Doc Send & Sign ^{Generate docs to send for review and signature collection, recorded in the Doc Ledger.}

AI Doc Analysis ^{Import legal docs to receive an AI-generated ledger and organized File Cabinet.}

Doc Ledgers ^{Reports that summarize legal docs by terms & relationship, enabling transparency, diligence, and peace of mind.}

Data rooms ^{Create secure data rooms to share sensitive documents, links, & reports. Manage access & track engagement.}

Shared Forms ^{Share forms to collect inputs needed for document creation, diligence, and filings.}

Workspaces ^{Collaborative, secure spaces for individuals & teams to manage document-based data, operations, and transactions.}

Dashboards ^{Track and manage all of your document & diligence to-do's from one integrated dashboard.}

Providers ^{Connect with integrated Service Providers to access specialized services that integrate with your workflows.}

Workflows ^{Access a standardized workflow library with integrated forms, templates, data rooms, signatures, filings, & educational content.}

Templates ^{Leverage our growing library of legal templates for document automation & drafting.}

Portals ^{Unlock batch transactions & onboarding. Generate and share links with multiple recipients for accessing forms, documents, data rooms, & reports.}

Revisions ^{Enable redlining & revisions for any document generated on the platform.}

Portfolios ^{Connect Workspaces to Portfolios for shared subscriptions, teams, & Workflow libraries.}

Custom Logic ^{Host custom Workflows & templates for use within your connected Workspaces.}

Custom Branding ^{Set up a custom URL and branding for your front-office interactions.}

Money Movement ^{Enable wire transfers and billing within your Portfolio.}

Integrations ^{Access our API for custom integrations.}

Seats ^{Invite in-house our outsourced team members to collaborate.}