| FEATURES | Contributor | Collaborator | Core |
|---|---|---|---|
| AI PARALEGAL, "JENNY": Jenny is your personal Al assistant. Jenny can do anything from showing you how to use the hundreds of platform features to drafting a contract or legal letter for you. | ✘ | ✔ | ✔ |
| AI LEGAL RESEARCH: Unlike traditional legal research that utilizes one primary source of data, Al legal research brings together research from many sources to generate a well- rounded view of the topic searched. | ✘ | ✘ | ✔ |
| AI LEGAL DOCUMENT DRAFTING: Cut the time to draft demand letters, collection letters, regular correspondence to one-tenth of the time you would spend without Al. | ✘ | ✘ | ✔ |
| AI CONTRACT DRAFTING: Select the contract type and category, enter the parties' names and generate a unique contract with the click of a button. Immediately send the contract to the collaboration room or contracts library. | ✘ | ✘ | ✔ |
| AI CONTRACT REVIEW: Al contract review is the equivalent of having a first-year attorney make the initial run through of the contract review. Al will highlight and mark-up common provisions that are frequently negotiated. | ✘ | ✘ | ✔ |
| DASHBOARD: View calendar - schedule tasks – overview of contracts status - contract activity - charts and graphs. | ✔ | ✔ | ✔ |
| CONTRACT VAULT: Store executed contracts – set view permissions – view contract details without opening contract – set automatic email reminders of important dates – advanced contract locator – view, download and email original and signed contracts. | ✔ | ✔ | ✔ |
| LITIGATION MANAGEMENT: Manage litigation – create pleadings, motions and discovery from templates you have created – store all court filings all court documents of all parties - manage discovery documents – create and assign tasks – track emails – keep time stamped notes – create project plans and Gantt Charts. document requests and production. | ✘ | ✘ | ✔ |
| MERGERS & ACQUISITIONS: Manage a merger or acquisition from negotiations thru closing - manage due diligence – automatic document requests – 3rd party document upload portal – draft contracts – track stages of negotiation – manage closings – create and assign tasks – track emails – keep time stamped notes – create project plans and Gantt Charts. | ✘ | ✘ | ✔ |
| HUMAN RESOURCES: Manage employee files – conduct pre-employment verification - track salary and position history – track training compliance – track complaints and grievances – create and store employee related contracts – attach employment e-mail correspondence – maintain time stamped – create tasks. | ✘ | ✘ | ✔ |
| CORPORATE COMPLIANCE: Prepare annual filings, draft quarterly minutes, prepare organizational documents, organize all corporate action, and more. | ✘ | ✘ | ✔ |
| SECURITY COMPLIANCE: Draft Federal, State, International security policies, track updates, work on SOC and ISO compliance, project planning and pace indicators for security projects. | ✘ | ✘ | ✔ |
| LEGAL RESEARCH: Access Federal and State statutes, regulations and case law. Insert pertinent data into motions and other legal documents. | ✘ | ✘ | ✔ |
| TRADEMARK MANAGEMENT: Organize your trademarks in one place. Instant access to all of the data that the USPTO provides. Set filing reminders and collaborate with team as needed. | ✘ | ✘ | ✔ |
| REQUEST A CONTRACT - Request a contract to be made by filling out the webform of an existing Contract Template. | ✔ | ✔ | ✔ |
| APPROVAL AND COMMENTS - Approve and chat within contract collaboration rooms during the automation process. | ✔ | ✔ | ✔ |
| CONTRACT COLLABORATOR: Automate contract negotiations from creation to execution - collaborate internally and externally - redline - require approvals - automate email reminders to review, approve and sign - automate task creation - export/import changes - automatically send out for e-signatures - track every collaborators participation. | ✘ | ✔ | ✔ |
| CONTRACT/CLAUSE LIBRARY: Store sample contracts and clauses for future use - access hundreds of included clauses and contracts. Assemble contracts from scratch. | ✘ | ✔ | ✔ |
| CONTACT MANAGER: Create a contact record for customers, vendors and employees - attach email correspondence, contracts, call log and notes to contact records - create and assign tasks for contacts - contact information is used to automatically populate templates. | ✘ | ✔ | ✔ |
| FORM RESPONSES - View and Delete incoming form responses to surveys, data collection payment information. | ✘ | ✔ | ✔ |
| TASKS: Create tasks for yourself or assign to other employees - automatic task creation. | ✘ | ✔ | ✔ |
| CHAT: Chat with other employees inside of Contract Collaboration. | ✘ | ✔ | ✔ |
| CONTRACT DRAFTING - Create a contract from scratch and collaborate with other users, when it is ready, the file can be exported to Templates. | ✘ | ✔ | ✔ |
| CUSTOMER SUPPORT & TRAINING: Contact our customer support team for free training and assistance with any difficulties. | ✘ | ✔ | ✔ |
| CONTRACT TEMPLATES: Turn any contract into a template - insert database and custom fields - automatic generation of input fields in the Contract Collaborator - easily add e- signature fields. | ✘ | ✔ | ✔ |
| EMAIL TEMPLATES - Edit your own email templates for outgoing emails. | ✘ | ✔ | ✔ |
| WEB FORMS: Turn any template into a webform and publish to the internet with a single click - give webform internet addresses to employees and customers so that they can request a contract - form submissions automatically create contracts for review. | ✘ | ✔ | ✔ |
| EMAIL: Sync your email account - attach correspondence to contact's record. | ✘ | ✘ | ✔ |
| REPORTS: Create reports and graphs to easily access and compare information. | ✘ | ✘ | ✔ |
| E-SIGN: Utilize the E-sign module to quickly upload and send off documents for signature without the contract automation process. | ✘ | ✔ | ✔ |
| SYNC WITH SALESFORCE: Quickly sync all your contacts from SalesForce. | ✘ | ✘ | ✔ |
| SMART CONTRACTS: Assure payments for critical contracts by executing the payment over the Ethereum blockchain network, using a secure approval process. | ✘ | ✘ | ✔ |
| DOCUMENT REVIEW: Conduct due diligence investigations - request documents - automatic reminders to produce documents - view and comment on documents - collaborate the review - request follow-up documents - track which documents have been received and are missing. | ✘ | ✘ | ✔ |
| PROJECT PLANNING: allocate time to departments and employees - assign tasks - track progress - revise timeline - create Gantt Charts. | ✘ | ✘ | ✔ |