Integrate with every client workflow
Finance practices still review and negotiate documents by hand, outside the systems their clients use. Float puts you inside those workflows, with every client's documents and standards in one place.
Your firm
Partner
Associate
Technical specialist
Legal technologist
- Search and analysis
- Client templates and standards
- Review and negotiation
- Confirmation review
- REST
- MCP
- UI
Your clients
Hedge fund
Asset manager
Bank
Broker-dealer
From review to negotiation
Confirmation
Confirmations reviewed against each client's terms
Float AI checks every confirmation's economic and legal terms against the trade and the client's approved language, so you review exceptions, not every page.
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Document Intelligence
Every client's documents, organized
Agreements, templates, and versions for each client in one place, searchable by clause and meaning, with answers that cite the original section.
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ALAOF
GBI
MSIPCollaboration
Negotiate in shared workspaces
Redline, comment, and agree changes with clients and counterparties in one workspace, with every version and decision on the record.
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Sterling
Review in conversation
Ask Sterling anything about an agreement, compare it with a client's template, or draft a response to a markup, without starting from a blank page.
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Less time on documents, more on advice
Every client has its own templates, preferred language, and approval process. Float keeps them all in one place and does the first pass of review, so your lawyers spend their time on the judgment calls.
Closer to your clients
Work in the same workspace as your clients and their counterparties, not over email attachments.
Every client's standards
Templates, clause libraries, and preferred language for each client, applied to every document automatically.
Faster first review
Float AI reviews documents against each client's templates and flags only the deviations that need a lawyer.
Secure and audited
Granular permissions by client and matter, with a complete audit trail of every view, edit, and approval.
Work where your clients work
See how leading finance practices manage client documents, review faster, and negotiate inside their clients' workflows on Float.