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.”
James MummaCOO, Autopilot
“We use Claren across the board; HR documents, offer letters, policy creation, redlining, you name it.”
Simon LiuHead of Talent and People, Autopilot
“Without Claren, my to-do list would just compound because you die death by a thousand paper cuts.”
Jon RiosChief Compliance Officer, Autopilot

Use cases

  • Redlining financial documents
  • SEC filings and disclosures
  • Redacting sensitive information

Feature highlight

Redaction & Data Room

Sensitive document handling, end-to-end.

Claren

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