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Transactional

Draft & Analyze Transactional Documents 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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Workflow

Transactional

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Workflow

Transactional

Overview

CaseMark's Transactional workflow provides AI-powered analysis and structuring for the full spectrum of business deals and agreements. From M&A purchase agreements to commercial leases and IP licenses, it identifies transaction types, flags compliance requirements, and ensures precise risk allocation across every document.

Transactional attorneys juggle dozens of document types across wildly different practice areas—from M&A disclosure schedules to franchise FDDs to commercial lease amendments. Manually reviewing each document for risk allocation gaps, missing regulatory approvals, and drafting inconsistencies is time-intensive and error-prone, especially under deal-driven deadlines.

CaseMark's Transactional workflow instantly classifies your deal documents, applies practice-area-specific analysis, and surfaces the issues that matter most—missing consents, unaddressed risks, diligence gaps, and drafting ambiguities. By automating the analytical heavy lifting, attorneys can focus on strategy, negotiation, and closing deals faster.

How it works

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

  2. 2. AI identifies the transaction type and analyzes key provisions, risk allocation, and compliance requirements

  3. 3. Review the structured analysis including flagged issues, open items, and regulatory considerations

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

What you get

  • Transaction Type Classification & Routing

  • Governing Law & Forum Selection Summary

  • Regulatory & Consent Requirements

  • Risk Allocation Analysis

  • Key Terms & Definitions Review

  • Open Items & Diligence Gap Report

What it handles

  • Automatic transaction type identification and routing across 10+ practice areas

  • Governing law, forum selection, and notice provision verification

  • Regulatory approval and third-party consent flagging

  • Risk allocation analysis across representations, warranties, and indemnities

  • Due diligence integration with open-item tracking

  • Core drafting principle enforcement for precision and compliance

Required documents

  • Transaction Documents

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

    .pdf, .docx

Supporting documents

  • Due Diligence Materials

    Supporting diligence reports, title searches, financial statements, or regulatory filings relevant to the transaction

    .pdf, .docx, .xlsx

  • Prior Drafts or Markups

    Earlier versions of agreements or redlined drafts for comparison and gap analysis

    .pdf, .docx

  • Regulatory Filings

    Relevant regulatory submissions, approval letters, or compliance documentation

    .pdf, .docx

Why teams use it

Reduce transaction review time by automating identification of key provisions, risk allocations, and compliance gaps across 10+ transactional practice areas

Minimize deal risk with systematic flagging of missing regulatory approvals, third-party consents, and due diligence gaps before they become closing obstacles

Ensure drafting precision with AI-enforced consistency in defined terms, governing law provisions, and forum selection clauses

Accelerate deal velocity by instantly routing documents to the appropriate analytical framework and surfacing actionable issues

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. It automatically identifies the transaction type and applies the appropriate analytical framework.

Can it handle complex multi-party deal structures?

Yes. CaseMark analyzes multi-party transactions by identifying each party's obligations, risk allocations, and interdependencies. It flags third-party consent requirements and regulatory approvals that could affect closing timelines.

How does the AI handle due diligence integration?

CaseMark cross-references your due diligence materials against draft documents to identify gaps, open items, and inconsistencies. It ensures that drafting reflects actual diligence findings and highlights areas where additional investigation is needed.

Does it check for regulatory compliance across jurisdictions?

CaseMark flags federal, state, and industry-specific regulatory requirements relevant to your transaction type. It identifies required approvals and consents that must be obtained before closing, helping prevent costly delays.

How accurate is the risk allocation analysis?

CaseMark systematically maps risk allocation across representations, warranties, indemnities, and insurance provisions. While it provides comprehensive analysis, all output should be reviewed by qualified counsel to ensure alignment with the specific deal's commercial objectives.

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

Absolutely. CaseMark supports both the review of existing transactional documents and the analysis needed to inform new drafting. Upload existing agreements for gap analysis, or use the workflow to structure and organize new deal documentation.

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