A deal, from data room to closing
Three stages where associate hours go to reading and assembling, and what Sofia takes on at each.
- When the data room opens
First-pass diligence
Sofia reads every document and drafts the issues list, with the source document noted for each point your team checks.
- Each turn of the draft
Markup review
The other side's markup compared with your playbook: what moved, what falls outside your positions, what needs a partner.
- The final stretch
Closing
The closing checklist kept current from deal emails in Outlook, and signature packets sent through DocuSign once a lawyer approves.
A contract set review, two ways
A data room full of leases and one question: which have a change-of-control clause? Weeks of associate reading become one table, exceptions first.
Entity paperwork, done in one pass
Dozens of letters and filings across related entities, each in the format its institution requires. A lawyer reviews and signs.
- DOCXTransfer letters for every related entityEach in the format the receiving institution requires
- DOCXFilings prepared alongside the lettersFormat preserved, ready for a lawyer's review
- PDFAcknowledgments to close out each transferPrepared with the letters and filings, ready to send
“It's ridiculously powerful.”
The same thorough checklist on every matter
Your playbook positions should show up in every review, whoever runs it. Sofia learns them once for every matter team.
Each lawyer with their own AI
- Each lawyer prompts a chatbot their own way
- The best checklist lives in one partner's folder
- New associates learn the playbook by redlines
Sofia, taught once
- A partner shows Sofia the playbook once
- It becomes a skill every matter team runs
- A first-year's review follows the partner's positions
Works inside the systems your matters live in
Sofia works with more than 800 business systems, so she works from your real data. We set up the ones your firm uses.
Matters and documents
We connect the matter and document systems your firm runs, then build the actions Sofia needs in each within a month.
ExploreDrafts where they belong
Sofia reads agreements where they're stored, creates and updates Word drafts in your house style, saves PDFs and files each one to the matter folder.
ExploreEmail, signatures and calls
Deal emails filed and answered in draft, signature envelopes sent from your templates with status tracked, and client calls turned into notes and tasks.
ExploreSofia prepares. Your lawyers advise and sign.
Confidentiality and control, answered in writing before anything connects.
- Advice stays with your lawyers
- Sofia supports your lawyers' review. Advice to clients, and every signature, is your firm's.
- Sources noted on every point
- Summaries and memos note the document each point came from, so lawyers check the record.
- Excluded matters stay out
- Put a client or a whole matter on your never-touch list, and it stays out.
- IT agrees every connection
- Nothing connects until your IT lead agrees the access.
- Never used to train AI
- Client documents aren't used to train AI models, by us or by our model providers.
- A lawyer sends everything
- Filings, service and anything to the other side go out under a lawyer's name.
Where law firms start with Sofia
Start with the matter type that eats the most review time. Each page shows the work step by step.
- Due diligenceTerms pulled across a whole contract set into your diligence template.Explore
- Memos and reportsA data room in, a memo with every point sourced out.Explore
- Documents at volumeConsents, letters and filings across many entities, each in its own format.Explore
- Team-size projectsA project scoped for several associates, directed by one lawyer instead.Explore
- Engagement lettersEngagement letters and fee proposals drafted from intake notes.Explore
- Billing reviewBills checked against the agreed rates before they go out.Explore
- Precedent and know-how“Where's our best precedent for this?” answered from your own documents.Explore
- Intake and CRMClient calls logged, follow-ups drafted and new matters kept moving.Explore
Questions firms ask
What about made-up citations?
Sofia works from your documents and notes where each point came from, so your lawyers check against the record. She is designed not to claim work she didn't do, and a person at your firm does the final review.
Is our client data used to train AI models?
No. Your firm's data isn't used to train AI models, in our systems or by the model providers we use. Connected third-party systems stay governed by your firm's own agreements with them.
Can we keep certain matters or clients out entirely?
Yes. Nothing connects until your IT lead agrees the access, and anything on your never-touch list stays out, whether that's one matter, one client or a whole practice group.
Does Sofia work with our document management system?
Sofia works with more than 800 business systems, including Clio, iManage Work, NetDocuments, SharePoint, OneDrive, Box, Dropbox, Outlook and DocuSign. We set up the ones your firm runs.
How does Sofia fit our professional obligations?
Privilege calls, conflicts clearance and how AI fits your professional obligations are your firm's decisions. What we give you in writing: who can reach what, the never-touch list, approval steps, audit logs and no training on your data.
Which AI models does Sofia use?
Sofia uses the best model available for each task, whether that's from OpenAI or Anthropic's Claude. Your playbooks and precedent skills stay yours whichever model runs them.
Start with the matter type that eats the most review time
Score your firm, then pick one: diligence, lease reviews or entity paperwork. We'll show you what Sofia takes on and what stays with your lawyers.