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Transactional

Draft & Analyze Transactional Documents in Minutes

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 Documents

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

Workflow

Overview

CaseMark's Transactional workflow provides AI-powered analysis for the full spectrum of business deals and agreements. From M&A purchase agreements to commercial leases and IP licenses, the platform identifies transaction types, flags regulatory requirements, and delivers comprehensive risk and compliance analysis in minutes.

Transactional attorneys juggle dozens of deal types, each with unique regulatory requirements, risk allocation structures, and drafting conventions. Manually reviewing contracts for missing provisions, regulatory gaps, and ambiguous terms is time-intensive and error-prone—especially under tight closing deadlines. A single overlooked consent requirement or undefined term can delay closings or expose clients to significant liability.

CaseMark's Transactional workflow applies AI to automatically classify transaction types, verify governing law and forum provisions, and flag every regulatory approval and third-party consent required for closing. The platform analyzes risk allocation across representations, warranties, and indemnities while integrating due diligence findings—delivering a comprehensive, actionable analysis that would take hours to produce manually.

How it works

  1. 1. Upload your transactional documents—contracts, LOIs, agreements, or deal materials

  2. 2. AI identifies the transaction type and applies specialized analysis frameworks

  3. 3. Review flagged risks, regulatory requirements, and drafting recommendations

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

What you get

  • Transaction Type Classification

  • Governing Law & Forum Analysis

  • Regulatory & Consent Requirements

  • Risk Allocation Summary

  • Key Terms & Definitions Review

  • Open Items & Diligence Gaps

  • Drafting Recommendations

What it handles

  • Automatic transaction type identification and sub-practice routing

  • Governing law, forum selection, and notice provision verification

  • Regulatory approval and third-party consent flagging

  • Risk allocation analysis across reps, warranties, and indemnities

  • Due diligence integration with open-item tracking

  • Core drafting principle compliance review

Required documents

  • Transaction Documents

    Primary transactional documents such as contracts, purchase agreements, LOIs, lease agreements, license agreements, or other deal documents for analysis

    .pdf, .docx

Supporting documents

  • Due Diligence Materials

    Supporting due diligence reports, title searches, financial statements, or disclosure schedules related to the transaction

    .pdf, .docx, .xlsx

  • Regulatory Filings

    Relevant regulatory filings, approval applications, or compliance documentation applicable to the transaction

    .pdf, .docx

Why teams use it

Reduce transactional document review time by up to 80% with automated transaction classification and risk analysis

Never miss a regulatory approval or third-party consent requirement with systematic compliance flagging

Ensure consistent drafting quality across all transaction types with built-in core principle verification

Accelerate deal timelines by surfacing due diligence gaps and open items early in the process

Questions

What types of transactions does this workflow support?

CaseMark's transactional workflow covers M&A, commercial and residential real estate, loan and financing, franchise agreements, employment and consulting, asset purchases, estate planning, IP licensing, and commercial leasing. The AI automatically identifies your transaction type and applies the appropriate analysis framework.

Can this workflow handle complex multi-party deals?

Yes. CaseMark analyzes multi-party transactional documents by identifying each party's obligations, risk allocations, and consent requirements. The AI flags interdependencies and potential conflicts across the deal structure.

How does the AI handle regulatory compliance requirements?

CaseMark automatically flags federal, state, and industry-specific regulatory approvals required before closing. It identifies third-party consents that may be needed and surfaces compliance gaps early in the review process.

Does this replace my due diligence process?

CaseMark augments your due diligence by integrating findings into the analysis, flagging open items, and identifying gaps where diligence is incomplete. It accelerates the review process but is designed to support—not replace—attorney judgment on deal-critical decisions.

How accurate is the risk allocation analysis?

CaseMark's AI examines representations, warranties, indemnities, and insurance provisions to map risk allocation across parties. While the analysis is highly detailed, attorneys should review all flagged items to ensure alignment with the client's commercial objectives and risk tolerance.

Can I use this for both drafting and reviewing existing agreements?

Absolutely. CaseMark supports both reviewing existing transactional documents for gaps and risks, and providing structured drafting recommendations based on core transactional principles including precision, risk allocation, and regulatory compliance.

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