The desk meets your firm where it works

Every review exports as a structured .xlsx workbook — clause analysis, findings, risk register, playbook redlines, compliance check, and the signature checklist, each on its own sheet.

Live on every report: the "Download Excel" button. No setup.

Send any report or document packet from your own mailbox — the packet link composes directly into Gmail, Outlook, or whatever your firm runs. Access codes are delivered by email automatically.

Live on every report and document: the "Email packet" button. No setup.

File finished work product straight to the matter: push final documents, decision packets, and Excel exports into Clio Manage matters and documents.

On the roadmap — request early access and we’ll set up the Clio OAuth flow with your firm’s own developer credentials.

Route the final, adjudicated document for execution: envelope created from the desk once the signature-readiness checklist passes, signing order included.

On the roadmap — request early access and we’ll wire DocuSign envelope routing under your firm’s integration key.

Verify payment and trust-accounting details referenced in agreements — account ownership and routing verification before funds move under a contract you drafted.

On the roadmap — request early access to account verification via Plaid under your firm’s credentials.

The engine behind Cite Check’s existence verification — every case citation matched against CourtListener’s database of millions of real U.S. opinions (Free Law Project), so a non-existent or AI-hallucinated cite is caught before you file.

Free, no partnership required — add a CourtListener API token (COURTLISTENER_API_TOKEN) to switch existence verification on.

Run Cite Check’s existence verification through Westlaw KeyCite — citator-grade validation and red-flag treatment for every case in your brief, inside your firm’s own Westlaw entitlement.

The integration slot is built and dormant — it activates the moment Thomson Reuters provisions partner credentials (no self-serve API exists; routing checks through a personal login would violate Westlaw’s terms). Request early access to be in the pilot. Until then, Cite Check verifies existence via CourtListener and gives you a checklist to confirm in your own Westlaw session.

Validate every citation through LexisNexis Shepard’s — Shepardize each case for negative treatment and confirm it is still good law, inside your firm’s own Lexis+ entitlement.

The integration slot is built and dormant — it activates when LexisNexis provisions partner credentials (Lexis+ access is by API partnership, not a personal login). Request early access. Until then, Cite Check verifies existence via CourtListener and produces a Shepard’s-ready checklist for your own Lexis session.