Legal & Compliance
A matter starts with a company domain and the people attached to it. Search each one, keep them on an investigation, and export a PDF for the file.
The diligence file shows the identifier you searched, the public report that came back, and the date you pulled it.
Oak Meridian
Public sources, structured
- Domain
- oak-meridian.example
- People
- Searched separately, one email at a time
- Profile
- linkedin.com/company/oak-meridian-example
- File
- PDF export for the matter folder
A counterparty on a new matter
The engagement letter names Oak Meridian and jordan.hale@oak-meridian.example. Search the company domain, then the person. Expose returns publicly available information. This sample is the shape of the file.
- Search 1Company
oak-meridian.example
The organization record for the domain on the matter.
- Search 2Person
jordan.hale@oak-meridian.example
The person record for the email on the engagement.
Filed together as Oak Meridian — diligence
How to run it
- 1
Search the organization
Run a company search on the counterparty's domain. If the organization is a school, use school search. The domain should not include a protocol.
- 2
Search each person
Use an email, phone, or profile URL. One identifier per search, so the file records exactly what you asked for.
- 3
Hold it as a matter
Add the subjects to an investigation named for the matter. Export a PDF for the folder. The report is public information, which is what you can cite as such.
- 4
Put the report where the matter lives
The API or Zapier can drop the result into the system you already use. The CLI and MCP cover a one-off from a terminal or an agent.
What you start with
- The counterparty's domain
- An email for each person
- A phone number
- A profile URL
What comes back
- The company or school record
- Names on the person record
- Emails, phones, and profile URLs
- Roles and education
- A PDF of the report
Connect it
Same search, from the tool you already have open.