Solutions catalog · Buyer role
Solutions for legal counsel
17 solutions whose product pages name legal counsel among the people they are for.
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Alt-Invest Compliance & Checkout Portal
Takes Private Equity subscriptions online, collecting eligibility answers, signed documents, "Accredited Investor" evidence and Form D filing data. Your compliance team decides investor status; filings are submitted by your team or counsel.
6 requirements · 7 integrations · 3 ways to deploy
Board Governance & Packet Portal
Encrypted iPad portal for Board minutes and voting, with "reading room" controls on downloading and printing non-public material. Access policy and vote validity remain your institution's.
6 requirements · 6 integrations · 3 ways to deploy
"Civic-Secure" Microsoft 365
Many local governments struggle to configure cloud suites securely. We deploy Microsoft 365 within the Government Community Cloud (GCC) boundary, specifically configuring it to support the FBI CJIS (Criminal Justice Information Services) Security Policy and documenting how each requirement is addressed. Configuration alone does not make an agency CJIS compliant: its policies, personnel, physical security and audits by the state CJIS Systems Agency remain the agency's responsibility.
5 requirements · 7 integrations · 3 ways to deploy
Cloud Content
Box storage for unstructured data (research papers, policy docs) under a business associate agreement, configured to support HIPAA safeguards. Sharing and retention decisions remain yours.
6 requirements · 6 integrations · 3 ways to deploy
Communication Archiving
WORM (Write Once, Read Many) storage for email/Slack supporting SEC Rule 17a-4(f) "Books and Records" requirements. Recordkeeping and supervision obligations remain your firm's.
6 requirements · 7 integrations · 3 ways to deploy
Digital Evidence Management for Local PD
The explosion of body-worn camera footage and CCTV data has created a storage and privacy crisis for local police. This cloud-based register keeps digital evidence linked to its cases under your retention schedule, with a hash-chained chain of custody and a second person's approval before anything is released; records staff redact copies in your own redaction tool and track public records requests in the same place. Release decisions and their legal basis under state law remain the agency's.
6 requirements · 8 integrations · 3 ways to deploy
FOIA "Backlog Buster" Redaction Engine
Federal agencies are drowning in Freedom of Information Act (FOIA) requests. This workspace tracks each request against its statutory clock, from receipt to the final letter, with a page-by-page redaction log, duplicate and thread marking, a plain-text check for your agency's terms, fee estimates and backlog and annual report figures. There is no AI and no automatic redaction: analysts decide and record every redaction and remain responsible for a complete review.
6 requirements · 7 integrations · 3 ways to deploy
Foreign Disclosure/Release (FDR) Workflow
Sharing intelligence with coalition partners is critical but legally complex. This decision-support tool assists Foreign Disclosure Officers in determining what information can be shared with specific allies (e.g., "Five Eyes" vs. NATO). It checks release markings against the disclosure rules your office maintains and flags export-controlled (ITAR) material for review.
6 requirements · 7 integrations · 3 ways to deploy
Insider Threat "UBA" (User Behavior Analytics)
The greatest threat often comes from within. This case system gives your insider threat hub one place to triage concerns referred by people or by your own monitoring tools—such as a user downloading large files at 3 AM or printing excessive documents—and work them through legal and privacy review, identity reveal and referral, with oversight of every step. It monitors no one itself.
6 requirements · 7 integrations · 3 ways to deploy
Legislative Management Suite (The "Open Meeting" Engine)
Local councils are bound by "Sunshine Laws" and Open Meeting Acts that require transparency. This suite runs the legislative lifecycle in one place: agenda creation, links to your video provider's stream with each item's time stamp, minutes publishing, and archival. It publishes votes and documents to a searchable public portal and records each step, helping the clerk show that notice and publication rules were followed; interpreting and complying with open-meetings law remains the municipality's responsibility.
6 requirements · 8 integrations · 4 ways to deploy
OIG Audit Case Management
Offices of Inspector General (OIG) require specialized tools to manage the lifecycle of audits and criminal investigations. This secure case management system records the chain of custody for evidence, restricts interview notes and tracks final reports, supporting the oversight mission of the federal government. Audit and investigative decisions, and handling of physical evidence, remain with your staff.
6 requirements · 7 integrations · 3 ways to deploy
Private Market Secondary Liquidity Engine
Managing the cap table, Right of First Refusal (ROFR), approvals and settlement records for secondary sales of private company stock.
6 requirements · 7 integrations · 3 ways to deploy
Proxy Voting & Shareholder Services
Tracks the distribution of proxy materials and tabulates votes for mutual fund clients.
6 requirements · 8 integrations · 3 ways to deploy
Tax Code "Rule-as-Code" Engine
For the IRS, translating tax law into software code is a manual, error-prone process. This engine allows policy experts to draft tax rules in a machine-readable format, tested and released as versioned JSON packages that tax processing systems built to read them can load, reducing the gap between legislation and implementation.
6 requirements · 7 integrations · 4 ways to deploy
Trade Reconstruction Repository
Links voice calls, emails, and chat logs to specific trade executions to support "Best Execution" reviews and MiFID II record-keeping. Best execution judgments remain the firm's.
6 requirements · 8 integrations · 3 ways to deploy
Voice Recording Compliance
Recording trader turret phones and mobile calls, timestamped and indexed for compliance.
6 requirements · 7 integrations · 3 ways to deploy
Wealth Transfer & Estate Visualization
Visual mapping tool for complex trust structures (GRATs/CLATs) and simple modeling of transfer strategies for high-net-worth families, without tax calculations.
6 requirements · 6 integrations · 3 ways to deploy
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