AI-Native
Intelligence at every step
Secure
Your data, protected
Client Portal
One home for every matter
Reusable Records
Data flows automatically
Transparency
Real-time visibility
Magic Intake
AI extracts & validates
Workflows
Automated processes
Collaboration
Seamless teamwork

Elite Legal Care Delivered Seamlessly

The AI-native platform that transforms how law firms and clients work together. Intelligence at every step.

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Trusted by elite law firms nationwide
SIDLEY AUSTIN BakerHostetler DUANE MORRIS HSF Kramer Taft SIDLEY AUSTIN BakerHostetler DUANE MORRIS HSF Kramer Taft SIDLEY AUSTIN BakerHostetler DUANE MORRIS HSF Kramer Taft
Our Story

Built for the firms that set the standard

We didn't build Formally to patch legacy systems. We built it from scratch—an AI-native platform for firms whose clients expect more than spreadsheets and email chains.

The problem was clear

Legal technology promised transformation but delivered frustration. Clunky interfaces, manual data entry, zero intelligence. The tools meant to help were holding firms back.

Clients expected more. Corporate in-house teams wanted visibility. Associates spent hours on tasks that should take minutes. Something had to change.

73%

of attorneys say current legal tech doesn't meet their needs

First

AI-native platform trusted by elite firms for client-facing work

We built the answer

Formally is AI-native from the ground up—purpose-built for the demands of legal practice. We started with immigration because it's complex, high-stakes, and deeply human.

Today, we're the platform that forward-thinking firms choose when their clients expect more. And we're expanding rapidly.

The Problem

The old way is broken.

Client
?
Where's my document?
Manual data entry again?
Who has my data?
Law Firm
Waiting for response

Manual data entry

Typing the same info over and over

Data black holes

Where did my info go?

Zero visibility

No status updates

No AI, no automation

Everything by hand

The Formally Difference

Enterprise-grade AI. Designed for legal.

Built from the ground up with intelligence at every layer—not retrofitted onto legacy systems. The security, precision, and reliability your practice demands.

Client
📄 Upload once
AI-Powered Platform
Magic Intake: Extracted & Validated
Zero Data Retention Policy
Enterprise-Ready Security
✨ Client reports auto-generated
Law Firm
🔐 Full access
🛡️ Secure from Start
⚡ Real-Time Sync
🏢 Enterprise-Ready
Seamless client experience • AI intelligence • Complete visibility

One Portal

Everything in one place

Full Visibility

Real-time status always

Secure Data

Protected & controlled

Integrated Intelligence

Built in, not bolted on

LEGACY APPROACH
Traditional systems with AI added as an overlay
Limited integration
FORMALLY
Intelligence integrated into every workflow, with enterprise security throughout
Purpose-built architecture
THE OUTCOME
Measurable efficiency gains with the reliability your clients expect
Trusted by leading firms
Solutions

One platform. Every practice.

Formally's architecture is designed to scale across practice areas while maintaining the security and precision legal work demands. We're expanding thoughtfully—each solution built to the same exacting standards.

LIVE NOW

Immigration

The AI-native platform trusted by elite firms for immigration casework. H-1B, L-1, PERM, and beyond—streamlined with intelligent automation.

  • ✓ Automated form preparation
  • ✓ Document extraction & validation
  • ✓ USCIS deadline tracking
  • ✓ Corporate client dashboards
BETA PROGRAM

Corporate Law

Entity management, M&A due diligence, and corporate governance—powered by the same AI intelligence that transformed immigration.

  • ◇ Entity formation & compliance
  • ◇ Board resolution drafting
  • ◇ M&A document management
  • ◇ Subsidiary tracking
Request Beta Access →
BETA PROGRAM

Tax & Compliance

Regulatory compliance, tax planning, and audit preparation—with AI that understands the nuances of complex tax structures.

  • ◇ Regulatory filing automation
  • ◇ Compliance calendar
  • ◇ Audit trail documentation
  • ◇ Multi-jurisdiction tracking
Request Beta Access →
BETA PROGRAM

Real Estate

Commercial transactions, title review, and lease management—AI that handles the document-intensive nature of real estate practice.

Request Beta Access →
◇ Title document extraction
◇ Lease abstraction
◇ Due diligence checklists
◇ Closing document assembly

Our vision: A unified platform where every practice area shares the same client record, the same integrated intelligence, and the same exceptional experience—with enterprise security at every layer.

Security & Trust

Enterprise-grade security. Zero compromise.

