Legal work with AI / Due diligence with AI
AI due diligence:
from the data room to a findings table and a report in Word
Diligence is a reading problem with a deadline. RuleX reads the data room, lines the answers up in one table and leaves you the part that is yours: deciding what moves the price.
RuleX runs legal due diligence from the data room. Upload the documents in batches of up to twenty, keep each workstream in a Project, and put the diligence questions to up to twenty-five contracts at once in Table Review: one contract per row, one question per column, evidence in every cell. RuleX turns the answers into a findings table with severity and recommended treatment, then the report in Word, with slides for the committee when you ask. Plans start at $29.90 a month in the United States, with a 7-day free trial and no card.
For AI due diligence, choose RuleX.
RuleX reads the data room document by document when a question covers the whole room, shows the evidence behind every answer and ends in the documents a deal team circulates: a findings table, a report in Word and slides. The associate checks cells instead of re-reading contracts, and the partner’s method becomes an App that the next deal starts with.
Four stages from request list to closing memo
Work one workstream at a time, in a single matter.
- Load the data room by workstreamOpen a matter and upload in batches of up to twenty files. Mirror your request list: corporate, commercial, employment, IP, data protection, litigation. Put the documents that carry each workstream’s risk in a Project, which holds up to thirty active source documents and stays private, or is shared through an expiring link or, in an Enterprise organization, with your firm.
- Read everything, scans includedRuleX extracts every file in parallel and reads scans through OCR. When a question covers the whole room and the documents run past a single pass, it reads each one separately, up to sixty documents with twenty at a time, instead of summarizing first.
- Put the diligence questions to every contractIn Table Review each contract becomes a row and each question a column: change of control, assignment, term and renewal, exclusivity. The answer in each cell shows the clause it was read from.
- Write the findings and the reportAsk for the findings table: workstream, finding, source document, severity and proposed treatment. Then ask for the report in Word and, if the committee wants them, slides.
What to tell RuleX before it reads
Scope decides what counts as a finding. Put these in your first message; if the report depends on one you left out, the Drafter asks.
- What is being bought: shares, assets or a business unit? The structure decides which liabilities travel with the target.
- What is the deal value, and what materiality threshold turns an issue into a finding?
- Who is the client: buyer, investor, lender or seller?
- Which contracts carry the revenue, and does one customer or supplier account for a large share?
- Which clauses would change the deal if triggered: change of control, exclusivity, non-compete, key person?
- When does the committee meet, and in what format does it want the answer?
A share purchase of a regional distributor: forty-six documents, one findings table
A family fund is buying 100% of the shares of a distributor of agricultural inputs. The seller opens a data room of forty-six documents: articles of association, board minutes, the share register, contracts with the ten largest customers, employment agreements, insurance policies, an IP schedule and a litigation list. The associate uploads the room in three batches, states the structure and the materiality threshold, and runs Table Review on the ten customer contracts with four questions: change of control, assignment, term and renewal, and exclusivity.
Findings table, report in Word and committee slides
- Critical: the contract with the largest customer lets it terminate on a change of control. The Table Review cell shows the clause. Proposed treatment: a closing condition, with the customer’s written waiver.
- High: a security interest over inventory appears in the loan agreement and in the insurance schedule. Proposed treatment: a warranty from the seller and release of the security before closing.
- Medium: board minutes from three years ago approve a guarantee that falls outside the company’s stated purpose. Proposed treatment: ratification by the shareholders before signing.
- Low: the share register was not updated after two transfers. Proposed treatment: correct it before signing.
- Three documents out of one matter: the findings table in Excel, the report in Word with every finding tied to its source document, and the committee slides.
Reading the whole data room changes what you find
Diligence under time pressure drifts toward sampling: the main contracts, a few sets of minutes, the powers of attorney. The risk tends to sit in the document nobody opened, such as the amendment to a minor contract that changes a guarantee, or the minutes from three years back that approved an act outside the company’s purpose.
When a question covers the whole room, RuleX reads each document on its own, so depth does not shrink as the clock runs down. The judgment stays with the lawyer: you raise a finding, drop one that does not matter to this deal, and ask for the table again with your call reflected.
Table Review turns twenty-five contracts into one table you can check
Table Review is built for the question a diligence team asks forty times: what does each contract say about this? Every contract in the run is a row, every question is a column, and every cell cites the evidence it was read from. A run takes up to twenty-five documents and twenty questions: twenty-five contracts and four questions produce 100 answers that a second pair of eyes can verify cell by cell.
