For corporate and M&A teams
AI for the data room and the deal
A private platform for corporate teams that reads the whole data room, extracts key terms across hundreds of contracts, and keeps the deal moving. Deployed in your own cloud and owned by your firm.
Due diligence that starts from a structured view, not a blank page.
Built by the team behind AI delivery for
The shift
Diligence is where the hours go, not the judgement
On a live transaction, associates spend hundreds of hours on document review and data entry rather than analysing risk and advising the client. The valuable part, spotting the term that changes the deal, comes after the reading is done.
When an agent handles the first pass across the data room and pulls every key term into one place, the team spends its time on the judgement clients pay for. The condition is that every extracted value links back to the clause it came from, so nothing is taken on trust.
Where AI moves the needle first
Built for the work corporate teams actually do
These are where most corporate teams start. CompleteFlow is a platform your team configures and extends, so the list grows as your practice finds its own highest-value work.
Data room review
The agent reads the whole data room and surfaces issues for partner review: change of control triggers, consents required, litigation exposure, and gaps in the disclosure, each flagged with a link to the source.
Key terms across every contract
Extract the same terms from hundreds of contracts into one reviewable grid: change of control, assignment, exclusivity, liability caps, indemnities, and termination rights. Non-standard terms are flagged for a lawyer to check.
A running deal digest
Keep a live summary of the transaction so the team stays on top of a fast-moving deal: open points, who owes what, and what changed since yesterday, drawn from the documents and correspondence.
Closing checklist and conditions precedent
Extract tasks, parties, and deadlines from the deal pack into a closing checklist, then track conditions precedent to completion so nothing slips between draft and signing.
Tabular review
Extract key terms from hundreds of contracts
Best in class extraction reads a whole set of contracts and pulls the same key terms from each into one reviewable grid. Non-standard terms are flagged for a lawyer to check, and every value links back to the exact clause it came from.
| Contract | Change of control | Assignment | Liability cap |
|---|---|---|---|
| Master Services Agreement | Consent required | Not permitted | 125% of fees |
| Supply Agreement, DE | Notice only | Permitted | £2m |
| Reseller Agreement | Termination right | Not permitted | UncappedNon-standard |
| Licence, Acme SaaS | Consent required | Permitted | 12 months fees |
| Distribution Agreement | Notice only | Not permitted | £5m |
A running deal digest
Walk into the deal call already caught up
The platform keeps a live picture of the transaction: open points, who owes what, and what changed overnight across the documents and correspondence. Nothing is sent without the lawyer, who reviews and approves before anything goes to the other side.
Project Meridian, seller call
Ahead of the 10:00 call, four disclosure points are still open and a revised SPA landed overnight. Three documents linked for you to read.
- Open point The buyer has not yet confirmed its position on the tax indemnity cap.
- Inbox Seller's counsel returned the disclosure letter with two new exceptions.
- Public record A new filing for the target appeared at Companies House overnight, matched to your matter.
Why CompleteFlow
A platform you own, not a one-off build
CompleteFlow is a platform deployed in your own cloud that your team configures and extends: data room review, key-term extraction, and deal tracking across every transaction, customised to your precedents and house style.
You choose any frontier model and switch as the field moves, your data stays isolated with zero training and zero retention, and you own what we build. The result is an edge that compounds, not a project that ends.
Private by architecture
Built for confidentiality and the SRA Code of Conduct
CompleteFlow runs as a single-tenant instance in your own infrastructure, with frontier models accessed under zero training and zero retention agreements. The platform is designed with the SRA Principles in mind:
- ✓ Client confidentiality maintained: deal data stays within your deployment environment and is never used to train models
- ✓ Information barriers respected: agents sign in as each user and see only what that person is permitted to see
- ✓ Competence supported: every extracted value links to source, so lawyers can verify and take responsibility
- ✓ Supervision built in: human-in-the-loop review before anything leaves the firm
Read more on the security and compliance page or the trust centre.
Frequently asked questions
Does the agent replace associate review of the data room? +
No. The agent reads the whole data room and surfaces issues and key terms for the deal team, with every value linked to the clause it came from. The lawyer reviews the shortlist and makes the judgement, starting from a structured view rather than a blank page.
How accurate is key-term extraction across hundreds of contracts? +
Best in class extraction reads each contract and pulls the same terms into one reviewable grid, flagging non-standard terms for a lawyer to check. Every value links back to the exact clause, so accuracy is verifiable rather than assumed.
Is confidential deal information safe? +
CompleteFlow runs as a single-tenant instance in your own cloud. Deal data stays within your environment with zero training and zero retention on the frontier models, and agents respect the same access controls as your document management system.
Can it connect to our data room and DMS? +
Yes. Agents connect to iManage, NetDocuments, Microsoft 365, data room providers, and drafting tools through the Model Context Protocol, with your existing permission model respected.
See what AI built around your corporate practice looks like
Book a confidential 30-minute discussion. We will map the highest-value opportunities across your transactions and outline a path to production.
Book a strategy session