Use Cases

Illustrative workflows for legal, accounting, audit and financial services teams.

• FintechsPrepare client cases with controlled access.
• Payment institutionsPrepare documentation with assigned access and approvals.
• Crypto-asset service providersGovern access to client documentation.
• Asset managersPrepare internal and client materials under configured rules.
• Digital banksApply shared AI rules to selected workflows.
• Legal teamsCompare contracts and prepare drafts from permitted client documents.
• Accounting and audit teamsFind missing documents and prepare findings with sources.
• Financial advisory teamsPrepare client cases before the next approved step.