AI due diligence across the full data room
The deal team receives a diligence memo on the full data room, with a citation on each finding and each departure from your firm's positions flagged. AtlasAI answers the diligence questions across every document, and the partner approves each finding before the client receives the memo.
3-day free trial on one matter. No setup fee.
Attorneys draft, review and research with AtlasAI, starting from their best past work.
Mass document analysis
Answers across an entire data room
Upload the contracts of a data room, in the hundreds or the thousands, and AtlasAI answers the same structured questions across every contract. Key terms, dates, parties, liability caps and custom provisions appear in one searchable, sortable table, with a citation in each cell.
- Structured questionsAn attorney asks for the indemnification caps, the governing law and the change of control provisions of every vendor contract in the data room.
- A citation in each cellEach cell cites the clause in the source contract, and you open the clause from the cell.
- Custom provisionsAdd a column for any provision the deal requires, and AtlasAI answers the new column across every contract.
Deal comparison
Terms compared across deals and precedent
AtlasAI places documents side by side and compares terms across counterparties, deal structures and your firm's past transactions. See how the current deal compares with your firm's precedent on each term.
- Across agreementsAn attorney asks AtlasAI to compare the assignment and change of control provisions across the customer contracts of the target.
- Against precedentAtlasAI compares each term with the positions the firm accepted on prior matters.
- Across counterpartiesThe comparison groups the terms by counterparty and by deal structure.
Risk detection
Change of control consents and uncapped liability, flagged
AtlasAI flags non-standard terms, missing clauses and provisions that depart from your firm's standard positions. Uncapped liability, unusual termination rights and change of control triggers receive a red flag for the review of the attorney.
- Red flagsAn attorney asks AtlasAI to flag every contract with unlimited liability or non-standard indemnification in the data room.
- Missing clausesAtlasAI flags each contract that lacks a clause your firm's playbook requires.
- Fallback positionsAtlasAI marks each term as matching, departing or at the fallback position of the playbook.
Firm intelligence
Grounded in your firm's deal history
AtlasAI reads the signed precedents, the accepted positions, the preferred language and your firm's standard terms. Every analysis draws on your firm's precedent and never on a generic legal database.
- Historical structuresAn attorney asks how the firm structured earnout provisions in healthcare M&A, and AtlasAI answers from the firm's signed agreements.
- Accepted positionsAtlasAI states the position the firm accepted on each prior matter beside the term in the data room.
- Permissions appliedAtlasAI reads only the precedents each user may open, with iManage permissions and ethical walls applied.
An associate flags risk across the Kestrel data room
Project Kestrel, a buy-side private equity M&A matter.
What AtlasAI reads
iManage
SharePoint
Project Kestrel data roomSharePointConsent required on change of controlSharePointPrivate Equity diligence questionsSam Okafor, AssociateYou ask
Each contract with uncapped liability or a change of control trigger, flagged in a table with the clause cited, and a draft diligence memo for partner review
The associate asks
Sam Okafor asks AtlasAI to flag every contract in the Kestrel data room with uncapped liability or a change of control trigger.
Reviewer agents organize
AtlasAI reviewer agents reorganize the unsorted data room into a folder structure and read each contract against the diligence questions.
AtlasAI flags and drafts
AtlasAI flags each contract in a table with the clause cited, and drafts a diligence memo with a citation for each finding.
The partner decides
Dana Chen reviews the flagged clauses, adds two consents to the closing checklist and approves the memo for the client.
