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May 6, 2025

ºìÐÓÖ±²¥ vs Deloitte

What is ºìÐÓÖ±²¥?

ºìÐÓÖ±²¥ is a secure intelligent platform that streamlines contract drafting, reviewing, and editing with cutting-edge, AI-powered tools.

What is Deloitte?

✅ "Big Four" professional services firm with global reach; entered legal services market as alternative to traditional law firms; combines consulting expertise with legal service delivery
Capabilities
ºìÐÓÖ±²¥
Deloitte
Additional Note
Stand-out features

✅ AI-superpowered contract drafting, collaboration & review

✅ End-to-end legal services combining consulting, technology, and managed services; strong contract lifecycle management through dTrax

Unique product features and capabilities that differentiate the platform from competitors in the legal tech market.
Legal AI and Machine Learning Capabilities

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

â“ Leverages AI through partnerships and acquisitions rather than developing proprietary legal AI ºìÐÓÖ±²¥s; focuses on implementation of third-party tools

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

✅ Enterprise-grade security measures in place

✅ Enterprise-grade security with end-to-end encryption

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

✅ Compliant with major security standards, ISO27001 and SOC2

✅ ISO27001, SOC2, and numerous other security certifications

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

✅ 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.

✅ Robust data sovereignty controls with regional hosting options

Can the customer own their own data, or can the platform use it and process it, to train their Legal AI models for example?
Authentication methods

â“ Multiple authentication options (coming soon) (request this feature)

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✅ Multiple authentication options including SSO, MFA, and biometric

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

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

✅ Granular permission settings and role-based access controls

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

✅ Compliant with GDPR and other privacy regulations

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✅ Compliant with GDPR, CCPA, and industry-specific regulations

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

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

â“ Contract drafting available through dTrax platform but relies more on templates than generative AI capabilities

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

✅ Collaborative features available through dTrax and other platform ºìÐÓÖ±²¥s

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

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

✅ Strong contract review capabilities through dTrax with workflow management and analytics

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

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

✅ End-to-end legal services combining consulting, technology, and managed services; strong contract lifecycle management through dTrax

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

â“ No 'dumb' automated workflows. Agentic workflows coming in 2025

✅ Sophisticated workflow management tools particularly strong for large enterprises with complex approval chains

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

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

✅ Supports complex legal styling and formatting requirements

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?
Integration Capabilities

â“ 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 integration capabilities with ERP, CRM, and other enterprise systems

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

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

✅ Integrated e-signature capabilities through partnerships with major providers

Can you digitally sign and execute contracts within the platform, without using a 3rd-party, or printing and scanning?
Reporting and Analytics

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

✅ Advanced analytics and reporting capabilities with customizable dashboards

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 Assembly

✅ AI-powered document assembly

✅ Template-based document assembly capabilities through dTrax and other partner technologies

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

✅ 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.

â“ Limited native AI document editing capabilities compared to AI-first platforms

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

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

â“ Legal research capabilities available but not a primary focus compared to managed services

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

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

✅ Comprehensive negotiation support through dTrax platform with clause libraries and approval workflows

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

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

✅ Advanced data extraction and analytics capabilities for due diligence and contract analysis

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

✅ Mobile-optimised Web App

✅ Mobile access to key platforms including dTrax

Does the platform have a mobile-optimized interface that allows users to access, review and manage contracts from smartphones and tablets?
Integration with file storage (e.g. Google Drive, Dropbox)

â“ Coming soon (request this feature)

✅ Integration capabilities with major cloud storage providers and document management systems

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

✅ Community clause library available for creating modular contracts

⌠No community clause library; clause libraries are client-specific

A shared database of legal clauses contributed and used by legal professionals across organizations, enabling standardized contract language.
Private clause library (for your firm)

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

✅ Robust private clause library functionality within dTrax platform

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

✅ Community template library available to create modular contracts

⌠No community template library; all templates are client-specific or proprietary

A shared collection of pre-built legal document templates, contributed to and accessible by all users of the platform.
Private template library (for your firm)

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

✅ Extensive template creation and management capabilities

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

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

✅ Strong Microsoft Word integration for contract drafting and review

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

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

â“ Some users report challenges with complex document migrations and formatting inconsistencies across platforms

