Use Case: Using AI to accelerate M&A Due Diligence

M&A due diligence is a cornerstone of every successful acquisition — it’s how deal teams identify risks, validate valuations, and ensure contractual compliance.
But when thousands of contracts pile up, traditional review methods slow transactions, increase costs, and leave critical details buried in PDFs.

With Robin’s Legal Intelligence Platform (LIP), legal and business teams can turn this manual process into a structured, collaborative workflow that’s faster, smarter, and fully verifiable.

The Challenges of Traditional Due Diligence

Conventional M&A workflows rely heavily on manual review and fragmented collaboration across teams and external counsel. This creates:

• Delays – Reviewing thousands of documents can take weeks or months.
• High costs – Outsourced review inflates transaction expenses.
• Limited visibility – Work is scattered, making it difficult to track progress or flag risks consistently.

How Robin Transforms M&A Due Diligence

1. Upload and Organize

Upload your entire document set into the Legal Library, where Robin automatically recognises each file type — NDAs, SPAs, supplier agreements, IP assignments — and makes them instantly searchable and ready for analysis.

2. Build a Due Diligence Table

Within Workspaces, create a Table using the prebuilt M&A Due Diligence template — or tailor it to your deal.

Ask targeted questions like:

• Does this contract require consent for assignment?
• Are there change-of-control clauses that could be triggered by acquisition?
• Does the contract contain indemnity provisions or unusual liabilities?

Robin extracts structured answers with citations you can click to verify, and outputs can be exported to Excel or shared across teams for faster alignment.

3. Analyze, Compare, and Collaborate

Once your Table runs, you can use Chat to ask follow-up questions directly from your results:

• Which contracts are missing governing law clauses?
• Summarize all IP ownership terms.
• What risks show up most often in this deal?

Robin synthesizes information across every document in your Workspace, surfacing actionable insights with full transparency.

4. Deliver Actionable Outputs

When your analysis is complete, Robin provides verified, exportable insights.
You can share results with finance, corporate development, or leadership teams — ensuring everyone works from a single, reliable data set.

When the deal closes, everything is already structured, cited, and documented — enabling seamless post-merger integration.

Case Study: M&A Due Diligence in Action

Scenario:
An acquisition team needed to review 900 supplier agreements to identify assignment provisions and flag clauses that could impact a transaction.

Solution:
Using Robin’s Legal Intelligence Platform, the legal team uploaded all contracts, customized an M&A Due Diligence Table, and ran their analysis in hours instead of weeks.

Outcome:

• 95% faster review time
• Significant cost savings by reducing external counsel reliance
• Full transparency through citation-backed outputs

Benefits of Modernizing Due Diligence

• Speed & Scale – Analyze thousands of contracts in hours.
• Accuracy & Trust – Every answer is linked to its source clause.
• Collaboration – Legal, finance, and leadership share one source of truth.
• Reusability – Save and adapt diligence templates for future deals.

Quick Start Guide

1. Upload all M&A-related contracts to your Legal Library.
2. Run a Table using the M&A Due Diligence template or customize your own.
3. Refine Questions with preview mode before running at scale.
4. Chat with Robin to explore results and surface additional insights.
5. Export and Share verified findings with stakeholders.

Conclusion

Mastering M&A due diligence is about balancing speed, accuracy, and collaboration.
With Robin’s Legal Intelligence Platform, you can move from scattered folders to structured insights in minutes — accelerating deal timelines, reducing risk, and empowering smarter, data-driven decisions.