M&A diligence clause prioritization (anonymized pilot)

Disclosure: Anonymized pilot illustration from a mid-size transactional practice. Not a substitute for full diligence procedures.

Profile

• Practice: Corporate M&A, 12-attorney deal team
• Use case: First-pass triage on material contracts schedule (customer/supplier agreements)
• Focus clauses: Change of control, assignment, indemnity, liability caps

Problem

Associates manually skimmed 40–80 contracts per mid-market deal. High-risk change-of-control and uncapped indemnity provisions were sometimes buried in schedules reviewed late in the process.

Workflow change

1. Extract priority clauses from each agreement into a diligence tracker.
2. Batch-run indemnity and liability sections through Attyflow with buyer position.
3. Generate issues list sorted by risk score for partner diligence call.

Pilot metrics (3 deals)