Nothing falls through
the cracks.
Legal matters fail quietly. A missed document. A status no one updated. A deadline buried in an email thread. Seraa gives every matter one place where nothing gets lost.
Routines, documents, team, and AI — all connected to the same matter. Start a new engagement in minutes.
Built for M&A, Litigation, Real Estate, and Venture matters
Meridian Capital Acquisition
Built for Legal
ABA Rule 1.6 aligned
Client data never leaves your matter
End-to-end encrypted
Data encrypted in transit and at rest
Never used to train AI
Your client data stays yours, always
No third-party data sharing
We do not sell or share your data
Your matter has no single home.
Legal professionals juggle email threads, shared drives, chat tools, notes, and standalone AI with no single source of truth. Context evaporates. Work repeats. Deadlines slip.
All separate. None connected. No single source of truth.
M&A · Active
One engagement. Everything connected. Nothing lost.
9
disconnected tools
1
Seraa engagement
0
lost context
Unlike practice management tools, project trackers, or general AI assistants, Seraa is structured around the matter itself, not tasks, tickets, or chat threads.
One place for everything a matter needs
Every engagement contains the work, the people, the documents, and the intelligence — all connected. Nothing lives outside.
Live context
When a block completes or a document is updated, the whole team sees it immediately. One live view of the matter — no refreshing, no forwarding.
Structured routines
Engagements run through Routines: phases with discrete steps assigned to your team or executed by AI. Due Diligence, Signing, General — each step tracked to completion.
AI that knows your matter
The AI thread is scoped to the engagement. It knows the routines, documents, and team involved — every answer is grounded in your actual matter, not a generic model.
Acme Acquisition
M&A · Started 14 Jan 2025
Contains
Routines
Core work unitStructured processes by phase. Each routine contains discrete steps assigned to your team or run automatically by AI.
Members
PeopleInternal team members and external parties — counsel, clients, advisors — with scoped access to the matter.
Documents
OutputsFiles generated and uploaded through routines. Versioned, searchable, and always tied to the engagement.
AI Chat
IntelligenceA contextual AI thread scoped to the engagement. It knows the routines, documents, and members involved.
Everything is scoped to the same matter, always in context.
Acquisition of Beta Ltd
A live M&A engagement in Seraa: routines organised by phase, members with roles, documents generated in context, and AI answering questions about the deal.
Engagement View: Routines by Phase + AI Chat
Full engagement page: left panel with header, quick stats, routines grouped by phase (Due Diligence · Signing). Right panel: AI chat thread.
Routine Detail: Blocks and Assignments
Inside a routine: blocks listed in order with types, AI badges, and assigned collaborators.
Members & Staffing
Engagement members panel: Lead Counsel, Associate, external Client and Advisor with their roles.
Every routine, document, and conversation stays connected to the same matter.
Routines by phase
Due Diligence, Signing, General. Each phase shows routine progress at a glance.
Contextual AI
The AI thread is scoped to the engagement. It knows the routines, documents, and team involved.
Real-time updates
Every team member sees the same state. No chasing status updates across email or Slack.
Start Your First Engagement
Set up your first matter in under 10 minutes.
Create a structured workspace for your next matter. Join legal teams already using Seraa to bring order to complex work.
Create your account
Free to start. No credit card required.
No spam. Your data is never used to train AI models.
Simple Pricing
Start free. Scale as you grow.