Build a change-of-control and third-party consent matrix
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract assignment, change-of-control and consent clauses, the counterparty and the page cite. Do not decide whether consent, notice or a waiver is required.
- What the lawyer must review
- Whether a clause is triggered, and whether the counterparty's consent is a condition to closing, is your judgment on the words of that contract. Opinion 512 requires you to verify the extract you rely on. Keep the data room out of a self-learning tool unless the client has given the informed consent Rule 1.6 requires. A federal licence, permit or government contract may add a consent the clause does not mention; check that instrument separately.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.