Walter AI Agent

Walter AI Agent for Outlook

The Walter AI Agent 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 agent'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

  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.

• 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 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.