The way corporate law is practiced is changing. Clients expect faster turnaround times, transparent processes, and digital-first service. At the same time, firms are under pressure to maintain margins, scale high-touch services, and reduce operational risk.

Yet most firms are still operating with disconnected tools, fragmented data, and manual processes that make it hard to meet these expectations, let alone exceed them.

That’s why we rebuilt Walter.

This isn’t just a product upgrade. It’s a new foundation for how leading corporate law firms work, serve clients, and grow.

Why this release matters

You’re not just buying software. You’re investing in the infrastructure that powers your client experience, your margins, and your ability to compete.

Here’s what the new Walter delivers:

A true system of record for corporate legal work

No more duplicate data, version drift, or manual clean-up. Walter becomes your firm’s single source of truth for cap tables, stakeholder data, and governance records. That means fewer errors, better visibility, and greater client confidence.

Infrastructure to scale modern services

If your firm is looking to take on more corporate work, offer more predictable pricing, or scale without increasing overhead, you need systems that are accurate, auditable, and built for efficiency. Walter gives you the foundation to deliver that work with confidence and control.

Efficiency that protects your margins

Administrative tasks eat into your time and your profitability. With this release, Walter helps eliminate the rework, delays, and handoffs that slow down your team. The result: more streamlined workflows, higher-margin service delivery.

What’s new

Transactional securities

Track every equity event as a transaction. Time-stamped. Auditable. Reversible. Model future scenarios with branching. Giving your firm the control, confidence, and flexibility to handle even the most complex cap tables with ease.

Centralized profiles

Individuals and entities now live in centralized Profiles—so no more duplicate records across clients. Name changes, address updates, director and officer appointments, and holdings are now easy to manage.

OCX-compliant data and powerful views

Use powerful filters, saved views, exports, and bulk actions to manage complex records effortlessly. Then, export in Open Cap Table Format for interoperability and portability.

The strategic upside

When your practice is built on clean data and efficient workflows, you’re positioned to serve more clients without adding headcount, deliver premium client experiences powered by technology, and reduce risk across every matter. It also gives you the operational foundation to grow your corporate practice in a sustainable way.

In short, Walter helps your firm become more efficient, more accurate, and better equipped to meet modern client expectations.

Let’s build what’s next, together

This release is just the beginning. We’ve built Walter in partnership with leading firms to support the way corporate law is practiced today and to help you prepare for what’s next.

If you're exploring how to modernize your internal systems, expand your corporate offering, or deliver higher-value services to clients, book a demo here.