Processing a Document Set

Law Firms · In-House Counsel · Public Sector · Judges

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The Problem

You have a large set of documents that need structured analysis — contracts in an M&A data room, permit applications from the public, vendor agreements for an audit, or case file documents for a complex dispute. Manually reading each document and populating a spreadsheet takes days and is error-prone.

The Steps

1. Upload the full document set to Due Diligence
2. Define extraction criteria — what data points you need from each document (parties, dates, key terms, specific clauses, financial figures) — or choose a pre-built template
3. Praktik processes all documents and populates a structured table: each row is a document, each column is an extraction criterion
4. Click any data point to jump to the exact location in the original document and verify the extraction
5. Sort and filter the results to surface documents with specific characteristics or risk factors
6. Export the structured table for reports, team review, or further analysis

The Outcome

A complete, structured overview of your entire document set — with every data point traceable to its exact location in the source document. Days of manual work reduced to a structured, verifiable output.

How Different Roles Use This

Law Firms: An M&A data room contains 80+ contracts. You extract key terms (parties, effective dates, change-of-control clauses, assignment restrictions, termination provisions, governing law) and deliver a structured due diligence report to the client with every finding sourced.

In-House Counsel: Your company is acquiring a smaller firm. You upload 50+ contracts from the target and extract risk factors — change-of-control triggers, assignment restrictions, key financial terms — giving the deal team a clear risk overview for decision-making.

Public Sector: Your office received 30 permit applications this quarter. You extract applicant details, permit types, supporting documentation, and compliance declarations — identifying incomplete applications without manually reading each file.

Judges: A complex commercial dispute involves 25+ contracts. You extract parties, dates, obligations, and dispute resolution provisions to map the relationships between parties and build a clear picture of the case.

Features Used

• Due Diligence — Bulk document processing and extraction
• Chat — Research context before defining extraction criteria