Agentic AI: The Future of M&A
Generative AI (GenAI) has reshaped how legal professionals surface and summarize information. But the next frontier, agentic AI, goes further. Where GenAI informs, agentic AI acts. It doesn’t just recommend; it executes.
For mergers & acquistion (M&A) teams operating under intense pressure, this shift is transformative.
Why M&A Needs Reinvention
The traditional M&A workflow is notoriously demanding. Transactional teams navigate a minefield of challenges:
- Document Overload – Transactions involve drafting and reviewing a huge amount of contracts often under immense time pressure and scrutiny to deliver the best outcomes for your client
- Manual Diligence – Manually summarizing findings from diligence and ensuring consistency across diligence memos and disclosure schedules is tedious and prone to error
Outside of M&A specific challenges, the legal industry more broadly faces:
- Fragmented Workflows: Lawyers constantly switch between documents, communication platforms, and review tools, losing valuable time and focus
- Collaboration Hurdles: Coordinating efforts across different practice groups, offices, and even external parties can be complex and inefficient
- Risk of Oversight: The sheer volume of data makes it easy to miss critical details, leading to significant post-deal risks
These obstacles don’t just slow deals down—they increase risk.
Meet Lito: The Agentic AI for Legal Workflows
M&A isn’t just high stakes - it’s high volume, high speed, and high risk. That’s one of the reasons why Litera created Lito, an AI Legal Agent designed to orchestrate end-to-end deal workflows directly where lawyers work, in Outlook, the web, and soon Word. Lito goes beyond GenAI’s summaries and recommendations by detecting intent, activating the right tools, and delivering completed outcomes—all without forcing lawyers to leave their core drafting environments.
Here’s how Lito transforms M&A practice:
- Understanding Deal Intent: Whether it’s “summarize this diligence memo” or “redline against the latest draft”, Lito recognizes what the deal team needs and acts accordingly.
- Activating the Right M&A Skills: Lito lives within the Litera One interface, capable of initiating redlines, launching risk analyses, or retrieving precedent deal terms without manual setup or context switching.
- Delivering Outcomes, Not Just Insights: Instead of handing back raw data, Lito produces finished outputs that move the deal forward like drafted clauses, risk summaries, and grid comparisons.
For deal teams managing diligence, disclosure schedules, and negotiations under relentless deadlines, Lito is more than efficiency software. It’s an embedded, intent-aware agent that helps lawyers spend less time wrestling with documents and more time driving the deal.
Kira + Lito: Reinventing Due Diligence
For years, Kira has been the gold standard in AI-powered contract review, trusted by 60% of Am Law 100 firms and 84% of the top 25 global M&A firms. Now enhanced with GenAI features like Smart Summaries and clause extraction, Kira identifies critical risks at speed and scale.
Together, Kira and Lito transform diligence into a streamlined, end-to-end process:
- Kira pinpoints obligations, change-of-control clauses, and risks across hundreds of contracts.
- Lito turns that analysis into client-ready memos, aligns findings with firm playbooks, and flags issues for negotiation.
The result: faster, more consistent diligence that reduces risk and delivers measurable efficiency. In a ground-breaking step toward delivering Agentic AI to every customer, Litera is providing Lito to all Kira users at no additional cost.
Litera One: The Ecosystem for Future-Ready Teams
Litera One unites Lito and Litera’s firm intelligence tools like Compare and Foundation Insights into a single, secure ecosystem. Lawyers get AI that feels native to legal work, while firms gain the governance, compliance, and data protection they require.
For M&A and beyond, this is the foundation of the future-ready legal team:
- Litera One: The connected platform
- Lito: Embedded agentic AI for workflows and outcomes
- Kira: Trusted AI contract review
The future of M&A is already here. Is your team ready?
To witness the power of Litera's solutions, schedule a demo.
