The problem
Diligence rooms mix contracts, financials, and HR files. Associates open each document to tag it, then retype the terms and risks into a memo that no longer points at the source.
How the workflow runs
Classify the file
Each upload is labeled contract, financial, HR, or other so the room has a structure before anyone reads for risk.
Extract deal terms
An extract agent pulls terms and risks from the document onto the run, next to the category.
Leave the memo to counsel
The starter classifies and extracts. Add a human review step on the canvas when counsel must confirm risks before a memo is shared.
What the hosted app shows
The diligence desk collects a packet and deal details, then shows classification and extracted terms together. Associates work that page. The canvas is where you add counsel review.
Who it is for
Corporate counsel and deal teams running due diligence who need a first-pass index of the room and the terms inside each file.
Questions
It indexes the file and extracts terms and risks. Counsel still confirms what matters. Add a review step so that confirmation is on the run.
Yes. Edit the classify step. The starter uses contract, financial, HR, and other.
A statement that needs a memo of its own can start in financial statement review. Mixed rooms belong here so each file is classified first.