Financial Services

  • Provide end-to-end automation management for all stages of documents in financial services industry

  • Collaborate document management inside and outside of organizations seamlessly

  • Remain secure and compliant while achieving operation efficiency at scale

aiLegal enables financial services professionals to streamline and automate lifecycle management of documents needed. We take over the routine document work. So you can focus on your clients and assure the successes of your clients. 

document automatin

Automate each step of the document lifecycle management

Working with clients in the banking, finance, and insurance industry is stressful. aiLegal automates end-to-end document lifecycle management to help financial services professionals to achieve the high efficiency at scale. 

collaboration

Collaborate documents inside and outside of organizations seamlessly

aiLegal makes sure your team always on the same pages with your clients, vendors,  and counterparties through its real-time negotiation, commenting, and auto storage features. 

Remain secure and compliant while achieving operation efficiency at scale

Security is a top priority of you and your client's. aiLegal encrypts your data while they are being created, edited, stored, and processed. We are architected to be the most flexible and secure cloud computing environment to satisfy the security requirements for financial services industry.