AI-Powered Deal Document Generation
AI-Powered Deal Document Generation
Automated collateral summary generation from M&A deal documents
The Ask
The client needed to automate the process of creating deal overviews and transaction documents, based on the following challenges faced by the client:
Labor-intensive generation of comprehensive deal overviews and transaction detail documents
Complicated extraction process due to unstructured data sources
Inconsistent document formats and standards across different deals
Significant time and effort required for creation and review of the documents
Our Solution
01.
OCR and LLM Integration
Deployed OCR extraction combined with custom LLMs to automate data extraction from structured (databases, spreadsheets) and unstructured (emails, PDFs, scanned documents) sources
01.
OCR and LLM Integration
Deployed OCR extraction combined with custom LLMs to automate data extraction from structured (databases, spreadsheets) and unstructured (emails, PDFs, scanned documents) sources
01.
OCR and LLM Integration
Deployed OCR extraction combined with custom LLMs to automate data extraction from structured (databases, spreadsheets) and unstructured (emails, PDFs, scanned documents) sources
02.
Collateral Summaries
LLM based AI model created collateral summary listing for credit parties and other participants
02.
Collateral Summaries
LLM based AI model created collateral summary listing for credit parties and other participants
02.
Collateral Summaries
LLM based AI model created collateral summary listing for credit parties and other participants
03.
Document Templates
Developed templates to ensure consistency in document format and presentation across all deals
03.
Document Templates
Developed templates to ensure consistency in document format and presentation across all deals
03.
Document Templates
Developed templates to ensure consistency in document format and presentation across all deals
04.
Expert Validation
Integrated a validation process with legal domain experts to ensure the accuracy of the extracted data and documents
04.
Expert Validation
Integrated a validation process with legal domain experts to ensure the accuracy of the extracted data and documents
04.
Expert Validation
Integrated a validation process with legal domain experts to ensure the accuracy of the extracted data and documents
Outcomes
01.
Higher Efficiency
Significantly reduced attorney and paralegal hours that were being spent to manually prepare deal documents
01.
Higher Efficiency
Significantly reduced attorney and paralegal hours that were being spent to manually prepare deal documents
01.
Higher Efficiency
Significantly reduced attorney and paralegal hours that were being spent to manually prepare deal documents
02.
Improved Accuracy
Enhanced document accuracy, minimizing human error in data extraction and consolidation
02.
Improved Accuracy
Enhanced document accuracy, minimizing human error in data extraction and consolidation
02.
Improved Accuracy
Enhanced document accuracy, minimizing human error in data extraction and consolidation
03.
Improved Data Analysis
Standardized document formats ensured consistency, improving data analysis and client communication quality
03.
Improved Data Analysis
Standardized document formats ensured consistency, improving data analysis and client communication quality
03.
Improved Data Analysis
Standardized document formats ensured consistency, improving data analysis and client communication quality
Outcomes
01.
Higher Efficiency
Significantly reduced attorney and paralegal hours that were being spent to manually prepare deal documents
02.
Improved Accuracy
Enhanced document accuracy, minimizing human error in data extraction and consolidation
03.
Improved Data Analysis
Standardized document formats ensured consistency, improving data analysis and client communication quality
Knowledge Centre
Case Study
Legal Tech
Document Management System with AI-Powered Search for Scanned Documents
Case Study
Legal Tech
Data Minimization and Compliance for Privacy and Security
Case Study
Legal Tech
Patent Analytics in a Disconnected Environment
Case Study
Legal Tech
Automated filling of Application Data Sheets (ADS) for National Stage USPTO Filing
Case Study
Legal Tech
Data Breach Incident Reporting for a Leading ALSP
Case Study
Legal Tech
AI-Powered Deal Document Generation
Knowledge Centre
Case Study
Legal Tech
Document Management System with AI-Powered Search for Scanned Documents
Case Study
Legal Tech
Data Minimization and Compliance for Privacy and Security
Case Study
Legal Tech
Patent Analytics in a Disconnected Environment
Case Study
Legal Tech
Automated filling of Application Data Sheets (ADS) for National Stage USPTO Filing
Case Study
Legal Tech
Data Breach Incident Reporting for a Leading ALSP
Case Study
Legal Tech
AI-Powered Deal Document Generation
Knowledge Centre
Case Study
Legal Tech
Document Management System with AI-Powered Search for Scanned Documents
Case Study
Legal Tech
Data Minimization and Compliance for Privacy and Security
Case Study
Legal Tech
Patent Analytics in a Disconnected Environment
Case Study
Legal Tech
Automated filling of Application Data Sheets (ADS) for National Stage USPTO Filing
Case Study
Legal Tech
Data Breach Incident Reporting for a Leading ALSP
Case Study
Legal Tech
AI-Powered Deal Document Generation
United Kingdom
lota Analytics UK Limited
4 King's Bench Walk,
London EC4Y 7DL
United Kingdom
India
lota Analytics Private Limited 1-8 Chandigarh Technology Park, Chandigarh - 160003 India
United States
Iota Analytics Inc.
8800 Roswell Road, Bldg. C,
Suite 230, Atlanta, GA, 30350
United States
© 2024 Iota Analytics. All rights reserved.
United Kingdom
lota Analytics UK Limited
4 King's Bench Walk,
London EC4Y 7DL
United Kingdom
India
lota Analytics Private Limited 1-8 Chandigarh Technology Park, Chandigarh - 160003 India
United States
Iota Analytics Inc.
8800 Roswell Road, Bldg. C,
Suite 230, Atlanta, GA, 30350
United States
© 2024 Iota Analytics. All rights reserved.
United Kingdom
lota Analytics UK Limited
4 King's Bench Walk,
London EC4Y 7DL
United Kingdom
India
lota Analytics Private Limited 1-8 Chandigarh Technology Park, Chandigarh - 160003 India
United States
Iota Analytics Inc.
8800 Roswell Road, Bldg. C,
Suite 230, Atlanta, GA, 30350
United States
© 2024 Iota Analytics. All rights reserved.