Client Intake
A secure, seamless client intake
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- Fully customised to your firm.
- Accessible on any client device.
- Tracks client progress, so they can continue where they left off.
- Data is instantly synchronised with all other matter and automation tools.
- Instantly export client information in any format you want.
- A living document: change the questions, and communicate with your client, through automated workflows.
Document Automation
Specialized for each area of law, customized for both legal standards and business logic.
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- Document language understanding specialized for each area of law.
- Fully synchronised with client context, including intake responses and documents.
- Built-in review logic: identify typos, clause inconsistencies and inaccuracies.
- Review tools and version audit that make it easy to analyse and refactor the document.
- Version history includes detailed metadata regarding the number of clauses, the type and distribution of clauses.
- Fully integrated chat functionality: get caselaw, statutes, regulations, and jurisdiction-specific insights. Export, manage and templatise chat workflows.
- AI drafting that is fully synchronised with client data and documents from the second they are uploaded, providing clear chain-of-thought reasoning during drafting.
- Orchestrate consistent, complex changes to logic across multiple documents.
E-Signatures
An integrated compliant and secure signature solution
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- Fully customised to your firm.
- Accessible on any client device.
- Integrated with the document automation workflow.
- Instant confirmation with automation for follow-up actions.
- Compliant, unique electronic audit trail for every signer.