The data room reads itself. You still decide what it means.

Load the data room into the matter, run the Due Diligence Agent, and get a red-flag memo tied to the clause it came from, with every authority checked before the partner reads it.

Corporate and M&A

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Document Review · Hartwell matter · contract screen0/12 filled

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

An M&A due-diligence grid: a data room down the side, change-of-control and red flags across the top, each cell quoted.

Before

Two hundred documents land on a Friday for a share purchase like Project Halcyon's, SPA warranties and disclosure, and the fourteenth customer contract has to be opened to find the change-of-control clause inside it.

Diligence fees are quoted on deal value while the work is priced in associate hours confirming that most of the data room says nothing interesting, which is a bad trade for the firm and a worse one for the trainee doing it.

A general assistant will state with confidence that a case supports your position on warranty limitation and hand you a citation for it. The citation may not exist, and nobody finds that out until the other side does.

After

The Due Diligence Agent reads the data room inside the matter and returns change-of-control triggers, consent restrictions and surviving obligations, each quoted against the clause and the document it came from.

The same run comes back as a Work-Stream Memo for the deal team, or an Executive Brief for the board that opens with the bottom line rather than the method.

Every authority the memo relies on carries a verdict of verified, needs a check or not found, so the supervising partner reads the exceptions rather than re-reading the room.

A corporate deal closing around a boardroom table stacked with signing folders.

Grounded on the matter

Open the matter with the client, the reference and the responsible partner, and the conflict check runs the moment the file is created. Load the data room in, and the Due Diligence Agent works only from what is actually there: the SPA, the disclosure letter, the customer contracts and the board minutes, so a finding on a change-of-control clause points back to a page you can turn to rather than a general statement about deal risk.

See how matters work

Matters · Project Halcyon · SPA warranties and disclosureOpen

Project Halcyon: SPA warranties and disclosure

Buy-side warranty review, disclosure analysis and cited due-diligence grid.

Client: Halcyon Bidco Ltd
Reference: WC-2026-0412
Practice area: Corporate / M&A
Jurisdiction: England and Wales
Responsible partner: E. Vance

No conflict check on file.

Chat, on this matter

Compare warranties with the disclosure letter.

Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.

Send a message… (@ to mention tools)BalancedPrepare for

25 Aug
Disclosure exceptions matrix
Chat
21 Aug
Disclosure exceptions matrix
Run · completed · 560 credits
18 Aug
Project Halcyon: Disclosure Letter
Document · indexed
16 Aug
Project Halcyon: Share Purchase Agreement
Document · indexed
4 Aug
Matter opened
Opened

The matter for a share purchase, with the conflict check that runs the day it opens.

A memo, not a chat

The seeded M&A Due Diligence playbook puts the data room down the side and eight questions across the top: document type, counterparties, term, change-of-control, material obligations, termination triggers, red flags, open issues. The same run also writes a Word memo shaped for the deal team or the board, so what a partner receives is a report they can send to the client, not a transcript somebody has to rewrite into one.

See the review grid

A review grid: documents down the side, questions across the top, and a cited answer in every cell. — Eight columns across a data room, each cell quoting the clause it was drawn from.

Verified, then shareable

Authorities the run relies on, including any case on warranty limitation or indemnity caps, are fetched from an approved list of public primary-law sources and marked verified, needs a check or not found. Press Verify all, read the ledger, and send the disclosure letter or the client update as a passcode link with an expiry, so the record of who saw what sits on the matter rather than in an inbox.

See how verification works

Authorities · 14 · Where we looked

#	Reference	Source	Verdict
1	Tillman v Egon Zehnder Ltd [2019] UKSC 32	—	not yet checked
2	Working Time Regulations 1998 SI 1998/1833, regs 4 to 5, 10 to 14	—	not yet checked
3	Coppage v Safety Net Security Ltd [2013] EWCA Civ 1176	—	not yet checked
4	UK GDPR, Articles 6 and 9 Retained Regulation (EU) 2016/679	—	not yet checked
5	Employment Rights Act 1996, s 1 c 18	—	not yet checked
6	Harlow v Artemis International [2008] EWHC 1126 (QB)	—	not yet checked

The authorities behind a warranty-limitation finding, each carrying its own verdict.

Named, not generic.

Each agent is built for one kind of work, carries its own protocols and returns the same six-tab run. These are the ones this desk reaches for.

What a run costs.

Usage is metered in credits and priced per matter, so a deal team can see what the data room run cost before the next one starts.

See pricing

What you will say before you try it.

Our COLP will not sign off an AI-drafted disclosure letter.: The Due Diligence Agent's findings are quoted against the document and clause they came from, and every authority the memo cites is checked before anyone reads it. The register records who ran it and who signed the acknowledgement, which is what a COLP asks for on a deal file.
We already run our data rooms through a general assistant.: A general assistant answers a diligence question from the open web and can cite a warranty case that does not exist. This agent works only from the documents you load into the matter and marks every authority it relies on with a verdict before the memo reaches the partner.
The data room is confidential until signing.: Files sit in Microsoft Azure UK, encrypted in transit and at rest, scoped to the matter, and are never used to train a model. Nothing leaves the deal team unless someone deliberately creates a share link, and that link can be revoked before completion.

Nearby desks.

Start free

Run the Due Diligence Agent on one of your own data rooms.

Twenty minutes, and we will grid a sample deal so you can see the memo before you commit to anything.

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