Issue tracking

View positions, update the status and severity of issues and track turns during a deal.

Knowledge management

Save document annotations into a clause library and classify precedents for future use.

Collaboration

Invite team members to collaborate on issues and see their updates live.

Issue list gen

Issue list generation

Generate issue lists from document annotations.

Import new issue lists

Import issue lists

Import issue lists to sync with your main list.

Issue list export

Export issue lists

Easily export issue lists to collaborate with your team, client, and counterparty.

Document management

Document management

Documents are automatically organized and saved in a single place for accessibility.

Branding

Branding

Customize the platform with your logo and colour scheme to have the look and feel of your firm.

Link expiration

Link sharing

Share direct links to issues by email, text or other messaging apps.

Open API

Open API

Easy integration with the tools you already use.

Dedicated support
Dedicated support

24/7 customer service and support available

Security
Security

Industry-grade security with advanced firewalls and encryption and 2FA

Compliance
Compliance

Fully compliant with SOC2 standards

Track issues with accuracy to move deals forward

Contact us