Via Rasella, 155 – 00187 Roma Piazza Borromeo, 12 – 20123 Milano 261 Madison avenue – 9th floor T +39 06 696661 F +39 06 69666544 T +39 02 722341 F +39 02 72234545 New York, NY 10016 T +1 212 203 0256 Milano 20 ottobre 2019 La seguente è una compilazione di software “legal tech” da varie fonti, tra cui il comitato “Technology in M&A” del “Mergers and Acquisitions committee” della American Bar Association Business Law Section, LegalGeek (https://www.legalgeek.co/startup-map/), etc. Con questo documento intendiamo fornire elenco non esaustivo di softwares disponibili sul mercato alla data odierna senza dare alcuna garanzia, raccomandazione e/o giudizio in merito alle soluzioni e società di seguito indicate. * * * NAME WEBSITE CATEGORY DESCRIPTION 1. CamScanner https://www.camscanner.com/ Closing/ Closing management CamScanner offers iOS and Android apps to scan documents using mobile phones. CamScanner offers the ability to "auto-enhance image quality, convert images to text files and fax to more than 30 countries and regions." 2. Closing Folders https://www.closingfolders.com/ Closing/ Closing management Closing Folders offers to "track and organize every version, comment, signature, and schedule on your legal transaction so your team always has the latest information about every aspect of the deal." 3. Doxly https://doxly.com/ Closing/ Closing management Doxly offers the ability to create "signature blocks once rather than hundreds of times, pages are formatted automatically for each signer and signature packets are created without ever printing or scanning a single page – tracking the status of every signature page for you." 4. SimplyAgree https://simplyagree.com/ Closing/ Closing management SimplyAgree offers to "simplify deal closings" by "streamlining the creation of signature packets, supporting the collection and tracking of handwritten and electronic signatures, and automating the compilation of executed agreements and closing binders." 5. Adobe Sign https://acrobat.adobe.com/us/en/sig n.html Closing/ Digital signature Adobe Sign offers to "bring e-signing capabilities to more than one billion devices around the world. Now anyone can legally sign documents with a finger on a touch-enabled device — or with a few
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Portolano Cavallo Studio Legale · quick clicks in a browser." 6. ... 23. Advanced discovery Discovery/ eDiscovery According to its website Advanced Discovery CompleteSM is a streamlined,
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Via Rasella, 155 – 00187 Roma Piazza Borromeo, 12 – 20123 Milano 261 Madison avenue – 9th floor
T +39 06 696661 F +39 06 69666544 T +39 02 722341 F +39 02 72234545 New York, NY 10016 T +1 212 203 0256
Milano 20 ottobre 2019 La seguente è una compilazione di software “legal tech” da varie fonti, tra cui il comitato “Technology in M&A” del “Mergers and Acquisitions committee” della American Bar Association Business Law Section, LegalGeek (https://www.legalgeek.co/startup-map/), etc. Con questo documento intendiamo fornire elenco non esaustivo di softwares disponibili sul mercato alla data odierna senza dare alcuna garanzia, raccomandazione e/o giudizio in merito alle soluzioni e società di seguito indicate.
CamScanner offers iOS and Android apps to scan documents using mobile phones. CamScanner offers the ability to "auto-enhance image quality, convert images to text files and fax to more than 30 countries and regions."
Closing Folders offers to "track and organize every version, comment, signature, and schedule on your legal transaction so your team always has the latest information about every aspect of the deal."
Doxly offers the ability to create "signature blocks once rather than hundreds of times, pages are formatted automatically for each signer and signature packets are created without ever printing or scanning a single page – tracking the status of every signature page for you."
SimplyAgree offers to "simplify deal closings" by "streamlining the creation of signature packets, supporting the collection and tracking of handwritten and electronic signatures, and automating the compilation of executed agreements and closing binders."
Closing/ Digital signature Adobe Sign offers to "bring e-signing capabilities to more than one billion devices around the world. Now anyone can legally sign documents with a finger on a touch-enabled device — or with a few
6. DocuSign https://www.docusign.com/ Closing/ Digital signature According to its website, "DocuSign enables people around the world to electronically sign documents, approvals, and agreements—on any device, in any time zone.
