Legal AI for Finance professionals

Streamline financial agreements and compliance with AI-powered precision

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5

Genie's Legal AI is very easy to use and easy to understand, like ChatGPT, DocuSign, Google Gemini, Grammarly and Microsoft Copilot.

Charles Payne
CTO

Elevate your financial operations

Bank on solid agreements

Craft finance-specific contracts, from loans to investment terms, with ease.

Multiply your productivity

Automate routine document tasks to handle more transactions efficiently.

Invest in new opportunities

Explore financial innovations with AI support for legal compliance and risk management.

See Genie AI in action

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Understand the most valuable features of Genie based on your workflow
Find out exactly how your business will benefit, from hours saved to faster revenue



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Trusted by 280+ Finance professionals

5

Because of Genie, I can now spend more time on customers and less time wrangling the other big LLMs like Gemini

Joseph Walsh
Business Owner
5

Genie was so intuitive, and easy to use, allowed me to not only review but adjust my document so that my clients and me were protected and expectations were clear.

Hamsa Adan
Business Owner
5

Wanted to experiment with AI document drafts. Pleasantly surprised because the proposed draft needed very little custom alteration.

Du Bois V. Cox
CEO

Easy to use and no customer support needed. Which was a surprise, since I had never used AI documents or the Genie applications.

Du Bois V. Cox
CEO
5

Genie gives me freedom to focus on winning the agreements and work and not need to worry about the legal jargon and framework in the back end where I, and ChatGPT, may not be so well versed.

Hamsa Adan
Business Owner
5

Not many tools have a clause library, based on substantiated data. Genie does!

Shubhanshu Singhai
Consultant
5

Speed and productivity are massively enhanced with Genie, alongside tools like Docusign and Grammarly

Bhupinder Sandhu
Enterprise Service Manager
5

I had a 24 page document to read and sign with little time. I needed someone to review and figure out statements that were errors or traps which I then used Genie AI for

Itunuoluwa Abidoye
Founder
4

I was trying to create an NDA for a contractor service and needed someone or an AI to help me do that and also to proof read the document to be sure all details were there, then I stumbled on Genie AI and tried it out and to my surprise it actually worked well!

Itunuoluwa Abidoye
Founder
5

I was bogged down with manual reviews, constantly battling with consistency or missing a small but key detail. Their AI document review feature has been a game changer. I keep coming back to them time and time again.

Marc Thorne
HR Manager
5

The clause library has been a lifesaver. When it comes to tweaking the wording of an employment contract, it does the heavy lifting, leaving me with just the fine tuning. It’s saved me so much time and effort and I know the clauses are solid.

Marc Thorne
HR Manager
5

Given my time constraints, I like the support that Genie offers, compared to LexisNexis

Charles Payne
CISO
5

As a small independent publisher I needed an agreement knocked up quickly for a new author we brought on board. Genie made it quick and easy and using the AI tool I was able to tweak it to fit our exact needs.

Ryan Crear
Director

Now that I’m using Genie for drafting documents, I’m saving 12-15 hours of my time a week and I’m saving €20,000 a year on legal fees.

Francesco Sodini
CFO
5

Genie AI has been incredibly useful in reviewing complex legal documents, particularly for its ability to quickly analyze and identify key clauses, risks, and areas requiring attention. It has enabled me to spend more time focused on strategic decisions rather than manual review.

Kevin Bryan Curtis
Senior Assistant Company Secretary
5

Genie AI has streamlined the legal review process and improved overall efficiency. Couldn't recommend it enough.

Kevin Bryan Curtis
Senior Assistant Company Secretary
5

Genie's Legal AI is very easy to use and easy to understand, like ChatGPT, DocuSign, Google Gemini, Grammarly and Microsoft Copilot.

Charles Payne
CTO
5

Genie saves me time, gives me confidence in handling legal matters, and produces clear, customizable agreements. It's extremely easy to export for signing with a tool like Docusign, and I’ve already recommended it to others!

Iman Ismail-Martens
Founder
4

I use Genie for creating contracts for software development, it's better than the LLMs, but not perfect yet. I still need a lawyer to finish things off.

Veaceslav Hascevoi
Project Manager
4

As a freelancer, I can now prepare proper long-form legal contracts for and with my clients, using AI

Olatunde Oloruntoba Samuel
Product Designer
5

Generating trustworthy documents that are governed by the correct country law, and drafted using plain English terms, combined with legalese would otherwise be held up on lawyers desks for months! Genie makes it possible to move forward promptly on projects.

