Transform Your Legal Team Into a Transaction-Ready AI Powerhouse
Legal operations professionals are spending too much of their day doing work that shouldn't require their expertise — chasing down entity records, manually reconciling ownership structures, and rebuilding org charts from scratch every time a deal surfaces.
That's not legal ops at its best. That's legal ops as a data retrieval service.
AI is changing that equation. Not just by automating the busywork — but by acting as a strategic layer across your entire entity management workflow. It gives legal ops professionals a seat at the strategic conversation rather than a spot in the diligence fire drill.
While most teams are still chasing entity data across spreadsheets and shared drives, forward-thinking legal ops teams are walking into transactions already prepared — with clean records, verified structures, and AI-organized data rooms that didn't take weeks to build.
In this session with Kendall Knoll (Solution Sales Executive, Diligent) and April Skipp (Principal Product Compliance Advisor, Diligent) we'll explore how to:
Shift from reactive to proactive — turn your entity portfolio into a live intelligence layer that works for you before a deal is ever on the table
Use AI as a workflow advisor — let it surface risk, guide prioritization, and recommend action across your entire entity portfolio without adding headcount
Compress due diligence timelines — have AI-organized, deal-ready records at your fingertips before the request ever hits your inbox
Automate the high-friction workflows — filings, board resolutions, approval chains, officer updates — so your team focuses on judgment, not administration
Elevate legal ops from support function to strategic enabler — with the data, speed, and insight to back it up at every stage of the transaction lifecycle
See you there!