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More files than a team can read.
Four agents from the Agent Library on typical tasks: reading a transaction's data room, recalculating expert report items, determining assessment deadlines, checking incoming invoices. Every finding comes with its source.
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Project Kranich: 1,214 new documents in the data room. Where is there a change of control clause, and what's still missing?
Tools chosen automatically
- Law firm DMS · Data room Project Kranich, export of Oct 2read
- Law firm DMS · 412 contracts by contract typeread
- Law firm DMS · Clauses on change of control, termination, liabilityread
- SharePoint · The firm's DD playbookread
- Law firm DMS · Review log Project KranichDraft
All 1,214 documents have been read; 412 of them are contracts [1]. A change of control clause appears in the supply agreement with Brenner KG: if the majority shareholders change, Brenner may terminate for cause, index 4.2.7, page 23, clause 14.2 [2]. According to index 6.1, Brenner accounts for 31% of 2025 revenue [3]. The other 411 contracts contain no such clause; each is listed with its contract number in the clause matrix [1]. Whether this becomes an obstacle to the transaction is for the due diligence specialist to assess in the report.
- [1]Data room Project Kranich · 1,214 documents, 412 contracts
- [2]Supply agreement Brenner KG 2019 · Index 4.2.7 · p. 23 · cl. 14.2
- [3]Revenue overview · Index 6.1
Is anything missing from the data room?
- Law firm DMS · Index 7 Taxesread
- SharePoint · DD playbook · List of mandatory documentsread
Yes: for the 2021 to 2023 tax audit, only the audit order dated March 12, 2025 is available; an audit report is missing [1]. This goes to the tax team as a Q&A question; the Q&A deadline ends on Oct 6 at 6:00 PM [2].
- [1]Tax audit order dated Mar 12, 2025 · Index 7.3
- [2]DD playbook · Mandatory tax documents
| Contract | Clause | Source |
|---|---|---|
| Supply agreement Brenner KG | Termination | Index 4.2.7 · p. 23 |
| Lease plant 2 | none | Index 5.1 · § 3 |
| 410 further contracts | none | each with no. |
Assessment in the report: due diligence specialist
In the Wendt property damage case, the insurer settled the expert report with 68 line items. Where did it cut, and by how much?
- Document archive · Expert report Wendt as scan
- Expert report data · 68 line items with amounts
- Settlement letter · Settled amount per row
- Practice management software · Case file Wendt
- Practice management software · Difference list in the case file
For 9 of the 68 line items, the settled amount differs, by €1,847.00 in total [1] [2]. The total reconciles to the cent. On top of that comes the deduction “proportional betterment, €320”, which refers to none of the 68 rows and so cannot be assigned to any line item [2]. The case handler decides how it is allocated.
- Expert report data · Expert report Wendt · 68 line items
- Settlement letter · Insurer's settlement · Deduction without row reference
- Practice management software · Case file Wendt · Claims settlement
Was the cut justified?
- Practice management software · Responsibilities in the case file
I don't assess that. Row, amount and source are in the difference list; the lawyer makes the legal assessment, and the case handler negotiates with the insurer [1].
- Practice management software · Case file Wendt · Responsibility for assessment
- Difference_list_Wendt.xlsx · Excel · 9 rows, €1,847.00, one deduction without row reference
Mr. Brandt's 2024 income tax assessment has arrived, posted on May 6, 2026. Which deadlines are running?
- Assessment archive · Income tax assessment 2024
- Assessment archive · Date of posting
- Accounting software · Additional payment and payment status
- Deadline calendar · Follow-up client Brandt
- Deadline calendar · Deadline sheet
The assessment comes with three dates. The fourth day after posting is Sunday, May 10, 2026, so May 11, 2026 counts as the date of notification, § 108(3) AO [1]. The objection period ends on June 11, 2026 [1]. The additional payment of €3,214 is due on June 11, 2026; late payment surcharges under § 240 AO apply from June 12, 2026, with a three-day grace period [2]. There is no entry in the deadline calendar yet [3].
- Assessment archive · Income tax assessment 2024 · Posted May 6, 2026
- Accounting software · Client Brandt · Additional payment €3,214
- Deadline calendar · Follow-up Brandt · No entry
What interest is added?
- Assessment archive · Interest assessment in the notice
None. The interest period under § 233a AO starts on April 1, 2026 and ends with notification on May 11, 2026: one full month, 0.15% on €3,200, so €4.80 [1]. The tax office does not assess amounts under €10, § 239(2) AO. Your tax specialist prepares and signs the objection.
- Assessment archive · Income tax assessment 2024 · No interest assessed
- Deadline sheet client Brandt · PDF
- Notification May 11, 2026, § 108(3) AO
- Objection period until June 11, 2026
- Due date June 11, 2026, surcharges from June 12, 2026
- Assign follow-up in the deadline calendar
- Objection: decision of the tax specialist
Invoice 2026-0388 from Kranz Elektro GmbH for €4,760 gross has arrived. Is it complete?
