Client Intake

A fully encrypted, white-label service.

  • Get set up from a document in seconds.
  • Accessible on any device, with fully synchronised progress.
  • A living document. Change the questions, and immediately use client data for drafting.

Document Drafting

Using clause-level analysis and review

  • Leverage caselaw, regulations, and jurisdiction-specific insights. Export, manage and templatise workflows.
  • Easy to audit: view every version of a document, and the history behind every clause.
  • Built-in review logic: identify inconsistencies based on client data.
Loops for consistency feature

Loops for consistency

Automatically validates changes as they are created to apply fixes

Autocomplete feature

Autocomplete

Suggest modifications to clauses based on your previous work.

Multi-document edits feature

Multi-document edits

Suggest consistent edits to multiple documents at once, saving you time.

Document Automation

For flexible, proprietary automation

  • Build to rapidly set up automation for documents using intake data
  • Extensible automation logic that prouduces client-ready documents.
  • Plugs in to existing and out-of-the-box automations.

E-Signatures

A compliant, integrated system

  • A complete electonic audit trail for legally compliant signatures.
  • Fully integrated for automation for follow-up actions and review.
  • Quick to set up and deploy for multi-signatory workflows.

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