Mergers & acquisitions

On Blits.ai this is an agentic workflow with human in the loop approval. For sourcing, the agent uses the built in web search and web page browsing tools, custom functions that call the firm's licensed data providers and SQL knowledge bases over the deal pipeline and past deal records, and writes company profiles as structured output for the deal team. For diligence, data room exports and past memos go into a knowledge base that ingests PDF, Word, Excel and Outlook email files, and the agent answers from passages found with hybrid retrieval. The prompt and flow design require a citation to the source document for every statement.

A flow drives the key terms checklist deal by deal, and the agent drafts findings and the memo in the firm's template, which the team reviews and completes. Tenant isolation keeps the firm's data apart from other customers. With a separate bot and knowledge base per deal, role based access with per bot roles limits who sees which deal.

PII masking hides personal data at the gateway, a per tenant audit log records user actions, and input and output guardrails screen for prompt injection attempts. Test suites replay questions on closed deals after every change, and the platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises, so the firm can choose where its deal data is processed.

On Blits.ai this is an AI agent with a knowledge base holding the clause playbook, regulatory clause lists, templates and past tenders, retrieved with hybrid search. Contracts and proposals arrive as uploads or through incoming email as a knowledge source, and document ingestion reads PDF, DOCX, image and Outlook email files. An agentic workflow extracts the key terms with structured output, compares them with the playbook, and writes the record back to the contract system through custom functions (REST calls), connectors from the integration catalog (for example SAP, Oracle, NetSuite, DocuSign) or the ready made SharePoint tool.

Buyers and lawyers work with the agent in Microsoft Teams or email, and write backs and outgoing redlines are set to require human in the loop approval. Input and output guardrails block prompt injection attempts, PII masking protects personal data in contracts, run history with a full audit trail keeps each extraction and approval, and test suites check extraction accuracy on a reference set of contracts after every change. The platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.

On Blits.ai this is an AI agent with a knowledge base that holds the organization's precedents, practice notes and matter documents, retrieved with hybrid retrieval (vector and BM25) so exact statutory references and case names are found, and answering with the retrieved passages. Licensed legal databases and the document management system can be connected as tools through custom functions or MCP servers, and the agent is instructed to refuse when retrieval finds nothing. It runs inside Microsoft Teams or an internal web app through the REST API.

Longer tasks, such as extracting defined points from a set of documents into a table, run as an agentic workflow with structured output and an audit trail per run. PII masking at the gateway and role based access control protect client data, and the platform is model agnostic, so the legal team can compare models on its own test questions. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises. Test suites with lawyer written questions and expected authorities catch regressions when prompts, content or models change.

On Blits.ai, lease abstraction runs as an AI agent with structured output configuration, so the model returns each document's fields, such as dates, rent and escalations, as machine readable data instead of prose. A knowledge base ingests lease PDFs and images of exhibits and amendments, and a small, scoped set of custom functions writes the confirmed fields into the organization's lease or portfolio management system through its API, once a person has reviewed the fields the model flagged as an exception.

The same knowledge base, retrieved with hybrid search, powers a conversational assistant that answers questions about a specific lease or compares draft letters of intent, in the employee's own language. Test suites regress extraction accuracy on a fixed set of leases before every change, full execution tracing lets a reviewer inspect every agent turn behind an abstract, with token counts and trace details, and the platform is model agnostic, so a firm can route extraction to a different provider without rebuilding the workflow.

Blits.ai is not a review platform, so the review itself stays in the organization's eDiscovery tool. What can be built on Blits.ai is the layer around it: an agentic workflow that takes a batch of extracted document text through the REST API, asks an agent with a versioned prompt and structured output for a relevance call, the issues touched and a rationale per document, and writes the result back through custom functions, with a full audit trail per run and human in the loop approval before any bulk coding is applied.

PII masking at the gateway limits the personal data the model sees, and the platform is model agnostic, so the team can compare models on the same instructions. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises to keep the data in region. Test suites with lawyer coded documents act as a regression set when the instructions change, and a knowledge base with the review protocol and issue definitions lets reviewers ask questions about the matter's rules while they work.

On Blits.ai this is an AI agent with a knowledge base holding the contract estate, ingested through document upload or incoming email as a knowledge source, with document ingestion reading PDF, DOCX and image contracts. An agentic workflow extracts obligations with structured output, links amendments to their master agreement, and writes the obligation register through custom functions (REST calls) or connectors from the integration catalog (for example SAP or Oracle); a contract lifecycle management system is reached through custom functions, and DocuSign is a listed connector for picking up newly executed agreements.

A scheduled agentic workflow (or an agentic task with scheduled rechecks) runs the reminder and escalation logic, notifying owners through email or Microsoft Teams, with unanswered alerts escalating to a second owner. Guardrails provide input and output checks on the assistant's interactions, including a platform default that blocks prompt injection attempts, automatic PII masking at the gateway limits personal data exposure in those interactions, and run history with a full audit trail keeps every extraction, confirmation and alert.

Test suites check extraction accuracy on a reference set of contracts and amendments after every change. The platform is model agnostic. Run Blits.ai in our cloud in the EU, Qatar, Singapore, the UAE, the US or Australia, in your private cloud, or fully on premises.