Legal
Due Diligence Template
Due diligence process in 5 stages for M&A, partnerships and investments — with document collection, risk analysis and traceable final report.
5 stages · SLA: 3-10 dias por etapa
Free. No credit card. Setup in minutes.
Process stages
1
Request and scope
2
Document collection
3
Legal and financial analysis
4
Risk report
5
Opinion and decision
Included fields
- Target company
- Tax ID
- Operation type (M&A, partnership, investment)
- Estimated transaction value
- Analysis scope
- Tax clearance certificates
- Identified contingencies
- Risk rating
- Legal opinion
- Final decision
Automations
- Document request to target company
- Stage deadline alerts
- Committee notification on deliberation
- Automatic risk report generation
How it works
1
Create your free account
Sign up in less than 1 minute. No credit card, no commitment.
2
Install the template
Find it in the marketplace and install with one click. All fields and automations come pre-configured.
3
Start using it
Open your first case and track the process from start to finish with timeline and traceability.
Start using this template now
Due diligence process in 5 stages for M&A, partnerships and investments — with document collection, risk analysis and traceable final report.
Free. No credit card. Setup in minutes.