Our customer, a top Am Law 100 firm, required an end-to-end solution to review and analyse 415 complex attributes underpinning real estate finance transactions across banking, private credit, capital markets, fund finance, restructuring, and securitisation.
Challenge
- Deal documentation routinely spanned 200-300 pages, with critical operational and compliance obligations buried deep within dense legal text, slowing review cycles, reducing visibility, and increasing regulatory risk.
- Significant variation in document structure, terminology, and lender drafting meant many attributes required nuanced legal interpretation rather than simple extraction, complicating consistent tagging and analysis.
- Each transaction involved multiple documents with over 100 critical attributes, such as extension conditions, hedging mechanics, and fee structures, often embedded across multiple sections, making labelling time-consuming and interpretation time intensive.
Solution
We deployed a tailored, tech-enabled solution supported by a team of experienced contract review experts that delivered:
- Strengthened institutional knowledge by reducing ad-hoc query volume through a robust knowledge infrastructure and enabling a domain-expert team
- Accelerated deal turnaround from one month to just one week, significantly improving efficiency
- Established the foundation by implementing a centralised Smartsheet query tracker, developing internal dictionaries for complex terminology, and maintaining a continuously evolving playbook that was updated with each resolution
- Built reusable templates for data types that typically remained uniform across deals
- Enabled smart assignment by categorising deals based on complexity, resulting in faster processing and higher accuracy
- Built pattern recognition capabilities across lenders, facility structures, and clause language, resulting in faster interpretation of recurring provisions
- Extracted and structured high-quality data for training and improving AI models
- Provided real-time project visibility through dashboards, giving stakeholders immediate insight into progress across all active deals
