Enabling Transactions.

Our Client Solutions team work closely with Matheson lawyers and clients to leverage technology and project management methodologies in order to effectively deliver on transactional instructions in the most efficient, consistent and transparent way possible.

Matheson Transact Pro

Discover how Matheson's M&A lawyers worked with our Digital Services Group to create an end-to-end deal management platform.

Managed Virtual Data Rooms

Examine the enterprise level security and responsiveness of our managed virtual data room service.

AI Augmented Contract Analysis

Explore the benefits of AI-powered contract analysis. Enabling our lawyers to focus on the areas that really matter.

END-TO-END DEAL MANAGEMENT

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Discover an innovative deal management platform...

Designed by Ireland's leading M&A lawyers and developed by the Digital Services Group, Matheson Transact Pro draws on Matheson's experience in managing some of the most significant and complex M&A deals in Ireland in recent years.

End-to-end Deal Management

Matheson Transact Pro has been designed to be a single source of truth for our due diligence and transaction-based projects. Utilising our secure file management technology as a basis, the platform can be used to manage transactions from beginning to end.

Integrated AI Contract Analysis

To facilitate efficient review of documents we have integrated AI-enabled contract analysis capability directly into Matheson Transact Pro. This allows our lawyers to quickly ascertain key information about the contents of large and complex document sets.

Automated Report Generation

A diligence report can involve input from subject matter experts across a wide range of areas. In order to ensure that we produce consistent, high quality results quickly, we have incorporated document automation into the Matheson Transact Pro platform.

Real-time Analytics

For transactional work we often utilise the experience of multi-disciplinary project teams in order to provide best overall client results in the most timely manner possible. We utilise our data visualisation dashboard and deal metrics to ensure value for our clients.

CASE STUDY

Matheson Transact Pro was utilised for a significant loan file review involving an analysis of over 300 loan files.

After an initial project scoping call the Digital Services Group implemented a custom configuration of the system incorporating AI-assisted document analysis, a project management module, a dashboard featuring visualisation of key review metrics and automated report generation. In addition to this the client required two specific types of review to be carried out over discreet sets of documents. The platform was therefore configured to provide specific metrics in respect of each of these reviews; allowing those managing the project to have up-to-the-minute insight into overall review progress and material issues as they arose.

The review team were able to set up an initial analysis of the documents carried out by our AI Contract Analysis function, and review the results in real time alongside the specific documents within Matheson Transact Pro. Each document was presented to reviewers alongside a review panel that allowed them to comment on specific areas of interest within the documents and also to flag them according to specific categorisations, as necessary.

Automated workflows were central to the success of this project. For example, reviewers were able to raise red flags and key issues in real time and these were fast-tracked to either senior subject matter experts or onto the client for decision making via automatically generated emails and notifications. Tasks in the project management module were automatically generated following specific decisions made during the initial review, and automated reminders and follow-up emails ensured that all tasks were carried out in good time.

Throughout the review process, the client was given access to a dashboard that provided an overall snapshot of project progress through custom visualisations. This ensured the most efficient possible review, with complete control over the resolution of issues and an enhanced client experience.

MATHESON VIRTUAL DATA ROOMS

An enterprise grade VDR solution managed by Matheson.

Secure Document Exchange

We know that the security of your data is your number one priority. That is why our platform provides granular control over third-party access permissions at site, folder and file level without the need for third party plug-ins. Experienced legal project managers in our Digital Services Group work with clients throughout the lifecycle of the project to tailor each site to the specific requirements.

Reporting and Auditing

The platform contains comprehensive digital reporting and auditing capabilities that facilitate visibility, providing an audit trail on user activity. On sell-side transactions, the Q&A bidder process can also be managed seamlessly online through the data room. Our Digital Services Group can work with clients to set up reporting protocols in line with your bespoke requirements.

Data Visualisation and Insights

We can provide clients with a tailored visual dashboard, setting out key deal metrics that update in real-time. This allows for both high-level and granular insight into the progress of clients projects at a glance. It can be specifically tailored to surface a wide range of information and is both customisable and can be permissioned for individual access.

Access From Anywhere

Our VDR solution is cloud-based, which means that as well as leveraging class-leading security capabilities, it is also accessible from anywhere in the world.

Mobile and Responsive

Our platform is built according to touch-friendly and responsive design principles so that it can be accessed from a wide range of devices including mobile phones and tablets.

Meet Your Key Deadlines

With in-built project management features including task assignment and automatic workflows, we can ensure that all of your key deadlines are met.

CASE STUDY

We have previously supported significant client projects by providing virtual data room services across a wide range of transactional use cases.

In a recent project involving the sale of a large loan portfolio our Legal Solutions Consultants worked directly with our client's finance managers to design an enterprise-grade virtual data room service that was tailored to their specific needs, including requests for sophisticated digital and document management controls over third-party access permissions.

Our Legal Solutions Consultant worked with the client throughout the lifecycle of this transaction to assist with the project management of the data room, and to make all necessary adjustments as required by the client.

The Matheson solution included comprehensive security features, digital reporting and auditing capabilities that facilitated visibility of when bidders / third parties accessed the site, which documents they interacted with and how they used that information. The Q&A bidder process was also managed seamlessly through a specifically designed module on the platform.

AI-AUGMENTED CONTRACT ANALYSIS

When you need to get to the key issues, quickly.

Using machine learning to improve efficiency in a wide range of scenarios

The Digital Services Group at Matheson has developed considerable experience in the use of AI-augmented analysis platforms in order to effectively augment expert contract review projects being carried out by our lawyers. We have estimated that the use of this technology can save between 20-50% of the time that it would traditionally take to complete a review of a set of contractual documents.

Through the use of our platform, we can provide significant increases in efficiency of review, reduce risk and build innovative integrations with other Matheson platforms in order to ensure that our lawyers are providing the best possible client experience and outcomes in contract review projects.

time saved in contract review.

Finance Contract Reviews

Lease Abstraction

Repapering Exercises

Data Protection Compliance

CASE STUDY

Following a significant data breach on a Friday evening, our client required an analysis of their contractual obligations as quickly as possible. It was therefore imperative to be able to utilise technology in order to provide an initial snapshot of exposures and obligations. The client identified an initial set of 444 separate documents that required review by a Matheson legal team.

The Digital Service Group were contacted immediately and our Legal Solutions Consultants set up an initial workspace on our AI-based contract review platform. Working directly with our legal teams we were able to configure the system in order to provide specific analysis in respect of data breach provisions, general data protection provisions, limitations, warranties, and a range of other analysis points.

The system worked by applying machine learning to the overall set of documents. This initial set up and AI review phase was completed within around 30 minutes. After that, the documents were assigned to individual Matheson lawyers who were able to hone in on the documents that needed most attention and provide more specific and detailed analysis on those documents that raised more complex issues. Once this second level of review had taken place the system automatically produced a report in respect of all documents that formed the basis of the overall advice to the client.

Within an hour of the initial call from the client, the Matheson legal team had the information required to prepare an initial report on obligations, allowing the client to take the appropriate actions.

"We have worked closely with our Corporate M&A team to combine expertise, technology and managed services in order to ensure the best possible service and delivery for our client projects."

Darragh Moore, Legal Solutions Consultant Legal Solutions Consultant