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Finance law, minus the grind.

Facility docsCovenantsSchedulesReview packets

Rules move; documents pile up. Goodman OS puts drafting, review, and research in one workspace, with every answer cited to source.

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Finance document packets and covenant schedules

Finance document review table with calculator

Covenant binder and term-sheet packets on a glass table

01Why finance teams

Made for high volume, high scrutiny.

Credit agreements, disclosure packages, KYC files, policy libraries. Few practices handle this much paper under this much regulation. Goodman OS helps your lawyers read the stack faster and keep every point tied to authority.

Practice workbench interface showing document sets, cited review packets, and next-step legal work

One workspaceDraft, review, and research in one place.

Cited to sourceEvery clause and figure links back to its document.

Your standardReviews follow your playbook, not a stock template.

02Word add-in

Redline facilities inside Word.

Right in the document

Your lawyers draft loan and security documents in Word, so that's where the AI sits. Redline a covenant package against your standard or pull a clause from precedent without leaving the file.

Tied to the text

Each suggestion links to the clause or precedent behind it, so a reviewer checks the reasoning in seconds.

Works inside Microsoft Word. No copy-paste, no second window.

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03Tabular Review

A stack of agreements as one grid.

One question across the set

Ask governing law, change-of-control, reporting thresholds, or MAC definitions once. Get an answer per document, each linked to its clause. A week of reading becomes an afternoon.

Diligence and portfolios

Check covenant consistency across a lending book, or flag the outliers in a deal room first. Your lawyers decide what matters.

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04Workflows / Owlious

Make your routines into tools you own.

KYC intake, covenant checks, disclosure sign-off. With Owlious, your team builds each recurring review into a workflow that runs the same way every time. No code, no tech team.

Fix the routine. Capture how your best lawyers run a review, then let everyone run it that way.

Built by insiders. The lawyers who own the process design it, so it fits your firm.

Yours to keep. Every app you build belongs to your firm and changes as you do.

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05Legal Research

The authority behind the answer.

Sources on every answer

New guidance, an amended threshold, a fresh structuring question. Goodman OS researches it and cites each authority to source, so your lawyers check the reasoning rather than trust it.

Change tracking built in

Aim Monitors at the rules you follow and get flagged when one moves, so the change reaches you before it reaches a client.

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Goodman OS

One workspace for drafting, review, research, and workflows, run by your lawyers. Read a facility agreement, redline a disclosure, or research a rule, with every answer cited to source.

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Owlious

Build apps and workflows for finance teams, no code and no tech team. Turn a KYC intake or covenant check into a reusable tool your firm builds and owns.

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Legal Research

Research that cites every authority to source. When a rule shifts or a novel question lands, your lawyers get reasoning they can verify.

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06Questions

First things finance teams ask.

The platform brings the speed. Your lawyers keep the judgment.

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How does it help us track regulation?

Goodman OS researches what a rule change means and cites each authority to source. Monitors flag the rules you track when they move. Your lawyers decide what it means for your matters.

Can it handle our volume?

Yes. Tabular Review reads a whole set at once into a grid linked to source clauses, and the Word add-in redlines against your standard in the document. The first read drops from days to hours.

Is our data private?

Private by default. Your matter data isn't used to train shared models, and your firm controls what goes in and out. SOC 2 and ISO are in progress; details shared under NDA.

Does the AI decide?

No. It drafts, reviews, and researches, and cites every output to source. The final call on what reaches a client or regulator stays with your firm.

Get started

Bring one matter. Watch it work.

Hand us a live agreement or a regulatory question and see Goodman OS handle it, every answer traced to source.

Book a walkthrough ->See Goodman OS

Built for lawyers / Private by default / Cited to source