Harbour works: chronology and issues
Finch, the other side’s disclosure is in: 3,412 documents. Can you build the chronology, flag anything that cuts against our particulars of claim and draft a note for counsel?
Finch is Clava’s AI associate. Brief it by email, in Teams or Slack, or out loud on a call, and it sends back a draft your team can work from, with every point tied to the document or authority it came from.
Finch reads the conversation it’s brought into, so nobody re-explains the matter, and it replies in the same place.
However you brief it, the work lands on the matter in Clava: the task, what Finch read and heard, and the draft it sent back.
EmailCorporate
“Check Heron’s disclosure letter against the warranties and flag any disclosure that doesn’t meet the SPA’s standard.”
A table matching each disclosure to the warranties it qualifies, with general and vague disclosures flagged for pushback.
CallCorporate
“Join the client’s board call and draft the minutes.”
Draft minutes recording each resolution and any director’s declared interest, ready for the chair to sign.
TeamsDisputes
“Draft the list of issues for the CMC from the statements of case.”
A draft list of issues, each tied to the paragraphs of the particulars of claim and defence that raise it.
TeamsBanking
“Check the facility agreement against the term sheet and list anything that’s moved.”
A table of every term that differs from the term sheet, with the clause reference and which way it moved.
EmailProperty (Scotland)
“Examine the title to 14 Dunmore Street, Glasgow, and draft the report on title.”
A draft report on the title sheet and searches, flagging any burden, servitude or search result the missives don’t allow for.
SlackEmployment
“Draft the grievance outcome letter from the investigation report and meeting notes.”
A draft letter answering each point of the grievance and setting out the right of appeal, with a note of any step where the process fell short of the Acas Code.
CallDisputes
“Join the conference with counsel and write up counsel’s advice.”
A note of counsel’s view on each issue and on the merits, with the actions by person and deadline.
EmailCommercial
“Compare their mark-up of the supply agreement with the draft we sent and check it against our playbook.”
An issues list of every change, including any they didn’t track, marked against the playbook, with a proposed response to each.
SlackRegulatory
“Does the client’s buy-now-pay-later product need FCA authorisation now deferred payment credit is regulated?”
A research note on whether it’s a regulated credit agreement under FSMA and the Regulated Activities Order, and whether any exclusion or exempt agreement applies.
Finch works from the documents, channels and calls of the matters you add it to, and cites every case and statute it relies on so you can check it. Nothing from one matter is used on another.
Finch joins a call only when someone at your firm invites it. It shows in the participant list as Finch, and the organiser can remove it at any point. It transcribes the whole call, files the transcript and the attendance note to the matter, and takes tasks only from people at your firm.
Anything addressed outside the firm comes back to you as a draft. Finch doesn’t send it.
Each task comes back with what Finch read and heard and where each point came from, and every action is kept in an audit log your IT team can search.
Your team manages Finch through your firm’s single sign-on, and Finch does its work on your Clava deployment in the UK. Messages stay where Teams, Slack and Outlook already keep them.
Tell us something your team did last week and we’ll show you Finch doing it on sample documents, so you needn’t share client data to see it.