Walter for Outlook
Autor: Walter Software Corporation
Use Walter for Outlook to draft, review, and manage legal workflows without leaving your inbox.
Walter for Outlook
Walter for Outlook is a productivity add-in for Microsoft Outlook that enables corporate legal
professionals to draft, review, and manage legal workflows without leaving their inbox.
Main Features
- Blacklining & Document Comparison: Drop in two versions of a document and instantly receive a
clean, professional blackline inside the assistant's chat.
- Entity & Equity Data Automation: Convert email content into structured updates for entity and
cap table records in Walter.
- Inline Context Access: Insert live company data, cap table summaries, or filing statuses into
email threads with prompts.
- Secure, Role-Based Access: Access is restricted to internal legal users with appropriate
permissions, and all actions are logged.
Target Audience
Corporate legal professionals who manage entities, cap tables, and deal documentation using Walter or other
firm-preferred systems.
Problems it Solves
- Reduces time spent switching between email, document systems, and entity platforms.
- Speeds up document drafting and review workflows.
- Eliminates errors from manual copy-paste of legal data.
- Enables fast client response time directly from Outlook.
Requirements & Limitations
- Account Required: A Walter account is required to use the add-in. To sign up or get help, visit:
https://getwalter.com or contact support at
href="mailto:support@getwalter.com">support@getwalter.com.
- Functionality is limited to internal users only (e.g., law firm staff).
- This add-in does not function as a standalone email client or replace core Outlook functionality.
li>Document comparison supports DOCX; PDF support is not available.
Supported Languages
- English (EN-US)
For more information and assistance, please see our help page at
href="https://support.getwalter.com/">https://support.getwalter.com/. An active Walter account is required for
this add-in - visit https://getwalter.com/ to sign up or book a demo. Report
any
objectionable content by emailing support@getwalter.com.
Možnosti aplikace
- Posílat data přes internet
- Tato aplikace může přistupovat a upravovat osobní informace v aktivní zprávě, třeba text, předmět, odesílatele, příjemce a informace o přílohách. Může tato data posílat službě třetí strany. Ostatní položky ve vaší poštovní schránce se nedají přečíst ani upravit.
