Client: Leading Investment Banking Firm

NDA management is challenging investment banking efficiency

A leading investment banking firm faced significant challenges in managing NDAs during complex deal processes. It was required to manage the tracking of status and revisions of NDAs for hundreds of companies, both time-consuming and prone to human error. This administrative burden detracted from their core activities of deal-making and client relations, impacting overall efficiency and responsiveness.

AI-enhanced workflow automates NDA management

Matter built and proposed a product plan for an AI-enhanced workflow automation system that seamlessly integrates with the existing email provider. The solution automates critical aspects of NDA management; sending initial NDAs, tracking status and revisions, updating CRM systems, and notifying senior partners when necessary. This automation is designed to operate within the firm’s existing technological ecosystem, ensuring a smooth transition and minimal disruption.

Automated NDA management streamlines the deal process

The implementation of this AI-driven system is expected to transform the NDA management process, streamline the deal process by automating routine and repetitive tasks, reduce the administrative burden, and increase accuracy and availability. Once implemented, it will optimize operational efficiency and reinforce the client’s reputation as a technologically advanced firm capable of handling complex transactions with agility and precision.

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Existing app optimization to reduce task completion from 4 days to 10 minutes in 3 months