Law Lite

Lex

Document Ingestion & Parsing

Ingests corporate documents — merger agreements, securities filings, board resolutions, debt covenants. Classifies and parses each document for downstream analysis.

Petra

PII Detection & Anonymization

Scans all parsed documents for personally identifiable information — names, dates, addresses, SSNs, account numbers. Replaces PII with anonymized tokens before any AI analysis.

Gavel

Compliance Rule Engine

Runs 30 deterministic compliance rules across five practice areas. Checks regulatory requirements, filing deadlines, disclosure obligations, and governance standards.

Reese

Risk Analysis & Scoring

Multi-dimensional risk assessment using local LLM. Analyzes cap table structures, covenant compliance, regulatory exposure, and transaction risk factors.

Portia

Executive Summary Generation

Generates comprehensive executive summaries with risk ratings, key findings, and actionable recommendations. Works on anonymized data only.

Sterling

Report Assembly & De-anonymization

Assembles the final due diligence report, de-anonymizes all PII tokens back to real values, generates closing checklists, and purges temporary mappings.

Smart Tools

6 specialized analysis tools — cap table validator, covenant analyzer, risk scorer, red flag detector, checklist generator, and compliance mapper — each purpose-built for corporate law workflows.

Cap Table Analysis

Validates ownership structures, identifies dilution risks, checks voting rights consistency, and flags discrepancies in shareholder agreements and equity plans.

Covenant Analyzer

Parses debt covenants and loan agreements. Checks financial ratio compliance, identifies cross-default triggers, and monitors covenant breach thresholds.

Risk Scoring

Multi-dimensional risk assessment across legal, financial, regulatory, and operational dimensions. Weighted scoring with configurable thresholds and severity levels.

30 Compliance Rules

Comprehensive regulatory checks covering SEC filing requirements, corporate governance standards, disclosure obligations, antitrust thresholds, and securities regulations.

5 Practice Areas

Purpose-built rule sets for M&A, Securities, Corporate Governance, Debt Finance, and Regulatory — each with specialized compliance checks and risk factors.

PII Anonymization

Zero-knowledge document processing. All personally identifiable information is detected and replaced with tokens before AI analysis. AI never sees real names, dates, or identifying data.

Ollama Local-First

Runs fully offline with Ollama local models. Sensitive documents never leave your premises. Cloud AI is an optional fallback, and only processes anonymized content.

Red Flag Reports

Automatic identification of legal red flags — undisclosed liabilities, regulatory violations, governance gaps, missing filings, and material risk factors requiring immediate attention.

Closing Checklists

AI-generated transaction readiness checklists tracking every required document, approval, filing, and condition precedent for deal closing.

Demo Cases

5 built-in practice scenarios covering M&A due diligence, securities offering review, governance audit, debt finance analysis, and regulatory compliance check.

Checklist Generator

AI-powered task generation creates detailed checklists from document analysis. Tracks completion status, assigns priorities, and identifies blocking dependencies.

Ephemeral Mappings

Anonymization mappings exist only in memory during processing. They are never written to disk and are purged immediately after report delivery.

Local-First Processing

Lex and Petra run entirely on your hardware with full PII access. Gavel, Reese, and Portia analyze only anonymized data. Sterling de-anonymizes locally.

Audit Trail

Every step is logged with timestamps. The audit records that anonymization was applied, without storing the actual mapping between real and anonymized values.