Transactional workflows

AI transactional matter workbench, configured around your firm

Nexum maps how your transactional matters move from client intake to templates, documents, review, redlines, correspondence, deadlines, and closing packages. Then we configure the workbench around your playbooks and approval model.

Built for solo, small, and mid-sized firms that need practical AI help without an enterprise rollout. Your team evaluates one representative transactional workflow, then a dedicated implementation engineer and legal workflow support configure Nexum around your templates, drafting standards, clause preferences, and review gates.

How Nexum configures to your firm

Configure the workflow around your firm's standards.

Client-to-matter workspaces

Organize work around the client and matter: active agreements, diligence binders, redlines, open issues, renewal dates, correspondence, and review status.

Template drafting

Firm templates and playbooks become the starting point for first drafts, clause options, client updates, and review packages instead of a blank prompt.

Contract review and redlines

Nexum flags clause risks, missing exhibits, renewal dates, negotiation positions, and redline changes with source citations and attorney approval before export.

Closing and renewal workflows

Checklists, deadline briefs, filings repositories, and correspondence keep the matter moving while approvals stay visible to the legal team.

Attorney review and supervision

Attorneys stay in control.

Transactional AI is only useful when the lawyer controls what becomes client-ready. Nexum keeps drafts, redline notes, issue lists, and deadline briefs behind review gates defined by your firm.

FAQ

Questions firms ask before a pilot

Can Nexum use our contract templates?

Yes. Template and playbook configuration is part of rollout. A dedicated implementation engineer helps configure the workbench around the documents and drafting preferences your firm already uses.

Does Nexum support redline review?

Yes. Nexum can summarize redline changes, flag clause risk, surface missing exhibits or deadlines, and prepare attorney-review packages tied back to source documents.

Is this only for large firms?

No. Nexum is currently aimed at solo, small, and mid-sized firms that want a practical configured workbench without buying a heavy enterprise platform.

What does the workflow walkthrough show?

The walkthrough shows the internal workbench: client and matter context, documents, AI Agent tasks, draft packages, review gates, redline notes, and deadline briefs using representative data.

Related

See Nexum around one matter workflow.

Book a walkthrough about your workflow, practice areas, and supervision model. We map the matter path first, then configure document review, drafting, attorney review controls, and matter intelligence around how your team works.