Get Up to Speed on a New Deal with the Legal AI Assistant

When you're brought in on a transaction, you need to understand the deal documents quickly and pinpoint the key terms. The NetDocuments Legal AI Assistant helps attorneys and paralegals do exactly that, turning a set of agreements into a clear, grounded summary in minutes.

Steps

Launch the Assistant and run a saved prompt

Open the Assistant with the deal documents selected, and wait for everything to finish loading. Then open the Prompt Library and select your deal summary prompt. If you don't have one yet, copy this into your library.

Using only the loaded documents, summarize this transaction. Include: Parties and how they are related; Deal structure and key economic terms; Key dates, closing conditions, and deadlines; Key risk provisions, such as representations, indemnification, and termination rights

Review the output and verify with source links

Expand your screen for easier reading. The summary is grounded in your documents and shaped by the structure of your prompt. Select any source the Assistant references to jump straight to the exact section of the reference document.

Ask follow-up questions in natural language

Go deeper on anything you need. For example: "What are the indemnification terms, including caps, baskets, and survival periods, and which conditions must be met before closing?"

With a saved prompt, grounded answers, and source links for every detail, you can get up to speed on any new deal and spend your time on the work that matters most. Follow-up questions let you keep exploring without starting over. Save your deal summary prompt to your Prompt Library today and run it the next time you're brought in on a transaction.