Advising clients on SEC compliance, securities offerings, disclosure drafting and transactional matters requires more than fast research. It demands defensible analysis grounded in authoritative sources. Intelligize+ AI™ brings together SEC filings, SEC Comment Letters, disclosure benchmarking tools and AI-powered research and analysis—enabled by Protégé™—in one unified platform, helping you move from complex questions to validated insight with greater precision and efficiency. Built on rigorous content tagging and advanced search technology, Intelligize+ AI supports securities law research, comparative analysis and risk mitigation under increasing regulatory and market scrutiny.
Periodic Reporting & Disclosure Advisory
Support client Forms 10-K, 10-Q and 8-K filings with integrated research and analytical tools. Analyze SEC filings and SEC Comment Letters to identify disclosure trends, assess peer positioning and evaluate year-over-year changes across multiple filings. Advanced analytical capabilities within Protégé enable structured, citation-backed responses that help you refine complex questions and deliver defensible client advice—including evolving ESG and sustainability disclosure expectations.
Mitigate Risk: Disclosure Benchmarking & Peer Analysis
Benchmark client disclosures against peer SEC filings to evaluate positioning, identify market-standard language and surface emerging risks. Automated redlining streamlines comparison of disclosure language across filings, while analysis with Protégé in Intelligize+ AI enables deeper multi-document review and organized insights that strengthen drafting decisions and risk mitigation strategies.
Analyze Agreements and Market-Standard Language
Advise on M&A transactions and other agreements using precedent analysis drawn from filed exhibits and agreements. Search across SEC filings and underlying exhibits to evaluate clauses, defined terms and structural provisions. Analytical tools within Intelligize+ AI allow you to compare drafting approaches, summarize variations and assess market standards efficiently while maintaining precision.
Ongoing Research & Analytical Support
Complex client matters demand reliable research and defensible analysis. Intelligize offers expert research assistance and tailored training to help law firm teams leverage advanced AI-powered tools across SEC filings, disclosure benchmarking and evolving securities law developments.
Case Study:
Financial Disclosures for Mayer Brown LLP
Helping law firms advise on complex financial disclosures.
Challenge
Mayer Brown’s clients are under constant pressure to stay up to date with regulatory change.
Solution
Mayer Brown chose Intelligize for its efficiency in analyzing massive amounts of disclosure documents to support its client’s disclosures.
2,000+
filters to quickly pinpoint examples of market standard language
99K+
No-Action Letter documents
47K+
M&A deal-related contracts
Professionals We Serve
Serving nearly 60% of the Fortune 500, 87% of the Am Law 100 and 100% of the Big Four accounting firms.
Testimonials
Product Information
CUSTOMER RESEARCH SUPPORT
Expert support for detailed SEC filing searches and complex research needs.
Frequently Asked Questions
Intelligize+ AI brings together SEC filings, SEC Comment Letters, securities regulations and related materials in a single, searchable platform. Attorneys can move more efficiently from initial research to comparative analysis, evaluating peer disclosures and identifying relevant precedents without navigating multiple sources, supporting faster turnaround and reducing inefficient unbillable research time.
Intelligize+ AI enables analysis of SEC filings and SEC Comment Letters to evaluate how companies address disclosure requirements across reporting periods. Attorneys can compare peer disclosures, evaluate disclosure strategies and identify emerging risks or trends. AI-powered analysis within Protégé™ supports multi-document review across filings, helping attorneys deliver more informed, defensible securities and disclosure advisory work.
Intelligize+ AI enables searches across SEC filings, including filed agreements, to identify commonly used disclosure language. Attorneys can evaluate clauses, defined terms and disclosure approaches across comparable filings, helping establish how similar matters are typically structured and presented. This supports more efficient drafting informed by current disclosure practices.
Yes. Intelligize+ AI provides access to SEC filings related to M&A transactions, including M&A agreements, along with SEC Comment Letters and regulatory materials. Attorneys can analyze transaction documents, compare disclosure approaches and evaluate SEC disclosure expectations within a single research environment.