Walter

Walter’s software platform is built for modern law firms. From partners to paralegals, everyone in the firm can do their highest-value work while lower-value tasks are reduced.

• Streamline client cap table management: Centralize your clients’ equity tables on one platform to provide product consistency across your firm and a single destination for the information your lawyers need. Plus, help your clients avoid the expense and complexity of a third party cap table management system you don’t control.
• Centralize client information for on-demand access: Store and manage client stakeholder information, including stakeholder type, contact information, equity holding details, etc. All data collection, storage & reporting fully complies with the corporate transparency act and is available on-demand in Walter.
• Reduce duplicative work with on-platform client collaboration: Walter is a collaborative workspace for both you and your clients that eliminates paralleled work processes, document control issues, and divergent data.
• Run a full financing on a single platform: Walter enables your law firm to collaboratively run an entire financing with your clients and their prospective investors from open to close. Instead of running a separate parallel process, Walter brings together all the important aspects of a financing on one platform.
• Rapidly generate and customize documents: Get it drafted fast. Walter expedites document drafting & execution by creating templates from your firm’s precedents. Automatically generate resolutions, share issuances, option grants, and start-up packages, and deliver completed documents for signing through DocuSign, which is embedded in the platform.
• Update client information automatically: Store and access all your clients’ critical information in one location, which automatically updates when documents are generated, sent for signing, and completed through Walter.

Walter was formerly known as Minutebook and changed their name in August 2023.