7. DealWIP http://www.dealwip.co/ Diligence/ Data Room DealWIP's Due Diligence Platform revolves around the Q&A process. Collaborate with clients, delegate tasks to other deal team members, and instantly create robust diligence progress reports.
8. Firmex https://www.firmex.com/ Diligence/ Data Room Firmex describes itself as "a global provider of virtual data room and secure document sharing solutions."
Diligence/ Data Room HighQ offers to "optimise due diligence, visually report risk and deploy AI engines for document and contract reviews. Collaborate in secure deal rooms and exchange sensitive files and information securely in virtual data rooms."
10. Intralinks https://www.intralinks.com/ Diligence/ Data Room Intralinks offers "one secure enterprise platform for simple file sync & share, collaborative team workspaces, large-scale virtual data rooms and structured workflows."
Diligence/ Data Room Merrill DataSite's website states, "whether it’s due diligence, content management, document formatting and printing, or conferencing facilities you need to make all documents fully accessible for both buyers and sellers right down to the page level, in our highly secure environment."
12. Venue Virtual Data Room
https://www.dfinsolutions.com/produ cts/venue
Diligence/ Data Room Venue describes itself as a "secure, turn-key solution that enables clients to share highly privileged information beyond their firewalls with bidders, counterparties, investors and other controlled audiences."
Anvi Insight offers to "help you in extracting vital clauses like term, termination, renewal, change of control in order to enable to give valuable feedback at a rapid pace."
Heretik says "whether managing massive M&A transactions, comparing messy employment agreements, or extracting critical data in bespoke contracts, our machinelearning solution reduces days or weeks of work to minutes."
18. Kira Systems https://kirasystems.com/ Diligence/ Diligence automation
Kira says its "machine learning artificial intelligence, excels at searching and analyzing contract and other relevant document text." Applications range from due diligence to contract analysis to lease abstraction and more.
kReveal "lets you immediately find and assess the contracts that color your deal…so you can get the most favorable terms – even with 1000s of contracts in the mix
Luminance says it "understands contracts and other legal documents in any language, finding significant information and anomalies without any instruction."
23. Advanced discovery https://www.advanceddiscovery.com Discovery/ eDiscovery According to its website Advanced Discovery CompleteSM “is a streamlined, end-to-end solution for all your eDiscovery needs. Developed by the industry’s top professionals, it combines sophisticated technology with expert advice and proactive management.”
24. Brainspace https://www.brainspace.com Discovery/ eDiscovery Brainspace “detects and relates unique phrases in massive unstructured
datasets—redefining what it means to search and revolutionizing what is humanly possible.”
25. Catalyst https://catalystsecure.com/ Discovery/ eDiscovery Catalyst offers delivery of “world’s most efficient, fully integrated platform for discovery and regulatory compliance.”
26. DISCO https://www.csdisco.com/ Discovery/ eDiscovery Disco’s website states that it “Speed up review times, improve accuracy with advanced AI, and secure your data while lowering costs with transparent, predictable pricing.”
27. Everlaw https://www.everlaw.com/ Discovery/ eDiscovery Everlaw is described as “collaborative, cloud-based litigation platform for corporate counsels, litigators, and government attorneys that enables teams to discover, reveal, and act on information to better drive internal investigations and positively impact the outcome of litigation.”
28. NexLP https://www.nexlp.com/ Discovery/ eDiscovery NexLP “uses AI and machine learning to derive actionable insight from structured and unstructured data.”
29. Onna https://onna.com/ Discovery/ eDiscovery According to its website “centralizes data from your favorite apps to deliver a streamlined, simplified search and management experience all in one place.”
30. Relativity https://www.relativity.com/ Discovery/ eDiscovery According to its website “Relativity brings the entire e-discovery process together in a single solution — in the cloud, on-premises, or both.”
31. Text IQ https://textiq.com/ Discovery/ eDiscovery Text IQ “applies machine learning techniques to language analysis in conjunction with human interactions.”
Gavelytics is described as an “AI-powered analysis algorithm” which allows to “quickly determine if a judge is good or bad for your client and develop a customized litigation strategy or business pitch.”
