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The workspace for small firms.

One shared system of record, from one lawyer to the whole firm: practice-area agents on Canadian federal and provincial law, research with verified citations, and compliance checks built in — on a keyboard-first surface built for how senior lawyers actually work.

Private beta · concierge onboarding

How a matter becomes the firm's system of recordA matter holds its client and KYC, its documents, its filings, its research with verified citations, and its FINTRAC and law-society compliance. That one record carries the matter's type, practice area, status and last update, and feeds the matters list, pending approvals and client tasks.What a matter holdsWhere it surfacesClientIdentity and KYCDocumentsEvery document on the matterFilingsAnnual returns, ISC registersResearchVerified citationsComplianceFINTRAC and law societyThe matterTypePractice areaStatusLast updateMatters listPriority matters pinned on topPending approvalsApprovals due, on their ownClient tasksShown where they block the work
How a matter becomes the firm's system of recordA matter holds its client and KYC, its documents, its filings, its research with verified citations, and its FINTRAC and law-society compliance. That one record carries the matter's type, practice area, status and last update, and feeds the matters list, pending approvals and client tasks.What a matter holdsClientIdentity and KYCDocumentsEvery document on the matterFilingsAnnual returns, ISC registersResearchVerified citationsComplianceFINTRAC and law societyThe matterTypePractice areaStatusLast updateWhere it surfacesMatters listPriority matters pinned on topPending approvalsApprovals due, on their ownClient tasksShown where they block the work
Everything a matter touches lands on one record. The matters list, approvals and client tasks all read from it — one source of truth, from the partner's desk to the new associate's first matter.

Every matter, structured. One row per matter.

Type, practice area, status, last update — visible together. Pending approvals and approvals due are built to surface on their own; client tasks surface where they're being blocked.

Priority first

Priority matters pinned to the top.

Approvals in-band

Pending approvals and client tasks sit in the row they belong to.

Inline filters

Filter by status, type and practice area without leaving the list.

Matters list showing CBCA and OBCA annual returns, an ISC register update, and a small claims matter

An agent does the work. Your firm approves it.

Practice-area agents work on Canadian federal and provincial law and check every authority they cite. Approval by a person at the firm is the only human step.

From a request to a lawyer's sign-offFive steps. A request is opened on its matter. A practice-area agent drafts under federal or provincial law. Every cited authority is checked against its source. FINTRAC and law-society obligations are checked. A person at the firm approves it — the only human step.1RequestOpened on the matterit belongs to2DraftA practice-area agentdrafts under federalor provincial law3CiteEvery cited authoritychecked against itssource4CheckFINTRAC and law-society obligationsreviewed5ApproveYour firm approves it —the only human step
From a request to a lawyer's sign-offFive steps. A request is opened on its matter. A practice-area agent drafts under federal or provincial law. Every cited authority is checked against its source. FINTRAC and law-society obligations are checked. A person at the firm approves it — the only human step.1RequestOpened on the matterit belongs to2DraftA practice-area agentdrafts under federalor provincial law3CiteEvery cited authoritychecked against itssource4CheckFINTRAC and law-society obligationsreviewed5ApproveYour firm approves it —the only human step
Every step cites its source. Every action lands in the audit ledger.

Who owns the company. And who controls it.

Ask the advisor about a company and its share structure arrives as a cap table read from its securities register. Voting control is worked out from the votes recorded there: who can pass an ordinary resolution, who can block a special one, each line cited to the Act.

In pilot. Running at a pilot firm today; not yet on every account.

From the securities register to a cap table, an ownership chart and voting controlA synthetic Ontario company, Lakeshore Dental Labs Inc., has 1,000 common shares at one vote each: Ana Moreau holds 400 (40%), Ben Clarke 350 (35%) and Cleo Tran 250 (25%), as recorded in its securities register. From that register Misolla draws a cap table in the advisor, an ownership chart in Word and PDF exports, and voting control: who can pass or block each kind of resolution, cited to the Act and marked for lawyer confirmation.Securities registerAna Moreau400 common · 40%Ben Clarke350 common · 35%Cleo Tran250 common · 25%Lakeshore Dental Labs Inc.1,000 common shares1 vote per shareCap tableIn the advisor: % of class and of issuedOwnership chartDrawn into Word and PDF exportsVoting controlWho can pass or block each resolution
From the securities register to a cap table, an ownership chart and voting controlA synthetic Ontario company, Lakeshore Dental Labs Inc., has 1,000 common shares at one vote each: Ana Moreau holds 400 (40%), Ben Clarke 350 (35%) and Cleo Tran 250 (25%), as recorded in its securities register. From that register Misolla draws a cap table in the advisor, an ownership chart in Word and PDF exports, and voting control: who can pass or block each kind of resolution, cited to the Act and marked for lawyer confirmation.Securities registerAna Moreau400 common · 40%Ben Clarke350 common · 35%Cleo Tran250 common · 25%Lakeshore Dental Labs Inc.1,000 common shares, 1 vote eachCap tableIn the advisor: % of class and of issuedOwnership chartDrawn into Word and PDF exportsVoting controlWho can pass or block each resolution
Read from the register, never typed in again. Every voting-control line cites the provision it rests on and reads “Needs lawyer confirmation.”
A cap table in an advisor answer for Lakeshore Dental Labs Inc.: 1,000 common shares held by Ana Moreau (400, 40%), Ben Clarke (350, 35%) and Cleo Tran (250, 25%). Below it, Voting control under the Business Corporations Act (Ontario): no holder can pass an ordinary resolution alone; Ana Moreau and Ben Clarke can each block a special resolution; a written special resolution needs every voting holder. Sources: OBCA s. 1(1) “ordinary resolution” and “special resolution”, checked against the official text, and OBCA s. 108(2), not checked; the row reads Needs lawyer confirmation
A real advisor answer card, on a synthetic company. The voting lines are computed from the register, not written by the model.
In the advisor

Cap tables and ownership charts arrive as part of the answer, not as a block of text.

Record a change

Record a transfer or an allotment from the card itself; nothing changes in the register until a colleague approves it.

In exports

A company record exports to Word or PDF with its share structure and a drawn ownership chart; an advisor answer exports its cap table as a real table.

Voting control

Worked out with exact fractions from the votes per class in the register, for OBCA and CBCA companies. Each line cites its provision and reads “Needs lawyer confirmation”.

One lawyer or the whole firm, one system of record.

From the partner's desk to the new associate's first matter — same surface, same shortcuts, same source of truth.

Cap tables, voting control and flags are prepared for a lawyer’s review and are not legal advice. Examples use synthetic people and companies.

Join the firms building on Misolla.See it on a matter like yours.

Private beta. Concierge onboarding. Migration from your existing tools. Co-designed workflows for your practice.

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Concierge onboarding · limited seats