Operationalizing Your Contract Playbook: An In-House Guide to AI-Assisted Review

Shaun Plant

Mergers and acquisitions are high-stakes, high-pressure events—and in-house counsel are central to their success. Whether your company is exploring strategic acquisitions or preparing for a sale, your ability to drive an efficient, well-documented diligence process can make or break the deal timeline and outcome.
In this session, you’ll hear from experts across investment banking, corporate law, and legal operations as they share how in-house legal teams can proactively prepare for M&A. From aligning internal stakeholders to streamlining entity documentation and anticipating buyer requests, you’ll gain practical strategies to help your team show up organized, informed, and ready to lead.
Join us on Monday, August 18 at 12pm ET as Joe Morgan (Technology Investment Banker, Piper Sandler), Nicole Perez (Corporate Partner, Foley Hoag LLP), and Sarah Endiger-Gomez (Head of Legal Operations, PayZen) share tactical insights, real-world case studies, and proven frameworks to support smooth M&A transactions from the legal side of the table.
Key Takeaways:
The role of in-house counsel in buy-side and sell-side M&A processes
Common diligence pitfalls and how to proactively avoid them
Best practices for centralizing critical documentation and ownership records
How to align legal, tax, finance, and business leads ahead of diligence
Actionable strategies to reduce risk, accelerate timelines, and increase deal value
Who Should Attend:
This session is built for in-house counsel, legal operations leaders, and corporate governance professionals who want to strengthen their M&A readiness, improve cross-functional alignment, and lead from the front when the next deal opportunity arises.
This session brings together voices from banking, private practice, and legal operations to walk you through how to build a centralized, aligned, and automation-enabled entity documentation process. You’ll gain practical strategies to prepare your legal infrastructure for whatever comes next—without reinventing the wheel each time.
There is NO COST to attend this program!
This program is FREE thanks to Filejet – Automate Entity Compliance. If you can’t make it to the live program, the recording will be available for viewing via our paid CLE library, In-House Connect On-Demand!




