GenAIM Agentic Judgment DD
AI-Operated. Human-Governed.
Workflows
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Get your team out from under the document mountain.

GenAIM runs your DD workflow end to end. Your team refines and approves. The partners sign off on a defensible report.

Your firm's checklists, risk frameworks, and red flag templates configured into a governed system. Every contract reviewed. Every issue rated. Every finding traceable. Built for work where speed matters, but defensibility matters more.

The problem with M&A Due Diligence

The process is fragmented
and doesn't scale.

Inconsistent review

Different lawyers, different standards. Quality depends entirely on who's assigned.

Fragmented ownership

No single system governs the process. Work scattered across tools, emails, and spreadsheets.

Knowledge in heads

Institutional expertise walks out the door when the senior leaves. No encoded checklists, no retained methodology.

Disjointed audit trail

Reconstructing who reviewed what, when, and how is a manual exercise in liability management.

Deals lost in the data room. Liability in every unreviewed clause.
How GenAIM runs a matter

One workflow. Six stages.
Human gates where they belong.

GenAIM doesn't replace your DD process. It operates it. Your firm's methodology, encoded once. Applied consistently across every matter. Reviewed by your team at gates you control.

01

Ingest

System

Ansarada data room sync or upload. Documents indexed, classified by type, and matched to the right checklist automatically.

02

Assign

Human gate

Seniors allocate documents to review. Scope what's in, what's out, and who signs off on each category.

03

Analyse

System

Agents do first-pass against the checklist. Clauses identified, issues explained, risk rated. Document families mapped across the data room.

04

Review

Human gate

Dual-pane viewer: contract on one side, analysis on the other. Lawyers refine findings, edit risk ratings, and approve.

05

Track

Human gate

Actions and exceptions. Open items assigned, escalations tracked, every edit versioned.

06

Approve

Human gate

Partner sign-off. Red flag report generated in your firm's Word template, populated with every finding, recommendation, and action.

The firm's methodology. Applied consistently. Human-governed.
Governance, not just findings

Findings flow into actions. Actions resolve. Documents approve. Reports follow.

Most AI tools stop at findings. GenAIM runs the full action and approval workflow: actions captured at the moment of review in the Dual Viewer with the clause still in front of you, tracked to closure, gated through approval, generated into a partner-ready red flag report.

Actions & Approvals
Project:Project A
All Actions 1 1 My Actions 1 1 Approvals 0
My Actions Summary
1
Total Actions
0
Total Resolved
0
Overdue
0
Due Today
0
Due This Week
1
Total Open
Normal 1 document
📄
New genaim-Manufacture_and_Supply_Agreement-2.pdf
1 action  ·  Assigned: Jonathan Birch
On Track
May 25, 2026
▾ What are the change of control provisions?
1
New Medium Open #4

The buyer should negotiate with the vendor before acquisition to obtain written consent to the change of control or an amendment removing Harbour from the change of control termination provisions in Clause 12.2(a)(vi).

AI Analysis

Clause 12.2(a)(vi) treats a change of control of Harbour Pty Ltd as an event of default, allowing the vendor to immediately terminate the agreement under Clause 12.2(b) and (c). The buyer's acquisition of Harbour will trigger this termination right, meaning the vendor can end the contract upon completion of the sale.

Due: May 25, 2026  ·  Assigned: Jonathan Birch

Captured in context.

Actions are created in the Dual Viewer at the moment of review, when the clause is still in front of the lawyer. No copy-paste into a separate spreadsheet, no off-platform tracking.

Tracked to closure.

Triage controls senior lawyers actually use. Status, priority, overdue. Daily digest emails at start and end of day. Smart unread state shows what's new on return.

Gated through approval.

Actions must resolve before a document approves. All documents must approve before a red flag report generates. The workflow gates the output.

What the partner sees

A defensible report. Generated in your template.
Signed off by your partners.

The output of a GenAIM matter is your firm's red flag report template, populated with the AI analysis in the right places. No cutting and pasting from Word documents or spreadsheets into the report. The draft executive summary and recommendations are flagged for partner review. The findings themselves, risk-rated, clause-referenced, and action-tracked, have been verified through the workflow.

Smith & Hartwell LLP  ·  Project Marlow  ·  Buy-side 14 May 2026  ·  v3
M&A Due Diligence Red Flag Report
48 documents reviewed across 8 categories · 7 red findings · 22 amber · Recommendations consolidated below.
Executive Summary

This report sets out red flag findings from review of the data room for Project Marlow against the firm's standard buy-side checklists, with sector-specific overlays applied. Material findings are concentrated in Material Contracts: change-of-control termination rights in two key supplier agreements, unequal assignment restrictions, and a $100,000 penalty clause for late notification. Cross-document analysis identified one referenced contract missing from the data room.

