Work through corporate cases faster, with your whole team in one place.
MergerAI is the AI platform built for corporate law firms. Bring in thousands of case files, ask questions in plain English, highlight the provisions that matter, and track who has reviewed what, in one SOC 2-compliant workspace.
- SOC 2 compliant
- Your data never trains AI models
- Your data stays confidential
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Upload thousands of case files, or connect where they already live.
Upload more than 5,000 files from your desktop, or import whole folders from services such as Dropbox, Box, Google Drive or SharePoint with their structure intact. Sync now keeps the room current; changes and deletions wait for your approval. Then let AI organize the room.
- Dropbox
- Box
- Google Drive
- SharePoint
Request the files you need, and let AI track what's missing.
Build a request list for each case in MergerAI and share it with your client, so they know exactly which files you need from them. They mark what they will or won't provide, all within the app, and AI tracks which files have arrived and which haven't, saving you hours of manual auditing.
Requests are grouped by category, from compliance and tax to insurance and internal audit, each with a priority, a status, reference files and comments.
Ask anything about the case.
Query contracts, financials and other case files in plain English. Find every lease with an assignment restriction or every agreement governed by Delaware law without opening each file.
Try asking
- Is there a power of attorney provision in this data room — and what are its key characteristics?
- Is there a promissory note in the data room?
- What change-of-control provisions exist across the data room files?
Know who has reviewed what, without a side spreadsheet.
Assign any file to a teammate from folder or list view, in bulk if you need to. Reviewers mark files Reviewed, and MergerAI records who reviewed each one and when. Filter by person, by "Me," by Unassigned, or by reviewed status, and see review progress across the case and for each person.
Built for real cases: removed teammates, lost access, deleted files and synced copies are all accounted for.
The provisions that matter, highlighted in every document.
Choose up to 15 provisions per case from a 25-provision library (change of control, anti-assignment, governing law, non-compete, indemnification and more), from your request list, or write your own. When anyone on the case opens a PDF, Word or PowerPoint file, each provision appears in its own color, with a side panel listing every match and page.
Export everything to Excel: one row per provision, one column per document, plus a sheet of every match.
Control who sees what.
Invite your team, set admin or member roles, and grant access folder by folder. Each person sees only the files and review views their role allows.
SOC 2 compliant. Your data stays yours.
MergerAI is independently audited to SOC 2 standards, so sensitive deal data is protected and confidential information stays private. Your data is never used to train AI models.
See it on your own deal.
We'll show you how MergerAI saves your team hours on every deal.