Turn diligence findings into a business-impact table
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each finding, the document and page it comes from, and the dollar or operational figure printed in that document. Leave the value judgment blank. Write no purchase-price adjustment and no agreement text.
- What the lawyer must review
- Formal Opinion 512 treats contract analytics in due diligence as a common use and still requires the verification Model Rule 1.1 demands. A table of figures is not a conclusion that the business is worth more or less. Model Rule 1.6 applies before a data room goes into a tool that retains or learns from prompts.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- 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.