Workflow decision guide
Faster review and synthesis of data rooms, filings, contracts, and reports.
Mapped tools
Start with workflow fit. Use tools only after the inputs, review point, and success metric are clear.
Use this when diligence document analysis would directly improve large document sets, slow diligence review, and missed risk signals.
It is a good pilot candidate when the work happens often, has a clear owner, and can be tested with recent real examples.
Measure the pilot with review time, issues found, and source traceability.
The expected impact should be visible in faster cycle time, fewer manual corrections, or more consistent work quality.
Treat this as a controlled pilot with strict scope, approved inputs, and clear escalation rules.
Avoid sensitive data early, and require human approval before outputs affect customers, employees, finances, or compliance decisions.
These inputs make the pilot more measurable and reduce tool switching later.
These are the business problems this use case can support.
Tool shortlist
Legal
Harvey is mapped to diligence document analysis based on current curated use-case data.
Teams with a clear workflow and budget for a paid tool.
Research
AlphaSense is mapped to diligence document analysis based on current curated use-case data.
Teams with a clear workflow and budget for a paid tool.
Research
Hebbia is mapped to diligence document analysis based on current curated use-case data.
Teams with a clear workflow and budget for a paid tool.
Legal
Relativity aiR is mapped to diligence document analysis based on current curated use-case data.
Teams with a clear workflow and budget for a paid tool.
