Tools

SEC Marketing Rule 206(4)-1 compliance for pitch decks, track records, and LP materials.

Reg M-A, Rule 14d, and Rule 165 compliance for press releases and investor materials.

Gun-jumping, Rule 134/135, roadshow, FWP, and research quiet period compliance.

Antitrust, privilege, litigation risk, and document hygiene review for IC memos, decks, and board materials.

Greenwashing detection, SFDR/EU Taxonomy compliance, SEC climate rule gaps, and metric integrity checks.

ERISA disclosure compliance, OWBPA, WARN Act, COBRA notice, and benefits communication review.

Consent mechanisms, cross-border transfers, data retention, and multi-jurisdiction privacy law compliance.

FAR/DFARS clause compliance, CMMC requirements, CAS violations, and subcontractor flow-down.

OFAC SDN screening, EAR/ITAR classification, country risk, and sanctions clause compliance.

Upload an SPA; 5 specialist agents extract consents, disclosures, conditions, and the closing checklist.

Review an opposing-counsel NDA against the firm playbook — by type, with overlays like clean team. Negotiation levers, round-by-round blacklining, Word-in, tracked-redline-out.

Third-party consent tracking with AI letter drafting.

Multi-round disclosure schedule management and version diffs.

AI-generated resolutions by entity type and jurisdiction.

Firm-wide post-closing obligation tracker.

Reg M-A, Rule 14d, and Rule 165 compliance for press releases and investor materials.

Upload a proxy draft + prior year DEF 14A for intelligent year-over-year blackline, CD&A consistency checking, cross-reference validation against the 10-K, and ISS/Glass Lewis policy pre-screening.

Prospectus number verification against supporting financials and comfort letter coordination.

Track and respond to SEC comment letters across multiple rounds with AI-drafted responses.

Gun-jumping, Rule 134/135, roadshow, FWP, and research quiet period compliance.

Per-fund workspace: formation, side letters, governance, and LP management.

Sponsor profiles and cross-fund LP access.

Firm-wide LP directory with side-letter modification history.

SEC Marketing Rule 206(4)-1 compliance for pitch decks, track records, and LP materials.

Credit agreement analysis, covenant compliance, and borrower portfolio management.

Credit deal workspace with amendment and waiver tracking.

Amendment and waiver workflow with lender consent tracking.

Syndicate coordination across lenders.

Upload written discovery; AI parses interrogatories, RFPs, and RFAs into a structured tracker with response drafting, objections, and production logging.

Upload deposition transcripts; AI extracts topics, flags admissions and inconsistencies, and provides pinpoint Tr. page:line citations. Search across all depositions in a case.

Ingest financial data, build BNC-compliant creditor matrices, generate bankruptcy schedules (A/B, D, E/F, G), SOFA preference analysis, and cross-document consistency validation.

End-to-end ARL management with 17-step tracked workflow, lawyer polling, and AI-drafted responses.

Antitrust, privilege, litigation risk, and document hygiene review for IC memos, decks, and board materials.

Categorize documents per FTC Item 4(c)/4(d) for HSR antitrust filings.

Insurance policy stack with claim-to-coverage mapping.

Greenwashing detection, SFDR/EU Taxonomy compliance, SEC climate rule gaps, and metric integrity checks.

OFAC SDN screening, EAR/ITAR classification, country risk, and sanctions clause compliance.

ERISA disclosure compliance, OWBPA, WARN Act, COBRA notice, and benefits communication review.

Consent mechanisms, cross-border transfers, data retention, and multi-jurisdiction privacy law compliance.

FAR/DFARS clause compliance, CMMC requirements, CAS violations, and subcontractor flow-down.

Run the firm's internal initiatives as one portfolio — stage-gate governance, scored intake, RAID logs, capacity, and AI status roll-ups.

OCG & Engagement Letter repository — parsed terms, cross-client comparison, AI chat.

AI-assisted pre-bill review with OCG compliance and pattern learning.

AI-drafted performance evaluations from billing data and matter outcomes.

Resource management and matter staffing.

PACER/EDGAR monitoring and alerting.

Firm-wide knowledge and document discovery.

Cross-matter knowledge management.

Upload a memo or brief, get a polished PowerPoint. AI structures your content into slides with speaker notes.

Triage dashboard for in-house legal teams. View all incoming requests, assign attorneys, track workload by legal group, and manage resolution.

Business users describe what they need in plain language. AI detects urgency, routes to the right legal team, and provides real-time status tracking.

NDA repository with AI provision extraction, playbook-driven negotiation positions, and expiration tracking.