Products
16 tools across conflicts, M&A, capital markets, funds, credit, litigation, and firm operations. Every one built to deliver the thoroughness your clients expect.
Platforms
Full practice management
End-to-end workflows for entire practice areas.
Fund Counsel
One workspace for the full fund lifecycle
Fund formation, side letter tracking, investor onboarding, governance compliance, and capital call management in one workspace.
- +Fund formation document management
- +Side letter tracking and negotiation
- +Investor onboarding workflows
- +Governance compliance monitoring
- +1 more
Credit Counsel
Credit agreements, covenants, and compliance
Credit agreement analysis, covenant compliance monitoring, amendment tracking, and syndicate coordination for lending teams.
- +Credit agreement workspace
- +Covenant compliance monitoring
- +Amendment and waiver tracking
- +Syndicate coordination
- +1 more
Compliance
Never miss a conflict
Automated clearance and review workflows that read every document and remember every finding.
Conflicts Clearance
11 agents. 20 years of data. Zero missed conflicts.
Automated conflicts research across a 20-year narrative database. Agent swarm reads engagement letters, checks ownership trees via SEC EDGAR, and drafts formal briefings with full citations.
- +Multi-agent pipeline (11 specialized agents)
- +SEC EDGAR ownership crawling
- +Engagement letter deep-read with waiver extraction
- +Deterministic traffic light system (RED/YELLOW/GREEN)
- +3 more
Marketing Review
SEC Marketing Rule compliance at the speed of fundraising
SEC Marketing Rule (206(4)-1) compliance review for fund GP pitch decks. Vision-based slide analysis with bounding box highlights and approved language matching.
- +Vision-based slide extraction (5 slides/batch)
- +Bounding box issue highlights on original slides
- +Approved language library matching
- +Multi-round comment tracking with severity tiers
- +1 more
Workflow Tools
The work gets done
Each tool replaces hours of manual work with an AI agent pipeline.
M&A Deals
From SPA upload to closing — every workstream tracked
Upload a purchase agreement and 5 specialist AI agents extract everything — consents, disclosure schedules, conditions precedent, closing checklist — with a QA review pass that catches hallucinations.
- +Multi-agent SPA extraction (5 agents + Opus QA)
- +Third-party consent tracking with AI letter drafting
- +Disclosure schedule version management
- +Conditions precedent lifecycle tracking
- +2 more
Circle-Up
Prospectus verification and comfort letter coordination
Prospectus verification and comfort letter coordination for capital markets offerings. Manage tick marks, auditor procedures, and bring-down verification.
- +Offering verification workspace
- +Comfort letter workflow management
- +Tick mark tracking per number
- +Auditor procedure coordination
- +1 more
SEC Comment Letters
Track and respond across multiple rounds
Track SEC comment letters across multiple rounds with AI-drafted responses grounded in prior correspondence.
- +Multi-round comment tracking
- +AI-drafted response suggestions
- +Cross-reference to prior filings
- +Team collaboration on responses
Discovery Tracker
Full lifecycle tracking for discovery requests
Full lifecycle tracking for incoming discovery requests, document production, and privilege log management.
- +Request intake and categorization
- +Document production tracking
- +Privilege log management
- +Deadline and status monitoring
Pre-Bill Review
AI-assisted billing review with OCG compliance
AI learns partner write-down patterns, auto-suggests adjustments, and flags non-compliant entries against outside counsel guidelines.
- +Pattern-based write-down suggestions
- +OCG PDF ingestion and compliance checking
- +Partner preference learning
- +Time entry analysis and flagging
Associate Evaluations
AI-drafted evaluations from real performance data
Auto-draft performance evaluations from billing data, matter outcomes, and work product quality signals.
- +Billing data analysis
- +Matter outcome tracking
- +AI-drafted evaluation narratives
- +Competency framework mapping
Specialist Tools
Point solutions
Focused tools for specific filing and review tasks.
SEC Exhibit Index
Auto-classify documents against Item 601
Auto-classify documents against the Item 601 SEC exhibit taxonomy for registration statements and periodic reports.
- +Item 601 taxonomy classification
- +Batch document processing
- +Exhibit numbering suggestions
HSR Filing Prep
FTC Item 4(c)/4(d) document categorization
Categorize documents per FTC Item 4(c) and 4(d) requirements for Hart-Scott-Rodino antitrust filings.
- +Item 4(c)/4(d) document categorization
- +Responsive document identification
- +Filing package assembly
Title Exception Summary
AI risk-rating of title exceptions
AI risk-rating of title exceptions from commitment schedules with resolution tracking and priority assessment.
- +AI risk assessment of title exceptions
- +Resolution status tracking
- +Priority-based review workflow
Firm Operations
The modern intranet
A firm portal that actually gets used.