Every capability below works from the same firm-scoped records, roles, matters, clients, and audit context.
Transaction command
Keep parties, advisors, scope, milestones, responsibilities, files, decisions, and commercial context on one matter.
Visible deal progression
Run diligence, drafting, negotiation, approvals, conditions, and closing through accountable workstreams.
Document lifecycle
Draft, review, version, compare, approve, sign, and preserve transaction documents without losing their matter context.
Conflicts and access
Screen parties early and restrict sensitive mandates through firm roles, matter access, and ethical walls.
Commercial control
Connect time, disbursements, budgets, invoices, payment, and matter reporting to the work that created them.
Governed transaction AI
Use named agents for extraction, issue spotting, drafting, comparison, and closing support inside approved access and review rules.
Open the mandate once
Capture the parties, instruction, conflicts result, scope, team, commercial terms, and initial document set in one record.
Move the transaction visibly
Coordinate diligence, drafting, negotiation, approvals, client decisions, and agent-supported work through shared stages.
Close and preserve the record
Execute documents, complete conditions, issue the invoice, share the closing set, and retain obligations for follow-up.
