Controlled Collaboration
Work securely with clients, advisors and sponsors in real-time in a collaborative and controlled environment.
Document Automation
Use reusable boilerplate templates with blobs to automate document production and first drafts
Regulations & Checklists
Access and link disclosure requirements, regulations across multiple regulatory frameworks and use internal compliance lists with custom checklists
Comprehensive Auditability
Trace every change on documents with versioning , change tracking , approval audits and blackline production capabilities.
Access Controls
Invite external parties and grant access using granular access controls to maintain ownership and confidentiality.
Blobs & Definitions
Manage definitions and blobs across one or more documents in your workspace and improve the quality of last minute changes.
Backup & Verification
Collaborate on verification simultaneously while drafting to track backup information instead of the document changes.
Disclosures & Filings
Prepare submissions for regulatory filings or disclosure reports in real time and track them in real time while drafting documents.
Built for law firms
Rich Intelligent Templates
Create and use precedents that are embedded with data and compliance
Intelligent Structured Data
Manage, track and reuse data that is machine readable for intelligence
Digital Document Workflows
Digital workflows for faster matter management and collaboration
