Financial Institutions

Powering legal precision in financial services

Trusted by leading banks and financial institutions to manage legal complexity.

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End-to-end legal ops on a secure, compliant platform

Unity streamlines legal operations across contracts, spend, matters, and vendors, with built-in security and role-based access that protects sensitive data while enabling real-time collaboration and oversight.

EXPLORE THE PLATFORM

Gain full transparency into spend and risk exposure

Find areas of high or irregular spend, pinpoint unreliable and low-performing vendors, and identify risk in your contracts and billing process before it impacts your business. Unity helps legal and finance teams align on where money is going and why.

Coordinate global legal workflows in one place

Maintain control and consistency across continents, with configurable controls and guardrails for every jurisdiction. Streamline intake and approval workflows, collaborate securely with outside counsel, and standardize data from contracts with varied currencies, language, and structures.

Track and optimize the entire contract lifecycle with Unity CLM

Benchmark and monitor vendor performance globally

Search and manage access to legal documents in your Secure Data Room

Stay ahead of regulatory demands

From SEC and FINRA to GDPR and other regional requirements, Unity makes it easy to configure workflows that meet your institution’s compliance obligations.

Automatically generate audit-ready reports
Apply pre-approved regulatory templates and workflows
Track obligations and approvals with detailed audit trails
Flag non-compliant clauses and documents before they go out

Secure and scalable by design

Unity meets the highest standards for legal data privacy and system integrity. Built to support complex financial institutions, the platform offers fine-grained controls and integrations with your core business systems—without reliance on engineering.