Legal software shortlist worksheet
Turn a legal software comparison into a three-option buying shortlist.
Software directory pages work when they help buyers move from browsing to a next action. Use this worksheet to decide whether your next path should be a legal document template path, a contract AI workflow, or a law firm growth/intake system.
LawDepot
Best first path when the buyer needs a common legal document, business form, agreement, notice, or template now.
Genie AI
Best first path when the team has recurring contract drafting, clause review, redlining, or playbook work.
PILMMA
Best first path when a law firm has lead flow but needs better follow-up, source tracking, and owner accountability.
Shortlist worksheet
| Question | If yes | What to verify before choosing | Approved next step |
|---|---|---|---|
| Do you already know the exact document or form you need? | Use a template-first path. | Document type, state or jurisdiction fit, cancellation terms, and whether attorney review is needed. | Open LawDepot |
| Will your team repeat this contract task more than once? | Use a contract AI workflow path. | Trial scope, data handling, review controls, clause quality, and whether the workflow saves reviewer time. | Open Genie AI |
| Is the problem more about leads, follow-up, and owner accountability than software features? | Use a growth/intake operating-system path. | Firm size, intake bottleneck, attribution method, time commitment, and expected proof after a call or lead. | Open PILMMA |
What this worksheet does not prove
It does not prove that any affiliate revenue was earned. Published pages, UTM visits, redirects, aggregate sponsored visits, and exported exported visit rows are intent evidence only.
Revenue proof rule
Revenue is verified only when a partner dashboard, export, screenshot, payout record, payable balance, commission row, sale row, lead row, or partner email confirms it. Until then, the experiment has traffic and conversion-path evidence, not revenue evidence.