Walter

Entity management, cap tables and document automation for Clio

Available in Canada and the United States

Key benefits for your firm

Reduce your unbillable hours. Increase your billable hours.

Walter dramatically reduces administrative and low-value tasks across your firm, freeing up you and your team to do more valuable, more billable, and less frustrating work.

Walter enables law firms. It doesn’t disrupt them.

Software companies are looking to cannibalize your client relationships. Walter does the opposite. It gives you a central system of record that keeps critical data under your control and functionality that prevents third parties from inserting themselves into your client relationships.

Set your clients up for success.

With Walter, your clients get on-demand access to their data and key documents, which saves them administrative hassles and time. It reduces costs & errors and helps them maximize the value of their ESOP, close financings faster, receive funds through integrated payments, and be transaction-ready.

How Walter works with Clio

Integrates with Clio Manage so you can view your client’s cap table in Walter and generate startup questionnaires from Clio

From a Matter in Clio, create a questionnaire in Walter to share with a startup client to automate their incorporation process
Click through to a client’s cap table in Walter from their Matter in Clio
Quickly access the Client and Matter in Clio from your Entities page in Walter