Preparing disclosure schedules is one of the most time-consuming aspects of M&A transactions. Attorneys spend hours cross-referencing representations and warranties, organizing exceptions, formatting tables, and ensuring nothing is missed—all while facing tight deal deadlines and pressure from clients.
Preparing disclosure schedules for M&A transactions is one of the most time-intensive aspects of deal execution, requiring attorneys to extract details from dozens of documents and organize them into comprehensive schedules that correspond to each representation and warranty. Manual drafting typically takes 20-30 hours of attorney time, with significant risk of omissions or inconsistencies that could undermine seller protections or derail negotiations.
CaseMark automates disclosure schedule preparation by analyzing your transaction agreement and supporting documents to extract relevant details and generate comprehensive, properly formatted schedules. The AI identifies which schedules are required based on the reps and warranties, populates each schedule with specific factual information from your documents, and ensures consistency across all disclosures.
This workflow is applicable across multiple practice areas and use cases
Asset purchase agreements require comprehensive disclosure schedules detailing assets, liabilities, contracts, and exceptions to representations and warranties being transferred.
Disclosure schedules are a fundamental component of asset purchase transactions, with nearly identical structure and requirements to stock purchase agreements in M&A deals.
Private equity and venture capital transactions require detailed disclosure schedules for portfolio company acquisitions, exits, and recapitalizations involving stock or asset transfers.
PE and VC firms regularly engage in buy-side and sell-side transactions requiring the same disclosure schedule documentation as traditional M&A deals, including capitalization tables and material contract schedules.
Significant financing transactions and corporate restructurings often require disclosure schedules to document company assets, liabilities, and material agreements as part of investor due diligence.
Complex financing deals, particularly those involving equity components or significant debt restructuring, frequently incorporate disclosure schedules similar to M&A transactions to provide transparency to investors and lenders.
Corporate reorganizations, spin-offs, and internal restructurings require disclosure schedules to document transferred assets, liabilities, and contractual obligations between related entities.
Internal corporate transactions and governance changes involving asset transfers or entity separations utilize similar disclosure schedule frameworks to ensure proper documentation and allocation of rights and obligations.
CaseMark analyzes your purchase agreement to identify every representation and warranty that references disclosure schedules. The AI maps each schedule requirement to the corresponding section number and creates appropriately titled schedules that align with your agreement structure. You can also customize which schedules to include based on your specific transaction.
Yes, CaseMark's AI reads through all uploaded documents to extract specific factual details such as party names, dates, financial terms, contract provisions, litigation details, and intellectual property registrations. The AI populates each schedule with these concrete details rather than placeholders, giving you substantive draft content to review and refine.
CaseMark generates comprehensive draft schedules based on the documents you provide, but attorney review is essential. The AI excels at organizing information and ensuring nothing is overlooked, but lawyers should verify all factual details, assess materiality determinations, and ensure disclosures provide appropriate legal protection. Think of it as having a highly efficient junior associate prepare the first draft.
CaseMark adapts to your specific agreement by analyzing the actual representations and warranties in your purchase agreement rather than relying on rigid templates. If your deal includes industry-specific reps or custom provisions requiring disclosure, the AI will identify these requirements and create corresponding schedules. You maintain full control to add, modify, or remove any schedule sections.
CaseMark fits seamlessly into your transaction process. Upload your purchase agreement and due diligence materials at any stage—whether you're just beginning schedule preparation or need to update schedules before closing. The AI generates editable Word documents that you can refine, share with clients for input, and finalize using your standard document management processes.