Deal AI: Ask Anything About Your Deal

Every deal now has an assistant that knows it inside out. Open Deal AI from the header and ask what you would ask a well-briefed colleague: what's still missing, where the risks and gaps are, how far along each party is, or whether the tax returns line up with the financial statements.

How it works

• Deal AI reads the deal's requests, uploaded files (including spreadsheets and the full text of documents), Q&A and comments as it needs them.
• Every answer links to its sources, so one click opens the file or request it is based on.
• Scanned PDFs are run through text recognition, so Deal AI — and deal search — can read them too.
• Starter questions help you get going, and Deal AI only ever looks at the deal you have open.
• On a phone, Deal AI opens full screen from the bottom navigation bar.

Who can use it

Everyone on the deal — owners, admins, contributors and viewers — can ask Deal AI questions, and it only uses what that deal contains. If a deal requires an NDA, members sign it before they can use Deal AI.