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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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Letter of Intent

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Workflow

Letter of Intent

Overview

CaseMark's Letter of Intent skill automates the drafting of corporate LOIs for M&A and business transactions. It structures binding and non-binding provisions, principal deal terms, exclusivity clauses, and confidentiality protections into a professionally formatted document ready for attorney review and negotiation.

Drafting Letters of Intent for M&A transactions is a time-intensive process that requires careful structuring of binding and non-binding provisions, detailed principal terms, and precise exclusivity and confidentiality language. Attorneys often spend hours assembling these documents from scratch or adapting prior precedents, creating bottlenecks in fast-moving deal timelines.

CaseMark's AI-powered LOI drafting skill generates comprehensive, professionally structured Letters of Intent tailored to your specific transaction. By automating the assembly of principal terms, binding/non-binding designations, exclusivity provisions, and confidentiality clauses, CaseMark lets deal teams produce negotiation-ready LOIs in a fraction of the time.

How it works

  1. 1. Provide transaction details, party information, and any prior term sheets or correspondence

  2. 2. AI structures the LOI with binding and non-binding provisions tailored to your deal

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

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

What you get

  • Header & Opening Identification

  • Transaction Overview & Structure

  • Principal Terms (Price, Payment, Closing)

  • Binding / Non-Binding Designation

  • Confidentiality & Exclusivity Provisions

  • Governing Provisions & Signature Blocks

What it handles

  • Structures binding vs. non-binding provisions with explicit carve-outs

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

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

  • Includes confidentiality provisions or NDA cross-references

  • Identifies material conditions precedent and contingencies

  • Flags cross-border elements requiring additional counsel review

Required documents

  • Transaction Details

    Summary of the proposed transaction including party names, deal type, economics, timeline, and key contingencies

    .pdf, .docx, .txt

Supporting documents

  • Prior Term Sheets

    Any existing term sheets or preliminary deal memoranda to incorporate into the LOI

    .pdf, .docx

  • Existing NDA or Confidentiality Agreement

    Current non-disclosure agreement for cross-referencing within confidentiality provisions

    .pdf, .docx

  • Prior Correspondence

    Relevant deal correspondence capturing agreed-upon terms or negotiation points

    .pdf, .docx, .eml

Why teams use it

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

Ensure no critical provisions are missed with a comprehensive principal terms checklist

Clearly delineate binding and non-binding provisions to manage legal exposure

Accelerate deal timelines by producing negotiation-ready documents faster

Questions

What types of transactions does this LOI skill support?

CaseMark supports LOI drafting for acquisitions, mergers, asset purchases, investments, and partnership transactions. The AI 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 provisions that should remain binding, such as confidentiality, exclusivity, and governing law. You can customize which provisions are designated as binding.

Can I customize the exclusivity and no-shop provisions?

Yes. CaseMark generates exclusivity provisions with configurable duration, scope, and breach consequences. You can adjust the no-shop period and terms to match your negotiated deal parameters.

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. This ensures you're aware of international considerations that need specialized attention.

Can I upload prior term sheets or NDAs for reference?

Absolutely. CaseMark can incorporate details from prior term sheets, correspondence, and existing NDAs to ensure consistency and cross-reference existing confidentiality agreements within the LOI.

Is the generated LOI ready to send as-is?

CaseMark produces a comprehensive, professionally structured LOI draft that covers all essential provisions. However, as with any AI-generated legal document, attorney review is recommended before execution to ensure it reflects the specific nuances of your transaction.

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