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Draft and negotiate SaaS agreements, licensing terms, and vendor contracts in minutes, not days.
Legal AI for Advisory Teams
Elevate advisory services with AI-powered contract analysis and legal insights
Ask Genie to draft an NDA for our new Advisory hire...
Ask Genie to draft an NDA for our new Advisory hire...
Ask Genie to review this advisory agreement against our playbook...
Ask Genie to find the right template for our advisory team...
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New to GenieAI?
Advisory work, accelerated
GenieAI compresses the drafting, reviewing, and analysis work that fills your client-advisory hours - so you spend more time on strategy, less on document mechanics.
- Generate first drafts and redlines in minutes
- Compare engagement terms across clients
- Client-specific playbook adherence built in
- ISO 27001 certified
- GDPR compliant
- Your documents stay in your tenant
- Never used to train models
What you can do
How advisory teams use Genie
The features behind faster engagement letters and statements of work.
Create Contracts
Draft engagement letters and SOWs
Produce a first draft of an engagement letter from a plain-English brief, written to your own standards.
See how it works Review & NegotiateNegotiate against your own playbook
Check a client's markup against the positions your business accepts on scope, fees and liability.
See how it works AI Contract AssistantOne standard across every engagement
It remembers the terms of your last engagement, so the team stays consistent without legal reviewing every draft.
See how it works Ask your DocumentAsk what an engagement letter commits you to
Get answers on scope, fees and liability caps, each tied back to the exact clause.
See how it works Word Add-inRedline engagement letters and SOWs inside Word
Mark up an engagement letter in the document your client actually sent, without breaking your review trail.
See how it worksAcross industries
Why advisory teams choose Genie
Onboard clients at the pace the engagement needs.
Mitigate Compliance Exposure
Identify data protection, IP ownership, and liability risks across technology agreements automatically.
Scale Advisory Capacity
Handle increased contract volume without expanding headcount through intelligent automation workflows.
Accelerate Complex Energy Transactions
Draft PPAs, JOAs and supply agreements rapidly with AI-powered templates tailored to energy markets.
Mitigate Regulatory and Commercial Risk
Identify compliance gaps and liability exposure across multi-jurisdictional energy contracts instantly.
Streamline Client Deal Negotiations
Review redlines and suggest commercially balanced positions to close energy deals faster for clients.
Construction Contract Standardisation
Create consistent subcontractor agreements, NEC and JCT forms with pre-approved clauses and terms.
Risk Identification in Build Agreements
Spot liability gaps, delay penalties and insurance requirements before projects commence or disputes arise.
Faster Tender Document Turnaround
Accelerate bid responses and framework agreements so advisory teams can support more client opportunities.
Supplier Agreement Acceleration
Draft and review complex supplier contracts faster, ensuring compliance with manufacturing regulations.
Risk Detection for Production Terms
Identify liability gaps in equipment leases, warranties and quality standards before deals are signed.
Multi-Party Negotiation Control
Manage contract revisions across distributors, vendors and partners while maintaining version control.
Accelerated Transaction Documentation
Draft lease agreements, purchase contracts and development deals in minutes with AI-powered templates.
Automated Risk Detection
Identify liability clauses, compliance gaps and unfavorable terms across property portfolios instantly.
Streamlined Client Negotiations
Review counterparty redlines and generate response positions faster to close deals efficiently.
Advisory teams already working this way
How an advisory firm kept scope and liability terms consistent.
How we compare
How does GenieAI compare to ChatGPT?
GenieAI
Claude
ChatGPT
Conversational interface
Can upload docs & PDFs
Review against your playbook rules
Edit and negotiate in tracked changes
Collaborative legal editor for teams
Compare against a proprietary legal dataset
Manage complex deals with Eidetic Intelligence
Develop an org-wide legal brain
Save templates, playbooks, insights
Other teams
Genie for every team
Common questions
Advisory contracting, answered
What engagement leads and legal ask before rolling Genie out.
Can advisory teams issue engagement paperwork without waiting for legal?
Yes. Legal records the positions the firm accepts once, and Genie drafts and reviews engagement letters and statements of work against them, so client onboarding is not held by a review queue.
Anything outside those positions is flagged rather than issued.
How does Genie handle engagement letters and statements of work?
Genie drafts from your own standard positions on scope, fees, liability and termination, and reviews incoming client amendments against them, marking each departure.
Firefish, a market research agency of 50 to 100 people with its own in-house legal function, cut contract review time by more than 50% and now handles the same volume with half the legal availability.
Who decides which engagement terms we can accept?
Legal owns the playbook: liability caps, scope boundaries and payment terms recorded once.
Engagement leads then negotiate inside those boundaries rather than conceding positions that were already settled.
Does Genie work inside Microsoft Word?
Yes. Genie works directly in Microsoft Word, so you review and redline in the document your counterparty actually sent, rather than moving it into another system and breaking your review trail.
DocuSign and Adobe Sign integrations are in development.
Can Genie draft advisory agreements from our own standards?
Yes. Genie drafts from your standards rather than a fixed form, so an engagement letter, statement of work or advisory agreement reflects how your firm actually contracts.
Current-law accuracy extends across more than 150 jurisdictions.
What happens when a counterparty's redline falls outside our playbook?
Genie flags the deviation instead of accepting it. The change is identified against the specific position it breaches, so whoever reads it can see what was altered, why it matters, and whether it needs a decision from legal.
Escalation is the feature rather than the failure. It is how legal stays in control of the standard while everything inside the standard keeps moving.
Is our contract data used to train AI models?
No. Documents you generate or upload stay in your tenant, are not used to train models, and confidential material is not shared with third-party LLMs.
GenieAI is ISO 27001 certified and operates under GDPR.
How does Genie keep engagement terms consistent?
One recorded playbook applies across engagements, so the same liability and scope positions are taken whoever drafted the letter.
That consistency is what makes the terms defensible when a scope dispute arises.
Resources
Legal AI resources for Advisory
Trusted by 200,000+ users
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