- Incoming invoice workflow · Invoice 2026-0388
- Incoming invoice workflow · Mandatory information under § 14(4) UStG
- Receipt archive · Earlier invoices Kranz Elektro
- Accounting software · Supplier master Kranz Elektro
All mandatory information but one is on the invoice [1]. The supplier's tax number or VAT ID is missing; it should be in the footer [1]. The same information is missing on two other invoices from Kranz Elektro this year [2]. It is not stored in the supplier master either [3]. Whether input tax is deducted is for the tax firm to assess.
- Incoming invoice workflow · Invoice 2026-0388 · One mandatory item missing
- Receipt archive · Kranz Elektro 2026 · 3 invoices without tax number
- Accounting software · Supplier master · Tax number empty
Please prepare the letter to Kranz Elektro.
- Receipt archive · Invoice numbers of the three invoices
- Outlook · Draft to Kranz Elektro GmbH
The draft names the missing information and the three affected invoice numbers and requests corrected invoices [1]. It only leaves the firm after your approval.
- Receipt archive · Kranz Elektro 2026 · Invoices 2026-0388 and two more
- Outlook · Correction request to the supplier
- To: Kranz Elektro GmbH
- Subject: Corrected invoices, tax number missing
- Affected: 3 invoices, including 2026-0388
- Awaiting approval by the tax specialist
- Approve
Delivered together with and at
From the legal department to audit
Each team maintains its own playbook, template clauses, previous briefs and other knowledge; admins separate them by mandate. That way the agent works to the same positions for every colleague on the team.
Example · Every finding with its source in the data room
All three work in the same project: the Due Diligence Agent assigns each finding to a team and names index, page and clause in the data room. The partner decides what is material.
2 of 5 no finding
| Finding | Status | Source | Team |
|---|---|---|---|
| Change of control in the supply agreement with Brenner KGLegal | open | Index 4.2.7 · p. 23 · cl. 14.2A | Legal |
| Managing director pension commitment without reinsuranceFinancial | open | Index 6.4 · Annual financial statements 2025 · Notes p. 11 | Financial |
| Tax audit 2021 to 2023 without reportTax | Question | Index 7.3 · Order dated Mar 12, 2025 · Q&A question 41 | TaxB |
| Lease plant 2 · Term until 2031Legal | no findingC | Index 5.1 · § 3 · No change of control clause | Legal |
| Non‑compete, sales partnerLegal | no finding | Index 4.5.2 · § 9 · Limited to two years | Legal |
- Every source names index, page and clause.
- Tax sees the tax finding, Legal the change of control.
- No finding means: read and backed by clause number.
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Management · RÖDL
Ready in the Agent Library
From transactions to assessment deadlines: eight of dozens of legal and advisory agents.
Due Diligence Agent
60%
faster review processes
Analyzes large volumes of documents in a structured way for transactions.
Legal & advisory
M&A, corporate law
Line Item Reconciliation Agent
65%
less review effort
Checks every expert report line item against the settled amount, to the cent.
Legal & advisory
Law firm, claims settlement
Decision Deadline Radar Agent
60%
fewer missed deadlines
Calculates deadline, late payment surcharge and interest to the day, each step with its legal basis.
Legal & advisory
Tax firm, accounting, clients
Incoming Invoice Review Agent
60%
less review effort
Checks incoming invoices item by item for mandatory information and secures the input tax deduction.
Legal & advisory
Accounting, small businesses, tax firm
Claim File Extraction Agent
60%
less data entry effort
Extracts expert reports and settlement letters and compares the figures.
Legal & advisory
Law firm, damage claims handling
Client Communication Agent
60%
faster processing
Supports structured, context-based client communication.
Legal & advisory
Client service, law firm
Regulatory Compliance Agent
50%
less audit preparation
Monitors regulatory requirements in a structured, traceable way.
Legal & advisory
Audit, compliance
Receipt Allocation Agent
60%
less sorting effort
Classifies every receipt by property, category and year, using a controlled vocabulary.
Legal & advisory
Tax firm, accounting, landlords
Figures are based on comparable projects and are not a guarantee.
Where client files live and who sees them
Admins define which team sees which mandate. The Due Diligence Agent for Project Kranich cannot reach any other file.
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Only those cleared for a mandate can open its file. The service provider's confidentiality obligation is governed by the BRAO addendum (Federal Lawyers' Act).
Log
Every tool call of the Due Diligence Agent is in the log with arguments, response and duration, verifiable when the client asks for the basis of a finding.
Documentation
ISMS certified to ISO 27001, data processing agreement (DPA) under Art. 28 GDPR, documented technical and organizational measures (TOMs) and the BRAO addendum.
All documentation, including the BRAO addendum, available for download in the Trust Center.
What partners and law firm IT ask first
Take a data room whose findings you know.
The agent has to find them all.
A training case is enough, or one your client releases; with real client data we work under a DPA and the BRAO addendum. Afterwards you know which agents your practice groups should start with.
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After your request
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You choose the documents you're allowed to share
02
We demonstrate the Due Diligence Agent on these documents
03
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