# Build a change-of-control review record

Source: https://judicio.ai/blogs/ai-due-diligence-ma-review

In a fictional acquisition, compare the target's key customer contracts for change-of-control, assignment, consent and termination provisions. Preserve the distinction between what a document says and counsel's assessment of the transaction.

Matter identifier: ____________________
Jurisdiction / forum: ____________________
Reviewer / date: ____________________

- [ ] Record the contract parties, date, amendments and the document set actually reviewed.
- [ ] Quote the relevant clause and keep its conditions and exceptions in the same row.
- [ ] Flag missing agreements and consent evidence separately from substantive risks.
- [ ] Have the responsible lawyer assess the transaction trigger, next action and report wording.
- [ ] Record the unresolved questions and the next review action.

| Source / page | Proposition or finding | Review decision | Outstanding check |
| --- | --- | --- | --- |
| | | | |

Illustrative workflow aid. This is not a court form, legal advice or a record of measured product performance.