FOR FINANCIAL SERVICES LEGAL TEAMS

Because Probably Isn't Good Enough

Your team is handling more transactional volume with flat headcount. AI is the obvious answer. But most AI gives you "probably accurate" output. In financial services, probably is exposure.


Transaction volume is up, timelines are compressed, and the pressure to bring more work in-house keeps growing. The work that used to go to outside counsel is landing on fewer desks. Every efficiency shortcut now has to survive regulatory and board-level scrutiny.

In-house GenAI adoption has jumped from 23% to 52% in a single year (ACC/Everlaw 2025). But 83% of in-house counsel are using tools their department hasn't sanctioned, and nearly half have no AI governance policy at all. The tools are fast. The question is whether the output is right enough to sign.

Litera's transactional workflow replaces "probably" with accuracy you don't have to hedge. Deterministic AI across the full transaction lifecycle, from first draft through closing, embedded in Microsoft 365. One governed workflow. One accuracy standard. The same platform 74% of the Fortune 100 already trusts.

What You'll See in the Demo

  • Accuracy you'd stake your name on: 95%+ precision across 1,400+ lawyer-trained fields, including 220+ specific to financial agreements. Not "good enough for a first pass." Right enough to sign.
  • One workflow from first draft through closing: Contract intelligence, verified comparison, transaction management, and closing book generation, connected on a single platform inside the Microsoft 365 environment your team already uses.
  • Governance that survives the audit: Multi-layered AI with a GenAI toggle at the project level. Run sensitive matters on deterministic-only AI without losing capability. SOC 2 Type II, ISO 27001, GDPR, NIS 2, DORA certified.
  • The math your CFO needs: Every matter brought in-house saves partner-rate fees. One platform, one security review, one vendor relationship. Deal-point intelligence that builds institutional knowledge your team keeps even when people leave.

Choose the Package That Fits Your Team

The transactional workflow is available in three tiers, so the conversation starts with what your team needs today. Every tier runs inside Microsoft 365 with no new platforms and no new logins.

  Base


The accuracy foundation. Deterministic contract intelligence and document quality for teams ready to bring transactional work in-house with confidence.

  • Lito, the AI Legal Agent: GenAI-assisted drafting and summarization in Word, Outlook, and the web, with the ability to toggle GenAI off for sensitive matters
  • Compare: Verified document comparison running 10M+ comparisons a month, with zero hallucinations
  • Kira: Contract intelligence and due diligence with 1,400+ lawyer-trained fields and 220+ finance-specific fields at 95%+ precision
  • Check: Cross-references, defined terms, numbering, and 300+ metadata types cleaned before anything leaves the department
  • Metadata scrubbing: Hidden data removed from every outbound document automatically

  Pro


Everything in Base, plus the tools that accelerate negotiation cycles and standardize output across the team.

  • Server-side comparison: Automated, high-volume redlining integrated into your document management system
  • Templates and clause libraries: Start every draft from approved, firm-standard language
  • DocXtools: Advanced formatting, repair, and PDF workflows including binders and court-ready documents

  Advanced


Everything in Pro, plus transaction management and deal-point intelligence for teams running complex, multi-party work.

  • Transact: Checklists, signature tracking, and closing book generation, replacing the spreadsheets and email chains that break down on complex transactions
  • Foundation Insights: A GenAI deal-point database that extracts critical terms from your closed transactions into a searchable resource. Answer "what is market" in seconds and negotiate from institutional knowledge
  • Office & Dragons: Agentic AI that automates high-volume document workflows: mass editing, bulk redlining, and collaborative review across entire document suites. Teams save up to 85-97% of time on repetitive post-review work

The Numbers That Matter

Trusted Legal AI for Financial Services

Built on 30 years of legal engineering. Trusted by 74% of the Fortune 100. Litera Compare’s redline algorithm is 100% more accurate than general-purpose LLMs. Rules-based engines deliver deterministic accuracy on high-stakes work where probabilistic answers carry too much risk.
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Practice: Draft, review, and negotiate credit agreements, ISDAs, and standard contracts grounded in your playbooks and precedent.
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Manage: Run legal workflows, approvals, and matters on one connected platform.
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Protect: Enterprise-grade governance, audit trails, and policy controls behind every output.
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Connect: Embedded natively in your workflows. No new platforms or logins.
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Extend: Hold outside counsel to the same quality and governance standard your team runs on.
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Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP

See What Earned Trust Looks Like

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