Perry for Law Firms

The Legal OS for your private-capital practice

Law firms can use Perry directly for their private-capital workflows, or white-label the platform for clients.

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Value for the firm — internally and with clients

50%

Cut fund document turnaround

70%

Reduce time spent on routine questions

100%

of negotiated positions captured in a reusable precedent record

80%

Increase year-round client engagement

Two complementary ways

Direct use and white-label, on the same platform

Perry is not only a platform firms put in front of clients. It is also the workspace for the firm’s own private-capital work.

Direct use

Your firm’s own private-capital workspace

Use Perry internally for fund formation, transactions, comments memos, and the day-to-day work of advising GPs and LPs.

White-label

Keep your firm in the client’s daily work

White-label Perry as the firm’s own platform. Clients log in under your name, come back for questions and obligations, and stay connected to the firm for the life of the fund — not only when a deal is live.

Direct use

Run your private-capital work inside Perry

Use Perry as the firm’s own workspace — not only as a product you offer clients. Review fund documents, draft from precedent, produce comments memos, and keep every matter on one connected record.

Internal workflows

Fund formation and side-letter review
Transaction review, negotiation, and approval
Grounded Q&A across the firm’s document set
A shared record for partners, associates, and operations

Comments memos

Turn a mark-up into a comments memo the partner can review
Capture issues, recommended positions, and open points
Link every comment back to the source provision
Reuse the memo as precedent on the next similar document

The same platform that can sit in front of clients also supports the work the firm does every day.

White-label

Stay in the client’s work for the life of the fund

Perry runs under your firm’s name, identity, and domain. Clients log into your platform and keep using it for questions, obligations, and the next matter — so the firm stays present long after closing. Branding makes it yours; the daily workspace makes the relationship harder to leave.

What you control

Your firm’s branding across the client experience
Client workspaces provisioned and managed by your firm
Your templates, playbooks, and precedent built in
Your engagement model and commercial terms

A year-round client relationship, not a one-off engagement.

Collaboration

One workspace for the firm and every fund client

Run reviews, negotiations, and approvals in a shared workspace instead of email threads and attachments. Each side sees what is relevant to its role, while the firm keeps control of the record — whether the work is internal or client-facing.

In the workspace

Shared matters with clear ownership and status
Document review and comments in one place
Approvals and sign-offs tracked end to end
Role-based visibility for clients, counsel, and operations

Every matter keeps one connected record — for your team and your client’s.

AI grounded in your precedent, not the open internet

Perry’s AI reviews, drafts, and extracts across fund documents, and answers questions grounded in the LPA, side letters, and the firm’s own positions. Associates use it on internal matters; clients see it under the firm’s brand. Every answer links back to the source.

Capabilities

Document review against the LPA and your precedent
First drafts generated from your templates
Comments memos built from the review record
Term and obligation extraction across the document set
Grounded Q&A with citations to the underlying provision

Your associates move faster, your clients get answers backed by your expertise, and the firm out-delivers competitors still working document by document.

Obligation management

Stay engaged for the life of the fund, not just the deal

The documents you negotiate become a live obligation system — notices, consents, reporting deadlines, and recurring requirements, each linked to the provision that created it. Used internally, it keeps the firm’s matters current. White-labelled, it keeps the firm in the client’s workflow long after closing.

Tracked for every matter