Accelerating Private Fund Documentation Review

Leading firm deployed AtlasAI’s out-of-the-box Knowledge Graph and Playbooks to automate fund review workflows and identify risk clauses within minutes.

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Client:
SRZ
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Budget:
$650,000
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Duration:
8 Months
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Team Size:
150

Leading law firm sought to reduce the time and risk involved in private fund document reviews while maintaining strict confidentiality. The firm needed a system capable of understanding highly specialized fund terms and automating repeatable legal analysis.

Challenges

  • Extensive manual review across hundreds of fund documents per client.
  • Inconsistent clause tracking and limited visibility into prior fund precedents.
  • Fragmented institutional knowledge between teams and offices.

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Solution

SRZ deployed AtlasAI Playbooks and the Knowledge Graph to automatically classify provisions, extract key fund terms, and surface historical commentary. Using the Word Plugin, attorneys accessed live clause analytics directly inside their drafting environment — without leaving Microsoft Word.

Results

  • 70% reduction in fund document review time.
  • Rapid identification of clause variants and risk language.
  • Consistent internal standards across all fund documentation teams.

70%

Reduction in Fund Document Review

Tricia Stephen-Adams

Director Innovative Applications

AtlasAI transformed how we approach fund documentation. What used to take days now happens in hours — and the quality actually improved. Our attorneys trust the insights because they come from our own data, not a black box.

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