Intake to binder. End to end.
Three workflows, one platform. Start with the Declaration Workshop for new cases — intake, checklist, drafting, and verification. Or use the Exhibit Builder and Binder Builder for post-declaration work.
Declaration Workshop
The full case lifecycle: SOF chart intake → document checklist → client questions → Opus-powered declaration drafting → path-of-funds verification → attorney letter + exhibit list → binder assembly.
Exhibit List Builder
Upload a SOF declaration and client documents. AI generates the exhibit list, analyzes every document, and matches them to exhibits automatically.
Binder Builder
Upload your exhibit list, then upload documents. AI analyzes each one, then you sort them into exhibits. Every assignment captures deep training data for future automation.