LEGAL
Due diligence, closing plans, post-completion tax and matter monitoring are built as products the firm owns. Lawyers review the issues. The system keeps the clause, the document and the date behind every flag.
Elite practices are productising work that used to live in associates, spreadsheets and personal calendars.
Data room / 1,840 documents
Associate reviews the six before the report goes out.
Data rooms are read into a matter graph. Issues, missing documents and closing tasks come out as a list a lawyer can defend.
Facilities, covenants and test dates move out of inboxes. A breach risk is a flagged test, not a row someone hoped to remember.
Post-completion tax calculations and environmental obligations are tracked across a portfolio, with the instrument and the regulation attached.
MATTERS
A data room is indexed, linked and searched. The first output is an issues list with the document and page behind each point, not a chat answer.
Tasks, parties and deadlines are pulled from the deal pack. The checklist is drafted. Lawyers edit it. Copy-paste from last year’s plan stops being the method.
The product sits in the firm’s environment. It is not a seat in someone else’s tool that disappears when the subscription does.
AFTER SIGNING
Portfolio purchases, leases, premiums and stepped rents are calculated in one place, checked, and prepared for filing.
Environmental and regulatory deadlines — biodiversity commitments, carbon-registry events, permit conditions — are pulled from the advice and watched.
Facilities are tested against the threshold on the date the document requires. The warning shows the clause and the numbers.
Document, page and why it was flagged.
The clause that created the closing step, and who owns it.
The inputs and the rule, available to the lawyer who files.
The fee earner who released it to the client.
01
Observe
02
Map
03
Build
04
Run
05
Expand
Four to six weeks to the first production workflow, on your documents from day one.
Biodiversity commitments, registry events and permit conditions are advice until someone watches the calendar.
Portfolio purchases and leases, premiums and stepped rents, calculated once and checked before anyone files.
Tasks, parties and dates are already in the deal pack. The checklist should be drafted from there, then edited.
No. It reads a defined corpus, applies the firm’s checks, and writes a work product someone can sign. A general chat window is not the product.