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# Leah Features

##### ## Contract Management Platform Features (14)

Contract Creation

Users can create new contracts within the platform using built-in document creation features.

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Government Contracts

Contracts specific to government agencies or organizations who deal with government agencies

Specialty Contracts

An agreement that's only valid if signed by all involved parties, sealed, and delivered

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### ## Platform Additional Functionality (3)

Dashboard

Has a centralized dashboard for users to interact with

Cloud

Provides a cloud based version of the platform

Mobility

Is accessible from a mobile device and by users on the go.

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##### ## Platform Content (3)

Automation

Automates some or all operation related tasks

File Sharing

Provides robust sharing options for communication with both internal and external stakeholders.

Content Library

Provides users with a pre-built library of useable legal document templates

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##### ## Platform Basics (3)

Interoperability

Connects to external systems and applications as needed, specifically legal practice or legal case management software

Offline Editing

Allows users to edit documents offline and syncs changes when connected to wifi.

E-Signature

Integrates with or provides built-in e-signature functionality

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##### ## Contract Creation & Management (4)

Contract Creation

Users can create new contracts within the platform using built-in document creation features.

Contract Templates

Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Contract Editing

Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Contract Attachments

Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

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##### ## Collaboration (2)

Contract Collaboration

Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Approval Process

Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

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##### ## Other Platform Features (5)

Notifications & Reminders

Receive notifications and schedule reminders with alerts according to contract milestones.

Contract Database

Contracts can be stored in a central online repository with built in search capabilities.

Contract Compliance

Identify, assess, and manage all contract risks and ensure the fulfillment of contractual obligations

Integrations / APIs

The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

E-Signature

Ability to e-sign legally-binding contracts within the same platform.

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##### ## Contract Data (2)

Reporting & Dashboards

Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Advanced Contract Analytics

Provides advanced, AI-driven contract analytics to optimize all aspects of contract management.

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##### ## Generative AI (7)

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

AI Text Generation

Allows users to generate text based on a text prompt.

AI Text Summarization

Condenses long documents or text into a brief summary.

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##### ## Generative AI - AI Legal Assistant (2)

Text Generation

Allows users to generate text based on a text prompt

Text Summarization

Condenses long documents or text into a brief summary

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##### ## LLM and NLP - AI Legal Assistant (1)

Natural Language Processing (NLP)

Extract insights from legal texts using natural language processing for better decision-making and analysis

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##### ## Technology Benefit - AI Legal Assistant (4)

Drafting Assistance

Aid in drafting legal documents, contracts, and correspondence by providing suggested language and structure

Review Automation

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Due Diligence

Perform due diligence on the M&A, company formation and other legal transactions by reviewing and summarzing contracts, agreements and other documents with reference to large database and libraries

Legal Analytics and Insight

Answer complex legal questions extracting information from www, uploaded legal documents and other sources, thereby predicting potential outcomes and risks

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##### ## Consistency, Accuracy and Efficiency - AI Legal Assistant (1)

Consistency and Quality Assurance

Standardized approach to legal research, document review, and drafting, minimizing the risk of errors or oversights

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##### ## Automation using Legal Tech - AI Legal Assistant (1)

Litigation Support

Encompasses the use of AI to automate various legal processes, such as case preperation, evidence analysis, trial strategy, legal research, and contract management​

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##### ## Compliance and Data Security - AI Legal Assistant (1)

Data Protection

Ensuring legal standards are met with regulatory requirements and internal policies along with maintaining high standards of cybersecurity

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##### ## Ease of Use and Adaptability - AI Legal Assistant (1)

Ease of Use and Adaptability

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows, adapting to various legal practices across global laws, rules and regulations

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##### ## Customization - AI Agent Builders (6)

Natural Language Configuration

Supports configuration using natural language instructions.

Tone Customization

Allows users to customize the tone of agent.

Security Guardrails

Enables definition of clear security guardrails for agent actions.

API Security

Protect APIs from threats using authentication, access control and encryption

Data Security

Protect sensitive data for digital privacy

Authentication

Verify the identity of users/devices to enable secure access

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##### ## Functionality - AI Agent Builders (6)

Omni-channel Support

Provides support across web, mobile, messaging apps, and other channels.

Agent Branding

Allows customization of agent branding, including visual appearance and conversational style.

Proactive Response Capabilities

Equips agents with proactive response capabilities based on predefined triggers.

Seamless Human Escalation

Facilitates seamless escalation to human employees for complex issues.

Multimedia Support

Supports various file formats

Multi-Modal Input Support

Processing different types of input like text, voice, images etc.

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##### ## Data and Analytics - AI Agent Builders (3)

Analytics & Reporting

Provides analytics and reporting on agent performance and interactions.

Contextual Awareness

Offers agents the ability to maintain contextual awareness across interactions.

Data Privacy Compliance

Ensures compliance with data privacy and governance requirements.

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##### ## Integration - AI Agent Builders (5)

Workflow Automation

Automates workflows and actions based on agent responses.

API Usage

Allows the use of APIs for advanced agent configuration.

Platform Interoperability

Enables interoperability with multiple platforms for unified experiences.