Drafting/ Contract review Contract Companion offers "a Microsoft® Word toolbar that allows you to ensure your documents meet your firm’s strict quality standards and your clients’ expectations," by analyzing documents for defined terms and references, editing mistakes and displaying all issues in a
Drafting/ Contract review Contract Tools offers a Microsoft® Word add-on to analyze and proofread documents to find common drafting problems, maintain to do lists to keep track of unfinished items, find important information and explore connections in a contract.
Drafting/ Contract review Drafting Assistant offers to "intelligently scan your legal documents in seconds, alerting you to errors, inconsistencies, missing information, and more.
37. jEugene https://www.jeugene.com/ Drafting/ Contract review jEugene offers to "connect all key knowledge points at a glance, identify both technical busts and substantive problems, and leverage firms at-rest legal know-how" in reviewing and drafting legal documents.
38. KMStandards http://kmstandards.com/ Drafting/ Contract review According to its website, KMStandards provides for “a contract analysis platform that automates large-scale contract portfolio review.”
39. LexCheck https://www.lexcheck.com/ Drafting/ Contract review Lexcheck is a contract review platform which allows to “maximize individual and organizational performance.”
40. PerfectIt http://www.intelligentediting.com/ Drafting/ Contract review PerfectIt provides the "American Legal Style" guide that "enforces language and usage guidance, catches consistency errors, searches for common errors, and can be adapted to fit your firm’s house style."
Contract Express says its "patented template automation tool for MS Word enables lawyers to quickly automate and update even the most complex legal documents without needing programmers." It also offers client portals, collaboration tools and engagement letter generators.
hotDocs offers the ability "to transform your frequently used documents into intelligent templates that enable superfast production of custom documentation."
Attorney IO allows attorney “to easily input legal documents for processing by our sophisticated AI. The AI then outputs a selection of stunningly relevant legal cases.”
w-resource/ comparison and other practical guidance, expert commentary and transaction-related news as well as specialized precedent searches designed to help you find relevant precedent documents and clauses” and a draft analyzer to “compare your draft language against market standard language.”
According to its website, Casemine is an “highly versatile legal allows to “use its capabilities to enhance traditional legal research or move beyond mere keywords and retrieve relevant results using entire passages and briefs.”
According to its website “Casetext’s artificial intelligence search, CARA, finds cases on the same facts, legal issues, and jurisdiction as your matter.”
48. Deal Point Data https://www.dealpointdata.com/ Drafting/ Market comparison
Deal Point Data offers "to streamline the process of researching, drafting and negotiating to allow attorneys to quickly identify on-point precedents.
Debt Explained claims to have "the finest data, the best tools to search . . . for comprehensive information on a deal, on the market - and on trends."
50. FactSet https://www.factset.com/products/le gal
Drafting/ Market comparison
FactSet analyzes "thousands of global public and private companies, industries, markets, private equity and venture capital firms, as well as their funds and portfolio companies," including "in-depth research on US public companies' takeover defense strategies" and "mergers involving US public targets."
Intelligize describes itself as "the leading provider of best-in-class content, exclusive news collections, regulatory insights, and powerful analytical tools for compliance and transactional professionals."
52. Intraspexion https://intraspexion.com/ Drafting/ Market Intraspexion “uses deep learning to find the risks so corporate counsel
Lexis Answers “transforms legal research by understanding the user’s natural language question and delivering the clearest, most concise and authoritative answer, in addition to finely tuned, comprehensive search results.”
M&A Clause Analytics offers "a comprehensive database of acquisition and ancillary agreements, analyzes and compares M&A agreements and related documents against an AI generated statistical Market Standard, providing vital insights and guidance for drafting, benchmarking, and negotiating better clauses and more complete agreements."
Avvoka is a "contract creation, live-negotiation and analytics platform" that includes the ability to "negotiate in real-time" and "track clause variations across your contract portfolios, to establish where you’re altering standard terms."
dealcloser offers the opportunity to "manage a large number of documents, track document versions, and send documents for client signature, all from an intuitive online dashboard" along with the opportunity to create a closing book "with just the click of a button"
Doxly describes itself as a "secure transaction management platform" that supports legal transactions by "centralizing checklists & reporting, tracking documents, tasks, & versions and automating the entire signature management process."
