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Disclosure Schedules

Draft M&A Disclosure Schedules in Minutes, Not Days

15 minutes with CaseMark

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1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

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Workflow

Disclosure Schedules

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Workflow

Disclosure Schedules

Overview

Preparing disclosure schedules is one of the most time-consuming aspects of M&A transactions. Attorneys spend hours cross-referencing representations and warranties, organizing exceptions, formatting tables, and ensuring nothing is missed—all while facing tight deal deadlines and pressure from clients.

Preparing disclosure schedules for M&A transactions is one of the most time-intensive aspects of deal execution, requiring attorneys to extract details from dozens of documents and organize them into comprehensive schedules that correspond to each representation and warranty. Manual drafting typically takes 20-30 hours of attorney time, with significant risk of omissions or inconsistencies that could undermine seller protections or derail negotiations.

CaseMark automates disclosure schedule preparation by analyzing your transaction agreement and supporting documents to extract relevant details and generate comprehensive, properly formatted schedules. The AI identifies which schedules are required based on the reps and warranties, populates each schedule with specific factual information from your documents, and ensures consistency across all disclosures.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Document Header and Title

  • Agreement Reference

  • General Instructions and Interpretation Guidelines

  • Numbered Disclosure Schedules (Corresponding to Reps & Warranties)

  • Capitalization Schedule with Shareholder Table

  • Material Contracts Schedule

  • Officer Certification Statement

  • Signature Block

What it handles

  • Document Header and Title

  • Agreement Reference

  • General Instructions and Interpretation Guidelines

  • Numbered Disclosure Schedules (Corresponding to Reps & Warranties)

  • Capitalization Schedule with Shareholder Table

  • Material Contracts Schedule

  • Officer Certification Statement

  • Signature Block

Required documents

  • Purchase Agreement

    The definitive merger, stock purchase, or asset purchase agreement containing representations and warranties that the schedules will qualify

    PDF, DOCX

  • Corporate Records

    Capitalization table, stock ledger, organizational documents, and ownership records

    PDF, DOCX, XLSX

Supporting documents

  • Material Contracts

    Customer agreements, supplier contracts, leases, loan agreements, and other material commercial arrangements

    PDF, DOCX

  • Financial Statements

    Audited and unaudited financial statements, management reports, and accounting records

    PDF, XLSX

  • Litigation Documents

    Complaints, demand letters, settlement agreements, and litigation status reports

    PDF, DOCX

  • Intellectual Property Records

    Patent registrations, trademark certificates, copyright registrations, license agreements, and IP schedules

    PDF, DOCX, XLSX

  • Real Property Documents

    Deeds, leases, title reports, surveys, and property tax records

    PDF, DOCX

  • Employee Benefit Plans

    Plan documents, summary plan descriptions, determination letters, and benefits summaries

    PDF, DOCX

  • Tax Returns and Records

    Federal and state tax returns, audit reports, tax sharing agreements, and correspondence with tax authorities

    PDF

  • Environmental Reports

    Phase I and II assessments, permits, compliance reports, and remediation plans

    PDF, DOCX

  • Insurance Policies

    Current insurance policies, declarations pages, and claims history reports

    PDF

  • Regulatory Permits

    Business licenses, regulatory approvals, inspection reports, and compliance documentation

    PDF, DOCX

Why teams use it

Reduce disclosure schedule preparation time from days to minutes

Automatically align schedule numbers with agreement representations and warranties

Generate properly formatted tables for capitalization, contracts, and other complex disclosures

Ensure consistent formatting and professional presentation across all schedules

Include standard interpretation language and officer certification automatically

Questions

How does CaseMark know which disclosure schedules to create?

CaseMark analyzes your purchase agreement to identify every representation and warranty that references disclosure schedules. The AI maps each schedule requirement to the corresponding section number and creates appropriately titled schedules that align with your agreement structure. You can also customize which schedules to include based on your specific transaction.

Can the AI extract specific details from my contracts and documents?

Yes, CaseMark's AI reads through all uploaded documents to extract specific factual details such as party names, dates, financial terms, contract provisions, litigation details, and intellectual property registrations. The AI populates each schedule with these concrete details rather than placeholders, giving you substantive draft content to review and refine.

How accurate are the AI-generated disclosure schedules?

CaseMark generates comprehensive draft schedules based on the documents you provide, but attorney review is essential. The AI excels at organizing information and ensuring nothing is overlooked, but lawyers should verify all factual details, assess materiality determinations, and ensure disclosures provide appropriate legal protection. Think of it as having a highly efficient junior associate prepare the first draft.

What if my transaction has unique schedules not covered by standard templates?

CaseMark adapts to your specific agreement by analyzing the actual representations and warranties in your purchase agreement rather than relying on rigid templates. If your deal includes industry-specific reps or custom provisions requiring disclosure, the AI will identify these requirements and create corresponding schedules. You maintain full control to add, modify, or remove any schedule sections.

How does this integrate with my existing deal workflow?

CaseMark fits seamlessly into your transaction process. Upload your purchase agreement and due diligence materials at any stage—whether you're just beginning schedule preparation or need to update schedules before closing. The AI generates editable Word documents that you can refine, share with clients for input, and finalize using your standard document management processes.

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