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PostSig

PostSig is a contract performance platform for agreements after signature, from PostSig, Inc. of San Francisco, used mostly by market data, finance, procurement, legal and compliance teams at hedge funds, asset managers, banks and investment firms. Its LineageAI engine reads agreements together with their amendments, service orders, side letters, invoices and approvals to work out which terms govern now. It answers business questions such as whether an invoice matches the agreed price, when a renewal or cancellation deadline falls, what obligations and audit rights apply, and whether vendor data may be used in AI workflows, with each answer linked at clause level to its source documents.

The platform also keeps an inventory of licenses and usage, tracks spend and renewals, imports signed agreements from DocuSign, and offers a governed MCP connection for enterprise AI assistants such as Claude and ChatGPT. A separate Investor Rights Intelligence product tracks investor rights and obligations, and VentureOS covers deal workflow, portfolio monitoring, cap tables and LP reporting for investment firms. Application services and customer data are hosted in the customer's choice of a US or EU region. PostSig says it picks an approved model for each task and is not tied to one provider. Pricing is not published.

Compared with

PostSig, head to head

Side by side on the same 15 capability axes and 12 legal signals: where the two part company, and what neither one publishes.

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Capability grades

All 15 axes, graded from public sources on the date shown. Hover a grade to see what the letter means on that axis.

BB on AI CentralityThe models are the engine of a core capability, layered on a product that would still function without them as a document or workflow system.

AI Centrality

How much of the product is actually AI. Whether the machine learning is the mechanism the buyer is paying for or a feature layered onto conventional software, and whether the vendor is specific about which is which.

LineageAI reads agreements with their amendments, service orders, side letters, invoices and approvals, decides which terms govern, and answers business questions with clause level citations, using whichever approved model PostSig picks for each task. The inventory, spend and renewal tracking, dashboards, reports and document workspace would still run as a contract and spend system without the models, with inventory data arriving through an API, secure file transfer or a web portal. The same engine sits under Investor Rights Intelligence and VentureOS, PostSig's products for investment firms.

Source: Vendor Published
CC on Citation Accuracy and Hallucination DisclosureAccuracy is asserted without measurement, or grounding is claimed while output cites sources the reader cannot open and verify.

Citation Accuracy and Hallucination Disclosure

Whether the vendor publishes measured accuracy on citations and assertions, grounds output to primary sources, and says plainly what its system does when it does not know. Legal has a documented public record of fabricated citations reaching filed briefs, so an untested claim of accuracy is not evidence.

PostSig says every conclusion links back to the agreements, records and provisions behind it, with clause level citations across contracts, agreements and side letters, so a user can open the customer's own documents to check an answer. The MCP page says current terms, citations, calculations and lineage stay attached when answers go to an AI assistant. No accuracy rate, test or evaluation is published. The Terms of Service warn that AI output may be inaccurate, is not a source of fact, and must be validated by the customer before any use. The product does not cite legal authority.

Source: Vendor Published
CC on Autonomy and Oversight ModelAutonomy is claimed and oversight is asserted without a mechanism. Human in the loop appears as a phrase rather than a described control.

Autonomy and Oversight Model

What the system decides on its own, what a lawyer must approve, and whether the vendor documents where the review point sits. A tool that drafts under review and a tool that files without one are different products and different risks.

The page for legal teams says PostSig gives business users answers backed by sources so legal can focus on standards and exceptions, and that it does not replace legal review. The MCP page says each request from an approved AI client is checked for user, data set, scope and policy, runs against an explicit CPM or IRI data set, and stays traceable, along with the tools used, the outputs and the access state. Whether AI clients can only read or can also change records is not stated.

The design sends routine contract questions to business users without a lawyer, and no review step, threshold or limit on what answers may be used for is described. The Terms of Service put validation of output on the customer and make any use of AI output the customer's sole risk.

Source: Vendor Published
BB on Operational and Outcome EvidenceReal deployment evidence with substance, short of full attribution or measurement: a named customer without figures, or figures without the named customer.

Operational and Outcome Evidence

Named, dated evidence that the product works in production at real firms or legal departments. Case studies with figures and identified customers count. Unattributed testimonials and launch announcements do not.