Risk by Category
Category Docs Risk Lead Finding
Material Contracts 14 Red Change of control triggers termination in 2 contracts
Intellectual Property 6 Amber Contractor IP assignment unexecuted
Employees 9 Amber Non-compete missing for 2 key employees
Real Property 4 Green Leases current, no change-of-control triggers
Customer Contracts 8 Green Standard terms, no material change-of-control triggers
Regulatory & Compliance 5 Green Material licences current, no breaches identified
Licences & Permits 2 Green All current, no transfer restrictions
Litigation Not reviewed Out of scope, ref. engagement letter §2
Finding 01: Material Contracts

Issue. Change-of-control clause in cl. 20 of the Master Service Agreement allows the counterparty to terminate within 60 days of an ownership change. Cl. 20.3 imposes a $100,000 penalty for failure to provide 30 days' advance notice. The acquisition will trigger this right automatically.

The interface behind the report.

Contract & Report Analysis
Side-by-side document comparison for due diligence review
📄 MSA_Harbour_Quay.pdf
100% Page 4 / 6
12. TERMINATION

12.1 This Agreement may be terminated by either Party with ninety (90) days' written notice, except as otherwise provided in this clause 12.

12.2 The Vendor may terminate this Agreement with immediate effect upon any of the following events of default:

(a) a Change of Control of Harbour, including but not limited to:

(i) the sale of more than fifty percent (50%) of the equity interests in Harbour;

(ii) the merger or consolidation of Harbour with any third party;

(vi) the acquisition of Harbour by any entity not affiliated with the original ownership at the Effective Date;

12.2(b) Upon a Change of Control event, the Vendor's right to terminate is automatic and effective immediately upon notice.

12.2(c) Harbour shall be liable for a penalty of $100,000 in the event of failure to provide thirty (30) days' advance notice of any Change of Control event.

Page 4
Analysis Report

Risk Summary

1
High Risk
10
Medium Risk
23
Low Risk
What are the change of control provisions?
Red
Issue:

Clause 12.2(a)(vi) treats a change of control of Harbour as an event of default, allowing the Vendor to terminate the agreement immediately. The buyer's acquisition of Harbour triggers this termination right.

Recommendation:

Negotiate with the Vendor before acquisition to obtain written consent to the change of control, or an amendment removing Harbour from the termination provisions in Clause 12.2(a)(vi).

Clause References:
12.2(a)(vi) (click again for related search)
📋 Actions (0)
Edit Analysis
The output is your deliverable. The structure behind it is the audit trail.
Your methodology, encoded

Your checklists. Your risk frameworks.
Your templates.

Your DD methodology is your firm's IP. It's how partners differentiate the work, how clients return for the next deal, how associates train into seniors. GenAIM doesn't replace it. GenAIM runs it.

  • Your methodology, not ours.

    Your firm's checklists, risk categories, and standards. Different checklists for different document types, applied automatically.

  • Cross-document intelligence.

    Maps document families automatically: head agreements through to SOWs and amendments. Flags conflicts between parent and child agreements, and detects documents referenced but missing from the data room.

  • Composable workflows.

    Add steps, remove steps, or build entirely new workflows without rebuilding the system. Workflow and agent builders let your team compose the pipeline, not ours.

Your methodology. Applied consistently. Fully auditable.
How to start

A 4-6 week design partner engagement.
On a live workflow. With agreed outcomes.

We work with M&A teams who want to shape how agentic judgment fits their methodology. The engagement is structured, time-boxed, and built around a real workflow.

You bring

  • A live DD workflow with agreed objectives and defined outcomes
  • Your firm's checklists, risk frameworks, and red flag templates
  • A senior associate or knowledge lawyer to compose alongside us
  • One or two real matters' worth of documents to run against

You keep

  • Your methodology, configured into GenAIM, never shared, your IP
  • A dedicated environment. Your documents stay on your terms
  • A working setup at the end of the engagement, ready to scale
  • Full audit trail on every workflow run
  • Your documents, methodology, prompts, and outputs remain isolated to your environment and are never pooled across clients.
Start with one workflow. Hit the objectives. Scale from there.

Built for M&A teams that need to move fast.

Two years co-developed with a specialist M&A law firm.

Built against real transactions. Thousands of edge cases.

Legal Tech Fest April 2026 finalist, 1 of 3 from a wide field.

Bring a real workflow. We'll show how GenAIM runs it.

A 30-minute working session. Bring your workflow and methodology; we'll show how GenAIM would run it end to end. By the end of the call you'll know whether a 4-6 week engagement is the right next step.

Book a working session →
Or join the waitlist if the timing isn't right yet.