Law Firms

Intelligize provides an industry-leading platform that helps legal professionals research, prepare and draft SEC filings, corporate transactions and various other corporate documents and agreements. Any attorney who drafts  contracts would find the Intelligize platform beneficial. The platform offers a huge database of real world contracts and agreements. In addition, Intelligize specializes in serving attorneys in many different practice areas.


Securities Law Attorneys

To best serve capital markets clients it is important to have access to filed documents that comply with securities law and regulations. The Intelligize platform offers a variety of applications to help you research and draft clients’ filings to ensure SEC compliance. For instance, if you are handling the registration process for an initial public offering (IPO), the Intelligize platform provides the ability to quickly hone in on what information is essential for the filing, such as trends in industry risk factors and other important disclosures.

In order to appropriately draft disclosures, it is not uncommon to research SEC comments regarding particular disclosures or to aide clients in responding to these comments from the SEC. The Intelligize platform helps quickly review the individual SEC comments and the corresponding responses. It assists with drafting responses and lets you identify individual reviewers’ tendencies, allowing users to craft the most on point disclosure in the filing.


M&A Attorneys

Finding the right deal terms and deal structure can be a tedious process. Navigating through multiple sources and scouring filings for terms and conditions is time consuming and inefficient. M&A attorneys rely on the Intelligize Mergers and Acquisitions application to quickly provide comparable deals, terms, conditions, structure and all filings, including relevant agreements, all in one place.


Corporate Attorneys

Providing terms and language for your clients is part of any corporate practice. Finding relevant language for certain types of corporate transactions or agreements can be a challenge and time consuming. Attorneys working with corporations use the Intelligize platform to find various types of sample documents and even individual clauses within those documents. Other common uses include benchmarking disclosure on topics such as executive compensation and risk factors in filings, to name a few, or quickly finding guidance for SEC staff comments.

To best serve capital markets clients it is important to have access to filed documents that comply with securities law and regulations. The Intelligize platform offers a variety of applications to help you research and draft filings to ensure SEC compliance. For instance, if you are handling the registration process for an initial public offering (IPO), the Intelligize platform provides the ability to quickly hone in on what information is essential for the filing, such as trends in industry risk factors and other important disclosures.

In order to appropriately draft disclosures, it is not uncommon to research SEC comments regarding particular disclosures or to aide clients in responding to these comments from the SEC. The Intelligize platform helps quickly review the individual SEC comments and the corresponding responses. It assists with drafting responses and lets you identify individual reviewers’ tendencies, allowing users to craft the most on point disclosure in the filing.

Inside the Registered Offerings (RO) application, Intelligize has created a space for more powerful and specific filters within a subset of filings, addressing corporate securities attorney’s specific needs. Registered Offerings hosts a specialized depth of selectable search options, such as Offering type, Offering size, Security type, and lead or secondary underwriters.


Research Professionals

Law firms move at a fast pace and utilize the expertise of information and research professionals to find essential information to help serve their clients. These professionals rely on the Intelligize platform to efficiently find the right information. Using the solution’s retrieval tools, research professionals can quickly find relevant documents and package the documents for efficient sharing with the attorneys. Some examples include SEC filings, merger agreements and exhibits incorporated by reference.