Proven Solutions for Financial Services Companies

Ensure operational efficiency, reduce risk and maximize compliance with our best-in-class products and support.

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Meet compliance and risk challenges head-on – and prevail

The financial services industry is faced with unprecedented levels of regulatory and legal risk, and a reliance on outside counsel leads to mounting legal spend. Financial Services professionals need solutions to increase efficiency, reduce expense, and demonstrate best practices within legal and compliance operations.

Mitratech partners and co-innovates with you to tackle both today’s challenges and tomorrow’s opportunities with adaptable legal, compliance, and workflow automation solutions that grow with them over time.

The tools and benefits we’ve delivered in Financial Services?

A single source of truth

Gain visibility, predictability, and control across all practice areas.

A single management system

Manage all global legal spend, including international currencies and tax considerations.

Centralized information governance

Keep track of all content to ensure records keeping requirements are met to regulatory standards.

Automated workflows

Track shared progress for nearly any financial use case – both for customers and internal stakeholders.

Technologies for empowering control, savings and compliance


The most widely used end-to-end ELM platform trusted by the world’s leading legal departments for managing core legal processes and operations.

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TAP empowers you to automate nearly any repetitive manual process, so you can focus on what’s important: doing the work, not wrestling with workflows.

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Policy management becomes easier than ever before, as intuitive built-in tools ensure policies are efficiently managed and enforced and accurately maintained, distributed, and attested to.

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Our most-mentioned advantage? How DataStore can handle enormous amounts of data every hour, every day, automatically.

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