Importance is rated 1–5. Critical and High are pre-selected. Toggle, reweight, or add your own.
Build your legal technology RFI / RFP
122 requirements across 13 categories — sourced from the Plexus Legal Technology Requirements Database. Must-haves are pre-selected. Toggle, reweight, or add your own. The output is a customisable RFI / RFP you can issue to vendors today.
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Ability for business to access Legal Support from any device, on any matter, and based on responses to “business language” questions (Collect the Facts), and initiate one of four intake workflows: • Take a Brief • Advice Automation • Doc…
Take a Brief – allow the business to submit a request for Legal support by answering questions about the nature of their issue. Questions are editable by legal to allow updating over time.
Advice automation – allow the business to access automated advice based on their issue (i.e.- “Based on your responses, this person does not qualify as an independent contractor. They need to be engaged as a supplier….”)
Document automation – based on business user response to questions, the system can generate perfectly customized and compliant contracts (simple throught to very complex) and initiate approval and signature workflows based on user input…
Third party review - Ability for business to answer questions about the agreement so legal has a full brief and submit third party agreements for Legal review.
Intelligent questioning that varies based on user response to previous questions
Provide guidance and advice (hover text, pop ups, etc.) to business user as they complete questionnaire on our standard policies (i.e.-“Our standard payment terms are 60 days, 90 days payment terms will require Finance approval”)
Stop questionnaire at any point to get required information to questions and not lose answers to that point.
Ability for business to create and execute documents without Legal support (e.g., if under legal defined thresholds, DoAs)
In-built risk triggers to route documents to appropriate lawyer when a response to a question breaks a risk trigger (i.e.- business is wishing to execute an NDA with a competitor)
For document automation, technology that allows us to very quickly and easily automate simple templates ("paint by numbers").
For document automation, technology that supports medium to high complexity legal automation that allows for nearly unlimited variation of agreements (clauses) to be generated, including management of plurals, tenses, cross clause refere…
Restful API to integrate platform with other systems (CRM, HRIS, Procurement, Finance, etc) to build “Intelligent Contracts” that either ‘pull data’ from a system or ‘publish’ data to a system.
Legal to be able to monitor and view all self-served contracts
Intuitive user interface that the business will love and gladly adopt
Ability for the business to initiate a request from within Outlook or Gmail
Turn key' system roll-out. i.e. can you get the business live in under a week?
Add your own requirements
Anything specific to your environment that isn't on the standard list. Will appear in the RFI under the category you specify.
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Includes vendor scoring columns, importance weights, and a structured response format. Download as Markdown or print as PDF.
