Defensible Deal Intelligence
For teams reviewing VDRs, contracts, financial models, and diligence files, we build the intelligence layer that evaluates files simultaneously, compares them against deal playbooks, flags liabilities, and keeps every finding tied to source evidence.
Workflow Value
The pain is rarely just reading. It is intake, file classification, duplicate checking, table extraction, term comparison, missing-document flags, source verification, reviewer questions, and converting findings into the team's workpaper, memo, issue list, or report format.
We prepare entity and clause extraction, multi-document comparison, checklist completion, policy-control mapping, exception lists, issue trackers, reviewer notes, and export-ready packets so experts start from a source-backed draft instead of a blank sheet.
1. Intake: documents are synced from VDRs, SharePoint, drives, or secure upload paths. 2. Parsing: OCR and table extraction normalize text, tables, screenshots, and attachments. 3. Analysis: workflow logic extracts defined schemas and compares them against your playbook. 4. Review: findings appear in a queue with source highlights, exception reasons, and export paths.
For confidential work, we define the deployment boundary before model use. The workflow can run inside a VPC or approved private environment with RBAC, masking where needed, audit logs, and reviewer history.
Workflow Architecture
Every solution is implemented as a controlled workflow, not a loose chatbot. The system operates inside approved data and tool scopes, produces inspectable outputs, and routes judgment back to the right human owner.
Define the exact workflow, input sources, business rules, user roles, output format, and what the AI agent is allowed to do.
Pull only approved documents, records, ERP context, control libraries, or playbooks before the agent drafts or acts.
Generate findings, matrices, notes, SQL-backed answers, or queues with source references, exception reasons, and confidence signals.
Measure reviewer edits, pass/partial/fail outcomes, time saved, exception quality, and adoption before moving to adjacent workflows.
FAQ
No. It prepares the first-pass extraction, comparison, and source pack. Human experts review, validate, edit, and make the final decision.
Yes, when the source quality is workable. We use OCR and table extraction before analysis, then flag low-confidence or unreadable areas for human review.
Bring the workpaper, evidence review, diligence process, ERP answer queue, or reporting loop that consumes the most hours. We will map a practical workflow around your methodology.