The home page quotes Sheena Clark of UNA Data Group, Gary Glasser of Birch Hill Equity Partners and Chris Petrescu of CP Capital, and adds investor endorsements from Nick Adams, Managing Partner at Differential Ventures, and David Cremin, General Partner at Frontier Venture Capital. Logos shown include CP Capital, CJC, Merlin Ventures, Arch Ventures Partners and Frontier Venture Capital. The headline figures, more than $1 billion of economic value governed, 3.2 million business records connected and 50,000 rights and obligations tracked, describe platform scale rather than customer outcomes.

A September 2025 blog post describes unnamed customers: a global bank that cut 15 Refinitiv terminals, 8 Bloomberg terminals and 8 FactSet workstations, and a hedge fund that avoided a six figure back charge. No measured result is attributed to a named customer. On 28 September 2026 PostSig won Best Data Governance Solution at the WatersTechnology 2026 Inside Market Data & Inside Reference Data Awards, which it described as its sixth award or recognition in 16 months.

Source: Vendor Published
CC on Privilege and Confidentiality PostureConfidentiality is asserted in general terms, or the commitment lives only in a sales conversation and cannot be read in advance.

Privilege and Confidentiality Posture

How client confidences are handled: attorney client privilege and work product treatment, segregation of one client matter from another, whether client data trains any model, and what the vendor commits to in writing rather than in marketing.

The Terms of Service, updated July 2024, bind both parties to confidentiality and require advance notice, where the law permits, before customer data is disclosed under a subpoena or court order. The security page says content is accessible only to authorized users and logically isolated between customers, and the MCP page says tenant, record, document and user level access stays intact when AI clients connect. Section 3.5 of the Terms licenses PostSig to use customer data to provide the service and to create usage data and aggregated data, defined as data deidentified or aggregated so it no longer reasonably identifies the customer or an individual.

Section 3.7(f) lets PostSig use that data to train, develop or enhance its AI models or other large language models, and no opt out is offered. PostSig's home page says there is no training on customer data. The Privacy Policy, updated July 30, 2025, lists generative artificial intelligence providers among its service providers without naming any. How long data is kept after termination beyond a discretionary 30 day window, and privilege, are not addressed.

Source: Vendor Published
CC on UPL and Professional Responsibility PostureA boilerplate disclaimer sits in the terms while the marketing describes the product in advice terms, or the intended audience is left ambiguous.

UPL and Professional Responsibility Posture

Whether the vendor is clear that it supplies a tool rather than legal advice, who its audience is, and how it addresses unauthorized practice of law, competence and supervision duties, and jurisdiction limits. ABA Formal Opinion 512 is the reference point. Where the advice line is not the duty a product raises, the axis is read through the nearest professional duty it does raise: judicial conduct rules and the reviewing duty for products sold only to courts, and the duty to bill for time actually spent for products that draft time entries.

The Terms of Service limit use to the customer's internal business purposes and say AI output is not to be relied on as a source of fact or a substitute for professional advice, and the page for legal teams says PostSig does not replace legal review. The legal solution page sells automatic translation of legal terms into lay language and less guidance from lawyers to other teams, so that business users answer contract questions themselves. Who reviews those answers is not addressed, and no limit by jurisdiction is stated.

Source: Vendor Published
DD on AI Governance and Bias DisclosureNo governance position published for a system whose output affects legal outcomes.

AI Governance and Bias Disclosure

Published governance over model behavior: who owns it inside the vendor, what is tested before release, and what is disclosed about disparate output across matter types, parties, or populations.

No AI governance framework, accountable owner, testing before release, or finding on how answers perform across contract types or document sets is published. PostSig says it picks an approved model for each task, but who approves models, and against what standard, is not described. Its Best Data Governance Solution award relates to how the product handles customer data, not to how PostSig governs its own AI.

Source: Operator Verified
CC on AI Safety and Data StewardshipA generic privacy policy covers the product without addressing what happens to documents and prompts after processing.

AI Safety and Data Stewardship

Retention, deletion, access control, and what happens to prompts and documents after they are processed. Whether the vendor states its subprocessors and its incident practice, or leaves the buyer to assume.

The security page says content is accessible only to authorized users, logically isolated between customers, securely stored and monitored, with defined incident procedures and a Data Processing Addendum on request. The home page adds audit logs, with an audit trail on every workflow, encryption in transit and at rest, penetration testing and a "GDPR-Ready" label. Section 6.3 of the Terms of Service lets a customer request an export by email on termination.

From 30 days after termination PostSig may delete customer data at its discretion, with no obligation to delete, and backups may be kept. The Terms bar customers from uploading prohibited data, including data covered by HIPAA, payment card data, data covered by COPPA or GLBA, and GDPR special category data. No retention period, subprocessor list or incident notification timeframe is published.

