SRZ

Accelerating Private Fund Documentation Review

Leading firm deployed AtlasAI’s out-of-the-box Knowledge Graph and Playbooks to automate fund review workflows and identify risk clauses within minutes.

Accelerating Private Fund Documentation Review

Client

SRZ

Duration

8 Months

Team

150

Overview

Leading law firm sought to reduce the time and risk involved in private fund document reviews while maintaining strict confidentiality. The firm needed a system capable of understanding highly specialized fund terms and automating repeatable legal analysis.

Challenges

Challenges

  • Extensive manual review across hundreds of fund documents per client.
  • Inconsistent clause tracking and limited visibility into prior fund precedents.
  • Fragmented institutional knowledge between teams and offices.
Challenge visualization

Solution

Solution

SRZ deployed AtlasAI Playbooks and the Knowledge Graph to automatically classify provisions, extract key fund terms, and surface historical commentary. Using the Word Plugin, attorneys accessed live clause analytics directly inside their drafting environment — without leaving Microsoft Word.

Solution visualization

70%

Reduction in Fund Document Review

Results

Results

  • 70% reduction in fund document review time.
  • Rapid identification of clause variants and risk language.
  • Consistent internal standards across all fund documentation teams.

“AtlasAI transformed how we approach fund documentation. What used to take days now happens in hours — and the quality actually improved. Our attorneys trust the insights because they come from our own data, not a black box.”

Tricia Stephen-Adams, Director Innovative Applications

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