Real estate diligence
- Documents
- Title, survey, leases, PSA, amendments, easements, CC&Rs, zoning, loan docs.
- Work product
- Title exception summary, lease abstract, diligence issue list, critical dates table, closing checklist.
Document operations for legal teams
Document preparation systems for application-heavy legal work.
Aquinas builds focused tools for lawyers and legal operations teams who turn messy client files into review-ready packages, cited drafts, blocker lists, and follow-up requests.
inputreview packethuman approval
Messy file
PDFs, forms, notes, exhibits, spreadsheetsStructured work product
criteria map, package index, citations, blocker queueAttorney control
judgment calls surfaced, not hiddenManaged document operations
Send the document pile. Get attorney-ready work product back.
Not a software rollout or a blank chat box. Aquinas structures the file, extracts the facts, runs the matter checklist, flags blockers, and returns source-linked work product your team can review.
Business transactions
- Documents
- Purchase agreements, disclosure schedules, entity docs, loan docs, contracts, cap tables.
- Work product
- Consent matrix, change-of-control chart, contract issue list, negotiation points, closing checklist.
Trusts and estates
- Documents
- Trust instruments, amendments, asset statements, deeds, beneficiary designations, tax docs.
- Work product
- Asset map, beneficiary chart, trust administration binder, funding checklist, probate timeline.
Litigation and mediation
- Documents
- Pleadings, contracts, emails, discovery responses, transcripts, invoices, demand letters.
- Work product
- Chronology, hot-doc list, claims and defenses matrix, deposition outline starter, mediation binder.
Claims and demand packages
- Documents
- Medical records, bills, police reports, photos, wage loss records, policy documents.
- Work product
- Medical chronology, specials table, treatment-gap summary, missing-records list, adjuster-ready packet.
Application-heavy matters
- Documents
- Government forms, exhibits, client uploads, financials, business records, notices, support letters.
- Work product
- Packet index, blocker queue, evidence map, follow-up requests, review-ready draft sections.
Focused entry points
Start with one workflow someone is already dreading.
Pick the closest current lane, or use it as the model for a custom document-heavy workflow in another practice area.
Evidence packets
Immigration
→RFEs, O-1, EB-1, NIW, and L-1 files turned into issue maps, evidence gaps, exhibit indexes, and attorney-review packets.
USCIS issue mapEvidence gapsSource-cited packet
Client prep
Lawskill
→Guided interviews and matter-specific packet building for lawyers who want better client inputs before drafting.
Client interviewsMissing factsLawyer-only drafts
Loan packages
SBA
→Borrower files organized into package tabs, blocker queues, Form 1919 data drafts, and follow-up requests.
10-tab packageBorrower blockersClosing support
Claims files
Pre-lit
→PI files organized from intake through records, bills, demand packages, negotiation prep, and lien resolution.
Claim setupMedical recordsDemand support
Matter-specific, not generic
Each workflow is designed around one legal package type, not a blank chat box.
Cited by default
Facts and drafts link back to source documents so review is fast and defensible.
Human-gated
The system prepares work. Lawyers and legal operators approve judgment calls.