Workflow - Corporate: Change of Control

This video provides a comprehensive walkthrough of the Change of Control workflow, a critical component of the Corporate module within the Document Review feature. It demonstrates the end-to-end process of applying this workflow to loan documents, enabling automated identification and analysis of Change of Control provisions that could trigger significant rights or obligations for lenders or borrowers. The generated output delivers a structured summary, including detailed insights into borrower and lender identities, specific contractual triggers, and actionable key pointers for legal practitioners assessing corporate transactions or financing risk.

Furthermore, the video showcases the platform’s advanced interactive capabilities, highlighting dynamic click-to-source navigation for instant clause verification and the seamless export of results into Word or Excel formats. It also introduces the innovative voice recognition feature, allowing users to generate memos and pose follow-up legal questions by speaking, rather than typing, for an enhanced experience.

Inspired to build your own custom workflows? Visit our Create Your Own Workflow page to get started.