What it does
Due diligence on a transaction: it classifies every file in the data room on arrival, cross-checks them against each other, and works through a checklist by stage, reporting what is in the material, what is missing, and what is a problem, each finding with the document and page it rests on.
When to use it
Use it when the data room arrives and you need the issues list before you sign: title and survey, leases and estoppels, financials and tax. Add your own playbook or checklist so your red lines are checked too.
Do not ask it for legal or tax conclusions; they are out of scope here exactly as in Legal AI.
How to use it
- Open DD under Legal in the left list. The first tab is New diligence, and it says Drop the data room.
- Attach the material by kind: Data room ZIP, Title & survey, Leases & estoppels, Financials & tax. The brief writes itself as you add them.
- Optional: + Attach playbook. Every scan returns the standard checklist; with a playbook, each of its items is checked too.
- Optional: on the Checklists tab, pick the asset type, tick the lines you want verified and press Use for this diligence.
- Press Start.
What you get back
The DD Checklist: every check across its stages, each line marked OK, Issue, Missing or N/A, with its comment and its evidence. With a playbook, a Playbook compliance section. Download Issues List (DOCX) for the list you send onward. Every scan is on the Diligences tab; the Open flags tab is not filled in yet.
Time and cost
Median 16 minutes, median 2.3 credits.
Available rather than proven
Two runs since January. We would rather say that than imply a track record: the product works, and it has not been used enough for us to tell you how it behaves on your kind of deal. Treat the first run as a test.
Do
- Name the documents that matter and supply them directly.
- Say what would kill the deal for you. A diligence pass aimed at your actual red lines is worth far more than a general one.
- Ask what is missing, not only what is there. That half is often the more useful output.
Do not
- Do not count on a link to an external data room. This is the weak point across the whole product: clients hit it in 27 separate conversations. Uploading works; reading what is inside an external room often does not. Download the files and attach them, ZIP included.
- Do not ask for legal or tax conclusions. Out of scope here exactly as in Legal AI.