Neptune Data / Platform
Clients, matters, records, drafting, counsel, research and billing — organized the way a firm actually engages, with every application sharing the same records and the same access rules.
Structure
General applications
A drive-style records room at firm, client and matter level: folders, drag-and-drop upload, search, bulk zip export — and PDFs that open in an in-browser viewer with zoom and page navigation instead of a download. Every application reads from the same records, so filing once is enough.
A full AI word processor: draft from a prompt, rewrite a selection, tighten a clause — with references pulled from the matter's records and your research sources, tracked in a citations rail. Export clean .docx that opens perfectly in Word.
A conversational assistant that knows your firm's profile and can be handed any record in the matter. Summaries, issue-spotting, second opinions — in plain language, with the source documents attached to the conversation.
Web research constrained to the sources your firm enables — SEC EDGAR, FASB codification, state business registries, CourtListener, CFPB and more. What your team finds is cited and reusable across drafting and analysis.
Practice-specific applications — K-1 extraction, loan review, lease abstraction, entity mapping — are built bespoke. That story has its own page →
The review loop
Every Neptune application is built around the same conviction: the reviewer is the product's most important user.
Extractions record the page they read. Viewers open the source document to that page with the figure highlighted — verification in seconds, not spelunking.
Calculated values show their process — what summed into them, what subtracted out — and every component links to its own cell and source.
Fixes agreed in review are remembered per engagement and applied to future runs automatically. The system gets more like your firm every season.
Administration
Admins invite users by email and grant applications and client access individually.
Pick the Claude model per task — heavier models where judgment matters, faster ones where volume does.
Usage metered per client, matter and application — one figure, no surprises at month end.
Your logo on your sign-in page, your firm's profile shaping every assistant's context.
In development
Shown as roadmap, honestly — these are in active development, shaped by the firms already on the platform. If one of them is your priority, that conversation moves it up.
Version-aware comparison for agreements and abstracts: what changed between drafts, in counsel-readable terms — not a raw redline.
A secure page where clients upload documents straight into the right matter's records room — no email attachments, no chasing.
Matter timelines with extracted dates — filing deadlines, option windows, maturities — surfaced before they're urgent.
Connections to the systems firms already run — document management and mailbox filing first.
Portfolio-scale review workflows: assign documents, track sign-off, and see exactly what's been verified by whom.
Firm-templated exports for workbooks, abstracts and reports — your letterhead, your formats, one click.
See it live
We demo on real matters — bring one of yours.
Request a demo