Model a Series A, SAFE conversion, or option pool refresh – no spreadsheets required. With branches in Walter, you can build pro forma cap tables in minutes and see exactly how ownership would change. Read more → getwalter.com/news/walter-br…

Power tools for power users. Walter handles high-volume legal work with speed and structure. OCX, bulk edits, saved views, and more.

Self-serve option exercises are live Option holders can now submit exercise requests, sign auto-filled notices, and track everything in real time, all from their portal. Clients can review and approve requests in one place. Learn more: getwalter.com/news/option-ex…

From request to issuance, every step of an option exercise stays connected. Walter gives option holders a simple way to submit requests and keeps the entire process in one system. Curious? getwalter.com/book-a-demo

Locked cap table data = messy audits, migration nightmares, and vendor jail. That’s why OCF matters: ✅ Standardized ✅ Exportable ✅ No vendor lock-in Walter stores all cap table data in OCF, because fixing bad data isn’t your job. getwalter.com/news/open-cap-…

Too much time gets wasted cleaning up cap tables that should’ve been standardized from the start. Walter uses the Open Cap Table Format so equity data is structured from the get-go. Audit ready. Easy to review. No vendor lock-in. getwalter.com/book-a-demo

Tired of cap table exports that need “Version FINAL v6”? Meet OCX: the standardized Excel format, built for audit-ready cap tables. With Walter, you can: ⚡ Export in one click 🧮 Use built-in formulas 📆 Create pro formas or snapshots Learn more → getwalter.com/news/ocx

Messy spreadsheets slow everything down. OCX exports in Walter give you structured Excel files with formulas intact, traceability built in, and filters for any view you need. No formatting headaches. Just export and review. See it live: getwalter.com/book-a-demo

We have big news to share today. 🚀 Walter’s AI Agent is live. See how it drafts, edits, blacklines, and responds to clients directly from Outlook in this demo from our CEO Ryan Wilson. The future of legal work starts here. 👉 Get started → getwalter.com/ai-agent

Founder certainty that translates to such palpable founder excitement is an undervalued metric. Ryan is one of the smartest and most discerning founders I know. When he gets fired up, I get fired up. Walter is going to amplify capabilities for the legal teams that

Give this a watch. Ryan Wilson shares why Walter started as a single source of truth for law firms and clients — and how our AI Agent is the next leap forward. Try it for yourself → getwalter.com/ai-agent

Ryan Wilson Walter This sounds great You nailed the pain points from the lawyer’s perspective (and why the current LegalTech tools have serious drawbacks)

Introducing: The AI agent built for legal work. Walter’s AI Agent drafts, edits, blacklines, retrieves, issues shares, updates cap tables. All inside Outlook & iManage. ISO 27001 + SOC 2 Type II. No training on your data. 👉 getwalter.com/news/ai-agent

2024 - legal ai assistants… 2025 - legal ai agents. Get Walter for Lawyers and start delegating.

Exciting news: McCarthy Tétrault has joined Walter’s AI Joint Innovation Program. Together we’re shaping how AI supports real legal work like drafting, blacklines and reviews, all inside Outlook and iManage. Read more: getwalter.com/news/mccarthy-…

With both FASKEN and McCarthy Tétrault now part of our AI Joint Innovation Program, we’re proving AI in law isn’t theory; it’s already driving results. Faster docs. Smarter reviews. More time for clients.

Review versions without the infinite scroll. Blackline Summary in Walter AI collapses unchanged sections using smart logic so important context is never lost. Contracts. Filings. Negotiations. Whatever you’re reviewing, stay focused on what matters. 👉 getwalter.com/news/blackline…

🧠 Memories in the Walter AI Agent Teach it your preferences so your first pass looks closer to your final pass. - Start reviews with a concise summary + next steps - Use a client’s indemnity clause by default - Add version comment to iManage uploads More: getwalter.com/news/memories

Many law firms run on iManage. Walter makes it faster. Use plain language to search, organize, version, and check in documents without breaking focus. Your documents stay in iManage. Your workflow just gets easier. 🔗 getwalter.com/news/imanage