Source: Vendor Published
CC on AI Liability and RecourseLiability is addressed only through a standard limitation clause that disclaims the exposure the product creates.

AI Liability and Recourse

What the vendor stands behind contractually when its output is wrong. Indemnities, caps, carve outs, insurance, and whether any of it is published or only reachable through a negotiated agreement.

The Terms of Service cap liability at the fees paid or payable in the prior twelve months, with breaches of sections 3.1, 3.3 and 10 outside the cap, exclude indirect damages, and warrant only that the service performs materially as documented. Trials and beta features come with no warranty, indemnity or support; trials last 30 days, and liability for them is capped at US $50.00. Use of any AI output is at the customer's sole risk, and the only indemnity runs from the customer to PostSig. High risk activities are excluded from permitted use. California law governs, with venue in San Francisco.

Source: Vendor Published
BB on Practice Systems Integration DepthReal integrations exist and are documented, short of depth: named connections without a description of what they actually move.

Practice Systems Integration Depth

How deeply the product reaches into the systems legal work already lives in: document management such as iManage and NetDocuments, Word and Outlook, contract lifecycle management, matter management, e-billing, and court filing systems.

A DocuSign integration imports signed agreements into PostSig in one step. PostSig MCP gives approved AI clients, such as Claude Enterprise, ChatGPT Enterprise, internal applications and enterprise agents, access to its answers after checking user, data set, scope and policy; whether those clients can write back is not stated. Inventory data arrives through an API, secure file transfer or a web portal. ERP and accounts payable data are inputs: those systems still process payments while PostSig checks each invoice against the contract, and reports compare uploaded invoices with the agreed terms.

What syncs in each direction and how connections are configured is not documented, and the partners page names no partners.

Source: Vendor Published
BB on Deployment Model and Data ResidencyDeployment model is stated clearly with partial residency detail, or residency is offered without the processing location being addressed, or the tenancy model is stated on its own with no residency detail published.

Deployment Model and Data Residency

Where the software runs and where the data sits. Multi tenant cloud, single tenant, private deployment, on premises, and whether region of residence is a published option or an enterprise conversation.

The hosting region is a customer choice between the US and the EU, and the provider is not named. PostSig's home page says application services and customer data are hosted in the customer's selected US or EU region, that sensitive records can be kept in the right region and jurisdiction, and refers to regional processing, access and evidence controls. The security page says customer environments are logically isolated.

The Privacy Policy, updated July 30, 2025, says personal information is stored and processed in the United States under standard contractual clauses, and describes PostSig as a data processor for platform data, so the region choice applies to customer data in the platform rather than to the website. No hosting provider, region beyond the US and EU, or deployment option other than the hosted service is named, and where AI processing runs is not stated separately.

Source: Vendor Published
BB on Security Certifications and Trust CenterCertification is real and stated, short of accessible evidence: a named standard without scope, date, or a way to obtain the report.

Security Certifications and Trust Center

Independent attestation a buyer can pull without a sales call: SOC 2, ISO 27001, penetration test summaries, a trust center with current reports and named scope rather than a badge image.

The security page says PostSig is SOC 2 Type II compliant, that the audit was conducted by Prescient Assurance, and that the report and detailed security controls are available to customers under NDA on request. Its home page lists encryption in transit and at rest, audit trails and penetration testing. No report period or scope is published.

Source: Vendor Published
CC on Model Supply Chain DisclosureThe vendor refers to advanced or proprietary models without identifying what sits underneath.

Model Supply Chain Disclosure

Which models sit underneath, whose they are, where they run, and whether the vendor commits to telling customers when that changes. A legal buyer inherits every dependency it cannot see.

The site presents LineageAI as its intelligence across documents, and the Terms of Service say aspects of the service rely on AI models. PostSig's home page says it selects the approved model best suited to each task and is not tied to a single provider. The Privacy Policy lists generative artificial intelligence providers among its service providers without naming one. No model, model provider, inference location or change notification is published.

Source: Vendor Published
DD on Commercial TransparencyNo pricing information published at any level, including the unit of charge.

Commercial Transparency

Whether a buyer can learn what this costs without entering a sales process: published rates, the unit being charged, what sits behind an enterprise tier, and what implementation adds.

No price, unit or plan is published. The Terms of Service say fees are set in each order and renew at the then current fees, and describe only payment mechanics: in US dollars, due in 30 days, nonrefundable and with a 1.5% monthly late charge. Trials run for 30 days.