Does the platform have known common formatting challenges when importing/exporting legal documents? Think table layouts, numbering, and style consistency, for example.
User reviews and known issues

✅ Generally positive reviews

â“ High cost, complex implementation, and sometimes siloed approach across Deloitte service lines

A collection of verified 3rd-party customer reviews documenting any known technical issues.
Customer support options and responsiveness

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

✅ 24/7 support available through multiple channels for enterprise clients

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

✅ Available with our custom plans

✅ Dedicated engagement managers and account teams for enterprise clients

Is there a designated professional who provides personalized support and technical guidance for your platform usage and needs?
Setup and onboarding

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

â“ Comprehensive but typically requires 3-6 months for full implementation of larger ºìÐÓÖ±²¥s

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

✅ Established AI-focused legal tech company

✅ 1845 - Long-established professional services firm that expanded into legal services

A timeline of the company's founding, growth milestones, and key developments in its product evolution and market presence.
Age of company and depth of AI integration

✅ 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

â“ Mix of web-based platforms and integrations with existing systems

A measure of company maturity and experience in developing and implementing artificial intelligence ºìÐÓÖ±²¥s for legal work.
AI accuracy and transparency

✅ 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

A clear framework showing how AI makes decisions and measuring the reliability of its outputs across legal tasks.
Market penetration

✅ 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.

✅ Strong presence in enterprise market, serves 85% of Fortune 500 companies across various service lines

How widely the product is adopted across different organizations, from small businesses to major enterprises, and total active users.
Open-source vs. proprietary models

✅ 3rd party and proprietary AI models

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AI models that are publicly accessible vs those exclusively owned and controlled by the company.
Deployment options

✅ Cloud-based (SaaS)

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

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

✅ Large enterprises, multinational corporations, and upper mid-market businesses

Who Is product is designed for? In-house legal teams, law firms, sole practitioners or SME?
Industry specialism

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

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✅ Particularly strong in financial services, technology, healthcare, and manufacturing

Is the platform focused on a handful of sectors, or mass-market?
Countries of operation

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

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✅ Global coverage across 80+ countries with 2,500+ legal professionals

Which countries and legal systems the platform operates in and supports.
Pricing model and cost structure

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

â“ Custom enterprise pricing based on scope, scale, and services required; typically starts at $100K+ annually for full managed services

Subscription fees, usage limits, and additional costs for accessing and using the platform's features.
Uptime guarantee and service level agreements

✅ Offers SLAs for custom plans, specifics not public

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✅ Enterprise-level SLAs with 99.9% uptime guarantees

Service reliability commitments and performance standards that specify system availability and response times.
Community and events

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

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There's also an active Slack community ()

Community & events: ✅ Regular thought leadership publications, webinars, and industry conferences; hosts Deloitte Legal International Virtual SeriesTraining: ✅ Comprehensive training programs, change management, and documentationPrompt Training: ⓠLimited AI prompt training; focuses more on platform usage than AI optimization

Community and events can be far more powerful for onboarding and training than simply having an account manager.
Time to Value

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: ⌠No self-serve options; requires formal engagement processSales: â“ Typically 3-6 months from purchase to implementation for enterprise ºìÐÓÖ±²¥s

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

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

✅ 1-2 weeks from agreement to full implementation

Pilot: â“ Formal proof of concept approach requiring significant client resources and commitmentImplementation Timeline: â“ 3-6 months typical implementation timeline for enterprise ºìÐÓÖ±²¥s

If you do go down the sales process (not self-serve) then most want a quick and tailored pilot, followed by rapid implementation.
Sales Approach

✅ Consultative, transparent pricing, no hard selling

â“ Enterprise sales approach with multiple stakeholders and lengthy evaluation process

The legal industry is typically dominated by aggressive sales tactics, which can distract from the core problems you're trying to solve.
Example Success Stories

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

✅ Case study: Global pharmaceutical company reduced contract processing time by 60% and achieved 35% cost savings through dTrax implementation

We search for success stories with hard metrics where possible, so we don't just have to rely on the marketing hype.
Case study metrics

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

✅ Detailed metrics on cost savings, efficiency gains, and risk reduction; typically 30-50% cost reduction in managed services engagements

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