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Case Studies

Managing Buy-Side Diligence with an AI-Powered Custom Solution

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ClearyX regularly assists clients with buy-side due diligence. For this transaction, the client sought a rapid, high-level overview of the target’s business in an easily digestible format. Using innovative deal management processes and AI-powered contract review, our team of diligence experts crafted a custom solution tailored to the client’s needs.

Challenge

The team needed to produce highly customized deliverables under tight deadlines. Many target documents included master services agreements and statements of work that referenced additional external terms and conditions, adding complexity to the review. Manual diligence methods would have substantially increased both project costs and delivery timelines.

Solution

ClearyX established a detailed project management workflow using machine learning and team expertise. During review, the team utilized platform features such as set tagging, document grouping, and customized fields to maintain an organized process while adapting to varying agreement structures. Following the review, the team developed unique deliverables in the client’s requested format.

464
Documents Reviewed
30
%
Estimated Savings
in Legal Fees versus traditional manual review
40-60
%
Approximate Time Savings