Walter is proud to be the first in the Clio App Directory to offer cap table and equity management, complete with document automation powered by Microsoft Word.
The legal tech landscape in the United States is evolving with the arrival of Walter, a platform designed to transform the practice of corporate law. After establishing a strong presence in Canada, Walter is now bringing its technology to US law firms, offering law firms a powerful tool to streamline the management and creation of corporate records and documents, while enhancing collaboration with their clients.
What makes Walter stand out?
Walter is a comprehensive technology platform designed for corporate legal teams. Traditionally, these teams have relied on a patchwork of tools for tasks like equity management, entity management, document automation, document management, and task management. This often results in inefficient manual processes that clients are increasingly unwilling to pay for and legal teams can't afford to waste time on. Walter brings all these functions together into a single, cohesive solution, enhancing efficiency for law firms and improving client satisfaction.
One of the standout features of Walter is embedded document automation powered by Walter’s Microsoft Word Add-in and integrated with DocuSign as well as iManage, which allows law firms to generate and execute legal documents with speed and accuracy. Specifically, this helps to streamline the startup incorporation process and also enables firm clients to generate and execute documents, such as new option grants, more quickly and efficiently.
Firms using Walter can also provide cap table management as part of their client offering, eliminating duplicate data entry across multiple systems, reducing errors, and ultimately saving their clients money.
The US expansion: Why now?
Walter's decision to enter the US market is a strategic move, timed to meet the growing demand for corporate legal tech solutions in the United States. The platform has already garnered attention for its ability to transform how corporate legal teams operate in Canada (see our announcement about Walter’s partnership with Fasken’s Emerging Technology Group, the leading Canadian law firm for VC financings and tech M&A), and its expansion into the US is a natural next step in its growth.
But Walter isn’t entering the US market alone. The platform has partnered with some of the most forward-thinking corporate law firms in North America - firms that recognize the need for technology that not only supports but enhances the client-lawyer relationship. Stay tuned for a feature on one of these firms soon!
Looking Ahead
With its official launch in the US, Walter is poised to become an essential tool for corporate law firms looking to modernize their operations and offer more value to their clients. Walter’s ability to create consistency in legal processes across the firm, manage corporate records like cap tables, and foster better collaboration between legal teams and their clients makes it an invaluable tool in today’s fast-paced legal environment.
For US law firms eager to stay ahead of the curve, Walter offers not just a tool, but a partnership in the future of corporate law. Walter is not just responding to the needs of the legal industry—it’s helping to shape its future.
Explore more about Walter and how it can transform how your corporate legal team works by checking out our website.
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Walter is proud to be the first in the Clio App Directory to offer cap table and equity management, complete with document automation powered by Microsoft Word.
Walter is proud to be the first in the Clio App Directory to offer cap table and equity management, complete with document automation powered by Microsoft Word.
Known for being forward-thinking and redefining what it means to practice law, Vela Wood has partnered with Walter to enhance the firm’s client experience with improved cap table management and document automation.
Known for being forward-thinking and redefining what it means to practice law, Vela Wood has partnered with Walter to enhance the firm’s client experience with improved cap table management and document automation.
Walter is excited to announce that we recently achieved our ISO/IEC 27001:2022 certification. We've invested in security to protect our customers' data, achieving SOC 1 Type 2, ISO/IEC 27001:2022, and now SOC 2 Type 2 security ratings.
Walter is excited to announce that we recently achieved our ISO/IEC 27001:2022 certification. We've invested in security to protect our customers' data, achieving SOC 1 Type 2, ISO/IEC 27001:2022, and now SOC 2 Type 2 security ratings.