What it sells
Automating workflows.
Business model breakdown
Buyer: who owns the budget?
UnverifiedFamily law firm partner or managing paralegal.
Trigger: what makes them buy now?
Collecting and verifying financial disclosures takes weeks of back-and-forth; claims completed I&As in hours.
Workflow: what inputs become what output?
Clients fill I&As (income and asset disclosures) in a guided TurboTax-like flow instead of a 20+ page Word doc; values verified against uploaded documents; export updated I&A and balance-sheet CSV.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| — | Y Combinator Summer 2024 | — | Y Combinator | ycombinator.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.