How Optimal Counsel Cuts Client Onboarding Time by 70% with Marveri

The Challenge

Every time Optimal Counsel brings on a new client preparing for a financing round, Partner Mandy Lawrence faces a familiar but demanding task: getting up to speed on the client's full legal picture quickly enough to add value from the start.

Client onboarding for transactional work typically involves reviewing hundreds of corporate documents: board resolutions, cap tables, commercial agreements, IP assignments, and more. Traditionally, this process takes days or even weeks, delaying the team's ability to identify and address issues before a financing can move forward.

For Mandy, the stakes are always high. A financing timeline doesn't wait for counsel to catch up, and any overlooked issues in the existing corporate structure can derail a deal or create costly problems down the line.

The Solution

Mandy turns to Marveri to accelerate the onboarding process. Using Marveri's AI-powered document organization and analysis platform, her team uploads each client's full document set and lets Marveri go to work.

Marveri automatically gets the entire client repository deal-ready, renaming and organizing files into Optimal Counsel's conventions, providing a full company report of the client's entire legal history and posture, and surfacing what's there and what's missing. Instead of manually sorting through hundreds of files, Mandy's team has a structured, navigable data room within minutes.

But organization is just the starting point. Marveri's analysis tools immediately flag key legal issues across each client's corporate documents: gaps in board approvals, missing IP assignments, and inconsistencies in existing agreements that need to be resolved before any financing can proceed.

On day one of every engagement, Mandy has a comprehensive issues list and is already working with the client to resolve them, work that would traditionally not begin until well into the second week.

“It’s seriously all so intuitive and well done. I’m not techy, so I was afraid of having to learn to use it — but there’s really nothing much to learn. I feel silly for not using it sooner.”

Mandy Lawrence, Partner at Optimal Counsel LLP

The Results

By using Marveri, Mandy and her team at Optimal Counsel onboard new clients and prepare them for financings 70% faster than before. The impact extends beyond time savings.

Instead of spending the first weeks of an engagement buried in document review, Mandy can deliver strategic counsel from the first meeting. Clients notice the difference, and the dynamic of every new relationship shifts immediately.

“This is a game changer. I used to spend two weeks on intake — now we’re identifying issues on day one and clients actually notice the difference.”

Mandy Lawrence, Partner at Optimal Counsel LLP