Workflow - Due Diligence: Identify Disclosure Requirements

This video offers a comprehensive walkthrough of the Disclosure Requirements Analysis workflow, a key component of the Document Review feature. The workflow is particularly valuable in contexts such as contractual due diligence, litigation preparation, risk assessment, and transactional reviews including M&A and vendor agreements. It shows how the platform intelligently analyzes legal documents to produce a structured table highlighting representations and warranties that are subject to disclosure qualifications.

The video also showcases the platform’s interactive functionality allowing users to navigate directly to specific clauses through clickable inline citations. Additionally, it demonstrates how this workflow integrates with the Ask a Research Question tool, giving users the ability to explore related legal issues in greater depth, all without leaving the review environment.

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