Banking & Finance
Hold the line on the playbook, at deal speed.
Review facility and security documents against your standard positions, with every deviation scored and traced to the clause.
The work
What this team actually needs to get done.
- Check facility and security documents against standard positions
- Track conditions precedent and their status
- Score and trace every deviation
- Keep the deal team to one source of truth
What maps to it
The capabilities behind the work.
One workflow
From facility docs to signed
- 01
Ingest the package
Pull the facility and security documents into the pipeline.
- 02
Review against the playbook
Risk Review scores deviations by severity and likelihood, traced to the rule.
- 03
Extract the CPs
Tabular Review captures conditions precedent and key terms with citations.
- 04
Settle and record
Negotiator resolves positions; the Matter Wiki keeps the agreed record.
Deployment & data residency
Azure or Google Cloud, in the region your rules require.
Choose Microsoft Azure or Google Cloud — by preference, or by where your data must live — and we deploy in the cloud region your jurisdiction requires. Data stays in-region to meet GDPR and other regimes, POPIA-aligned for South-Africa-based teams. Deployment and residency are a configuration choice, not a special case.
Choice of cloud
Microsoft Azure or Google Cloud — by preference or by region.
Data residency
Deployed in the region your jurisdiction requires; data stays in-region.
Managed & isolated
Fully managed, multi-tenant, with per-firm isolation.