Senior Engineer
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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 CareDelivered Seamlessly
The AI-native platform that transforms how law firms and clients work together. Intelligence at every step.
Explore
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
1st
AI 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
?
?
?
?
Law Firm
Who has my data?
Filling this out again?
Manual data entry again?
Where is the data I need?
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.
Secure From Start
Real-Time Sync
Enterprise-Ready
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
Seamless client experience
• AI intelligence
• Complete visibility
AI-Powered Platform
Magic Intake: Extracted & Validated
Zero Data Retention Policy
Enterprise-Ready Security
Client
→
AI
→
Firm
One Portal
Everything in one place
Full Visibility
Real-time status always
Secure Data
Protected & controlled
AI-Native
Intelligence everywhere
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
• ◇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