The Problem
Transactions are holistic endeavours, and transactional lawyers don't handle transaction management, financial management and business development separately; they are tightly interwoven into their day-to-day practices, and their legal platform should integrate all of them too.
Lawyers at every level of firms typically have to work within 5-10 disconnected applications to manage their day-to-day workloads; for example, a time-recording system, a CRM system, a financial management and billing application, a document management system, etc. This causes fundamental issues affecting lawyers from paralegals up to senior partners:
The Issues
Margin erosion
Existing solutions leave lawyers context switching and searching for information across systems, reducing efficiency and margins
Lawyers must spend time on low-value admin, which is either not billed or adds to write-offs
The AI Ceiling
AI is only as powerful as the datasets it can access. AI can't intuitively access information across siloed systems and understand the full context of transactions.
Existing tools offer point solutions, but struggle to offer holistic and valuable agentic AI across the transaction lifecycle
Operational
Information is spread over multiple applications, notebooks and checklists - no single source of truth leads to replicated information and difficulty getting accurate and complete pictures
Lawyers lack any links between what changed and why it changed, crucial in transactions
WorkFlo: The Solution
WorkFlo is the only platform which captures the entire lifecycle of transactions, from quoting to closing, in a single 'operating system'.
WorkFlo handles the entire data-set of a transaction, and provides high-fidelity and holistic context into its AI systems, being able to run valuable agentic processes and workflows