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The whole platform

Clients and sharing

Clients see their matter, not your inbox

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A portal per client, time-limited sharing links, a data room for transactions and a negotiation room with the other side. Every access is logged.

What you will see in Ulpian

Fictitious matter, sample data.

The closing, condition by condition

Each condition precedent fills with ink when its evidence is attached, and the funds flow balances below. The evidence arrives as you scroll.

  1. Clearance from the Competition Commission

    Awaiting evidence (COMCO decision of 12 October)

  2. Landlord's consent to the transfer

    Awaiting evidence (Signed letter from the landlord)

  3. Bank guarantee provided by the buyer

    Awaiting evidence (Guarantee no. 4471)

  4. Resignation of the outgoing directors

    Awaiting evidence (Three letters of resignation)

  5. Price paid into the escrow account

    Awaiting evidence (Escrow credit advice)

0 of 5 conditions

Funds flow

Sources
Price paid by the buyer—
Uses
SellerCHF 11'900'000
Loan repaymentCHF 450'000
Transaction costsCHF 150'000

Gap of CHF 12'500'000

The client's mandate, clause by clause

The range set by the client is hatched, the counterparty's position is a point. Drag your position: Ulpian shows whether it stays within the mandate.

Liability cap, as % of the price

Within the client's mandate

Modules

Statuses reflect the platform as it is today.

  • Client portal

    Available

    The status of the matter in plain language, the documents you choose to share, invoices, document requests and questionnaires.

  • External sharing

    Available

    A specific version of a document shared with one person, with rights and a duration; access is revoked in one step.

  • Data room

    Available

    Buyer access by section, viewing log, questions to the seller and bulk download.

  • Negotiation room

    Available

    The document shared with the other side, the client's mandate per clause and proposals checked against that mandate.

  • Closing

    Available

    Conditions precedent, signature page packets, funds flow and closing set.

  • Claims and distribution

    Available

    The claim and its history, the portfolio and the distribution statement linked to client accounts.

How the work flows

  1. Step 0101

    You publish a status update for the client, who reads it in their portal, in their language.

  2. Step 0202

    The client uploads the requested documents, which arrive in the matter.

  3. Step 0303

    For a sale, you open the data room and invite buyers, section by section.

  4. Step 0404

    Every view and every question is logged.

What the AI prepares

  • The status update for the client, to approve.
  • Answers to buyers' questions, based only on the published documents.
  • A check of the other side's proposal against the client's mandate.

What stays with you

  • What is shared, with whom and for how long.
  • Any reply sent to a client, a buyer or the other side.
  • Accepting a proposal in a negotiation.

Frequently asked questions

Can clients see internal documents?

No. Clients only see what you chose to share. By default, a document stays internal.

Is an account needed to open a shared document?

No. A personal, time-limited and revocable link gives access to the shared version only. Every opening is logged.

Other workspaces

See it on a matter like yours

The diagnostic shows you in three minutes where your firm loses time. The call shows you Ulpian on a sample matter, in twenty-five minutes.

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