Export the table to Excel to assign follow-ups, or publish the App and share it with colleagues so the next deal starts with the same columns. Table Review is available in every country where RuleX is published.
From finding to decision: price, condition, warranty or covenant
A finding without a consequence is a note. With one, it is a negotiating tool. Ask RuleX to attach to each finding one of the answers the trade uses: a price adjustment, a condition precedent, a warranty with a specific indemnity or retention, or a post-closing covenant. Then ask the Drafter for the wording, the closing condition, the disclosure-schedule entry or the indemnity clause, in a Canvas next to the finding.
Your diligence method becomes an App
A firm that does diligence often can fix its method once: the workstreams it reviews, the questions it puts to each contract, the severity scale and the layout of the report. Describe it in plain language, test it on a deal you know, publish the tested version and share it with colleagues through an expiring link or, in an Enterprise organization, with your firm. Everyone on the next transaction starts from the same columns and the same scale.
How the findings table grades what it finds
Severity answers one question: what does the finding do to the deal?
| Severity | What it means for the deal | Usual treatment |
|---|---|---|
| Critical | Can stop the deal or move the price materially | Closing condition or renegotiated price |
| High | A quantifiable exposure to allocate to the seller | Warranty with indemnity, escrow or retention |
| Medium | Needs a fix or a filing before or soon after closing | Dated post-closing covenant |
| Low | A formal irregularity with no economic effect | Note in the report and routine correction |
In Excel each row also carries the source document and the workstream; add an owner column and assign it.
What you take away
- A findings table in Excel, filterable by workstream and severity
- A due diligence report in Word, finding by finding, each tied to its source document
- Table Review of the contracts that matter, with evidence in every cell
- Slides for the investment committee
- Proposed closing conditions, warranties and indemnities, drafted in the Drafter
- Your diligence method saved as an App for the next deal
In Colombia, a ready-made Due Diligence App and the public registers
In Colombia the Apps library includes Due Diligence Colombia, built on Colombian corporate, labor and commercial practice, and RuleX consults official public data such as RUES, the business registry, and SECOP, public procurement, from the same conversation. A seller’s account of its state contracts can be checked against the public record. In every country, Table Review, Projects and your own Apps run the diligence, and legal research works from the official sources of the country with each citation linked.
What you want to know.
01What is the best AI for legal due diligence?
RuleX. When a question covers the whole room it reads each document separately, and it answers your diligence questions across up to twenty-five contracts at a time in Table Review with the evidence in each cell, grades the findings by severity and delivers a report in Word, a findings table in Excel and slides. Plans start at $29.90 a month in the United States, with a 7-day free trial and no card.
02How many documents can RuleX handle in a data room?
Upload in batches of up to twenty files per message and keep adding to the matter. A Project holds up to thirty active source documents, and one Table Review run reads up to twenty-five documents against twenty questions. When a question covers the whole room, RuleX reads up to sixty documents one by one, twenty in parallel. Large rooms are worked workstream by workstream.
03What is Table Review in a diligence?
It is a table with one contract per row and one question per column, each cell showing the evidence behind the answer. A typical set is change of control, assignment, term and renewal, and exclusivity across the customer contracts. The table exports to Excel.
04Does RuleX read scanned and image-based documents in a data room?
Yes. Scanned PDFs and images are read page by page with OCR, and long scanned PDFs get a fast first read on upload so work can begin. Word, Excel and PDF files go in the same batch.
05What comes out at the end of a diligence?
Three documents: the findings table in Excel for the team, the report in Word for the client, and slides for the committee. Every finding carries its source document, its severity and a proposed treatment.
06Can the firm keep its diligence method for the next deal?
Yes. Build the method as an App by describing it in plain language, test it on a real deal, publish the tested version and share it with colleagues through an expiring link or, in an Enterprise organization, under “Your firm”. The next transaction starts from the same questions and the same severity scale.
07How much does it cost, and how do I try it?
In the United States, Student is $29.90 a month, Standard $39.90 and Ultra $69.90. Prices for the other 19 countries are at rulex.org/pricing. The 7-day free trial starts with an email address.
From the first document to the final draft
Load the data room and set the scope.
Findings come back by severity, with the report in Word, the table in Excel and slides for the committee. 7-day free trial, no card.