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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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2. Upload the files you want analyzed.

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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 intelligently structures binding and non-binding provisions, deal economics, exclusivity clauses, and confidentiality terms — producing a comprehensive, professionally formatted document ready for review and negotiation.

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 term articulation, and consistent formatting. Attorneys often spend hours assembling LOIs from prior precedents, risking inconsistencies and omitted provisions that can create downstream issues in definitive agreement negotiations.

CaseMark's AI-powered LOI drafting skill transforms transaction notes and deal summaries into comprehensive, professionally structured Letters of Intent. The AI ensures all critical provisions — from economics and exclusivity to confidentiality and governing law — are addressed with appropriate binding designations, giving deal teams a polished starting point in minutes rather than hours.

How it works

  1. 1. Upload your deal summary, term sheet, or transaction notes

  2. 2. AI analyzes deal structure and drafts a comprehensive Letter of Intent

  3. 3. Review and customize binding vs. non-binding provisions, economics, and exclusivity terms

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

What you get

  • Header and Opening Recitals

  • Transaction Overview and Structure

  • Principal Terms and Economics

  • Binding and Non-Binding Designation

  • Confidentiality and Exclusivity Provisions

  • Governing Provisions and Signature Blocks

What it handles

  • Intelligent binding vs. non-binding provision structuring

  • Comprehensive principal terms checklist coverage

  • Exclusivity and no-shop clause drafting with breach consequences

  • Confidentiality provisions with NDA cross-referencing

  • Governing law and termination provision generation

  • Signature block formatting with counterpart authorization

Required documents

  • Deal Summary or Term Sheet

    A summary of the proposed transaction including parties, deal type, economics, and key terms

    .pdf, .docx, .txt

  • Party Information

    Legal names, entity types, jurisdictions, and authorized signatory details for all parties

    .pdf, .docx, .txt

Supporting documents

  • Prior Correspondence or NDA

    Any existing NDAs, prior term sheets, or correspondence between the parties

    .pdf, .docx

  • Precedent LOI

    A prior Letter of Intent to use as a formatting or structural reference

    .pdf, .docx

Why teams use it

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

Ensure consistent structuring of binding vs. non-binding provisions across all transactions

Capture all critical deal terms with an AI-driven principal terms checklist

Minimize risk of omitting key provisions like exclusivity, confidentiality, and termination rights

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 terms based on your specific transaction type.

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

CaseMark automatically structures the LOI with explicit non-binding language for deal terms while carving out binding provisions for confidentiality, exclusivity, and governing law — following standard M&A drafting conventions.

Can I customize the exclusivity and no-shop provisions?

Yes. CaseMark generates exclusivity provisions with configurable no-shop periods, scope definitions, duration, and breach consequences. You can review and adjust all terms before finalizing the document.

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 could affect deal structure.

What information do I need to provide to generate an LOI?

At minimum, CaseMark needs party names and entity details, the transaction type, proposed economics (price, payment structure), and key timeline milestones. The AI will prompt you for any missing critical information.

Can I use this for preliminary term sheets and deal memoranda?

Absolutely. CaseMark's LOI skill is designed for Letters of Intent, preliminary term sheets, deal memoranda, and other pre-definitive agreement correspondence, adapting the format and level of detail accordingly.

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