Case Studies

Advanced Technology Brings Streamlined Efficiency to Complex Sell-Side Process

ClearyX assisted a major global retailer with sell-side due diligence, providing review, translation, and disclosure schedule support for over 1,000 documents. Our scope covered commercial agreements, licensing, litigation, and leases in English, Spanish, and additional foreign languages.

Challenge

This transaction involved unprecedented complexity: nearly half of all documents were in Spanish, our largest Spanish-language engagement to date. English documents were dispersed across intricate subfolder structures, complicating organization and tracking. The client’s extensive global subsidiary network required multiple collection rounds, demanding our team provide immediate, sustained support throughout

Solution

ClearyX developed a sophisticated workflow combining machine learning and team expertise. The team utilized platform features like set tagging, document grouping, and custom fields to maintain organization across varied agreement formats. Dedicated support across multiple time zones and weekends ensured immediate response to client needs.

1,065

Documents Reviewed

236

Estimated Savings

vs traditional manual review

40-60

Approximate Time Savings