Legal & Paralegal
Due diligence report from hundreds of documents before the first review meeting
Point ZeroTwo at the data room and it reads every contract, financial statement, IP filing, and employment agreement. It cross-references findings with the deal record in your CRM and flags risks using your team's institutional knowledge from past transactions.
What changes
Document review
Associates read documents one by one over days
Every document read and categorized in minutes
Consistency
Each reviewer applies different criteria
Your checklist and institutional knowledge applied uniformly
Deal context
Reviewers read documents without knowing the deal rationale
Every finding weighted by transaction context from your CRM
Gap identification
Missing documents discovered during negotiation
Missing items flagged against your standard checklist immediately
The first week of diligence is just reading documents
A data room opens with 400 documents. Associates start reading. Each reviewer applies different criteria, misses different things, and writes findings in a different format. The partner gets an inconsistent picture assembled over days.
The real risk is not what the documents say. It is what gets missed because no one person can read everything, remember what mattered in the last deal, and apply those lessons to this one.
How ZeroTwo runs the due diligence review
Reads and categorizes every document in the data room
Google DriveZeroTwo ingested 412 documents from the Apex Corp data room: 38 contracts, 24 financial statements, 15 IP filings, 12 employment agreements, 8 governance docs, and 315 exhibits.
Pulls the deal record, strategic rationale, and team concerns
SalesforceZeroTwo identified a $14M acquisition focused on IP portfolio access with a 6-week close. Deal team flagged prior litigation history and customer concentration as key risks.
Reviews 412 documents against your 86-item checklist
GoogleZeroTwo flagged 4 high-risk items: a change-of-control clause in the largest customer contract, an unregistered trademark across 3 licenses, an undisclosed employment claim, and 41% customer concentration. 6 documents missing versus your standard checklist.
Posts the risk report to the deal channel
SlackZeroTwo highlighted the 4 high-risk items, tagged the partner on the change-of-control clause, and notified outside counsel about the IP registration gap.
Get started in under 10 minutes
Connect your tools
One-click OAuth for each integration. No API keys, no engineering.
Describe what you need
“Read every document in the Apex Corp data room, review against our 86-item diligence checklist in Notion, and flag any change-of-control clauses, IP gaps, or customer concentration above 30%.”
It runs on schedule
Runs when a new data room is shared and posts the risk report to the deal channel.
Frequently asked questions
ZeroTwo reads hundreds of documents in parallel. A typical mid-market data room (300-500 documents) is fully reviewed in minutes, not days. For larger rooms, ZeroTwo processes in batches and prioritizes by your checklist categories so high-risk areas surface first.
PDFs, Word documents, Excel files, scanned images with OCR, and Google Docs. ZeroTwo handles the messy reality of data rooms: inconsistent naming, nested folders, duplicate versions, and documents in multiple languages.
Yes. You upload your checklist and ZeroTwo uses it as the review framework. It also draws on patterns from past deals your team has reviewed. If your team consistently flags change-of-control clauses in SaaS acquisitions, ZeroTwo applies that pattern to every new SaaS deal without being told.
ZeroTwo pulls the deal record from your CRM: transaction type, strategic rationale, deal size, key concerns flagged by the deal team. A $14M IP acquisition gets a different review focus than a $50M acqui-hire. The CRM context shapes which findings get elevated to high-risk.
No. ZeroTwo handles the first-pass review: reading every document, flagging risks against your checklist, and identifying gaps. Counsel focuses on the high-risk findings that require legal judgment. Most teams find the first pass takes hours instead of the usual week, so counsel spends time on analysis rather than document triage.
Most legal AI tools read the documents you upload to their platform. ZeroTwo reads the documents and also knows the deal. It pulls the transaction context, strategic rationale, and deal team concerns from your CRM. A change-of-control clause is a different risk level in a $5M bolt-on versus a $50M platform acquisition. ZeroTwo makes that distinction automatically because it has the deal record, not just the documents.
Related workflows
- Legal & ParalegalContract Redline Brief
- Legal & ParalegalLitigation Prep Brief
- Legal & ParalegalVendor Agreement Renewal Audit
Stop doing the work your tools should do for you.
Set it up once. ZeroTwo runs it every time.