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Solutions for
Law Firms

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.

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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.

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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.

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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.

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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.

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2,000+

filters to quickly pinpoint examples of market standard language

97K+

No-Action Letter documents

42K+

M&A deal-related contracts

Professionals We Serve

Serving more than 50% of the Fortune 500, 87% of the Am Law 100 and 100% of the Big Four accounting firms.

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Law Firms

Testimonials

Intelligize offers comprehensive, customizable search function and is constantly developing tools to improve my ability to research accounting guidance across peers.
David Gould Manager, Finance & Accounting
Chubb Ltd.
Intelligize is easy to use and it provides a good resource for disclosure examples.
Fiona Tam Chief Accounting Officer
VELOCITY FINANCIAL, INC
Intelligize is easy to use, very helpful tool in performing research related to recent disclosure, SEC comments, accounting literature for Big 4 accounting firms, among others.
Rhezza Delada Associate Director, SEC Reporting and Technical Accounting
Seer, Inc.
Intelligize+ AI is helpful in your research needs. Next time you have a question on FASB guidance, give it a try!
Corey Watson Residio Technologies, Inc.
Intelligize is a valuable tool for researching and benchmarking financial reporting practices, offering access to comprehensive data, regulatory insights, and peer analysis to support accurate and informed compliance decisions.
Giao Tan AP/Accounting, Grammarly Inc

Product Information

CUSTOMER RESEARCH SUPPORT

Expert support for detailed SEC filing searches and complex research needs.

Research & Support