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.
Spend less time on low-value tasks and deliver more value to your clients
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
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.
Easily import data from existing systems—OCF compatible
Get an overview of clients, directors, officers, and recent share transactions
Automate all documents with firm precedents
Issue securities, update the cap table, and generate a central securities register
Handle share conversions, execute stock splits, and manage other equity adjustments
Executed documents auto-linked to relevant records and resolutions
Manage entities across multiple countries with multi-currency capability
Track every change to your client’s equity records for complete transparency
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.
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