Your clients trust you with their most sensitive information. We've built Formally to honor that trust with security that exceeds the strictest enterprise requirements.

Zero Data Retention

Our Core Promise

Unlike other AI platforms, we never retain your data for model training. Your client information is processed, used to serve you, and then it's gone. Period.

You maintain complete control. Your data lives in your environment, governed by your policies, accessible only to your authorized users.

DATA LIFECYCLE
1
Data received & encrypted
2
AI processes your request
3
Results delivered to you
✕
Data purged—never retained

SOC 2 Type II

Independently audited security controls and processes

256-bit Encryption

AES-256 encryption at rest and TLS 1.3 in transit

99.9% Uptime

Enterprise SLA with guaranteed availability

SSO & SCIM

Enterprise identity management & provisioning

ACME CORP DASHBOARD
Immigration Portfolio
247
Active Cases
12
Due This Week
98%
Approval Rate
Cases Filed by Month
RECENT UPDATES
H-1B Approved — J. Chen 2m ago
RFE Response Filed — M. Patel 1h ago
Documents Requested — S. Kim 3h ago
Reporting & Visibility

Your clients expect more.

Corporate in-house teams are tired of email chains and spreadsheet trackers. They want real-time visibility into their legal matters—and they're choosing firms that can deliver it.

With Formally, you give them executive dashboards, automated status updates, and on-demand reporting—without any extra work from your team.

Real-time case tracking
Clients see status updates the moment they happen
Automated quarterly reports
Generated automatically, delivered on schedule
Custom analytics & exports
Slice data any way they need for internal reporting
The Client Record

One record. Every matter.

The Client Record is the heart of Formally. Structured, portable data that follows your client across every engagement—no re-keying, no duplicates, no errors.

When a client returns for a new matter, their information is already there. The AI builds and maintains the record automatically.

Client-owned, firm-accessible
Always current, never stale
Cross-matter data reuse
CLIENT RECORD
Personal Information Verified ✓
Name: ████████
DOB: ██/██/████
Documents 12 files
📄 Passport 📄 I-94 📄 Resume +9 more
Matter History
H-1B Initial Approved
H-1B Extension In Progress
For Corporate Clients

Wow your in-house teams

Corporate clients expect visibility and intelligence. Formally delivers both—turning your firm into the obvious choice for their legal work.

Your clients expect more transparency.

In-house teams want real-time visibility into their matters. Formally helps you deliver it.

Learn More →

Executive Dashboards

Real-time visibility into every matter. Immigration populations, pending cases, upcoming deadlines—all at a glance.

Automated Reporting

Quarterly reviews, compliance reports, budget tracking—generated automatically, delivered on schedule.

Team Coordination

HR, managers, and employees all in one system. Assign tasks, track progress, and ensure nothing falls through the cracks.

SOC 2 Type II Certified
Zero Data Retention
99.9% Uptime SLA
The Platform

The new operating system for legal.

◐

The Client Portal

One home for every matter

◈

Intelligent Intake

AI that does the work

◉

The Client Record

Portable, reusable data

◎

Transparent Reporting

Visibility at every stage

◐

The Client Portal

Give your clients a secure, elegant space to collaborate with your firm. Real-time status updates, document sharing, and direct communication—all in one place they'll actually use.

We're Hiring

Build the future of legal.

We're a profitable, pre-Series A company building the AI-powered legal stack. Join our small team with real ownership and impact.

NOW HIRING IN-PERSON • SF

Senior Engineer

Founding team • $180K – $240K + Equity

Apply Now

This isn't a "senior engineer" title on a large team. You'll be a foundational technical leader with real authority over architecture, infrastructure, and AI strategy. You'll work directly with our CEO and Head of Engineering to shape both product and engineering culture.

WHAT YOU'LL OWN

  • → Technical architecture & high-stakes decisions
  • → Full-stack development (Next.js, Node, PostgreSQL)
  • → AI product development & LLM integrations
  • → Engineering standards & team growth

YOU'D BE A FIT IF

  • → 7+ years engineering experience
  • → Startup experience & architectural ownership
  • → Strong React/Next.js, Node.js, TypeScript
  • → High autonomy & product sense

Real Impact

Used daily by attorneys at the best firms in the country.

Profitable

Already profitable with strong unit economics—not burning runway.

Ownership

Small team. Big responsibility. Every person shapes the product.

AI-Native

Building with LLMs at the core, not bolting them on.

Ready to elevate your practice?

See how leading firms are delivering exceptional client experiences with Formally.

Request a Demo