We use Carta for work and that is my fear with them.
They exited secondaries in 2024 after blowback from using everyone’s data. But I could see them trying again soon.
That’s what the lawyer is for. Most simple things, especially where the law and your case are clear, can be handled by someone without a lawyer. It’s the other stuff where you need the lawyer.
Not sure how many lawyers they will need there, one partner + one associate + AI will be able to do much more.
You still need a lawyer to judge what to find, and what the likely response of the judicial system will be.