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Legal Managed Services

Financial trade documentation

Discover a single-vendor, full-service solution for financial trade documentation

Successfully manage your regulatory and business initiatives

Our seasoned legal and financial professionals, award-winning services powered by contract automation and extraction technology, and proven program management can help you:

  • Update your financial documentation and manage client outreach to address challenges such as Brexit, Initial Margin, and regulatory changes
  • Address minimum record-keeping requirements with trusted and structured data at your fingertips
  • Reduce your operational costs with a dedicated team of drafting and negotiation professionals leveraging the latest technologies

Free your team to work on more complex or higher-stakes matters with Contract Lifecycle Services

We provide highly trained legal and financial domain experts who can help your internal stakeholders with: legacy document review, drafting and negotiation, execution due diligence , legal opinion review, and administrative document support.

Know exactly what is in your contracts with Contract Data Management Services

Satisfy legal and regulatory record-keeping requirements with services that facilitate greater transparency of key legal and economic terms and risks hidden in your documentation. Benefit internal stakeholders such as collateral management, risk, and the front office desks contracts with instant access to trusted contract data. Our single vendor, full-service solution spans contract digitization and data extraction, human review and quality assurance, audit and reporting, and system connectivity.

Choose the best way to work with us

Our solutions are modular and completely customizable based on your strategy, budget, and needs. We are here to guide and partner with you through a large project or on an on-going basis with:

Program management

Senior oversight and expert project management ensure successful outcomes and minimize the impact on internal teams and bandwidth.

Trustworthy, award-winning services

Our legal heritage in the financial services industry is unparalleled, and we are consistently awarded as a leading provider of managed services. It's vital that you choose a provider you can trust.

Complete transparency throughout your project

We eliminate the black box. You have complete visibility of the entire scope of your project, from start to finish.

Global and scalable delivery pairs the right resources with the best location

We have professionals around the world, which enables us to scale up quickly, provide multilingual support, and be accessible across multiple time zones.

A wide range of reference data and documentation management experience

  • ISDA Master Agreements
  • Credit Support Annexes
  • Credit Support Deeds
  • Prime Brokerage Agreements
  • Global Master Repurchase Agreements (GMRA)
  • Master Repurchase Agreements (MRA)


  • Listed Derivative Agreements
  • Cleared Futures and Options Agreements
  • Global Master Stock Lending Agreements (GMSLA)
  • Overseas Securities Lending Agreements (OSLA)
  • Deutscher Rahmenvertrag


  • Federation Bancaire Francaise Agreements
  • Contrato Marco de Operaciones Financieras
  • ISDA Confirmations and Master Confirmation Agreements
  • Parent Company Guarantees
  • Investment Management Agreements
  • Fund Prospectuses

What does an engagement look like?

In the case of the MiFID II project for this tier 1 bank, it looked like this:

  • 100%
    of clients were ready to trade by the deadline
  • 70 yr.
    of repapering experience from a dedicated team
  • Zero
    trading disruption to the business
Ready to get started?

Put Legal Managed Services to work for you