Legal & Paralegal · Analyze & Recommend
Due diligence report from hundreds of documents before the first review meeting
Point Doe at the data room and it reads every contract, financial statement, IP filing, and employment agreement. It cross-references findings with the deal record in your CRM and flags risks using your team's institutional knowledge from past transactions.
Works acrossGoogle DriveDropboxOneDriveSalesforceSlack
What you get.
Doe reads every document in the data room and produces a structured risk report before the first review meeting. It knows your diligence checklist, your risk thresholds, and what your team flagged in past transactions. Each deal adds to that institutional knowledge, so the review gets more targeted over time.
The first week of diligence is just reading documents
A data room opens with 400 documents. Associates start reading. Each reviewer applies different criteria, misses different things, and writes findings in a different format. The partner gets an inconsistent picture assembled over days.
The real risk is not what the documents say. It is what gets missed because no one person can read everything, remember what mattered in the last deal, and apply those lessons to this one.
What changes.
- 01Document reviewBefore · Associates read documents one by one over daysWith Doe · Every document read and categorized in minutes
- 02ConsistencyBefore · Each reviewer applies different criteriaWith Doe · Your checklist and institutional knowledge applied uniformly
- 03Deal contextBefore · Reviewers read documents without knowing the deal rationaleWith Doe · Every finding weighted by transaction context from your CRM
- 04Gap identificationBefore · Missing documents discovered during negotiationWith Doe · Missing items flagged against your standard checklist immediately
How Doe runs the due diligence review
- 01Reads and categorizes every document in the data room (Google Drive, Dropbox, or OneDrive)Google DriveDoe ingested 412 documents from the Apex Corp data room: 38 contracts, 24 financial statements, 15 IP filings, 12 employment agreements, 8 governance docs, and 315 exhibits
- 02Pulls the deal record, strategic rationale, and team concernsSalesforceDoe identified a $14M acquisition focused on IP portfolio access with a 6-week close. Deal team flagged prior litigation history and customer concentration as key risks
- 03Reviews 412 documents against your 86-item checklistDoeDoe flagged 4 high-risk items: a change-of-control clause in the largest customer contract, an unregistered trademark across 3 licenses, an undisclosed employment claim, and 41% customer concentration. 6 documents missing versus your standard checklist
- 04Posts the risk report to #apex-acquisitionSlackDoe highlighted the 4 high-risk items, tagged the partner on the change-of-control clause, and notified outside counsel about the IP registration gap
- 05RecurringTriggered when a new data room is sharedEach time a new data room opens, Doe reads every document, applies your checklist and what it learned from past deals, and routes a risk report to the deal team. The review carries your institutional knowledge forward, even when the team changes between transactions. Risk report posted to the deal channel in Slack.
Up and running in under ten minutes.
- 01Connect your toolsOne-click OAuth for each integration. No API keys, no engineering.
- 02Describe what you need“Read every document in the Apex Corp data room, review against our 86-item diligence checklist in Notion, and flag any change-of-control clauses, IP gaps, or customer concentration above 30%.”
- 03It runs on scheduleRuns when a new data room is shared and posts the risk report to the deal channel.
Before you delegate.
- 01How many documents can Doe review at once?Doe reads hundreds of documents in parallel. A typical mid-market data room (300-500 documents) is fully reviewed in minutes, not days. For larger rooms, Doe processes in batches and prioritizes by your checklist categories so high-risk areas surface first.
- 02What document types does Doe read?PDFs, Word documents, Excel files, scanned images with OCR, and Google Docs. Doe handles the messy reality of data rooms: inconsistent naming, nested folders, duplicate versions, and documents in multiple languages.
- 03Can Doe apply our firm's specific diligence checklist?Yes. You upload your checklist and Doe uses it as the review framework. It also draws on patterns from past deals your team has reviewed. If your team consistently flags change-of-control clauses in SaaS acquisitions, Doe applies that pattern to every new SaaS deal without being told.
- 04How does Doe know what matters in this specific deal?Doe pulls the deal record from your CRM: transaction type, strategic rationale, deal size, key concerns flagged by the deal team. A $14M IP acquisition gets a different review focus than a $50M acqui-hire. The CRM context shapes which findings get elevated to high-risk.
- 05Does this replace outside counsel for diligence?No. Doe handles the first-pass review: reading every document, flagging risks against your checklist, and identifying gaps. Counsel focuses on the high-risk findings that require legal judgment. Most teams find the first pass takes hours instead of the usual week, so counsel spends time on analysis rather than document triage.
- 06How is this different from Harvey or other legal AI tools for due diligence?Most legal AI tools read the documents you upload to their platform. Doe reads the documents and also knows the deal. It pulls the transaction context, strategic rationale, and deal team concerns from your CRM. A change-of-control clause is a different risk level in a $5M bolt-on versus a $50M platform acquisition. Doe makes that distinction automatically because it has the deal record, not just the documents.