CRM Data Integration

Allows integration with CRM data to ground agent responses in business context.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

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##### ## Agentic AI - AI Legal Assistant (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Agentic AI - Contract Management (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### ## Agentic AI - Legal Document Drafting (7)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Multi-step Planning

Ability to break down and plan multi-step processes

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Agentic AI - Contract Lifecycle Management (CLM) (6)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Cross-system Integration

Works across multiple software systems or databases

Adaptive Learning

Improves performance based on feedback and experience

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

Decision Making

Makes informed choices based on available data and objectives

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##### ## Additional Functionality (57)

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Electronic Signature

Digitally sign online documents

Full Text Search

Search for specific words or phrases within a document or database

Data Import/Export

Import and export data to and from software applications

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Digital Signature

Electronic signing method that validates the authenticity and integrity of a digital document

Contract Drafting

Create, edit, and revise contracts/written agreements

Activity Tracking

Track and document all activities across devices, networks, and other systems

Customizable Reports

Alter the layout and content of reports

Sell Side (Customers)

An agreement between a buyer and a seller for the sale and delivery of goods or services

Task Management

Create, manage and track all task activities and progression

Renewal Management

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Annotations

Highlight content and/or make notations about parts of content

Workflow Management

Create, design and manage workflows for repetitive tasks

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Contract Negotiation

Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Document Storage

Store and organize documents in a centralized system

Customizable Fields

Customize data fields to support various needs and use cases

AI Redlining

The use of AI to automate the process of reviewing, identifying and marking changes in contracts

Version Control

Track revisions and updates made to files and navigate between different versions

Completion Tracking

Track the current status and completion of activities, tasks, goals or deliverables via progress indicators

Contact Management

Manage, organize, and store contact information

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Document Review

Review and analyze existing information across documents

Customizable Branding

Add customized logos and colors to align with company branding

Configurable Workflow

Configure existing workflows to meet your organization's needs

Document Management

Store, manage, and track all electronic documents in a centralized location

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Buy Side (Suppliers)

An agreement between a business and an external supplier for the delivery of a set of products or services

Payment Processing

Accept, record, and reconcile financial transactions

Version Control

Track revisions and updates made to files and navigate between different versions

Scalability

Manage a growing amount of work to meet increased demand without compromising performance

Personalization

Adjust communications based on previous interactions or personal preferences

Data Extraction

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Webhooks

Event-driven HTTP callback that automatically sends real-time data between applications

API

Application programming interface that allows for integration with other systems/databases

Natural Language Processing

Process and analyze human language in text or audio form

Fallback Handling

Automatically switching to secondary AI model(s) during failure or hallucinations

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Multiple LLM Models

Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more

Built-in AI Assistant

Chatbot or AI assistant that answers queries and provides recommendations within an application

Automated Testing

Execution of software tests by leveraging automation tools

Data Governance

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Pre-built Templates

Pre-defined templates within a library for common cases such as contracts, websites, emails, and more

Agent Design Tools

Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors

Deep Learning

Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data.

Model Training

Process of testing an ML algorithm by feeding it training data to learn from

Analytics

Tools for the systematic analysis of various types of data or statistics

Single Sign On

Allow users to access multiple services after entering their login credentials once

Debugging

Detect and remove errors

Deployment Management

Manage the processes involved when making the application ready for use

Proactive Error Detection

Managing and resolving errors that occur during program execution to maintain stability

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##### ## Knowledge Management (1)

Knowledge Management

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

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##### ## Autonomous Task Execution (1)

Autonomous Task Execution

Completes tasks independently without constant human intervention

Show More

##### ## Natural Language Processing (1)

Natural Language Processing

Process and analyze human language in text or audio form

Show More

##### ## Adaptive Learning (1)

Adaptive Learning

Intuitive interface and user-friendly design which seamlessly integrate with existing workflows

Show More

##### ## Workflow Automation (1)

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Show More

##### ## Natural Language Interface (1)

Natural Language Interface

Interact with agents using conversational language

Show More

##### ## Independent Decision Making (1)

Independent Decision Making

Allows the AI agent to learn from interactions and adapt its responses accordingly.

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##### ## Proactive Intervention (1)

Proactive Intervention

Initiate timely prompts like nudges for development, simulated difficult conversations, or manager reminders

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##### ## For Legal Professionals (1)

For Legal Professionals

Specifically designed to address the needs of law firms and legal departments

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##### ## Legal Compliance (1)

Legal Compliance

Deliver highly accurate and legally compliant solutions that integrate with legal databases internally and externally.

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##### ## Review Automation (1)

Review Automation

Extract key terms, information, categorize sections and summarize the ask reducing manual effort and improving efficiency

Show More

##### ## Legal Analytics and Insight (1)

Legal Analytics and Insight

Extracts information from the web and legal documents to answer complex legal questions and predict potential outcomes and risks.

Show More

##### ## Quality Assurance (1)

Quality Assurance

Systematic evaluation of various aspects of a project or service to prevent defects or issues

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##### ## Contract Drafting (1)

Contract Drafting

Create, edit, and revise contracts/written agreements

Show More

##### ## Multi-step Planning (1)

Multi-step Planning

Ability to break down and plan multi-step processes

Show More

##### ## Text Summarization (1)

Text Summarization

Generate a summary of short or long form text

Show More

##### ## Data Protection (1)

Data Protection

Ensures the security and confidentiality of sensitive legal data through encryption, access controls, and compliance with privacy laws.

Show More

##### ## Automated Text Generation (1)

Automated Text Generation

Automatically generates text by applying artificial intelligence to user input

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##### ## Litigation Support (1)

Litigation Support

Uses AI to automate legal processes like case preparation, evidence analysis, trial strategy, legal research, and contract management.

Show More

##### ## Cross-system Integration (1)

Cross-system Integration

Works across multiple software systems or databases

Show More

##### ## Due Diligence (1)

Due Diligence

Review and summarize contracts and agreements for M&A and other legal transactions using large legal databases for due diligence.

Show More

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