Due Diligence
Law firms can coordinate multi-workstream due diligence with centralized issue tracking and reporting
The Challenge
Law firms conducting due diligence for corporate transactions face massive coordination challenges across legal, financial, operational, and regulatory workstreams. Whether supporting M&A deals, private equity investments, or financing transactions, firms must manage document review across multiple practice areas — corporate governance, IP, employment, litigation, real estate, tax, environmental — while tracking diligence findings, materiality assessments, and disclosure requirements. Manual coordination through email creates visibility gaps that prevent timely identification of deal-breaking issues or result in duplicative document review across practice groups. Tracking diligence requests to target companies, monitoring response completeness, and compiling findings into coherent reports for clients consumes enormous partner time while spreadsheet-based systems fail to capture issue interdependencies across workstreams.
How Lupl Solves This
Lupl transforms due diligence execution by creating a central Matter for the transaction with Workstreams for each practice area conducting review — corporate, IP, employment, litigation, tax, environmental. Automations trigger task assignments when document batches arrive, send reminder notices for overdue reviews, and escalate high-risk findings requiring immediate partner attention. Document management organizes the report output. Dashboards provide deal team leaders real-time visibility into review completion rates, open issues by materiality, and outstanding diligence requests.
Key Capabilities
- Practice-area Workstreams coordinating corporate, IP, employment, litigation, tax, and regulatory review with centralized issue tracking
- Diligence request management tracking document requests to targets, response status, and completeness of materials received
- Issue materiality tracking categorizing findings by risk level with automated escalation of high-risk issues to deal partners
- Cross-workstream dashboards showing review completion, open issues, and deal risk profile across all practice areas
Who This Is For
This solution is designed for law firms with corporate and transactional practices conducting multi-practice due diligence for M&A deals, private equity investments, and complex financing transactions.
Frequently Asked Questions
What is due diligence management software?
Due diligence management software is focused on the project management requirements of a DD process – assignment of reviews, tracking progress. It is not an alternative to a data room.
How are approvals managed?
Automations can automatically trigger approval requests to Partners or other stakeholders via email.
How are deadlines managed?
Lupl automatically notifies assigned team members of upcoming deadlines. Email automations generate weekly status reports.
Ready to transform your process?
See how Lupl can streamline your transaction diligence practice.