# Formally

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/formally
- **Dataset:** https://optimly.ai/brand/formally.json
- **Markdown:** https://optimly.ai/brand/formally/llms.txt
- **Official website:** https://formally.com
- **Slug:** formally
- **Categories:** legal-technology

## Overview

- **Tagline:** Built AI-native from the ground up for legal practice, emphasizing enterprise-grade security with a Zero Data Retention policy, real-time client visibility, and a unified, reusable client record, unlike legacy systems with retrofitted AI.
Source: Brand's website (https://formally.com) · 2026-10-04

- **Description:** Formally is an AI-native platform that transforms how law firms and clients work together, providing intelligence, automation, and real-time visibility across legal matters with enterprise-grade security and a zero data retention policy.
Source: Brand's website (https://formally.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - An AI-native platform offering solutions for immigration
  - corporate
  - tax & compliance
  - and real estate law
  - featuring a client portal
  - intelligent intake
  - reusable client records
  - and transparent reporting.
Source: Brand's website (https://formally.com) · 2026-10-04

- **Pricing:** Not specified
Source: Brand's website (https://formally.com) · 2026-10-04

## Audience

- **Target industry:** Elite law firms, forward-thinking legal practices, and corporate in-house legal teams.
Source: Brand's website (https://formally.com) · 2026-10-04

Page last updated 2026-10-17.