Corporate and transactional practice runs on document volume. Contract review. First drafts of NDAs, MSAs, employment agreements, leases. Due-diligence data rooms with thousands of documents. Redlines to reconcile. Closing checklists. Corporate housekeeping. It's the work that eats associate weekends and paralegal weeks — and it's exactly what AI is best at. AI does the reading, drafting, extraction, and tracking against your firm's playbook. Partners keep every strategic call, every negotiation, every final sign-off. SOC 2 compliant, integrated into the DMS and CLM systems your firm already uses.
Every corporate group runs into the same pattern — the leverage is there on paper, the associate model is designed for it, and the actual work still burns partner hours and associate weekends. Here's where it breaks.
Every NDA, MSA, SOW, employment agreement, and lease has to be read against your firm's playbook. That's the daily grind on any corporate desk — and the bulk of what associates burn out on. Clients notice when they're billed six figures for what feels like reading.
Every deal needs a first draft — of the term sheet, the SPA, the employment agreement, the disclosure schedule. Associates re-do the same work every deal, adapting templates by hand under partner pressure to move faster.
An M&A data room lands with three thousand documents. Someone has to read every one, flag issues, and build the diligence memo. It's a rite of passage — and it's expensive, slow, and where dispositive issues get missed.
Draft 12 is on the partner's desk while draft 14 is with the client and draft 15 is being redlined by opposing counsel. Version chaos. Someone has to reconcile them. Sometimes changes get lost in the reconciliation.
The deal has fifty closing conditions and a dozen ancillary documents. Someone tracks them in a spreadsheet, updates it manually, and pings signers by email. Closings slip because nobody has real-time visibility into what's outstanding.
Entity records, board minutes, cap tables, annual filings, franchise tax renewals — the boring maintenance that keeps clients out of trouble. Firms let it slip because it's not billable enough — until a diligence request exposes the gaps.
Whether it's a $50M M&A deal or a routine services agreement, the operational shape rhymes — draft, review, negotiate, close, house-keep. AI runs the volume behind each step; partners and associates keep the strategic and negotiation work that actually requires a lawyer's judgment.
AI does: Takes new matter facts (parties, deal type, value, jurisdictions), opens the matter in your DMS, pulls the right precedent package, and applies the correct firm playbook. Conflicts check runs against your existing system before the file opens.
Partner owns: Engagement scope, staffing, and any deviation from playbook required by the client relationship.
AI does: Generates the first draft of the working document from the deal facts, applying your firm's precedent and clause library. Term sheets, NDAs, SPAs, employment agreements, leases, disclosure schedules — a first draft an associate can sharpen, not start.
Associate owns: The sharpening — pushing the draft to what actually fits this deal, this counterparty, this partner's style. AI never sends a first draft to opposing counsel without associate and partner review.
AI does: Reads inbound drafts and flags every deviation from your firm's playbook — problem clauses, missing protections, non-standard limitations, unusual indemnity structures. Produces a review memo the associate can validate and hand to a partner.
Attorneys own: The judgment on which deviations matter, which are acceptable, and which need to be pushed back on. AI flags; humans decide.
AI does: Reads every document in a data room. Extracts and categorizes: contracts, corporate records, litigation, IP, employment, real estate, financials. Surfaces material contracts, change-of-control provisions, assignment restrictions, and other issues that matter to the deal. Produces the diligence tables in your firm's format.
Associates & partners own: The interpretation of what surfaced, the follow-up questions to management, and the diligence memo that goes to the client.
AI does: Tracks every version across every party. Compares any two versions. Summarizes what changed and why it matters. Consolidates redlines when three parties send you different edits. Alerts on substantive changes in what looked like a "clean" update.
Partner owns: The negotiation — accepting, pushing back, or countering. AI keeps the tracks organized; a lawyer decides what to do with them.
AI does: Maintains the closing checklist live. Tracks every ancillary document, signature, deliverable, and closing condition. Sends e-signature packages, chases signers, and updates the closing binder as items land. Generates the executed-doc set for the closing memorandum.
Partner owns: The go/no-go on close, the material deal decisions, and the final client conversation.
Between deals, corporate practice is entity management, board minutes, cap tables, filings, and compliance calendars. It's what surfaces as a problem the day before a diligence request. AI runs it as a background service so it's clean when someone asks.
Every entity's registered agent, jurisdiction of formation, good-standing status, foreign qualifications, and annual filing deadlines tracked in one place. Alerts when a filing is due; drafts prepared automatically.
Meeting minutes drafted from the agenda and decisions taken; resolutions generated for routine consents. Attorney review before adoption; nothing enters the corporate record without a lawyer's sign-off.
Cap table updates from executed grants, exercises, transfers, and financings — with the underlying documents linked. Reconciles against Carta, Pulley, or the client's own system.
Annual reports, franchise tax renewals, foreign qualifications, section-83(b) elections, Blue Sky filings — deadline calendar plus first-draft filings ready for attorney review.
Every executed contract tracked in a queryable database — key terms, renewal dates, change-of-control triggers, notice requirements. Never miss a renewal or a notice window again.
Client's corporate record is organized enough that a diligence request can be answered in days, not weeks. The data room is a query away, not a scramble.
The shape of an M&A deal doesn't look like a lease amendment doesn't look like a Series B financing. AI is tuned per matter type; the underlying platform is the same one — with your firm's playbook and precedent as its source of truth.