Source: Operator Verified
BB on Firm and Practice CoverageSegment and practice coverage is described with substance, short of the boundaries: what is supported is clear, what is not is left open.

Firm and Practice Coverage

Who the product is actually built for. AmLaw, midlaw, small firm and solo, in house departments, government and courts, and which practice areas are supported rather than merely claimed.

The site addresses market data, finance, procurement, legal, and risk and compliance teams at hedge funds, asset managers, banks, venture and private equity firms, family offices and data vendors, with use cases such as invoice reconciliation, renewals, usage and entitlements, DORA evidence and investor rights. Its market pages cover core financial firms, financial service providers, large financial institutions, market data consultants and data vendors, and the about page adds insurers.

Investor Rights Intelligence is pitched as a replacement for Aumni, and VentureOS covers deal workflow, portfolio monitoring, cap tables and LP reporting. The Terms of Service limit use to internal business purposes and bar prohibited data. The contract types and markets it does not handle are not stated. Hendrik Bartel is PostSig's chief executive and one of its founders.

Source: Vendor Published
Sources on file

4 public documents

The public pages on file for PostSig, with the recorded signals each one supports and the date it was last read. Open any of them and check the reading against the record.

Change log

Product updates

Oct 7, 2026Product / capabilityPartially Verified

PostSig expanded its post signature contract platform for finance, procurement, market data and operations teams with four connected capabilities: Spend and Invoices (amortised spend, budget to actual, cost allocation, multiple currencies and invoice reconciliation), Inventory and Entitlements (with a new Bloomberg Terminal Management Module), Products and Pricing (which flags continued billing for removed products) and Vendors. PostSig MCP exposes more than 30 tools to customer built applications and AI assistants. Data is hosted in the US or EU region the customer selects, and CJC is named as the first enterprise deployment.

Bears on: Firm and Practice CoverageSource

Legal Signals

What each signal means

A signal records what public sources say on the date shown. It is not a grade and it is not a recommendation. Where a signal reads Not addressed, it means the index did not locate the material in public sources on that date, which is a statement about disclosure rather than about the product.

Confidentiality and Privilege

Client Data in Training

Can material a lawyer puts into this product be used to train a model?

Permitted, in the contract

The published agreement expressly reserves a right to train on customer content, with no opt out located. Any de identification, anonymization or aggregation qualifier is recorded in the summary.

The Terms of Service let PostSig create aggregated data from customer data, defined as customer data deidentified or aggregated so that it no longer reasonably identifies the customer or an individual. Section 3.7(f) lets PostSig use that data and usage data to train, develop or enhance its AI models or other large language models, and no opt out is offered. PostSig's home page says there is no training on customer data, but the published terms permit it for deidentified or aggregated data.

Source: Vendor Publishedto train, develop, or enhance Vendor’s AI models or any other large language modelsAs of Sep 22, 2026Evidence

Prompt and Output Retention

How long does the product keep what a lawyer typed, and can that be set to zero?

Disclosed without a period

Retention is acknowledged in public materials with no stated period.

The Terms of Service let a customer request an export on termination and say that, from 30 days after the agreement ends, PostSig has no obligation to keep customer data and may delete it at its discretion; backups may be kept. The Privacy Policy keeps personal information as long as necessary. No retention period for questions asked or answers generated is stated.

Source: Vendor Publishedmay delete the applicable Customer Data at any time in its sole discretionAs of Sep 22, 2026Evidence

Ethical Walls and Matter Segregation

Does retrieval respect the firm’s ethical walls, or can the model read across them?

Claimed, not documented

Segregation is asserted in public materials with no published detail on how it is enforced.

PostSig's home page says access respects existing controls, the security page says content is accessible only to authorized users and logically isolated between customers, and the MCP page says each AI request is checked for user, data set, scope and policy, with tenant, record, document and user level access kept intact. How permissions are set within a customer, or whether they are taken from a source system, is not described.

Source: Vendor PublishedAccess respects existing controls.As of Sep 22, 2026Evidence

Third Party Request and Subpoena Notice

If someone subpoenas the vendor for a firm’s data, does the firm hear about it first?

Notice committed

Terms commit to notice where lawfully permitted. No transparency report located.

The Terms of Service allow either party to disclose customer data or other confidential information if required by law, subpoena or court order, provided that, where the law permits, it notifies the other party in advance and cooperates in seeking confidential treatment. No transparency report is published.

