Legalis — Client and Shareholder Management

One system across every client’s cap table, compliance and governance

A law firm advising on M&A rarely has just one client’s cap table to track. Legalis is built around that reality: every client’s cap table and shareholder register, including ownership percentages and ultimate beneficial owners, lives in the same secure system. Your team gets one accurate, real-time overview across the entire client base, instead of a spreadsheet per engagement. As that client base grows, nothing gets lost between tools. Legalis replaces the version-control errors, access risks and manual upkeep of tracking ownership across scattered files with a single system of record, so nobody has to chase down the latest update from a colleague’s inbox.

Compliance and governance run on that same foundation. Know Your Customer (KYC) and Anti-Money Laundering (AML) status registration, Politically Exposed Person (PEP) screening, and international sanctions checks all happen as part of your daily workflow. That means due diligence and settlement reviews draw on data that’s already current, not a separate manual exercise. Documents can be signed directly within the system too, instead of through a separate e-signature tool. When it’s time for a client’s general meeting, it runs fully online, from invitations through voting to execution, with secure authentication such as BankID confirming who’s participating, and an auditable digital voting record. That cuts the manual coordination of scheduling and documentation for every client’s meeting.