Practice system
Corporate & Transactional, run as a system.
M&A, investments, financing, commercial contracts, governance: checklist-driven deal work.
Checklist- and closing-date-driven. The matter is done when the conditions are satisfied, not when a court rules.
Corporate & Transactional · Matter cockpit
IllustrativeStage
Term SheetDue DiligenceDefinitive AgreementsSigningInterim PeriodClosingPost-Closing
Deal value
$18.5M
Outside date
54d left
Conditions met
9 of 12
Diligence deadline · 9dOutside date · 54d
Computed: Closing Readiness
% of closing conditions satisfied vs. days to the outside date, with a readiness-slope warning.
Posture
One question decides how the whole matter reads.
Which side of the transaction do we represent: buyer, seller, target, or investor?
What it tracks
The documents this practice actually produces.
LOI / term sheet
Diligence materials
Definitive agreement
Disclosure schedules
Closing certificates
Computed
Closing Readiness
% of closing conditions satisfied vs. days to the outside date, with a readiness-slope warning.
Opening checklist
What starts moving on day one.
- Conflicts check, confirm which entity is the client
- NDA in place, data room access confirmed
- Diligence issues list started
- Conditions tracker live through signing
- Closing checklist circulated, funds-flow confirmed
Questions
Before you book the call.
- Do you build a matter management system specifically for corporate & transactional practices?
- Yes. It runs on the same MATTER Method as everything else I build, configured for how corporate & transactional actually moves: Checklist- and closing-date-driven. The matter is done when the conditions are satisfied, not when a court rules.
- What does the system actually track for a corporate & transactional matter?
- Every stage from term sheet to post-closing, the facts that matter most for this practice (deal value, outside date, conditions met), the document set the matter actually produces, and one computed read: closing readiness, % of closing conditions satisfied vs. days to the outside date, with a readiness-slope warning.
- Can I get this through MatterOS, or does it need a custom build?
- Both. It ships as a configured practice pack inside MatterOS for solo and small-firm workflows, or as a private, purpose-built system when a firm needs more control over data, integrations or workflow. Either way, we start with a short call to see which fits.
- Do you also handle litigation technology and expert witness work for these matters?
- Separately, yes, under the same practice. If a matter needs digital evidence structured or presented in a US courtroom rather than just tracked, that is the second half of what I do. See the Services page for how that engagement runs.
Bring me the corporate & transactional matter. I've probably built this before.