Source: Vendor Publishednotifies the other party in advanceAs of Sep 22, 2026Evidence
Accuracy and Authority

Primary Law Corpus Provenance

Where does the law in this product come from, and does the vendor have the right to use it?

Not addressed

No located public material identifies the corpus behind the product’s answers.

The product works on each customer's own agreements, invoices and records, and the home, legal solution, legal teams and CPM pages identify no body of law behind its answers.

Source: Operator VerifiedAs of Sep 22, 2026

Good Law Verification

Does the product tell you when the authority it just cited has been overruled?

Not addressed

No located public material addresses whether authority is checked for subsequent history.

The product does not cite legal authority, and nothing on the home, legal solution, legal teams or CPM pages addresses checking authority for later treatment.

Source: Operator VerifiedAs of Sep 22, 2026

Refusal and Uncertainty Behavior

What does the product do when the answer is not in the corpus?

Not addressed

No located public material addresses what the product does when it cannot ground an answer.

Nothing on the home, legal teams, CPM or MCP pages describes what the product does when the documents do not answer a question or when governing terms conflict.

Source: Operator VerifiedAs of Sep 22, 2026

Fabricated Citation Record

Does a public court record exist addressing fabricated or hallucinated legal citations in output from this product?

None located

No court order, opinion or disciplinary record addressing fabricated or hallucinated legal citations produced by this product has been located as of the date shown. This is a statement about the public record on that one subject, not a finding about the product, and this signal is not a litigation history.

The AI Hallucination Cases database maintained by Damien Charlotin records no case naming PostSig, and no court order, opinion or disciplinary record naming the product is in the public record. This is a statement about the public record rather than a finding about the product.

Source: Operator VerifiedAs of Sep 22, 2026Evidence
Professional Responsibility

Bar Guidance Alignment

Has the vendor engaged in public with the ethics opinions its buyers are bound by?

Not addressed

No located public material engages with bar or ethics guidance.

No material on the home, legal solution, legal teams or security pages, or in the Terms of Service or Privacy Policy, engages with lawyers' professional or ethical obligations or names any ethics opinion.

Source: Operator VerifiedAs of Sep 22, 2026

Billing and Fee Posture

Does the vendor address what happens to the bill when the work takes an hour instead of six?

Outside the fee relationship

The product does not touch a fee between a lawyer and a client. It operates before an engagement exists, or it is bought by a team that bills no client for the work. Savings claims aimed at the buyer’s own cost are recorded in the summary and do not make the row a savings claim, because no client bill is in the loop.

The product is bought by companies to manage their own vendor and investment agreements, with in house legal teams among the users, so it does not sit between a lawyer and a billed client.

Source: Vendor PublishedAs of Sep 22, 2026Evidence

Outside Counsel Guideline Readiness

Can a firm get this vendor through a client’s AI clause without a bespoke negotiation?

Not addressed

No located public material supports a client side disclosure obligation.

The SOC 2 report and a Data Processing Addendum are available on request. No subprocessor or model provider list and no disclosure material for clients is published on the security or legal pages or in the Terms of Service.

Source: Operator VerifiedAs of Sep 22, 2026

Court Disclosure Support

If a judge’s standing order requires an AI disclosure, can the product produce one?

Not addressed

No located public material addresses court disclosure or verification certification.

The site mentions audit logs across workflows, but nothing on the home, legal teams, security or MCP pages addresses recording or disclosing AI use in material put before a court.

Source: Operator VerifiedAs of Sep 22, 2026
Contact

Correct a record, or ask how something was graded

Every grade and every signal on this index is drawn from public sources and dated. If a record is wrong, out of date, or missing an artifact the index did not locate, send the source and it will be reviewed and the record redated. Vendors are welcome to submit documentation. Nothing on this index is for sale, including a listing, a placement, or a grade.

AI Legal Index

The AI Legal Index is an independent index that tracks changes to AI vendors in legal. It holds 465 vendors across 9 categories, each graded on the same 15 capability axes and recorded against 12 legal signals, from public sources. No vendor pays for inclusion, placement, or rating.

Index Status
Last index update
November 10, 2026
The AI Legal Index is an editorial reference. It is not a regulatory body, not a law firm, and nothing published here is legal advice or a recommendation to retain or avoid a vendor. Records are verified against published sources, bar guidance and public court records. Where a record reads not addressed, the material was not located in public sources on the date shown. See the Methodology page for evaluation standards and limitations.
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