Private AI for securities lawyers.

Move a matter forward without losing its evidence

Extract parties, dates and issues; compare contract language and find relevant passages within the authorised matter.

Inputs: Consented intake calls, matter records, correspondence, court notices and the firm's calendar.

From observation to completed task

Prepare an intake record, propose calendar entries and route missing-information requests for approval.

Create a disclosure-review checklist from approved transaction material

The supporting records include approved draft disclosures, internal checklists and company records.

Counsel decides what is required and approves the final disclosure.

The systems involved

Matter-management and calendar integrations, conflict-check procedures and permission-aware retrieval.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Lawyers verify deadlines, legal analysis and outbound advice; track missed dates and time spent correcting extracted details.