Data-room review at scale, disclosure schedule generation, ancillary document drafting, closing checklist and binder maintenance. The document volume that used to require a five-associate team, run by AI with two associates directing.
NDAs, MSAs, SOWs, licensing, services, and reseller agreements — first draft, playbook-based review, redline management, and executed-doc management. The daily volume work of any corporate practice.
Term sheets, SPAs, SAFEs, convertible notes, side letters, closing checklists, cap table updates. From seed to series to bridge to preferred, the recurring paperwork runs on rails.
Purchase agreements, leases, easements, title review, closing statements, and lender documents. Every real-estate transaction has the same operational shape — AI runs it, attorneys close it.
Employment agreements, separation agreements, executive comp packages, equity grants, restrictive covenants, employee handbooks. Playbook-based drafting and review, tuned to the jurisdiction and industry.
License agreements, IP assignments, technology transfers, trademark security agreements. Document generation and review against your firm's IP playbook; portfolio monitoring across the client's IP estate.
Board consents, resolutions, minutes, annual meetings, committee charters, and governance documents. Draft-and-review workflow with attorney sign-off on everything that enters the corporate record.
State and federal filings, blue-sky compliance, securities filings, entity qualifications. AI drafts and tracks; attorneys sign and file. Nothing goes out without a lawyer's review.
Not a rip-and-replace. Your document management, your CLM, your e-signature, your CRM, your billing system — all stay. Our platform integrates through the tools your practice already uses; documents live in your DMS, executed contracts land in your CLM, time entries flow to your billing system.
iManage, NetDocuments, SharePoint, Worldox, HighQ, or your existing firm-standard DMS. Documents live where they always have; AI reads and writes through the same permissions layer your attorneys already use.
Ironclad, Icertis, DocuSign CLM, Agiloft, Contract Logix, and firm-hosted CLM systems. Executed contracts flow through with their metadata; renewal calendars and obligation tracking stay in the system your team already knows.
DocuSign, Adobe Sign, HelloSign, and DMS-native e-sign flows. Signature packages generated, sent, tracked, and returned into the deal file automatically.
Kira, DFIN Venue, Intralinks, Datasite, and the firm-hosted data-room platform of your choice. AI reads across the room, extracts, and organizes into the diligence tables in your firm's format.
Carta, Pulley, AngelList, Vanta corporate registry, and state-of-incorporation portals. Cap tables, entity records, and filings reconciled across systems; the firm has a canonical view of the client's corporate estate.
Elite 3E, Aderant, Clio Manage, Centerbase — for time entry, billing, and matter status. AI auto-captures work-product time and drops draft entries into the timekeeper's queue for review.
AI runs the volume — the reading, the drafting, the extraction, the tracking, the routine follow-up. Your attorneys keep every strategic call and every piece of work that actually requires a lawyer's judgment. Nothing legal goes out the door on autopilot; every outbound document goes through an attorney review gate.
Structure, price, allocation, tax posture, risk tolerance — every strategic call on the deal stays with the partners advising the client. AI runs the mechanics; partners run the deal.
Every negotiation with opposing counsel — the calls, the emails that matter, the moments in a mark-up where you push back or accept — stays human. AI prepares the ground; attorneys negotiate.
AI flags issues in a contract or a data room; attorneys decide which are material and how to address them. AI never rules on whether an issue "matters" — that's a lawyer's call, always.
Explaining the deal to the CEO, advising the board, weighing legal risk against commercial upside — the counsel-your-client work that clients pay lawyers for. Fully human.
Conflicts, disclosure, withdrawal, fee arrangements, unauthorized practice questions — the ethics of practice stay with partners. AI flags what might need attention; attorneys decide.
Every outbound communication — draft to opposing counsel, memo to client, filing to a regulator — goes through an attorney's review before it leaves the firm. AI never speaks for the firm without an attorney's sign-off.
Corporate practice runs on the most sensitive commercial data a client has — deal terms, financials, board deliberations, IP, employment details. The compliance model is the foundation the platform is designed on, not something bolted onto a marketing page.
Independent third-party attestation of our security, availability, and confidentiality controls — the operating baseline for handling sensitive client data at scale. Annual re-attestation cycle.
Work-product siloed by matter. AI operates as a firm agent under the same privilege umbrella as your associates. Access controls prevent cross-matter data leakage; nothing leaves the firm's tenant.
Chinese walls between matters, especially in M&A and financings. Deal information isolated by transaction; conflicts checks run against the same corporate database your firm already uses.
Your client data — contracts, deal terms, deliberations, work product — is never used to train models, ours or any third party's. Contractually and technically enforced.
Every AI action — draft generated, contract reviewed, document extracted, message drafted — is timestamped with source, target, and outcome. Reconstructable months later if a client, a partner, or a regulator asks the question.
Data stored in U.S. regions. Retention aligned to your firm's file-retention policy and state bar requirements. Client data is deleted or archived on your schedule, not ours.
Every corporate practice's playbook, precedent library, and DMS setup is different. We walk through what AI would do on a real matter at your firm — with your firm's playbook and a redacted version of your own precedent — and answer the DMS-integration, SOC 2, and privilege questions up front. Zero pressure; if the fit isn't right, we'll say so.