New filmFinch Review: 1,486 contracts, seven questions, eleven minutes.

M&A / Read the data room before the call

Review the data room, mark up the agreement and keep the judgment.

Hand Finch the data room and the agreement. It plans the review, you approve the plan, and it flags the risks with clause and page citations and marks up your own file in tracked changes.

How a matter moves
Finch AgentSample data

Read the whole data room for Project Halden. Flag every change-of-control and indemnity risk, then mark up the SPA.

AutoAnswerPlan first

Proposed plan You approve before anything is read

  1. Read every document in the data room, in full
  2. Find each change-of-control and indemnity clause
  3. Rate each one against our playbook
  4. Mark up the SPA in tracked changes
  5. Check every statement on its page

Approved by you

Change of control Facility Agreement · cl. 14.2 · p. 37

Tax indemnity Tax Deed · cl. 4.1 · p. 12

Tracked edit, SPA 9.2: shall not exceed £5,000,000 £12,500,000

Finch for M&A

  • 0invalid citations across 48 evaluated answers
  • 3modes: Auto, Answer or Plan first

Use cases

Simplify every stage of the deal, with a lawyer approving each step.

  1. Hand over the data room in plain language

    Ask for the whole job, for example: read the data room, flag every change-of-control and indemnity risk, then mark up the SPA. Finch shows a plan first, and nothing is read until you approve it.

    Finch AgentSample data

    Read the whole data room for Project Halden. Flag every change-of-control and indemnity risk, then mark up the SPA.

    AutoAnswerPlan first

    Proposed plan You approve before anything is read

    1. Read every document in the data room, in full
    2. Find each change-of-control and indemnity clause
    3. Rate each one against our playbook
    4. Mark up the SPA in tracked changes
    5. Check every statement on its page

    Approved by you

    Change of control Facility Agreement · cl. 14.2 · p. 37

    Tax indemnity Tax Deed · cl. 4.1 · p. 12

    Tracked edit, SPA 9.2: shall not exceed £5,000,000 £12,500,000

  2. Flag every risk with its clause and its page

    The red-flag report carries clause-level and page-level citations. Click a finding and the source opens with the passage boxed, so a partner can check it before the call.

    Evidence · Loan agreementSample data

    Loan agreement · page 1 of 6

    THIS AGREEMENT is made on the 14th day of March 2023 between Asha Traders Private Limited (the Borrower) and Narmada Finance Limited (the Lender).

    2. The Lender agrees to advance, and the Borrower agrees to accept, a sum of Rs. 25,00,000 (Rupees Twenty Five Lakhs only).

    7. On default, interest shall accrue at eighteen per cent (18%) per annum on the overdue amount until payment.

  3. Draft and mark up in your firm’s structure

    Changes land as tracked edits in your own file, each with a short note and its source clause. First drafts follow your firm’s numbering, headings and citation style.

    Draft · Written statementSample data

    IN THE COURT OF THE DISTRICT JUDGE

    WRITTEN STATEMENT ON BEHALF OF THE DEFENDANT

    1. That the contents of paragraph 1 of the plaint are denied for want of knowledge.

    2. That the suit is barred by limitation.

    PRAYER

    Checked against your sample

    • Numbering scheme
    • Heading hierarchy
    • Prayer clause
    • Verification form
    • Citation style
    • Margins and spacing

The suite

FAQ

Does the lawyer approve before the data room is read?

Yes, in Plan first mode. Finch shows its plan and nothing is read until you approve it. Smaller requests are answered directly.

Will Finch edit my own document?

Changes arrive as tracked edits in your own file, each with a short note and the clause it rests on, so you accept or reject them as usual.

Can Finch work inside Word?

Yes. Finch for Word is a task pane in Word on Windows, Mac, the web and iPad, with edits landing as real tracked changes.

Who signs off?

You do. A verification pack lists what was read and checked, and nothing is final until a lawyer has reviewed it.

Which jurisdictions does it cover?

Cohort 1 is live with law firms in India. The United Kingdom is planned next.

Want to read the data room before the call?

Register interest and see Finch plan, read and mark up a deal, with you approving each step.

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