Mo Talukder
Director
4

The feature that suggests alternative clauses really stood out—it streamlined the process, helping me review contracts much faster and with greater confidence.

Hyrum David Perez
Software Engineer
5

I needed to create reliable legal documents like a volunteer agreement and NDA for onboarding my startup team without the expense or hassle of legal consultations. Genie AI provided a simple, fast way to generate these documents, making the process stress-free.

Iman Ismail-Martens
Founder
5

It’s easy to use, slots right into my workflow and has massively boosted my efficiency and quality. The whole process is straightforward, and it’s given me the freedom to focus on more important things.

Marc Thorne
HR Manager
5

The cost of drafting high-quality legal drafting for start-ups can be substantial. When searching for a solution to this problem, I thought of Genie. They offer an excellent, user-friendly platform that allows us to draft, review, and create contracts with just the click of a button. The team is always available to address any issues that arise, and I don’t think I’ve ever talked about a product as much as Genie.

Yasmin Howbrook
Sales Director
5

I am happy to see the level of security employed by this site. As some of the information they hold through documents we create is sensitive it is imperative that security is at the forefront of Genie's considerations. I would not want this information to be available to anyone, especially competitors.

Ryan Crear
Head of IT
5

I don't trust standard AI for any legal work, but with Genie, I have a lot of confidence! I love the interface, how easy it is to use and all the many improvements that have been made since I first started using it.

El-Elyon Appahoh, Esq.
Attorney
5

I needed to update a commercial sales.contract. As an experiment, decided to try AI drafted documents. Genie gave me exactly what we requested. I export them from Genie and then upload them to Docusign

Du Bois V. Cox
CEO
5

Helped me to draft an agreement easily for my client and the way it was drafted was far better than the other AI which I have used before now. The best part is that it was written according to the laws applicable in my country (India in my case)

CS Shalini Malhotra
Company Secretary
4

I was trying to come up with the legal privacy policy for a project i was working on and Genie came in handy

Olatunde Oloruntoba Samuel
Product Designer

Before Genie, it would take 2-3 hours to tailor boilerplate templates to my needs even if they're straightforward. By the time I've done that, even if it's easy, I've used a whole morning. Genie can now do the heavy lifting of creating that viable first draft for me, which is automatically tailored to my key requirements, and I can then refine. It’s a massive time saver.

Kristina Kerr
Solicitor
5

Finding simple legal clauses for tasks or projects that needed some form of contract between 2 unrelated parties, and which protects them both

Mo Talukder
Director
5

Since using this product I need less time with our solicitor drafting documents and only needing them to verify that what we have generated through Genie is suitable. We sometimes tweak the wording slightly to match our needs.

Ryan Crear
Director
5

Now, it’s quick, accurate and, best of all, I’ve got my evenings and weekends back – winner winner chicken dinner!

Marc Thorne
HR Manager
5

What I loved most was how user-friendly the tool is. The interface is intuitive, and I could customize documents without feeling overwhelmed, like in Microsoft Word.

Iman Ismail-Martens
Founder
4

Great tool for start ups looking to get legal documents done quickly.

Joseph Walsh
Director
5

We needed contracts fast as we started hiring and signing customers. Having strong templates that were easy to navigate saved me infinite headaches.

Sebastiaan Debrouwere
Founder
5

I was looking for some Operating agreements which were available in the market but were never perfect. I got a perfectly organised and formatted template from genie which helped me complete the task fast.

Shubhanshu Singhai
Consultant

It’s simple and the interface is easy to engage with. I'd say it's made my practice possible and I'm not exaggerating.

Amier Carmel
Attorney
4

I needed a reliable way to spot potential issues quickly without always relying on external legal support. Genie has been a huge help in that area.

Hyrum David Perez
Software Engineer
5

Genie is reliable yet straightforward, and helps me build my startup without the hassle of spending time or money on legal consultations.

Iman Ismail-Martens
Founder
5

I use Genie for document review, which has significantly improved my workflow. When I found it, I was struggling with efficiently catching typos and inaccuracies in legal documents. Since using Genie, I've noticed a marked improvement in the quality of my reviews. I save about 2 hours per contract, and I can finalize agreements much faster.

Hyrum David Perez
Software Engineer
5

Genie's template library and smart AI has saved us so much time and headache in getting our contracts drafted and improved. It's incredibly impactful for fast-growing companies like us who have to quickly get on top of contracts in employment, sales, partnerships, etc.

Sebastiaan Debrouwere
Founder
4

WIth Genie I'm saving time, meaning that more work can be taken care of by my own self rather than depending upon others.