What AtlasAI extracts and flags in a data room
Define the questions, and AtlasAI answers each question across every document, with a citation for each answer.
| Provision | What AtlasAI extracts | What AtlasAI flags |
|---|---|---|
| Liability | The cap amount and the carve-outs | Uncapped liability and caps below your firm's position |
| Change of control | The trigger and the consent requirement | Consent requirements and termination rights on a change of control |
| Termination | Termination rights and notice periods | Unusual termination rights |
| Indemnification | The scope, the cap and the survival period | Non-standard indemnification |
| Governing law | The governing law and the forum | Departures from the governing law the deal expects |
| Required clauses | The presence of each clause the playbook requires | Each missing clause |
| Parties and dates | The parties, the effective date and the renewal dates | Renewal dates that fall before the expected closing |
From an unsorted data room to a cited diligence memo
A data room arrives unsorted. AtlasAI reviewer agents reorganize the documents into a folder structure, answer the diligence questions across every document and prepare a diligence memo, with a citation for each finding.
Each finding draws on your firm's precedent. AtlasAI compares each term with the positions the firm accepted on prior deals, so the memo states where the target departs from the firm's practice.
AtlasAI runs in your firm's Azure subscription or in the AtlasAI cloud. AtlasAI applies your firm's iManage permissions and ethical walls to every agent step and logs every step for review.
From upload to findings
Upload
Upload the files of the data room, or on Professional and Enterprise selects the documents in iManage or SharePoint under the existing access rights. AtlasAI reads PDF, DOCX, XLSX and scanned documents.
Define
Set the extraction criteria and the review questions, and AtlasAI creates a column for each data point in Tabular Review.
Extract
AtlasAI reads every document, extracts the key provisions and flags each risk against your firm's positions.
Report
Export the structured results, prepares comparison reports or continue the conversation about the data in AtlasAI Chat.
Built for the security review of a law firm
AtlasAI runs the security program on the SOC 2 Trust Services Criteria, and the AtlasAI security team shares the current audit status and the control documentation with your security reviewers. Under NDA, your security reviewers receive the AtlasAI Security and Compliance Posture Report and 12 corporate policies. Each deploying firm also receives the penetration test results.
Your deployment
Run AtlasAI in the AtlasAI cloud or in your firm’s Azure subscription, with the same controls in both.
Your permissions
AtlasAI agents read only the documents each user may open, with your iManage permissions and ethical walls applied to every step.
Your data
AtlasAI trains no model on your data, and every approved model provider works under zero data retention terms.
Your audit log
AtlasAI logs every question, answer and agent step. The managed service keeps the log for 365 days, with export, and a self-hosted deployment streams the log into your SIEM.
Related pages
M&A
Data room review, deal terms compared with firm precedent, SPA drafts from accepted positions and the closing checklist.
Read more
Tabular Review
The same questions across every document of a set, in one table with a citation in each cell.
Read more
Agentic Workflows
Research, analysis, extraction and reporting chained into one cited work product, with an attorney checkpoint.
Read moreQuestions attorneys ask
Which documents can AtlasAI review in a data room?
AtlasAI reviews contracts, leases, employment agreements, IP assignments and other data room documents in PDF, DOCX, XLSX or scanned form, in data rooms of hundreds or thousands of documents.
How does the attorney define the review?
Set the extraction criteria and the review questions, and AtlasAI creates a column for each data point. Add a column for any custom provision at any point in the review.
Can AtlasAI compare the deal with firm precedent?
Yes. AtlasAI compares each term with the positions the firm accepted on prior matters and with the firm's signed precedents, grouped by counterparty and by deal structure.
How does the attorney check a finding?
Each cell and each finding cites the clause in the source document. Open the clause from the citation and read the language before the finding enters the memo.
Can AtlasAI draft the diligence memo?
Yes, on Professional and Enterprise. AtlasAI reviewer agents draft a diligence memo from the findings, with a citation for each finding, and the partner reviews and approves the memo before the client receives the memo.
Which plan includes AI due diligence?
Tabular Review is part of the Professional plan at $99 per user per month, with a minimum of 5 users. Agentic Workflows are part of the Professional plan, and Data Analysis of XLSX and CSV files is part of the Enterprise plan.
Does AtlasAI train models on data room documents?
No. Under the Master Subscription Agreement, AtlasAI uses no customer data to train, fine-tune or improve any model, and zero data retention terms bind every approved model provider.