NDA intake and filing
Check the reference, store the signed version and update the tracker using agreed rules.
Services 03
Every mandate carries the same repetitive admin: chasing status, moving files, updating trackers, sending the same emails at the same stages. We map how work actually flows through the firm and remove the steps a machine should be doing, so the team's hours go into judgement rather than admin.
Why it matters
Administrative work consumes senior time without winning mandates.
Every live mandate carries a shadow workload: chasing signatures, renaming files, updating the tracker, sending the same email at the same stage of every process. None of it needs judgement, and much of it is done by the most senior, most expensive people in the firm.
We map how work actually moves through the firm, then remove the steps a machine should be doing. The point is not replacing people; it is that partner and analyst hours go into the deal instead of into its paperwork.
How we approach it
How we deliver this service.
01
Map before automating
We watch how the work really flows first. Automating a broken process just produces mistakes faster, so the process gets fixed before it gets automated.
02
People keep the judgement
Anything that requires a decision or leaves the firm stays with a person. Automation handles the mechanical steps either side of it.
03
Roll out gradually
Each automation runs alongside the manual step until the team trusts it, with a visible log and a way to stop it. Then the manual step retires.
What this covers
What this looks like in practice.
01
Outreach sequences and follow-up chasing
Approaches and reminders go out on time without anyone keeping a list of who to chase.
02
Status updates assembled automatically
Progress pulled from where the work happens, so updates are read rather than written.
03
File naming, filing and version control
Documents land in the right place with the right name, every time, without policing.
04
Deal stage transitions and handovers
When a mandate moves stage, the right people are told and the right checklists open.
05
NDA and process step tracking
Who has signed, who is stalling and what is outstanding, tracked without a spreadsheet.
06
Recurring internal reports on schedule
Weekly and monthly reporting produced and delivered without being asked for.
Project examples
Projects we can scope around your tools.
Follow-ups that stay on track
Prepare reminders around agreed deadlines while keeping external communications under your team's control.
A recurring partner update
Assemble the same weekly report from live records instead of rebuilding it by hand.
Scope
What this covers, where it runs and how it is maintained.
What kinds of deal work get automated?
The high-frequency, low-judgement steps that sit around every mandate: outreach sequences and follow-up chasing that go out on time without anyone keeping a list; status updates assembled from where the work happens so they are read rather than written; file naming, filing and version control so documents land in the right place with the right name; deal stage transitions that tell the right people and open the right checklists; NDA and process step tracking without a spreadsheet; and recurring internal reports produced on schedule. These are usually the first candidates because they eat the most hours, they are where errors creep in, and they are the easiest wins to verify.
How does Verdalyze decide what to automate, and what stays with a person?
We map how work really flows through the firm before automating anything, because automating a broken process only produces mistakes faster. Anything that requires a decision, or that leaves the firm, stays with a person; automation handles the mechanical steps either side of that judgement. Each automation is rolled out gradually: it runs alongside the manual step until the team trusts it, with a visible log and a way to stop it, and only then does the manual step retire. Good automation is mostly invisible. Where a new interface is genuinely needed, we keep it small.
What happens when an automation gets something wrong?
Every automation has a log, an owner and a fallback to the manual step, so when something misfires the team can see it, stop it and work around it immediately. The cause is then fixed through the retainer rather than leaving the team to monitor it. We handle client data securely and privately, with access limited to what the engagement requires. Hosting and processing arrangements are agreed with each firm; deployment within your own environment is available where appropriate. The automations are maintained on the same rolling 4-week terms as everything else Verdalyze builds: no per-seat surcharges, no lock-in, and a clean handover in standard formats if the engagement ends.
Common questions
Questions about this service.
What is worth automating first?
Usually the high-frequency, low-judgement steps: chasing, filing and status assembly. They eat the most hours, they are where errors creep in, and they are the easiest wins to verify. We identify the exact candidates during the assessment.
What happens when an automation gets something wrong?
Every automation has a log, an owner and a fallback to the manual step, so when something misfires you can see it, stop it and work around it immediately. We then fix the cause through the retainer rather than leaving the team to monitor it.
Will the team have to learn a new tool?
Mostly no. Good automation is invisible: emails still arrive in Outlook and files still land in the right folder, there is just less typing in between. Where a new interface is genuinely needed, we keep it small.
Further reading
Essays on the thinking behind this service.
Related services
Work that usually goes with this.
Working with sensitive information
Built around the way your firm already works.
Your VDR remains the source of truth for shared deal documents. We agree what each system needs to access, where information is processed and how the build fits your firm's existing setup.
Agreed for each engagement.
Your document environment stays yours
We build around the VDR and tools your firm already uses, keeping them as the source of truth for shared deal documents.
Only the context the work needs
Before a build, we agree what information the system uses, who can access it and how it moves between your existing tools.
A deployment agreed together
Hosting and data handling are shaped around the engagement and your firm's requirements, including your own environment where appropriate.
What is slowing your team down?
Tell us how your firm runs deals. We will help you identify the first useful system to build.
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