CS Shalini Malhotra
Company Secretary
5

Genie allows me to take on new work knowing that I will have the capacity to do so based on how much time it saves me.

El-Elyon Appahoh, Esq.
Attorney
5

I used Genie to speed up drafting of complex legal clause, like those regarding PII. Compared to ChatGPT, with Genie was hands-down the best quality AI legal drafter I've used to date (as an ex-lawyer).

Bhupinder Sandhu
Enterprise Service Manager
4

Since using Genie, I’ve saved hours of contract revisions and negotiations, and I can focus more on the technical aspects of my job. I especially appreciated how easy it was to use; even though legal documents are complicated, Genie made the experience intuitive and efficient.

Hyrum David Perez
Software Engineer
4

When I found Genie, As a developer working in finance and technology, I was constantly facing the challenge of reviewing and negotiating lengthy legal documents like software development agreements. Genie made the experience intuitive and efficient.

Hyrum David Perez
Software Engineer
5

I was going through a time where I had a whole lot of contracts to review and quite a few to draft also but had a short time to do it. I shopped around for other tools and found a few that were not quite what I needed and then finally stumbled across Genie. Genie allowed me to review the contracts with so much ease and cut down SO much of the time I had allocated to it - it almost felt too good to be true, but when I reviewed Genie's feedback on the contract, I agreed with pretty much everything it fed back to me!

El-Elyon Appahoh, Esq.
Attorney

Backed by

Related use cases

Ease of adoption

Seamlessly integrate AI-powered legal tools into your workflow, minimizing disruption and maximizing productivity.

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Regulation summary

AI-powered analysis of complex regulations, distilling key points for swift comprehension.

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Template Library

Streamline contract creation with an extensive, AI-powered library of customizable templates.

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Issue Spotting

Proactively identify and address potential legal risks in your documents with AI-powered analysis.

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Law summary

Streamline legal research with AI-powered summaries of complex laws and regulations.

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AI Negotiation

Streamline contract negotiations with AI-powered insights and recommendations.

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Legal Efficiency

Streamline your legal workflows and boost productivity with AI-powered solutions.

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Security

Safeguard sensitive legal data with advanced AI-powered protection.

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Clause Finder

Instantly locate and extract specific clauses from complex legal documents, saving hours of manual searching.

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Collaborations with

Case study

How a Sales & Marketing Lead uses Genie AI to reduce contract drafting time by 95%

Get answers to some
Frequently Asked Questions

How can AI improve financial contract analysis?

AI complements financial contract analysis by rapidly scanning documents, identifying key terms, and flagging potential risks. Genie AI's advanced algorithms can process complex financial agreements in minutes, enhancing accuracy and efficiency. This empowers financial professionals to make quicker, more informed decisions while reducing human error.

Will AI replace lawyers in financial institutions?

AI won't replace lawyers, but it will supercharge them. Genie AI empowers financial institution lawyers to work faster and smarter, handling routine tasks so they can focus on complex legal strategy. It's a powerful tool that enhances legal work, not a replacement for human expertise.

Can AI predict legal risks in financial transactions?

Genie AI's advanced algorithms analyze financial transactions, flagging potential legal risks. While not replacing human expertise, it empowers lawyers to quickly identify and address issues, enhancing due diligence and risk management in complex financial deals.

How does AI enhance due diligence processes?

AI supercharges due diligence by rapidly analyzing vast amounts of data, flagging potential risks, and extracting key information. It can review contracts, financial statements, and regulatory filings in minutes, not days. This allows legal teams to focus on high-value analysis and decision-making.

Can AI automate financial document review processes?

AI can streamline financial document review, boosting efficiency and accuracy. Genie AI's powerful tools analyze contracts, flag issues, and extract key data. While AI won't replace human expertise, it empowers financial professionals to focus on high-value tasks, reducing time and errors in document processing.

How secure is AI for sensitive financial data?

Genie AI employs enterprise-grade security measures, including end-to-end encryption and encryption at rest. We're compliant with major security standards like ISO27001 and SOC2. We don't train models on your data or share confidential information with third-party LLMs, ensuring robust protection for sensitive financial data.

Will AI reduce legal costs for financial firms?

AI-powered legal tools like Genie AI can significantly reduce legal costs for financial firms. By automating contract drafting, review, and negotiation processes, these tools boost efficiency and accuracy. This allows legal teams to focus on high-value tasks, ultimately leading to cost savings and improved productivity.

Case Studies for Finance

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Legal AI resources for Finance