Case Studies

Comprehensive Solution for Sell-Side Diligence & Deal Management

ClearyX managed a complex diligence project involving the divestiture and reorganisation of multiple business units. The team handled virtual data room management, document processing, custom client portal development, contract review for commercial terms, and sensitive information redaction.

Challenge

Our client had thousands of customers with hundreds of contracts per customer across various business units spanning decades of global work. The transaction structure required comprehensive contract review to identify agreements requiring action under specific scenarios.

Solution

ClearyX collaborated with the client’s internal legal and sales teams to deploy machine learning technology that identified documents relevant to potential divestitures, acquisitions, or restructuring. The team processed batches using our AI review tool and developed a custom portal for real-time analytics and review tracking. Deep experience with similar document types accelerated analysis and improved efficiency with each subsequent batch. ClearyX further deployed automation to redact sensitive data from hundreds of documents and anonymize file names.

"ClearyX was a key partner on a divestiture of one of our business lines in 2024. This business line had thousands of customer contracts to review, analyze and then classify ... with an evolving set of requirements over time that demanded agility from the ClearyX team. We simply could not have gotten this transaction done on the necessary timeline without ClearyX’s role in this workstream, as the team was able to efficiently and accurately manage this task on the desired timeline, providing resources and expertise that were simply unavailable within our company...ClearyX was materially faster and less expensive for us than the traditional associate reviews of these contracts. As a testament to our satisfaction with ClearyX, we’re using them again on another ongoing divestiture.”
Client
Senior Legal Director
Documents Reviewed
0
Estimated Savings
0 %
in Legal Fees
Days
0