The Overview is the first page of the Diligence area. It shows where the diligence has got to at a glance, and what needs attention.

Open Diligence in the left-hand navigation menu and click Overview.

Headline numbers

Tile	What it shows
Docs reviewed	The percentage of documents marked Reviewed
DDQs awaiting response	Questions sent and not yet answered, out of all questions sent
Issues raised	All issues on the matter
Issues red	Issues rated Red
Gaps outstanding	Gap lines not yet received, and how many are aged

Needs review

A to do list of items waiting for someone, such as AI gap lines to confirm, DDQ responses to assess, issues awaiting review and gap lines open for more than seven days. Overdue items are flagged.

Key issues

The most serious issues on the matter, with a count of Red, Amber and Green. Click View all issues to open the Issues page.

Milestones

Milestones are the key dates in the diligence, such as DDQ round deadlines, the draft client report and the final review deadline. Each milestone shows its date, time and whether it is Complete or Overdue. Milestones also drive notifications, for example reminding the team to get their questions in before the next DDQ round goes.

Adding a milestone

Click Add > New milestone, or click Manage milestones

Enter the name, date and time

From Manage milestones you can also edit milestones and mark them complete.

Workstream progress

Each workstream with its lead, the percentage of its documents reviewed and how many are left. Click View scope to open the Scope page.

Recent activity

The latest actions on the diligence, including AI runs, status changes and matched documents. Click View full activity to see everything.

Quick actions

Click Add at the top of the page to create a New issue, New question, New milestone or Upload documents from anywhere on the Overview.

Raising and reviewing issues

Using gap analysis

Sending DDQ rounds and assessing responses

Using the due diligence overview