Setting up due diligence
Tasks you do once at the start of a diligence exercise: enabling the module, adding deal details, building the scope and setting up the team.
Setting up due diligence
Enabling due diligence on a matter
Due diligence is turned on per matter. Once it is enabled, a Diligence area appears in the matter's left-hand navigation menu.
Building your scope
The scope sets out what the due diligence will cover.
Adding deal details
Deal details tell the AI what deal it is working on.
Setting up your due diligence team
The Team page controls who is involved in the due diligence, what they can do and which workstreams they cover.