CustomersInvestment Advisory
How Autopilot’s 5-strong team saves 90 hours a month on redlining and due diligence.
Autopilot is an investment advisory startup managing $1.5B in assets. Claren is embedded across the operating team — used for redlining financial documents, SEC filings, HR policy creation, and a long tail of “death by a thousand paper cuts” work.
- 111
- contracts redlined
- 90
- hours saved in 30 days

“I’m probably saving 80% on one-off legal bills.”
“We use Claren across the board; HR documents, offer letters, policy creation, redlining, you name it.”
“Without Claren, my to-do list would just compound because you die death by a thousand paper cuts.”
Use cases
- Redlining financial documents
- SEC filings and disclosures
- Redacting sensitive information
Feature highlight
Redaction & Data Room
Sensitive document handling, end-to-end.
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