---
title: "Capture deal points from closed transactions into a database"
url: "https://ailawframework.com/practice/knowledge-management/capture-deal-points-from-closed-transactions-into-a-database"
type: "task"
site: "AI Law Framework"
id: "KM-B12-09"
practice_area: "Knowledge Management"
tier: "green"
lawyer_review: "required"
jurisdictions: ["AU"]
last_reviewed: "2026-10-10"
---

# Capture deal points from closed transactions into a database

> Extract key commercial terms into a searchable deal-point database.

Canonical page: https://ailawframework.com/practice/knowledge-management/capture-deal-points-from-closed-transactions-into-a-database  
Last reviewed: 2026-10-10

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Knowledge Management](https://ailawframework.com/practice/knowledge-management.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| How AI is used | Extract key commercial terms into a searchable deal-point database. |
| What the lawyer must review | Spot-check extraction accuracy. |
| Written for / versions | Australia |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Extract key commercial terms into a searchable deal-point database.
- What the lawyer does: Spot-check extraction accuracy.
- Who reviews: Lawyer competent in the matter and the forum
- Basis: Planning guidance checked against the linked public sources on 10 October 2026. Confirm the current instrument before reliance.
- Why: The traffic light follows the consequence of an error and how much of the output the lawyer must check before it is used.
- Written for: AU

## Checks the lawyer makes

1. Open the cited source and confirm it is the current instrument for this forum and this date.
2. Spot-check extraction accuracy.
3. Compare the output with the source and the instructions, including material the output left out.
4. The responsible lawyer approves the exact output for its intended use, or sends it back.

## Notes

- Suggested working checks from the linked public sources. Read the source and confirm it applies to this forum and this date. The checks do not approve software or record that the work is done.

## Practical guide

Jurisdiction: Australia

**Deliverable**: Capture deal points from closed transactions into a database

**Inputs**

- Draftwise: KM best practices (vendor)
- The matter instructions and the documents the output will rely on.

**Example**: Stop before the result is filed, sent or relied on. Spot-check extraction accuracy.

**Stop and escalate when**

- The cited source is not the instrument that applies to this forum or this date.
- The output states a fact, date, citation, figure or commitment that is not in the instructions or the source.
- The responsible lawyer has not approved the exact output for its intended use.

Checked 2026-10-10.

## Sources

- [Draftwise: KM best practices (vendor)](https://www.draftwise.com/blog/effective-knowledge-management-ai-best-practices) (checked 2026-10-10)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*