FREE TEMPLATE • PRINTABLE GUIDE
Stop hunting files. Start finding answers.
A practical intake template and 10-step guide for M&A teams who need to turn scattered SharePoint folders, Teams files, and email attachments into one searchable deal index in under a day.
€0.00
— Free instant download
Delivered as: PDF
GET THE TEMPLATE
Download the template pack
WHAT'S INSIDE
A practical system to organize any deal room in one day
01
The 24-hour intake workflow
Map every source — SharePoint, Teams, email, VDR — before opening a single file.
02
The document index template
One sheet to track contract type, counterparty, effective date, renewal, and risk flag.
03
The relationship map
Tag cross-default, parent-subsidiary, and vendor links before review begins.
04
The EU data check
A 5-point list to confirm no file leaves European jurisdiction during intake.
05
The handover checklist
What to prepare so Kervalt can ingest and reason across the full dataset.
WHO THIS IS FOR
Built for teams who cannot afford to lose documents in the shuffle
M&A Partners
You own the timeline and cannot afford document drift.
Legal Counsel
You need every version and amendment in one place.
Legal Operations
You are responsible for the intake process and tooling.
Compliance Officers
You need audit-ready evidence of what was reviewed.