Legal Documents Navigator

Flexible Negotiation Efficiency

Negotiations (CSA/ISDA, Tax, Client Outreach, IBOR, Pricing supplements, …) are still highly manual and time-consuming processes, requiring various resources across many departments within the banks. Our clients want to have standardized interfaces to core internal and external hubs and third party providers yet at the same time internally model their processes and approval procedures in the most flexible manner possible.

Our state of the art solution greatly streamlines the entire negotiation lifecycle through automating required processes and document generation while meeting organisational-specific needs. Combining our out of the box documents together with our powerful workflow automation tool enables you to increase customer satisfaction and time to market alongside hugely reducing the total cost of ownership and operational risks.

Our solution

Enormous process flexibility

Ability to map your existing process into the system by connecting to all internal and external interfaces

Centralised management of assets

Controlled and fully auditable storage of data and documents including approved templates

Web-based negotiation user interface

Free text editing of any clause in the document; stakeholder can approve/reject changes based on their rights

Automated decision making

System can approve/reject changes or switch process flow, independently based on pre-defined set of conditions

Document comparison & generation

Proposing changes and highlighting differences between versions; automated generation of required documents embedded in the process

Strong reporting and visibility

Overview of negotiations states (i.e. last user action incl. timestamp); contract parameter

Extensive user-rights & role concept

Different parts of the workflow process can be owned by different user groups

Automated follow-ups & reminders

Sending out automated follow-up messages to keep business on track


Use Cases

  • CSA Negotiations
  • KYC Outreach
  • IBOR Transition
  • Legal Document Negotiation
  • TAX Document Validation


Your Benefits

  • Reduced operational risk & burden
  • Consistent & appropriate client outreach
  • Significant time savings
  • Legal data "golden source"


Product and service specifications
• MS SQL Server
Language used
• C#
• Python
Operating system
• Windows 2012
Pricing structure
• Subscription-based
User interface
• Web