Discovery Document Review for Corporate Attorneys with Datasite
The Problem
First-pass review of M&A / Corporate Transactions discovery docs in iManage is billed at associate rates but commoditized — it's a margin-killer the client resents paying for.
What We Build in Datasite
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in iManage, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. 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 m&a / corporate transactions 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.