Legal AI for finance and financial services

Investment agreements, loan and facility documents, fund-formation paperwork, financial-services terms, regulator submissions - drafted to current regulation across the FCA, SEC, ESMA, and other major regimes.

Yes. Legal sets the positions your business accepts once, as a playbook, and Genie reviews incoming vendor agreements, outsourcing contracts and DPAs against it, so routine work moves without joining a legal queue.

Anything outside those positions is flagged rather than waved through, so legal keeps the standard and the business keeps the timeline.

Legal does. The playbook is authored and owned by your legal function: preferred positions, acceptable fallbacks, and the points you will not concede. Genie applies it rather than substituting a standard of its own.

That division is the point. The business gets speed without reopening settled questions, and legal gets consistency without reviewing every draft.

It depends on length and how much the counterparty has changed, so we publish customer outcomes rather than a single headline figure. 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.

HoSt Group, a 700-person energy company, gives 25 commercial seats to its sales and commercial teams and reports 80% faster reviews. The saving comes from Genie reviewing against your playbook first, so whoever opens the contract starts from a marked-up draft rather than a blank page.

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.

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.

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.

Yes. Your compliance team sets the terms a critical outsourcing agreement must contain, including audit rights, sub-outsourcing consent, exit plans and incident reporting, and Genie reviews every incoming agreement against that list.

This is the review most often done twice: once by procurement on commercials and once by compliance on resilience. Running one pass against a single agreed position removes the second queue.