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Deal desk decisions, documented.

From contract to policy memo — without the scramble.

DealMemo drafts rev-rec memos, routes exceptions, and builds audit packs with citations — while humans approve sensitive outcomes.

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How we're different

  • Clause-aware extraction with citations.
  • Policy versioning for exception routing.
  • Audit packs for close and auditors.
Trust rule: AI drafts; humans decide for sensitive outcomes.

The outcome

Faster cycle times

Turn back-and-forth into a predictable workflow.

Fewer escalations

Route exceptions to the right reviewer with policy gates.

Audit-ready packets

Every case has evidence, approvals, and a timeline.

Signature workflows

Clause diff

Highlights non-standard terms and routes them to the right reviewer.

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Policy memo studio

Drafts a decision memo with evidence links and approval history.

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Example workflow: Rev-rec exception

  1. Ingest contract + order form + email threads.
  2. Extract terms and flag non-standard clauses.
  3. Route to finance and legal review gates.
  4. Draft rev-rec memo with citations.
  5. Export audit pack for close.

Start a pilot (internal)

Pick one workflow and make it deadline-safe, evidence-linked, and auditable.