Due diligence

Transaction document review

LegalResearchRiskBox, Notion, Snowflake
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How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Ingests the document set

Reviews transaction documents at deal speed

Extracts and checks key terms

Flags the legal red flags and missing consents

Assembles the issues list

Drafts the issues list with citations

Works inBox, Notion, Snowflake

What it does

  • Reviews transaction documents at deal speed
  • Flags the legal red flags and missing consents
  • Drafts the issues list with citations

Connects to

Box

Read, classify, and file documents with retention rules.

Notion

Read and write pages and databases as a knowledge base.

Snowflake

Query and materialize warehouse data with your existing roles.

Related agents

All Legal agents
Legal

Contract review

Standard positions & redlines

Box, Salesforce, Notion
Financial Services

Due diligence

Data rooms at deal speed

Box, Snowflake, Notion

More in Legal

All Legal agents
Legal

Case management

Deadlines & chronology

Box, ServiceNow, Notion
Legal

Compliance monitoring

Regulatory change tracking

Box, ServiceNow, Notion
Legal

Document drafting

Briefs, motions & agreements

Box, Notion, Confluence

Works in the same systems

All agents on these systems
Consulting

Due diligence

CDD summaries under deadline

Box, Notion, Snowflake
Public Sector

Policy analysis

Rules & impact briefings

Snowflake, Notion, Box
Insurance BPO

Claim file summary

The claim's facts, coverage and reserves on one page

Box, Salesforce, Snowflake

Templates that connect to the same systems

All templates on these systems
Sales and customers

Customer proof desk

Turns call notes into case studies and proof points, with quotes kept word for word.

Box, Notion, Google Drive
Data and analysis

Ask the warehouse

Answers questions against your data warehouse in plain language, with the query shown.

Snowflake, BigQuery, Postgres +1
Finance

Board pack desk

Assembles the monthly numbers, charts and commentary into the board pack.

NetSuite, QuickBooks, Snowflake

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.

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