Workflow guide
Prepare for due diligence with less rework
Reduce document preparation and review effort; identify missing evidence earlier.
Calculate my AI Budget01
Problem / opportunity
Company records are scattered, evidence is incomplete and the same diligence questions require repeated research.
02
Do I need AI for this?
AI may help classify documents, compare information and draft sourced answers. Checklists and validation rules can track completeness.
03
What’s my budget?
Enter your workload and hourly wage in the calculator to estimate the value of time saved and your setup-and-running-cost ceiling. Keep extra income separate. These are planning limits, not cash savings or supplier quotes.
04
Can existing tools do this?
Check your document management and data-room tools, then whether an assistant can securely review the required files.
05
Do I need a custom workflow?
Consider integration for ongoing document collection, permission boundaries, evidence tracking and repeatable checks. Validate sensitive conclusions with a qualified reviewer.
Other opportunities in this function
- Compiles a research report from scattered public sources in minutes — site research, due diligence, competitor scans.
- Reads incoming documents — invoices, forms, contracts — and files the data where it belongs.
- Keeps records clean: audits for stalled items, missing data, and overdue follow-ups.