By lawyers. For lawyers.
Quarterback is the end-to-end M&A platform that runs due diligence, manages your data room, drafts disclosure schedules, manages checklists, tracks every workstream, and gives all deal parties centralized access to transaction documents — and more — all in one place.
Fully integrated modules. One platform.
Quarterback includes a purpose-built virtual data room designed specifically for M&A transactions. Unlike general-purpose file storage systems repurposed for deal use, every feature in the Quarterback data room was built around the way transactional lawyers actually work.
Documents are organized automatically into standard diligence categories the moment they are uploaded — corporate records, material contracts, intellectual property, employment and benefits, litigation, regulatory, financial, real estate, and environmental. No manual sorting, no associate time spent on folder structure. The data room does the organizational work so lawyers can focus on the legal work.
For firms and clients already using a data room, Quarterback connects directly. Rather than requiring a parallel upload or a change in existing workflow, Quarterback's integration layer pulls documents from wherever they already live and applies its full analysis stack on top. The data room is where deals are organized. Quarterback is what makes sense of them.
Permissions, access controls, and audit logs are built in. Every user action is tracked, every document access is recorded, and access can be granted or revoked at the folder or document level. For sell-side representations, that means full control over what each buyer sees and when. For buy-side teams, it means a clean, organized view of everything the seller has provided — and clear visibility into what's missing.
The due diligence process begins with a diligence request list — a structured document that sets out every category of information and documentation the buy-side team requires from the seller. Quarterback generates the request list automatically based on the deal type, and connects it directly to the data room. As documents come in from the seller, Quarterback maps each upload against the outstanding requests and updates the list in real time. Attorneys always know exactly what has been received, what remains outstanding, and what has been reviewed — without manually tracking any of it.
Quarterback reads every document in the data room and applies a purpose-built M&A red flag analysis developed from the ground up for transactional practice. Every flag is surfaced with the underlying document excerpt, the specific provision that triggered it, and a severity rating. Flags are ranked so the most material issues appear first. Nothing is buried in a 200-page memo.
From the flags, Quarterback generates a consolidated due diligence report structured the way M&A lawyers structure their own reports — by category, by severity, with executive summary and detailed findings. The report is fully editable for an attorney to review before it is delivered to the client.
Quarterback drafts disclosure schedules directly from the data room. Once the purchase agreement is loaded and the data room is populated, Quarterback maps the representations and warranties in the agreement against the documents it has already reviewed. For each rep and warranty that requires a schedule, Quarterback produces a draft disclosure, pulling the relevant facts, entities, contracts, and exceptions from the underlying documents.
The draft is structured to mirror the agreement — each schedule is keyed to the specific section of the SPA it corresponds to. Lawyers review, refine, and negotiate from a working draft rather than starting from a blank page.
Quarterback's deal workspace organizes the full transaction in one place.
Every transaction lives in its own workspace — a centralized hub that gives every authorized party a single view of the deal. Buyer's counsel, seller's counsel, and any other authorized parties each have access to the workspace, with permissions tailored to their role in the transaction. Documents, tasks, open items, and key dates are all visible in one place. No hunting through email chains for the latest draft. No uncertainty about which version is current.
Every draft of every document is tracked. When a clean is circulated, it replaces the draft in the workspace. Every new version can be redlined against any prior version directly in the platform — attorneys see exactly what changed, who changed it, and when. The full version history is preserved and accessible. Lawyers always know what the current document is and exactly how it got there.
Quarterback generates and maintains separate signing and closing checklists tied to the specific deal structure. Each item — board approvals, third-party consents, regulatory filings, condition satisfaction, signature pages, escrow instructions — is tracked against the party responsible and the applicable deadline. As items are completed, the checklists update. As deadlines approach, the platform flags them. Nothing gets to signing or closing day still open because it was lost in an email thread.
Quarterback manages the collection and organization of signature pages across all transaction documents. Execution copies are tracked by document and by party. When all signatures are in, the platform confirms the package is complete. Closing sets are compiled automatically and delivered in the format the deal requires.
Every open item — a diligence follow-up, a consent request, a lender condition, a regulatory filing — can be assigned to a responsible party with a deadline. The full list of open items is visible across the deal team at all times. Nothing is closed until it's closed. Nothing is forgotten because it was buried in an email from three weeks ago.
The result is a deal team that spends its time on legal judgment rather than project management — and a closing process that moves at the speed the client expects.