Due Diligence Contract Review

Compliance

Due Diligence Contract Review

This workflow automates the contract review process for due diligence, leveraging over 40 critical questions derived from the CUAD open-source dataset. It systematically identifies and analyzes essential clauses, obligations, and risks across contracts, ensuring compliance, mitigating risks, and highlighting areas of interest for mergers, acquisitions, or partnership evaluations. Designed to streamline the legal review process, this workflow provides structured insights into each contract’s strengths and vulnerabilities, enabling faster and more informed decision-making. Ideal for legal and compliance teams conducting comprehensive reviews at scale.

See Details
Main Area
Compliance
Categories
Legal
HR
What tasks does this accomplish
Document Review
Key Information Extraction
Other Use Case you can achieve using this workflow
Employment Contract Review for M&A
DORA Compliance Tool
Lease Reports
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How This Workflow Works

Step:  
1
Brick Name:  
Provide Information
Brick Type:  
Text info
Description: 

Welcome users to the workflow

Step:  
2
Brick Name:  
Question List
Brick Type:  
List
Description: 

Review  the list of DD questions and make additions/edits

Step:  
3
Brick Name:  
AI Task
Brick Type:  
Per-Document AI Task
Description: 

Review pre-written prompt with the option to make additions/edits

Step:  
4
Brick Name:  
Upload Documents
Brick Type:  
Per-Document AI Task
Description: 

Upload the document set you wish to run due diligence workflow on

Step:  
5
Brick Name:  
Verify DD Query Results
Brick Type:  
View Document and Verify
Description: 

Review and verify each of the results generated in the DD checks, check references and edit any results as appropriate

Step:  
6
Brick Name:  
Download Results
Brick Type:  
Results Table
Description: 

View the full table of results in one place. Download as an Excel file to use elsewhere

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