balance Law Firms

Matter compliance, without the admin.

Legalian organises KYC around your matters. Every clearance lands automatically in the matter file.

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Audit-ready files · BRAO §43e Native to AdvoService and Vertec Deep research when a matter calls for it

Matter file check_circle Synced

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Matter

Schulze KG · Share Deal

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Scope

GwG scope: GmbH share purchase

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KYC status

Cleared · 4 parties

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Deep research

Counterparty checked · sourced

sync Written automatically into the matter file

Three friction points

Generic KYC tools don't fit a law firm.

Three friction points every firm knows - and our answer to each.

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KYC per matter, not per client

One client often has several matters with different scope. We check exactly the right amount per matter.

check_circle KYC per matter, not per client

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Who may see which file - you decide

Restricted files and matters behind an information barrier stay protected. Only authorised people see the file.

check_circle Access per file, cleanly separated

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Deep research when needed

For pre-engagement and counterparty research, DIRT (Deep Investigation Research Tool) delivers sourced findings - each one cited.

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check_circle Sourced findings for transactional work

Integrations

Connected to how your firm works.

Clearances and risk flags land automatically in the matter file - no double entry.

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Live

AdvoService

Clearances and risk flags land automatically in the matter file.

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Live

Vertec

Connected to your practice management - matters, files and clearances stay in one system.

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In development

DATEV Anwalt

Planned integration for firms that use the legal and tax modules together.

Legalian in your firm's workflow.

30-minute walkthrough: KYC per matter, file permissions and deep research in action.

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