Move your team from DraftWise to Ivo.
Each person gets a short interview, then a personalized step-by-step guide showing exactly where their saved work, prompts, and projects land in Ivo — and the few things that need a manual step, walked through. You send one invite; nobody becomes the help desk, and nothing in DraftWise is changed or cancelled. Want to see where you’re paying for both first? Run the free audit.
DraftWise generates full first-draft contracts from precedent; Ivo Assistant drafts clauses and applies playbook-backed edits via natural-language prompts inside Word. The overlap is AI-assisted drafting of contract language within the Word environment. Moving from DraftWise to Ivo: replace full-document precedent-pull drafting with Ivo Assistant prompts per section — type a plain-language instruction (e.g., 'draft a limitation of liability clause using our standard cap') and Ivo pulls from the active playbook and contract repository to generate language. Moving from Ivo to DraftWise: connect DraftWise to the DMS so it can assemble full drafts from the firm's historical language rather than requiring clause-by-clause prompts; users initiate drafts from within the DraftWise Word add-in.
- Warning: DraftWise assembles complete contract drafts automatically from DMS precedent without per-clause prompting; Ivo Assistant is prompt-driven and clause-by-clause, so larger drafting workflows require more manual steering in Ivo.
- Warning: Ivo Assistant can access external web resources and verified legal databases (case law, statutes) during drafting; DraftWise is scoped to the firm's own DMS precedent and EDGAR public filings, not live legal database lookup.
- Warning: DraftWise requires a supported DMS (NetDocuments, iManage, Egnyte) for full drafting capability; teams without one cannot use precedent-based drafting and would need to migrate to Ivo's upload-based assistant approach.
Both products offer a searchable contract library that answers natural-language queries across the full deal history without requiring manual tagging. Moving from DraftWise Deal Table to Ivo Intelligence: export contracts from the DMS that DraftWise is connected to (NetDocuments, iManage, or Egnyte) and upload them to Ivo Intelligence; Ivo automatically discovers amendment and restatement relationships and builds a unified view. Moving from Ivo Intelligence to DraftWise Deal Table: connect DraftWise to the firm's DMS rather than uploading documents; Deal Table will index the library in real-time. In both directions, run benchmark queries used in past matters to verify that the new system surfaces comparable precedent before switching day-to-day use.
- Warning: DraftWise Deal Table also benchmarks terms against public EDGAR filings to verify market alignment; Ivo's contract repository is internally focused and does not describe equivalent public-market benchmarking.
- Warning: Ivo Intelligence automatically surfaces document relationships (amendments, restatements, superseding agreements) and presents a unified view; DraftWise Deal Table organises contracts via the DMS structure and does not describe equivalent automatic relationship mapping.
- Warning: DraftWise requires a live DMS connection (NetDocuments, iManage, or Egnyte) and does not describe standalone document upload; Ivo Intelligence accepts direct uploads, making onboarding faster for firms without a supported DMS.
Both platforms let admins codify firm negotiation positions into playbooks that drive automated review. Moving from DraftWise Playbook Studio to Ivo: export or screenshot existing playbook positions from DraftWise (no direct export format is shared between the tools); in Ivo, create playbooks using natural language input describing each standard position and fallback — Ivo accepts internal standards documents as input so uploading existing guidance PDFs or Word files is the fastest path. Moving from Ivo to DraftWise: in Playbook Studio, upload the firm's guidance documents and connect the DMS so the system auto-drafts playbook entries from historical deal language, reducing manual re-entry. In both directions, run a sample batch of 10-15 contracts through the new playbook before going live to verify flagging accuracy against known positions.
- Warning: Ivo supports layering multiple playbooks simultaneously (e.g., MSA playbook plus a DPA overlay with automatic conflict resolution); DraftWise Playbook Studio scopes playbooks per client, matter type, or counterparty but does not describe the same simultaneous multi-playbook stacking.
- Warning: DraftWise auto-generates playbook entries from connected DMS precedent without manual clause authoring; Ivo generates entries from natural language input and uploaded documents but does not describe pulling directly from a connected DMS.
- Warning: Neither tool exports playbooks in a format the other can import directly, so re-entry overhead is unavoidable in either migration direction.
Both tools deliver AI-generated redlines inside Microsoft Word, so moving this workflow between them is mostly a configuration switch rather than a process redesign. Moving from DraftWise to Ivo: install the Ivo Word add-in and connect it to the firm's existing playbooks; Ivo will run its redline engine (400+ model calls per review, avg 2m 45s) on the same incoming counterparty documents. Moving from Ivo to DraftWise: install the DraftWise Word add-in and connect it to the firm's DMS (NetDocuments, iManage, or Egnyte) so DraftWise can pull precedent; existing playbook positions will need to be re-entered in Playbook Studio before review output matches prior quality. In both directions, download and retain existing redline histories from the outgoing platform before cancelling the licence, as neither tool imports the other's export format.
- Warning: DraftWise pulls redline guidance directly from the connected DMS precedent history, so quality degrades until enough historical documents are loaded; Ivo draws on uploaded playbooks so new-playbook completeness is the limiting factor.
- Warning: Ivo supports both Microsoft Word and Google Docs as review surfaces; DraftWise is Word-only, so teams using Google Docs would lose that option when switching to DraftWise.
- Warning: DraftWise surfaces precise version-history context from DMS deal timelines; Ivo does not describe equivalent DMS timeline access, relying on playbook-backed positions instead.
Both platforms share SOC 2 certification, AES-256 encryption, TLS in transit, and a no-model-training policy on customer data, so the baseline security posture is comparable and procurement teams can rely on equivalent controls for either direction. When switching, obtain the target vendor's current SOC 2 report and supply it to your information security team; confirm your data residency requirements are met by the new platform's cloud configuration; and update your vendor risk register and DPA accordingly. Neither platform makes customer data available to train AI models, so that contractual commitment transfers in spirit — verify the DPA language of the incoming vendor matches your existing obligations before signing.
- Warning: DraftWise offers private cloud deployment on AWS, Azure, or GCP with firm-controlled encryption keys, plus on-premise installation; Ivo does not disclose private cloud or on-premise deployment options, which may block adoption in jurisdictions requiring data residency or firms with strict on-premise mandates.
- Warning: DraftWise holds SOC 2 and Cyber Essentials Plus (UK) certifications; Ivo holds SOC 2 and ISO 27001 and is GDPR/CCPA compliant. Firms with ISO 27001 requirements in their supply-chain policy will find Ivo a closer fit; UK-regulated firms requiring Cyber Essentials Plus will find DraftWise a closer fit.
- Warning: DraftWise retains audit logs for up to two years via AWS CloudWatch with anomaly detection; Ivo does not publicly disclose equivalent log retention or anomaly detection capabilities.