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Engrami for Legal

Enterprise AI Agents for M&A Due Diligence

Engrami is an enterprise AI platform that deploys teams of specialized AI agents to handle complex, knowledge-intensive work. Each agent has a specific role, persistent memory that grows with every interaction, and the ability to collaborate with other agents — just like a well-coordinated team of experts.

This guide shows how Engrami transforms M&A due diligence through a live demo of a $125M SaaS acquisition. Every feature you see is real and interactive.

Try the Live Demo Login: legal@engrami.com / legal123

Demonstrated Impact in This Demo

70%

Faster review

99.1%

Detection accuracy

$2.4M

Risk identified

3x

Team throughput

1

The Challenge: M&A Due Diligence at Scale

A typical M&A transaction requires a legal team to review hundreds of contracts, identify every risk, cross-reference findings against prior deals, produce disclosure schedules, and meet aggressive closing deadlines — all while managing partner escalations and client reporting. The volume is enormous, the stakes are high, and the margin for error is zero.

500+

Documents per deal

50+

Risk categories to track

2–4 weeks

Typical timeline

Engrami was built to handle exactly this kind of work. Here's how.

2

AI Agents: A Dedicated Team That Never Sleeps

At the core of Engrami are AI agents — autonomous specialists that each handle a distinct part of your workflow. Unlike a single chatbot that tries to do everything, Engrami deploys a coordinated team where each agent excels at one job and hands off to the next.

In this demo, five agents run the entire due diligence process:

Intake Agent

Reads every document in the data room. Extracts key terms, flags anomalies, and creates structured summaries from SPAs, employment agreements, IP filings, and customer contracts.

Pattern Agent

Cross-references the current deal against your firm's entire transaction history. Surfaces precedents, identifies recurring risk patterns, and provides historical context that would take a senior associate days to compile.

Decision Agent

Scores and prioritizes every issue found. Uses Tier 1/2/3 classification based on financial impact, timing sensitivity, and deal-blocking potential, so your team focuses on what matters most.

Drafting Agent

Generates client-ready deliverables by applying the firm's established deal positions — e.g., excluding pandemics from Material Adverse Effect, setting a 10% indemnity cap with a 0.75% basket, reusing approved language on knowledge qualifiers and 18-month survival — and produces red-flag memos, disclosure schedules, and executive summaries formatted to firm standards.

Escalation Agent

Routes critical issues to the right partner immediately. Enforces response SLAs (4 hours for critical, 24 hours for high priority) and maintains a complete audit trail of every decision.

How agents collaborate

When the Intake Agent flags a change-of-control clause, the Pattern Agent checks for precedents, the Decision Agent scores the risk, the Drafting Agent writes a memo, and the Escalation Agent alerts the lead partner — all within minutes, without any manual handoff.
3

Persistent Memory: Agents That Learn and Remember

Most AI tools are stateless — they forget everything after each session. Engrami is different. Every agent has persistent, long-term memory that grows with every interaction. This means your AI team remembers every document reviewed, every decision made, and every lesson learned — not just within this deal, but across all future engagements.

Knowledge Memory

Deep understanding of legal concepts, clause meanings, and regulatory frameworks accumulated over time.

Event Memory

Complete audit trail of every action, decision, and outcome — who reviewed what, when, and what was found.

Skill Memory

Learned procedures that improve with each deal — clause extraction patterns, risk scoring models, drafting templates.

Active Context

Live deal state, current reasoning chains, and active priorities that keep agents aligned throughout the engagement.

The business impact: Your second deal runs faster than your first. Your tenth deal benefits from the accumulated intelligence of the previous nine. This persistent memory becomes a durable competitive advantage for your firm.

4

Automated Workflows: End-to-End Process Orchestration

Agents don't work in isolation. Engrami's workflow engine orchestrates multi-step processes, routing work between agents automatically. Documents flow from intake through analysis, risk assessment, and report generation without manual intervention.

