Structure a new deal around similar past deals
Scenario: You're scoping a new deal and want to base it on similar deals your organization has run, including their data, outcomes, documents, and cost.
What you can do: Search for comparable corporate deals filtered by jurisdiction, industry, and outcome, then drill into the final deal documents and checklists.
Why it's useful: You build the new project on what's worked before instead of starting from scratch.
Example request: Find three recent successful share-purchase deals in the UK tech sector, and pull their deal checklists and final agreements.
Tools used:
search_matters,search_matter_documents
Plan deal phases using comparable deal structures
Scenario: You're planning the phases of a large new deal and want to find similar deal structures and the document types they produced.
What you can do: Find similar recent matters, list the document set produced in each, and pull illustrative clauses from the strongest examples.
Why it's useful: You get a concrete starting point for first drafts and useful clauses to reference.
Example request: Find comparable mid-market private-equity buyouts we've run in the last 18 months. List the document set on each, and pull interesting clauses from the purchase agreements and shareholders' agreements.
Tools used:
search_matters,search_matter_documents,find_matters_for_documents
Find a proven checklist for a deal phase
Scenario: You need a good past matter checklist for running a specific phase of a corporate deal.
What you can do: Search matter documents for checklists scoped to the right matter type, industry, and region, optionally filtered to matters run by named senior associates.
Why it's useful: You arrange tasks, resources, and the project team based on a proven playbook rather than building one from scratch.
Example request: Find checklists for the due-diligence phase of energy mergers and acquisitions (M&A) deals, ideally from matters run by our most experienced senior associates in that space.
Tools used:
search_matters,search_matter_documents,search_persons_in_top_matters