Equity management,
built for law firms

Automate cap table updates, streamline ownership records, and reduce administrative tasks—so you can focus on delivering high-value legal services and empower your clients with centralized cap table management.

Streamline client cap table management

Spend less time on low-value tasks and deliver more value to your clients

Generate
Assemble from precedent library and send for signing via DocuSign
Update
The cap table and minute book are auto-updated when a security is issued
Organize
Completed documents are instantly stored and linked to the associated security

Empower your clients to manage their employee incentive plan with your oversight

Generate your client's cap table from their documents and corporate records

Draft issuance documents from your precedent library

Track document status and DocuSign signatures directly within Walter

Empower your clients to manage their employee incentive plan with your oversight

Generate your client's cap table from their documents and corporate records

Track DocuSign signatures directly within Walter

Create drafts from your law firm's precedent library

Manage equity with precision
Automate cap table updates
Generate legal documents
Provide clients with access to their cap table

Walter’s equity management tools simplify cap table oversight, reduce manual processes, and keep your clients’ equity data accurate and current. With all records synchronized and automated, you can provide better support while saving time.

Simple import

Easily import data from existing systems—OCF compatible

Quick view

Get an overview of clients, directors, officers, and recent share transactions

Draft from precedents

Automate all documents with firm precedents

Cap table updates

Issue securities, update the cap table, and generate a central securities register

Conversions and splits

Handle share conversions, execute stock splits, and manage other equity adjustments

Linked records

Executed documents auto-linked to relevant records and resolutions

Multi-currency

Manage entities across multiple countries with multi-currency capability

Audit log

Track every change to your client’s equity records for complete transparency

Spectral Unleashed: Latest Innovations

Explore the frontier of coding evolution with Glossy Unleashed. Our latest features redefine the boundaries of what's possible in coding tools.

Walter for Clients: one tool for founders and law firms

Offer clients cap table management, equity document automation, and minute book access—all on the same platform your firm uses. Keep clients organized from day one, without needing separate, unsynchronized tools, and ensure all communications feature your firm's branding.

Cap table snapshots at any point in time

Manage client cap tables by viewing ownership at any past or future point using effective dates. Walter provides an accurate snapshot for historical reference or future planning, offering clear insights into evolving equity structures.