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Use cases / Services

Sonaris for tech law firms

A searchable precedent bank, matters with every draft versioned, intake that waits for the conflict check, fixed-fee packages and a private room for each client. A boutique firm can run its practice from one workspace.

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KV
Kerrow & ValeTechnology, IP and venture law · London
  1. A precedent bank and playbooks1 / 14Folio
  2. Matters with every draft versioned5 / 14FilesProjectsChatProfiles
  3. Intake that waits for the conflict check9 / 14FormsCRMChecklistsMessages
  4. Fixed fees and the flow between it all13 / 14FlowsCommercePaymentsSites

An illustrative workspace. The business, people and figures are fictional.

01 · Start with Folio

A precedent bank the whole firm can search

Playbooks, precedent notes and fallback positions are nested pages in a firm-wide folio, edited together in real time with every version kept. Link the right playbook from any matter or task, so a trainee drafting a customer agreement works from the same positions as the partner.

  • Nested pages, edited together in real time
  • Version history with named versions and restore
  • One version of the truth, linked from tasks and matters
Folio
Folio · Playbooks · SaaS customer agreements
SaaS agreementsLiabilityData protectionIP and licenceService levelsTermination
Limitation of liability
Our standard

Cap at 12 months' fees, excluding indemnities and confidentiality.

Fallback

Up to 24 months' fees for enterprise customers. A separate data breach cap is acceptable.

Anything above the fallback goes to a partner before it goes back.
02 · Add Files, Projects, Chat and Profiles

Matters with every draft versioned

Each matter is a project from a template: seed round, SaaS terms review, trade mark filing. Its folder keeps every version of every draft, share links expire and can be revoked, and the client's founders join the matter's room as guests who see that matter and nothing else.

  • Matter templates with phases, tasks and owners
  • Version history and previews on every document
  • Share links with an expiry, revocable at any time
  • Role-based permissions on every module
FilesProjectsChatProfiles
Files · Nimbus Robotics — Seed round
DOCXSubscription and shareholders' agreementv6 · investor counsel's mark-up acceptedAgreed form
DOCXDisclosure letterv3 · founders' comments inDraft
XLSXCap table — post-moneyv2 · checked against the term sheetFinal
Data room link · investor counselExpires 30 Nov
03 · Add Forms, CRM, Checklists and Messages

Intake that waits for the conflict check

The new-matter form creates a contact and a deal. A conflict and ID checklist is attached to the deal before anyone opens a matter, and relationship mapping shows how founders, companies and investors connect. New enquiries arrive in a shared inbox with internal notes.

  • Forms that create a contact and a deal
  • Checklists attached to any record, including a deal
  • Relationship mapping across people and companies
  • Shared inboxes with ownership and internal notes
FormsCRMChecklistsMessages
CRM · Deal · Nimbus Robotics — Seed round · New matters
  • Search existing contacts and companiesNo match
  • Check named investorsNo match
  • Directors' ID verified2 of 2
  • Engagement terms sentMessages
  • Partner sign-offElena Vale
Ana Sousa · CEO, Nimbus RoboticsFounder
Lowmoor Ventures · lead investorCounterparty
04 · Add Commerce, Payments, Sites and Flows

Fixed fees, and the flow between it all

Startup packs, seed rounds and terms reviews are fixed-fee packages with milestone contracts, invoiced into the firm's own Stripe account. Founder guides are a folio published to the site. Flows moves each matter from enquiry to cleared to open to complete.

  • Services, packages and milestone contracts
  • Invoices paid into your own connected Stripe account
  • A folio published to your site, with its own search
  • Every flow run has a log you can read
FlowsCommercePaymentsSites
  1. Trigger · FormsNew-matter form submitted
    when
  2. Action · CRMCreate a deal in “New matters”
    then
  3. Action · ChecklistsAssign “Conflict and ID checks”
    then
  4. Action · ChatPost to #new-matters
    then
  1. Trigger · Checklists“Conflict and ID checks” completed
    when
  2. Action · CRMMove deal to “Engaged”
    then
  3. Action · ProjectsOpen the matter from “Seed round”
    then
  4. Action · CommerceFixed-fee contract from the deal
    then
  5. Action · ChatInvite the founders as guests
    then
  1. Trigger · ProjectsPhase advanced to Completion
    when
  2. Action · PaymentsIssue the completion invoice
    then
  3. Action · CRMTag company “completed-seed”
    then
  4. Action · ChatPost to #completions
    then
05 · The running business

Every matter with its precedents, drafts and fee attached

The intake, the checks, the playbook, the drafts, the client's questions and the fixed fee all sit on the matter. Each workspace is isolated at the database level, with role-based permissions on every module and data encrypted in transit and at rest.

Matters
Nimbus Robotics — Seed round
Fernway — SaaS terms review
Quill Health — Trade marks
Arcadia Labs — Share options
Sections
Boards
Templates
Workflows
Matter · Seed round · company sideNimbus Robotics — Seed round
Fixed fee · £14,000Checks cleared#nimbus-seed · 3 guestsCompletion flow armed
Term sheet
Term sheet agreedFiles · v4
Term sheet milestonePayments · £4,000 paid
Documents
Subscription and SHAFiles · v6
Disclosure letterFiles · v3
Completion
Signing checklistChecklist · 6/11
Completion invoicePayments · £10,000
Linked
Nimbus RoboticsCRM
Conflict and ID · 5/5Checklists
Seed round playbookFolio
#nimbus-seed · 3 guestsChat
Fixed fee · £14,000Commerce
A week at Kerrow & Vale
  1. FormsNew matter: Quill Health, trade marks
  2. ChecklistsNimbus checks cleared
  3. ProjectsNimbus seed matter opened
  4. FilesSHA v6 back from investor counsel
  5. FolioLiability fallback updated
  6. Sites“Your first SaaS contract” guide live
  7. PaymentsFernway review paid · £1,800
13of 14 modules in use
ProjectsFolioCanvasChecklistsFilesCRMMessagesChatFormsProfilesSitesCommercePaymentsFlows
Seats
14 · partners, associates and practice support
Guests
Founders and in-house counsel, per matter
Replaces
Notion, Confluence, Dropbox, Asana, HubSpot, Typeform, Front, Slack and Zapier
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Start with one module. Add the rest as you grow.

Every module works with every other from the day you switch it on, and your data exports whenever you want.

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