Investment Management

Global Investment Firm Transforms Contract Management

How Atlas Capital Partners improved contract processing efficiency by 65% and reduced legal review time through AI-powered analysis

65%

Faster contract processing

50%

Reduction in legal expenses

99.7%

Accuracy in risk identification

The Challenge

Atlas Capital Partners, a global investment management firm with over $50 billion in assets under management, was struggling with inefficient contract management processes across their international operations. The firm handles more than 15,000 complex investment agreements annually, from partnership agreements to subscription documents and side letters.

Key challenges included:

  • Manual Review Bottlenecks: A team of lawyers spent thousands of hours reviewing documents, creating significant delays in deal closings.
  • Inconsistent Risk Assessment: Manual reviews led to inconsistent identification of clauses that posed potential liabilities or compliance issues.
  • Information Silos: Contract data was difficult to aggregate for reporting, making portfolio analysis challenging.
  • Regulatory Compliance: Keeping up with changing regulations across multiple jurisdictions required constant oversight.

These challenges were directly impacting Atlas Capital's operational efficiency and their ability to move quickly on investment opportunities.

The Solution

After evaluating several options, Atlas Capital implemented DocMatrix AI's ContractAI solution across their global operations. The implementation included:

AI-Powered Contract Analysis

Sophisticated machine learning models that automatically extract key terms, obligations, and risks from investment agreements in multiple languages.

Custom Risk Scoring

A proprietary risk analysis framework that evaluates each contract against Atlas Capital's investment policies and regulatory requirements.

Integrated Workflow System

Streamlined approval processes with automated routing to appropriate decision-makers based on risk thresholds and investment criteria.

Portfolio Analytics

Comprehensive reporting capabilities that provide visibility into contract terms across the entire investment portfolio.

The implementation was completed in three phases over four months, with minimal disruption to ongoing investment activities.

"ContractAI has transformed our investment process. What previously took weeks now happens in days. Our legal team can focus on truly complex matters rather than routine review, and we've captured insights about our portfolio that were previously invisible to us."

— Sarah Reynolds, Chief Legal Officer, Atlas Capital Partners

The Results

Within six months of full implementation, Atlas Capital experienced significant improvements in their contract management processes:

65% Faster Processing

Average time to process investment agreements decreased from 12 days to just 4.2 days, significantly accelerating deal closing timelines.

50% Legal Cost Reduction

Outside counsel expenses decreased significantly as internal teams could handle more contract reviews with AI assistance.

99.7% Accuracy Rate

ContractAI's machine learning models demonstrated exceptional precision in identifying key terms and potential risks in agreement documents.

30% More Investments Reviewed

The efficiency gains allowed Atlas Capital to evaluate a significantly higher number of potential investments without adding staff.

Beyond these metrics, Atlas Capital's leadership team gained unprecedented visibility into their portfolio's contract terms, enabling more strategic decision-making and improved risk management across their operations.

Ready to Transform Your Contract Management?

Learn how DocMatrix AI can help your organization achieve similar results.

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