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Letter of Intent LOI

Draft M&A Letters of Intent in Minutes

12 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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Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

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Workflow

Letter of Intent LOI

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Workflow

Letter of Intent LOI

Overview

Drafting Letters of Intent manually requires hours of research to ensure proper formatting, standard clauses, and legally sound language. Corporate attorneys must verify non-binding provisions, confidentiality terms, and governing law clauses while balancing client-specific deal terms—a time-consuming process that delays transaction momentum.

Creating a comprehensive Letter of Intent requires balancing business terms with legal precision, distinguishing binding from non-binding provisions, and ensuring all critical deal points are addressed. Attorneys spend hours drafting LOIs from scratch, researching market-standard terms, and coordinating with clients to capture transaction details accurately.

CaseMark analyzes your transaction documents and generates a complete, professionally structured Letter of Intent tailored to your specific deal. Our AI identifies key parties, terms, and conditions, then drafts appropriate binding provisions for confidentiality and exclusivity while maintaining flexibility for final negotiations.

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

  • Header and Date

  • Introduction

  • Transaction Overview

  • Key Terms and Conditions

  • Non-Binding Nature

  • Confidentiality

  • Governing Law and Exclusivity

  • Signatures

What it handles

  • Header and Date

  • Introduction

  • Transaction Overview

  • Key Terms and Conditions

  • Non-Binding Nature

  • Confidentiality

  • Governing Law and Exclusivity

  • Signatures

Required documents

  • Transaction Overview

    Basic transaction details including parties involved, transaction type, and preliminary terms discussed

    .pdf, .docx, .txt

Supporting documents

  • Prior Correspondence

    Email exchanges, meeting notes, or discussion summaries between parties

    .pdf, .docx, .eml, .msg

  • Term Sheet

    Preliminary term sheet or financial summary outlining deal structure

    .pdf, .docx, .xlsx

  • Existing NDA

    Previously executed non-disclosure or confidentiality agreement between parties

    .pdf, .docx

  • Company Information

    Target company details, business description, or corporate structure documents

    .pdf, .docx

Why teams use it

Generate complete LOIs in 8 minutes instead of 3+ hours of manual drafting

Automatically include verified standard clauses from LegalZoom, Nolo, and bar association templates

Ensure proper non-binding language with enforceable confidentiality and exclusivity provisions

Customize transaction terms while maintaining legally sound structure and formatting

Pull deal details directly from your documents using intelligent context extraction

Questions

What's the difference between binding and non-binding LOI provisions?

Most LOI provisions are non-binding, meaning parties can walk away without completing the transaction. However, certain provisions like confidentiality, exclusivity periods, expense allocation, and governing law are typically binding and legally enforceable. CaseMark automatically structures your LOI to clearly distinguish these categories and protect your client's interests during negotiations.

How detailed should a Letter of Intent be?

An effective LOI should be specific enough to demonstrate serious intent and align expectations, but flexible enough to allow negotiation of final terms. It should cover key economic terms, major conditions, timeline, and deal structure without attempting to resolve every detail that belongs in definitive agreements. CaseMark balances this precision with flexibility based on your transaction type and the information you provide.

Can I use this for different types of transactions beyond acquisitions?

Yes, CaseMark's LOI generator handles various transaction types including mergers, acquisitions, partnerships, joint ventures, real estate purchases, and investment deals. The AI adapts the structure and terminology based on your specific transaction context, ensuring the LOI reflects appropriate terms whether you're buying a company, forming a strategic alliance, or structuring an equity investment.

What happens if I don't have all transaction details finalized?

CaseMark works with whatever information you have available and prompts you for critical missing details through focused questions. You can generate an initial LOI based on preliminary discussions, then easily revise it as terms are negotiated. This iterative approach helps you move deals forward even when some terms are still being discussed.

How long should the exclusivity period be in an LOI?

Exclusivity periods typically range from 30 to 90 days depending on transaction complexity and due diligence requirements. Buyers generally prefer longer periods to complete thorough investigation, while sellers want shorter periods to minimize time off the market. CaseMark helps you draft appropriate exclusivity language based on your transaction timeline and can include provisions for extension if needed.

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