Authentication Methods

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

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✅ Multiple authentication options including SSO, MFA, and SAML

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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?

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Permissions & Access Control

✅ Granular access control features

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✅ Granular role-based access control and permissions management

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

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Compliance Standards

✅ Compliant with GDPR and UK GDPR standards

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

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

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Customer Support Options

✅ Multiple support channels available (e.g., email, in-app messaging)

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✅ Multiple support channels including phone, email, and chat

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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?

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Onboarding Process

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

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❌ Comprehensive implementation process typically taking several weeks to months

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

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Training & Resources

✅ 1-2 weeks from agreement to full implementation

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Pilot: ❌ Formal pilot process requiring significant time investment and executive sponsorshipImplementation Timeline: ❌ Typically 2-4 months for full implementation

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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.

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PRICING & ROI
Genie AI
Coupa Legal Workbench
Pricing Model

✅ Genie AI offers a range of subscription plans based on usage.

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❌ Enterprise pricing based on company size and modules selected, typically ranging from $50,000-$250,000+ annually

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

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HIGHLY TRUSTED BY 8,000+ LEGAL TEAMS

Try using Genie's Free AI Legal Assistant

Generate quality, formatted contracts with AI

Can’t find the right template? Create the bespoke agreement in minutes by conversing with our AI and tailoring to your needs

Let our Legal AI make
edits for you

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.

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.