Due Diligence Document Review
Process M&A data room documents at scale, extracting key provisions and flagging issues across hundreds to thousands of documents. Reduces initial document review by 70-80%.
70-80% reduction in initial document review
Consistent extraction methodology across all documents
Transactional & Contract Work
The Problem
- ✗Data rooms with 500-5,000+ documents requiring review
- ✗Compressed timelines with hard deadlines
- ✗Risk of missing material provisions across document volume
- ✗Expensive associate hours on document processing
- ✗Inconsistent extraction quality across reviewers
How Claude Helps
Processes documents in batch (via Cowork), extracts specified provisions to structured format (Excel), identifies change of control, assignment, and consent requirements, flags non-standard or problematic provisions, and generates diligence summaries by document category.
Step-by-Step Workflow
Organize data room documents
By category (customers, vendors, employment, etc.)
Create extraction templates
For each document type
Process documents in batch
Using Cowork
Review extracted data
In Excel format
Drill into flagged documents
For detailed analysis
Generate diligence report
Summarizing findings
Example Prompt
This is a customer agreement from the data room. Extract the following provisions: 1. Customer name and agreement date 2. Contract term and renewal provisions 3. Revenue/payment terms 4. Change of control provisions (assignment, consent requirements) 5. Termination rights (for convenience, for cause, notice periods) 6. Liability limitations and carve-outs 7. Non-standard or unusual provisions Flag any provisions that could affect deal value or require consent. Output in tabular format for Excel consolidation.
Frequently Asked Questions
Can Claude handle data rooms with thousands of documents?
Yes, via Cowork batch processing. Organize documents into folders, create extraction templates, and process systematically. For very large data rooms (5,000+ documents), consider processing in phases.
How do I ensure consistent extraction across all documents?
Create explicit extraction templates that define exactly what provisions to extract and how to format output. Use the same template for all documents in a category.
What about documents in multiple languages?
Claude handles major European and Asian languages. For translation needs, see Tutorial 08 (Cowork) for translation workflows.