Before / after
How the work changes
The same jobs, without the exports, the tabs, or the unverifiable answer.
Precedent research meant full-text EDGAR searches and reading exhibits one by one.
Search material contracts by concept and land on the exact clause, cited to the 8-K or exhibit it was filed with.
Comparing terms across a deal set meant a junior associate and a weekend.
Line up indemnification, covenant, or change-of-control language across a peer set in minutes.
Disclosure and governance checks meant manual filing review.
Screen for auditor changes, non-reliance, and governance language — each hit traced to its source filing.
The prompt pack
Ask in plain English
Run these today in Claude, ChatGPT, or any MCP client — each returns a cited answer.
Find change-of-control provisions across these merger agreements.
Compare indemnification clauses for these three deals.
Which credit agreements include this covenant?
Show 8-Ks disclosing auditor changes in this sector this year.
Your families
What this desk licenses
News, Research & Filings
Filings tagged by 529 classifiers, extracted news events, filing search by meaning, IPO prospectuses.
M&A
Deal history, comparable transactions, trending acquirers, and the trail behind each deal.
Activism
Campaigns and >5% stakes with stated intent, accumulation trails, and proxy votes.
People
Person-first research: profiles, boards and affiliations, transactions, vesting calendars.
Straight answers
The questions this desk asks first
Do you see or store our client documents?
No. Nothing of yours is uploaded or ingested. Every server reads only from our own corpora, built from public SEC filings and exhibits.
Are our queries confidential?
Queries and results are not used to train models — ours or anyone else's — and tools are read-only with no side effects.
Where does the agreement data come from?
Public filings: the 8-Ks, proxies, and exhibits that material agreements were filed with. Each clause carries the filing it came from.
Can we rely on what it returns?
Every answer cites its source filing, so verification is one click — you check the exhibit itself, not our summary of it.