Professional secrecy first. Then AI.
Law firms and advisory practices hold their most sensitive data in the least connected places: the CRM, SharePoint, the billing system and partners' inboxes. GUIDSE unifies those sources into a governed foundation, masks client names and personal data before any AI provider sees them, and puts agents to work on review, intake and reporting. Every output is traceable to its source.
Where the work gets stuck
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Knowledge in silos
Matters, clients and documents live in a CRM, a DMS and a billing tool that never agree.
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Contract review on repeat
The same clauses are checked against the same playbook, file after file.
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Intake and conflict checks by email
New-matter information is retyped and checked by hand.
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No view of the practice
Partners lack one view of matters, hours and outstanding fees.
Processes GUIDSE runs
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Continuous Contract Review
Reviews NDAs, supply agreements and leases against your clause playbook and flags deviations with the clause cited.
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CRM to SharePoint matter structuring
Creates and maintains matter folders, metadata and access rights in SharePoint from CRM data.
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New-matter intake and conflict pre-check
Reads engagement requests, extracts parties and checks them against existing clients and matters for the responsible lawyer to confirm.
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Practice dashboards
Combines CRM, time-recording and billing data in dashboards for work in progress, realisation and aged fees.
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Template filling
Drafts engagement letters, standard agreements and due-diligence reports from approved templates and matter data.
The same six steps in every sector.
The difference is in the U: your data is unified and masked before any agent acts on it.
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Gather
Connect the CRM, SharePoint or DMS, time recording and billing.
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Unify
One record per client and matter. Client names, counterparties and personal data are masked before any agent reads them.
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Interpret
Agents compare clauses against the playbook.
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Decide
The responsible lawyer approves every deviation note and every draft.
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Systematize
Review runs on every new version; intake runs on every new request.
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Evolve
Playbooks are updated as positions change.
Data and privacy
Lawyers are bound by professional secrecy and GDPR. GUIDSE masks client identities and confidential terms at field level before any AI provider processes a document, isolates each firm in its own environment, and lets you leave with all your data at any time. Signed originals stay untouched in your DMS.