Due Diligence Agent
Data-room review at scale: narrative findings or a cited grid
Corporate/M&A · Real Estate
Runs the firm's own questions across a data room and returns a per-document grid.
No credit card required
| Document | Parties and effective dateTEXT | Term and renewalTEXT | Limitation of liabilityTEXT | Governing lawTEXT | |
|---|---|---|---|---|---|
| nda-hartwell-meridian.txt | |||||
| saas-agreement-northgate.txt | |||||
| board-minutes-hartwell.txt |
You hand it
- Run M&A due diligence across a data room against a standard question set
- Abstract a lease portfolio into a comparable grid
- Flag missing or contradictory terms across a batch of contracts
You get back
A Document Review grid: documents as rows, questions as columns, a Verified against source chip and quote per cell, exportable.
- Diligence Grid
- Risk flags
- Missing-document tracker
You can rely on it because
It runs inside the matter, reads only what is on the file, and records every step under How this was made.
From the task to the memo.
The Due Diligence Agent applies a seeded or firm-built playbook across a set of documents, one row per document and one column per question, with a Verified against source chip and the cited quote in each cell. It can run overnight against a data room and land a completed grid by morning.
- 1
Plan and screen
Planning Protocol maps the categories to cover, and Jurisdiction Gatekeeper and PII Redaction screen the task before the data room is touched.
- 2
Point at the data room
Point the agent at the data-room folder, for example Box, iManage or Google Drive.
- 3
Choose the shape
Choose narrative review or the tabular Diligence Grid with its column schema.
- 4
Cross-reference and flag
Documents are cross-referenced for consistency, risk-flagged red, amber or green, and any missing document is tracked.
- 5
Receive the report
Receive the report or cited grid, gated by Conflict Check and Privilege Review, with a Word or spreadsheet download.
Three tasks to start with.
The prompts the agent suggests inside the workspace. Paste your own document under any of them.
Run DD across a data room
Run our standard due diligence question set across this data room. Return a Diligence Grid, one row per document, with a verbatim quote and a red, amber or green risk flag in every cell:
Abstract a lease portfolio
Abstract this lease portfolio into a comparable grid: parties, term, rent review, break rights and repair obligations, with the source quote for each answer:
Flag missing or contradictory terms
Cross-reference this batch of contracts and flag any missing or contradictory terms, plus any change-of-control clause that needs disclosure:
Who it is for, and what it will not do yet.
Best for
- Deal teams running M&A due diligence against a data room overnight.
- Real estate teams abstracting a lease portfolio into a single comparable grid.
- Anyone who needs a verified quote and location behind every diligence answer.
Not yet
- Every cell and finding is a lead for the lawyer to verify, not a conclusion: it is not yet a substitute for partner sign-off on the disclosure schedule.
Under the hoodProtocols, gates, skills and sources, for the reader who wants them.
Protocols
- 01Planning ProtocolMaps out the plan before any work starts: which sources answer which part of the task, in what order.
- 02Jurisdiction GatekeeperConfirms the task sits inside a jurisdiction the firm has enabled, and flags anything that strays outside it.
- 03PII RedactionScreens the task for personal and client data and redacts it before dispatch, with an allow-list so the firm's own name is not stripped from its own memo.
- 04Conflict CheckRuns the matter's parties against the firm's existing matters and flags any conflict before the task proceeds.
- 05Legal Citation VerifierIndependently re-fetches every cited authority and confirms it exists and reads as quoted before the memo reaches you.
- 06Privilege ReviewAssesses the output for privileged or confidential material and flags disclosure risk before it is circulated.
Skills
- Contract Clause Library
- Legal Research Methodology
- Corporate & M&A Playbook
- Employment Law UK
- Real Estate & Property
- IP & Technology
- Data Protection (UK GDPR & Privacy)
- Financial Services (FCA)
- Companies House Entity Compliance
- Disclosure Schedule Method
Connectors in the catalogue
Catalogue tiles, not live integrations today. Documents are uploaded to the matter.
- Notion
- Atlassian
- Microsoft 365
- OpenLaw
Sources it may cite
See it do real work.
- 01Due diligence, a per-document red-flag gridA data room ahead of a Series B investment is turned into a table: documents down the side, questions across the top, one cell per intersection, each carrying the quote it came from.
- 02Abstract a lease portfolio into one gridA fifty-eight-lease portfolio is abstracted into a single grid ahead of a refinancing, answering where the break dates fall, which leases have upward-only rent review, and which restrict assignment.
- 03A paralegal's first weekA paralegal joins the corporate team on Monday and by Friday has run a research question, filled a 378-cell due diligence grid, hit the limit of what a paralegal seat can do, and produced a memo the partner signs off.
- 04Build a disclosure letter against the agreed warrantiesSellers of Northgate Analytics have agreed the warranty schedule and now have to disclose against it. The grid runs the room against the warranties, then the letter is drafted from the cells that came back with something to say.
- 05Turn a completion checklist into owned action itemsTwo weeks out from completion on the sale of Redgate Aggregates, the checklist is a spreadsheet nobody trusts. The run reads it against the conditions precedent in the agreement and returns the same list with owners, evidence and outstanding gaps attached.
- 06Prepare a report on title for a lenderA lender is taking security over three industrial units and needs a report on title before drawdown. The documents are read into a grid first, then the qualifications are written up into the report the bank will rely on.
- 07Check a security package and its registration datesA lender is advancing further funds to a group that granted security across four companies over three years. The review maps what is secured, by whom, and whether every charge was registered within the period allowed.
- 08Check collateral warranties and third party rightsA funder is taking security over a completed development and wants to know whether it has a route of recourse against the design team. The review maps every warranty and third party right in the package and shows where the chain breaks.