Conflicts and KYC at mandate
Check the target, the counterparty and the advisers against every prior matter and contact, with identity screening on the same step. The outcome is recorded on the matter.
Conflicts/conflictsM&A
Conflicts, contract review, closing conditions and signatures, on one deal record.
The target's name is checked against every prior matter before the mandate opens. The SPA is read against the firm's own playbook. Closing conditions move on a board the whole team sees. The closing set goes out for e-signature and the invoice follows from the same record.
Follow a share purchase through screening, warranty review, closing conditions and signing.
The target's name goes in first.
Run conflict and AML screening during intake, then record the outcome. Keep the deal's parties, team and key dates together on the matter record.
- Conflict check against matters, contacts and prior engagements
- AML/KYC screen on the same step
- Screening outcomes recorded in the conflicts register
1Deal overviewThe matter reference, practice area and status identify the deal at a glance.Ask the deal what is still uncapped.
Ask questions using the deal's records as context. Contract review flags clauses, obligations and risks against the firm's playbook. Lawyers review the findings and source documents before using them.
- Answers drawn from the matter's records
- Playbook rules are the firm's own positions, kept in the app
- Nothing reaches the counterparty without a lawyer
1Follow-up workRequested tasks, drafts and calendar events are created as the assistant responds and listed in its reply.Closing conditions on one board.
Diligence, disclosure, KYC and the completion mechanics are tasks with owners and priority. The board is the deal's workstream; the list and the calendar are the same tasks.
- To Do, In Progress, In Review and Done, with priority signals
- Subtasks, owners, templates and saved views
- Time logged on a task reaches billing
1PrioritySee which closing tasks need attention and who owns each one.The closing set, signed by secure link.
Send the SPA and the disclosure letter for signature. The client signs at a secure emailed link, with no portal login needed. The invoice for the deal goes out from the same record, with fees, disbursements and tax on the firm's letterhead.
- Native e-signature, no separate vendor
- Invoices on letterhead with fees, disbursements, tax and total due
- The client sees the shared documents and the invoice, nothing else
1Awaiting signatureThe share purchase agreement is out for signature; the disclosure letter is signed.
Connect screening, review, closing tasks and signing around the deal record.
Ask AI in the matter
Use deal records as context for questions, follow-up tasks and drafts. Lawyers verify source documents before anything leaves the firm.
AI Assistant/ainativeContract review against the playbook
Clauses, obligations, redlines and risk on one document, read against the firm's own playbook rules. Every flag is a draft for the lawyer.
Contract Analysis/ai/contractsWorkstreams
Closing conditions as tasks with owners, priority, subtasks and saved views. Board, list and calendar of the same work.
Workstreams/tasksNative e-signature
The closing set sent for e-signature by secure link. Signing status on the document and the matter.
Signatures/signaturesInvoices from the record
Fees, disbursements and tax on the firm's letterhead, sent from the matter and visible in the portal.
Invoices/invoices
Not there yet.
Plan for external data rooms, Word redlines and migration requirements alongside the deal workspace.
Counterparty data rooms
No counterparty upload room. Diligence documents are uploaded by the firm and shared through the portal, record by record.
Redlines into Word
Contract review reads and flags inside LawAOS. It does not write tracked changes back into a .docx.
Importers
Document upload and record creation ship today. A general firm-data importer is not yet shipped; migrations are scoped before any data moves.
It sits inside the matter, so the review reads the document with the deal's own record beside it, and the comparison baseline is the firm's playbook rules kept in the app. Flags link back to the clause and the rule. The lawyer decides what goes to the other side.
Very long agreements may be analysed from their opening characters only. LawAOS reports how much text was read. Review separate sections or schedules and check coverage before relying on the result.
No. Every flag is a draft with its rationale. The lawyer decides what leaves the firm.
Every record is scoped to the firm by database policy, and the portal shows a client only the records shared with that client. Access can be withdrawn switch by switch.
Not your day?
The same record, the same roles, a different practice. Each of these pages walks one working day.