Rebuild deal work around what your firm knows.
We sit with your deal team on live deals. One step at a time, we look at where the firm's precedent and positions could carry more of the work. What the firm chooses, we build inside the platform it already has.
The firm has done deals like this before, and each team starts again.
Every deal raises the same questions about earlier work. Has the firm done one like it, and who ran it? Where are the documents, and what is market on this point?
The answers sit in old files and in people's heads. Finding them takes time the deal does not have.
Where AI could change the work on a deal
Each of these tasks comes back on every transaction. How far AI takes each one depends on how your team runs it today.
Precedent and deal knowledge
The team needs a comparable deal, its documents and the name of whoever ran it. An index of closed deals is one way to put them in front of whoever needs them.
What is market
On each point in a negotiation, the partner asks what the firm accepted before. Playbooks and clause banks can hold that record for AI to search.
Transaction documents
Associates start the SPA, SHA and board resolutions from the documents of earlier transactions. AI can write that first draft and leave them the terms that are new to this deal.
Mark-ups and issues lists
Turning a counterparty's mark-up into an issues list, with their position, yours and a proposed response, is careful, repetitive work. It suits a first draft by AI, checked by the lawyer.
Q&A and calls
A deal runs through specialist groups, foreign counsel and the client at once. AI can route each Q&A question and draft the write-up of every call.
Due diligence
Time usually decides how much of the data room gets read. With AI, checking every contract against your risk categories becomes a realistic option.
How it works
We sit with the deal team
We work next to your lawyers on live deals and see how each step runs today.
We collect the opportunities
Ideas come from your team and from our own research, and we weigh them with the partners on value and risk.
We build what the firm picks
That can be a prompt library, a workflow, an automation or new software, starting in the platform the firm already pays for.
We work on the next deals
We stay beside the team on the deals that follow, while the new way of working settles in.
Frequently asked questions
Our deals are too specific for a standard tool. Does this work for us?
Your own way of running a deal is where we start. A Practice Assessment maps how your deal team runs a transaction, and what is worth building follows from that.
Can't the Harvey or Legora team set this up for us?
Their team knows the platform and shows you how it works. Your risk categories, your fallbacks and how your deal team runs a closing still need writing down. We do that with your team and work out which parts belong in the platform.
Can't our own knowledge team do this?
They can, if they get time across several live deals to write down what the partners agree on. We bring that time, and our own experience of running M&A deals from the lawyer's side.
Can AI keep track of what is market?
Partly: it can find what your firm agreed on earlier transactions, if they were filed well. What is market today stays a partner's call.
Isn't this a job for a strategy house?
A strategy house tells you where AI fits in the firm, and you may want one. We sit inside one deal team, on its live deals, and start from how that team works.
Walk us through your last deal.
Tell us who did what on it and where the work waited. We talk it through with you and point to the steps worth a closer look. If the question covers the whole firm, an AI Transformation Scan comes first.