HighQ offers the ability to "Manage, share and collaborate on sensitive documents and content in secure matter workspaces. Create a single source of truth for projects with a realtime view of tasks, activities and progress. Centralise team and client communication to enhance transparency, efficiency and productivity."
Legatics offers a "live status of deal progress and summarises the actions each party needs to take next" while providing a graphical "client dashboard" and automatically generating "transaction bibles in your firm's traditional house format."
70. Parley Pro https://parleypro.com/ Negotiating/ Negotiation platform
Parley Pro offers to replace "labor intensive contract negotiation processes that involve redlines, emails, and manual reconciliation with an easy, fast, and elegant process" by allowing all parties to work on the same document version and leverage a discussion board to focus negotiators on key negotiation issues.
71. Smokeball https://www.smokeball.com/# Organization/ Billing Smokeball is defined as a “Legal Practice Management Software for Small Law Firms.”
72. TALI https://www.telltali.com/ Organization/ Billing TALI is a software, which can “Review your time entries in the web dashboard” and “Sync with your existing billing tools and take a break”
Captable.io describes its product as "easy cap table creation, sharing & collaboration, fast 409A valuations, stock option plan management and powerful round & exit modeling."
Carta describes its product as "tools to scale equity management and stay compliant," including the ability to manage cap tables, run 409A valuations, create financial reporting, and ensure global compliance when issuing equity, executing a tender offer, or managing board approvals.
Solium "simplifies the complexities of equity plan management," providing global compliance as well as expense accounting, forms filings, cap tables and equity projections.
Basecamp offers the following features: "To-dos for tracking work, a message board for posting announcements and updates, a campfire chat room for quick casual chats with the team, as schedule for posting deadlines and milestones, docs & files for organizing all the assets and notes everyone needs to do their work, and automatic check-ins to get insights from the team on a regular basis."
Slack describes its product as "a team communication application providing services such as real-time messaging, archiving, and to search for modern teams," offering "one-on-one messaging, private groups, persistent chat rooms, and direct messaging as well as group chats organized by topic."
ContractPodAi is a platform, which “breaks down traditional barriers around documents to give you seamless and limitless functionality out of the box.”
Surukam is a platform which “provides A.I. as the solution to reduce endless effort of legal teams in managing their contracts. We help make legal functions more efficient and cost-effective.”
Autto offers an "intuitive workflow editor allows you to create, visualise and publish workflows made of forms, conditions, actions and content with conditions to trigger more forms or actions."
84. Berkeley Bridge Expert Systems
https://www.berkeleybridge.com/ex pertsystems/
Organization/ Experience automation
Expert systems offers the possibility that "knowledge use within these organizations can significantly be broadened to reduce costs, increase efficiency, improve services, and comply with current laws and regulations."
Brightflag is described as “a modern spend management platform for legal departments incorporating eBilling, matter management, invoice review and accruals management.”
Bryter offers "to turn expert knowledge and workflows to save time, nerves and money. State-of-the-art reports and business analytics (BI) provide full transparency, visibility, accountability and reduce risks."
Legal analytics reveals “insights never before available about judges, lawyers, parties, and the subjects of the cases themselves, culled from millions of pages of litigation information.”
91. lisa http://robotlawyerlisa.com/ Organization/ Experience automation
Its website states that “LISA's AI technology enables you to create legally binding agreements with another party, together, helping you both find a middle ground as quickly and cost effectively as possible.”
Neota Logic offers support for a number of law firm processes: "Create applications for client intake & early case assessment. build applications to provide analysis & advice for compliance with regulations, policies, or procedures; enforce standard process workflow to ensure consistent and complete work product; automate the selection, drafting, delivery, and archiving of contracts, forms, or other documents."
Riverview offers “Operating Platforms that ‘enable’ the legal and related functions, that allow them to develop and embed a true Legal Operating Model (‘the way things are done around here’), into a scalable technology that integrates with other enterprise-wide systems and point solutions.”
