Client Onboarding for M&A Analysts with Datasite
The Problem
Onboarding a new Transaction Advisory client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in Datasite
AI drafts the engagement letter, generates a tailored document-request list for the client's Transaction Advisory profile, chases missing items across email and Datasite, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Datasite — uses the native API or agent integration so nothing leaves the system of record.
Datasite Integration Approach
Audit your Datasite configuration
We map the specific Datasite objects, custom fields, and workflows the automation needs to touch for your transaction advisory practice.
Build on the Datasite API or agent
Integration happens inside Datasite — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Datasite with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Datasite instance
30-minute call. We'll look at your actual Datasite setup and show exactly how this workflow fits.