Build a first-pass issues list from a deal data room
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract parties, dates, change-of-control, assignment, termination and unusual liability clauses into an issues table, with a document name and page for every row. Write no agreement text.
- What the lawyer must review
- Formal Opinion 512 names contract analytics for merger and acquisition due diligence as a common use, and Model Rule 1.1 still requires independent verification. Test the tool on a sample of the room, then open every row you rely on. Do not put client documents into a self-learning tool unless Rule 1.6 informed consent is in place. The issues list is not a disclosure schedule and not a filing.
- 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Acquisition due-diligence request list (United States private deal) | Checklist | AI use Yellow | Request list for diligence on a US private stock or asset purchase: corporate records, contracts, employees, intellectual property, privacy, litigation and Hart-Scott-Rodino facts. |
Signed-in accounts can read the full text of each one. All precedents.