About Walter
Walter is an AI agent software from Walter designed specifically for lawyers in Outlook. It provides the ability to read selected emails, edit and blackline documents, and send replies with attachments, helping lawyers manage their communications and documentation more efficiently. Walter integrates directly within Outlook, facilitating a more simplified workflow for legal professionals. It supports tasks that commonly take time, allowing lawyers to focus on more critical aspects of their work. Key capabilities: email reading document editing blacklining reply with attachments integration with Outlook Best for: legal professionals that need to manage emails and documents effectively.
Walter by Walter Software is a modern equity management platform designed to streamline cap table administration, option plan management, and ownership recordkeeping for startups, law firms, and enterprise legal teams. Its primary purpose is to centralize all equity data in one secure environment, ensuring accuracy and transparency across fundraising stages, employee grants, and investor reporting. The software offers key features such as automated document generation, integrated e-signatures, modeling tools, and structured equity workflows that help organizations stay compliant and organized. The user interface is clean, intuitive, and optimized for professionals managing complex ownership structures. Its dashboard prioritizes clarity, presenting cap table summaries, vesting schedules, pending approvals, and entity details in a neatly organized layout. Navigation is straightforward, with clear menu categories and a robust search function that allows users to quickly locate securities, stakeholders, or transactions. The design emphasizes functionality over visual clutter, making it suitable for legal and financial teams that value precision. Functionally, Walter delivers end-to-end equity lifecycle capabilities. Users can build and update cap tables, run dilution scenarios, manage multiple entities, and administer ESOPs efficiently.
Pros & Cons
- Native Outlook/iManage integration eliminates context switching, significantly streamlining legal workflows.
- Context-aware drafting and accurate blacklining save substantial time on document review and communication.
- Uses firm precedents and maintains Word formatting, ensuring high quality and firm consistency.
- ISO 27001/SOC 2 Type II certification provides a high level of data security and compliance assurance.
- AI guardrail prevents hallucination of case law or unauthorized legal opinions.
- The pricing structure is complex, with tiers starting at $100 per month billed annually.
- Its primary utility is focused on transactional and document-centric legal practices, not litigation.
- The agent relies on Outlook and iManage; firms without these systems will have limited use.
- Specific limitations (e.g., DOCX support only, no PDF comparison) may hinder some workflows.
- It is not designed to replace knowledge management or document automation systems.
Features
Key features
Works directly as a native add-in for Outlook and connects instantly with iManage, eliminating manual downloading and uploading.
The agent reads full email threads and attachments to draft contextual replies in the user's tone, automatically attaching updated documents.
Automatically generates accurate redlines (blacklines) of updated documents against the original, using thread or firm precedent context.
Edits documents cleanly while keeping complex formatting and document structure intact, unlike generic AI tools.
Uses the firm's own precedents or prior work to suggest drafts and guide edits, ensuring consistency and compliance with firm standards.
Is ISO 27001 and SOC 2 Type II Certified, assuring IT teams of robust security and compliance standards.
Additional features
Reviews email content and attachments, then drafts relevant replies in the user's tone.
Generates new documents based on firm precedents or prior work product.
Automatically compares two versions of a document to produce an accurate redline for review and sharing.
Can answer questions about a document, such as identifying missing clauses, unusual provisions, or clause meanings, by highlighting key information.
Will not guess at case law or offer legal opinions, preventing AI hallucinations or overreaching.
Built specifically to work inside Outlook, accessing shared threads and attachments.
Instantly pulls and pushes documents from the iManage Document Management System (DMS) workspace.
Maintains document styles and redlines cleanly without breaking formatting.
Automatically attaches the edited or updated documents to the drafted email reply.
Finds relevant precedent language from firm libraries when drafting or editing.
Operates asynchronously in the background, mirroring how lawyers delegate work to human colleagues.
Complies with the audit standard for security, availability, processing integrity, confidentiality, and privacy.
Complies with the international gold standard for information security management systems.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About Walter
Walter is an AI agent software from Walter designed specifically for lawyers in Outlook. It provides the ability to read selected emails, edit and blackline documents, and send replies with attachments, helping lawyers manage their communications and documentation more efficiently. Walter integrates directly within Outlook, facilitating a more simplified workflow for legal professionals. It supports tasks that commonly take time, allowing lawyers to focus on more critical aspects of their work. Key capabilities: email reading document editing blacklining reply with attachments integration with Outlook Best for: legal professionals that need to manage emails and documents effectively.
Walter Details
Walter's In-App Market Place
Does Walter have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), RUB (₽), BRL (R$), MXN ($), SGD (S$)
Pros & Cons
- Native Outlook/iManage integration eliminates context switching, significantly streamlining legal workflows.
- Context-aware drafting and accurate blacklining save substantial time on document review and communication.
- Uses firm precedents and maintains Word formatting, ensuring high quality and firm consistency.
- ISO 27001/SOC 2 Type II certification provides a high level of data security and compliance assurance.
- AI guardrail prevents hallucination of case law or unauthorized legal opinions.
- The pricing structure is complex, with tiers starting at $100 per month billed annually.
- Its primary utility is focused on transactional and document-centric legal practices, not litigation.
- The agent relies on Outlook and iManage; firms without these systems will have limited use.
- Specific limitations (e.g., DOCX support only, no PDF comparison) may hinder some workflows.
- It is not designed to replace knowledge management or document automation systems.
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