FAQs

Frequently Asked Questions

What is Finiti Legal?

What is Finiti Legal?

How do you protect sensitive client data?

Finiti AI operates entirely within a dedicated Azure subscription configured for SOC 2 Type II compliance and following a strict multi-tenant SaaS isolation model. Every firm’s documents are uploaded to an AES-256–encrypted Azure Blob container created just for that tenant, while embeddings and workflow records are saved in Cosmos DB containers partitioned by tenant, ensuring queries and access stay tenant-scoped. All data remains in the Azure region you choose, traveling over TLS 1.3 between the browser, front-end, orchestrator, and agents, and never crossing regional boundaries. Role-based access control is enforced through your own single-sign-on provider using Azure Entra B2B, and service principals are locked down with least-privilege roles. Calls to Azure OpenAI are issued with “no-train” and ephemeral-log settings, so nothing you share is used to tune or retrain the underlying models. In short, Finiti AI keeps each client’s data segregated, encrypted, and under your control throughout its lifecycle.
 *SOC 2 certification is pending completion of the required observation window.

Does Finiti support Single Sign-On (SSO) and Multi-Factor Authentication (MFA)?

Yes—Finiti supports both SSO and MFA for secure enterprise access.

Can I have a trial before full deployment?

Yes, we offer a secure pilot program where you can test Finiti with a subset of your documents. You can start with a single practice group or matter to evaluate the platform's capabilities with your actual securities work.

What makes Finiti different from other legal AI tools?

Finiti is focused on capital markets execution, not just document drafting. It connects drafting, verification, collaboration, and filing in one flow, with legal-grade precision and security.

Can I just do this manually or with ChatGPT?

Not at this speed, ease of use and level of accuracy. Finiti understands filing formatting, workflows, and disclosure requirements—so you don’t waste time prompting or cleaning up generic AI output.

Does Finiti support global jurisdictions?

Please reach out to our team on your jurisdiction.

How does Finiti Legal work?

Finiti uses domain-specific legal AI models trained on real transaction data. It compares drafts to market precedent, auto-generates content like director bios, item 1.01 disclosure or risk factors, and keeps information synced across documents.

How does Finiti get my company’s information? Do I have to input everything?

Finiti pulls from structured deal data and prior filings. You can upload, paste, or prompt the AI with your instruction—once entered, our AI tools find the relevant deal context through a proprietary technology to ensure your filing is accurate, but free of hallucination.

Will you complete my CISO’s security questionnaire?

Yes—we’re happy to complete your firm’s security review process.

What LLM does Finiti use? Do they retain my data?

Finiti uses a combination of commercial and proprietary models fine-tuned for legal transactions. We layer legal-specific context on top of base LLMs to ensure accuracy and relevance. None of these providers can access, train on, or retain your data.

Can non-lawyers in my team use Finiti?

Yes—analysts, paralegals, and other team members can use Finiti to streamline workflows, populate data, or help coordinate filings.

Can I buy Finiti for my whole team?

Absolutely. We offer team plans with admin controls, user permissions, and centralized data management.

Have Questions? We're Here to Help!

Reach out to our support team for any queries or assistance.

Book a demo

Start your free trial for better investor reporting.

Regulatory compliance layer for public companies and registered funds.

Built for lean teams.

Regulatory compliance layer for public companies and registered funds.

Built for lean teams.

Regulatory compliance layer for public companies and registered funds.

Built for lean teams.

© 2026 Finiti. All rights reserved.

© 2026 Finiti. All rights reserved.