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Letter of Intent

Draft M&A Letters of Intent in Minutes, Not Hours

12 minutes with CaseMark

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Upload your documents and get a finished work product in minutes. New accounts get $5 free to run their first skill.

12 minutes with CaseMark

What you'll need

  • Transaction Details

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Letter of Intent skill automates the drafting of corporate LOIs for M&A and business transactions. It intelligently structures binding and non-binding provisions, deal economics, exclusivity clauses, and confidentiality terms into a professional, transaction-ready document.

Drafting Letters of Intent for M&A transactions is a time-intensive process that requires careful balancing of binding and non-binding provisions, precise deal economics, and protective exclusivity and confidentiality terms. Attorneys often spend hours structuring these documents from scratch or adapting outdated templates, risking inconsistencies or omitted provisions that can derail negotiations.

CaseMark's AI-powered LOI skill transforms transaction drafting by generating comprehensive, properly structured Letters of Intent in minutes. Simply provide your deal details and party information, and CaseMark produces a complete LOI with appropriate binding designations, principal terms, exclusivity provisions, and signature blocks — ready for attorney review and customization.

How it works

  1. 1. Provide transaction details, party information, and deal economics

  2. 2. AI structures the LOI with binding and non-binding provisions

  3. 3. Review and customize terms, exclusivity, and confidentiality clauses

  4. 4. Export the finalized Letter of Intent in your preferred format (DOCX, PDF)

What you get

  • Header and Opening Identification

  • Transaction Overview and Structure

  • Principal Terms and Economics

  • Binding/Non-Binding Designation

  • Confidentiality and Exclusivity Provisions

  • Governing Provisions and Signature Blocks

What it handles

  • Structures binding vs. non-binding provisions with explicit designations

  • Generates comprehensive principal terms including price, payment structure, and conditions

  • Drafts exclusivity and no-shop provisions with customizable duration and scope

  • Includes confidentiality provisions or NDA cross-references

  • Produces complete signature blocks with counterpart and e-signature authorization

  • Flags cross-border elements requiring additional counsel review

Required documents

  • Transaction Details

    Document or notes containing party information, deal structure, economics, timeline, and key contingencies

    .pdf, .docx, .txt

Supporting documents

  • Prior Term Sheets

    Any existing term sheets or preliminary deal memoranda to incorporate

    .pdf, .docx

  • Existing NDA

    Current non-disclosure agreement to cross-reference in confidentiality provisions

    .pdf, .docx

  • Prior Correspondence

    Relevant deal correspondence between parties establishing preliminary terms

    .pdf, .docx, .eml

Why teams use it

Reduce LOI drafting time from hours to minutes while maintaining deal-specific precision

Ensure proper binding vs. non-binding designation to protect your client's interests

Generate comprehensive principal terms that demonstrate serious intent without overcommitting

Maintain consistency across multiple transactions with standardized yet customizable templates

Questions

What types of transactions does this LOI skill support?

CaseMark's LOI skill supports acquisitions, mergers, asset purchases, investments, and partnership transactions. It adapts the document structure and principal terms to match your specific deal type.

How does CaseMark handle binding vs. non-binding provisions?

CaseMark automatically structures the LOI with an explicit non-binding statement while carving out specific binding provisions such as confidentiality, exclusivity, and governing law. You can customize which provisions are designated as binding.

Can I incorporate existing term sheets or NDAs?

Yes. You can upload prior term sheets, correspondence, or NDAs, and CaseMark will incorporate relevant terms and cross-reference existing agreements in the drafted LOI.

Does this handle cross-border transactions?

CaseMark targets U.S. transactions by default and will flag cross-border elements that may require additional counsel review, ensuring you're aware of international considerations.

How detailed are the principal terms in the generated LOI?

CaseMark drafts principal terms with enough specificity to demonstrate serious intent — covering purchase price, payment structure, closing conditions, earnouts, and more — while noting that definitive agreements will elaborate on each provision.

Can I customize the exclusivity and no-shop provisions?

Absolutely. CaseMark generates exclusivity provisions with configurable duration, scope, and breach consequences. You can adjust these terms during the review step before finalizing the document.

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