95. ZERO https://www.zeroapp.ai/ Organization/ Experience automation
Its website defines ZERO as “an e-mail client engineered from the ground up for the specialized, exacting needs of attorneys.”
96. TrademarkNow https://www.trademarknow.com/ Organization/ IP TrademarkNow offers “an intelligent web-based trademark management platform that is used by enterprise companies, law firms and branding agencies for instant trademark search and watch results.”
97. TrademarkVision https://trademark.vision/ Organization/ IP TrademarkVision provides for “image recognition and AI for brand protection.”
98. TurboPatent https://turbopatent.com/ Organization/ IP According to its website: “TurboPatent’s platform puts the corporation
in control. The end-to-end platform, comprised of invention disclosure, drafting, prosecution and portfolio monitoring solutions, uses AI and automation to take care of the tedious, time-consuming tasks that soak up the time of patent professionals so they can focus on the important work: thinking strategically about your inventions and successfully prosecuting meaningful patents.”
Beagle describes itself as "the safety net for decision-making based on text. Beagle is taught to read based on what your decision-makers are looking for, and gives them the information they need to know.”
ContractStandards website says "our platform allows organizations to consolidate contracts, standardize language, and create and manage templates intelligently.
102. Eigen Technologies http://www.eigentech.com/ Organization/ Knowledge management
Eigen Technologies offers "flexible natural language processing technology to accurately extract data from diverse documents at scale and to classify these documents based on their content. "
Exari Vision describes itself as "automating the data extraction process to provide unprecedented speed and accuracy, allowing you to fully operationalize your business data."
iManage describes itself as "a cutting-edge Artificial Intelligence platform that powers a number of applications to automatically organize, discover and summarize your documents."
According to its website, NDA Lynn is an AI lawyerbot which reviews NDAs.
109. Seal Software https://www.seal-software.com/industry-legal-servicesOrganization
Organization/ Knowledge management
Seal Software offers the following capabilities: "template standardization and non-standard clause detection; creation of contract playbooks for alternative/fallback clauses; locating specific contracts that pertain to a relevant matter; customized clause extraction; M&A due diligence; general long-term contract management and maintenance."
110. Thought River https://thoughtriver.com/ Organization/ Knowledge management
Thought River addresses pre-screening, its technology being able to “automate this human triaging process by reading the contract, identifying all relevant parties, answering key questions, and then telling you what to read and why you need to read it, in just the same way a good paralegal would”
Asana offers to "quickly capture tasks, to-dos, reminders, and ideas. Get updates from coworkers, organize tasks and projects for work, or manage your to-do list for the day. With Asana's mobile app, you can stay on top of your work from anywhere."
112. Cael Project http://elevateservices.com/caelapps/ Organization/ Project management
Cael Project offers to "streamline legal project management for lawyers, with a practical approach and a user-friendly interface that works on desktops, laptops, and tablets."
HighQ offers to "Create automated workflows to standardise M&A, litigation, real estate and other transactional processes. Use project management tools to ensure efficient, repeatable processes, delivered on time and to budget."
114. Jira https://www.atlassian.com/software/jira
Organization/ Project management
Jira offers the ability to "track progress across teams and projects and easily share your plan with stakeholders
Frictionless sharing with stakeholders eliminates silos and brings teams together. Clear accountabilities foster deeper ownership and more engaged teams."
Trello offers a mobile and web-based product that offers to make "working on group projects as easy as using sticky notes on your whiteboard. Trello's drag-and-drop interface and visual way of organizing your tasks makes sure you always know what needs to get done and who's working on it.
117. Legalmation https://www.legalmation.com/ Prediction Technology According to its website “LegalMation leverages the power of artificial intelligence to transform the practice of law.”
118. LexMachina https://lexmachina.com/ Prediction Technology Lex Machina offers to “mine litigation data, revealing insights never before available about judges, lawyers, parties, and the subjects of the cases themselves, culled from millions of pages of litigation information.”
119. Premonition https://premonition.ai/ Prediction Technology Premonition allows “to sift through Big Court" Data & analyze the best attorneys against the judges of the court.”