M&A Document Triage

Document intakePattern matchingRisk scoringPartner escalation

Every document is read, compared against precedents, scored for risk, and routed appropriately — in minutes.

Due Diligence Pipeline

Clause extractionCross-referencingRisk assessmentReport generation

Full pipeline from raw documents to completed diligence report with risk rankings and recommendations.

Disclosure Schedule Builder

Findings aggregationTemplate applicationCross-referencingFinal drafting

Automatically compiles and formats disclosure schedules from diligence findings, ready for client review.

5

Agent Collectives: Coordinated Teams for Complex Tasks

For tasks that require multiple agents to collaborate closely, Engrami organizes them into collectives — coordinated teams with shared objectives and a supervisor agent that orchestrates priorities. Think of it as assembling a project team: you pick the specialists you need, assign a lead, and let them execute.

M&A Diligence

All 5 agents

Full-scope diligence with the Decision Agent as supervisor.

Contract Review

3 agents

Focused intake, pattern matching, and risk triage for targeted analysis.

Disclosure Generation

3 agents

Intake, decision, and drafting agents for deliverable production.

6

Real-Time Analytics: Complete Visibility Into Every Decision

Engrami isn't a black box. Every agent action, every decision, and every output is fully transparent. The analytics dashboard gives you real-time visibility into how your AI team is performing, what it's finding, and where it needs attention.

Agent performance and success rates

Execution volume and trends

Full execution traces for every action

SLA tracking and deadline compliance

Your attorneys always stay in control. AI handles the volume; humans make the judgment calls.

7

Enterprise Integrations: Fits Your Existing Stack

Engrami connects directly to the tools your firm already uses, bringing AI intelligence into your existing workflows without requiring you to change how you work.

iManage WorkKira SystemsWestlaw EdgeMicrosoft TeamsSharePointDocuSignSalesforceThomson Reuters

See It in Action: The DataFlow Acquisition

Everything described above is running in the demo right now. Here's the deal scenario you'll explore:

Law Firm

Sterling & Associates LLP

Target

DataFlow Inc.

Deal Size

$125M

Acquirer

TechVentures Holdings

Escrow

$12.5M (18 months)

Progress

Week 2 of 4 — 78% complete

Critical risks identified by agents within 48 hours:

critical

Change-of-Control Consents

3 customer contracts with termination rights — $2.4M annual revenue at risk without pre-closing consent.

critical

Pending Patent Litigation

NPE claim (Smith v. DataFlow) with estimated $500K–$1.5M exposure. Pattern Agent found similar precedents and recommended indemnification language.

high

Unsigned IP Assignments

4 senior engineers without IP assignment agreements — a standard closing condition that could delay the transaction.

high

GDPR DPA Gap

Existing data processing agreement requires amendment for change in data controller. Drafting Agent prepared recommended amendments.

Every finding is traceable. Click into any agent's execution trace in the Agent Monitor to see exactly how it arrived at each conclusion.

Why Engrami

Multi-Agent Teams

Not a single chatbot — a coordinated team of specialists that collaborate and cover each other's blind spots.

Memory That Compounds

Every deal makes your agents smarter. Institutional knowledge grows over time, becoming a lasting competitive edge.

Enterprise-Grade Security

Full data isolation, on-premise deployment options, and your client data never leaves your infrastructure.

This demo showcases M&A due diligence, but Engrami's platform is industry-agnostic. The same agent architecture, memory system, and workflow engine can be applied to any knowledge-intensive domain:

HealthcareClinical trial docs, regulatory submissions, patient data analysis
Financial ServicesFraud detection, compliance monitoring, risk assessment
InsuranceClaims processing, underwriting, policy review
ConsultingMarket research, competitive analysis, deliverable generation

Ready to see Engrami in action?

Log into the live demo to explore the full M&A due diligence experience — five AI agents, persistent memory, automated workflows, and real-time analytics, all running on a realistic $125M deal.