Curate reads a set of documents that grew from the same starting point, lines up their clauses and shows you every place where the wording differs. You decide what goes into the precedent, one change at a time, and export it as a Word document when you are done.
This article covers:
What Curate does
Choosing your documents
Choosing the master document
Key terms
1. What Curate does
You upload two or more versions of the same kind of document, for example, the share purchase agreements from your last few deals. Curate then:
Lines up the documents by provision. Curate splits each document into provisions, such as Definitions or Confidentiality, and compares like with like, even when a clause sits in a different place or under a different number.
Shows every difference. Each place where the wording differs becomes a change for you to review.
Suggests a resolution where it can. For example, it may suggest turning differing party names into a placeholder, or keeping a clause as optional wording.
Builds one precedent. As you resolve each change, the precedent takes shape. You can export it at any time.
Nothing goes into your precedent until you choose it.
Redline view, showing how each source document words the same clause.
2. Choosing your documents
Curate works best with documents from the same family: documents drafted from the same firm precedent or form, then negotiated on different deals. The closer the documents are to each other, the more focused your review will be.
Upload Word (.docx) files.
Add between 2 and 20 documents to each curation.
Give each file a clear, distinct name. Curate uses the file names to show where each piece of wording comes from.
3. Choosing the master document
One of your documents is the master. It sets the structure and formatting of your precedent, and Curate compares the other documents against it. Your curation also takes its name from the master’s file name.
Pick the document that is closest to the layout, numbering and style you want your precedent to have.
4. Key terms
Term | What it means |
Curation | The workspace where you build one precedent from a set of documents. Each curation is listed on your Curations page. |
Source document | One of the documents you uploaded. |
Master document | The source document that sets the structure and formatting of your precedent. |
Provision | A group of clauses that deal with one topic, such as Confidentiality. Curate compares documents provision by provision. |
Change | A place where the source documents’ wording differs. Each change needs a decision. |
Precedent | The single document you are building, and what you export at the end. |
AI suggestion | A proposed way to resolve a change, such as a placeholder or a condition/optional. |
Placeholder | A gap for a value that changes from deal to deal, such as a party name or a date. |
Condition/Optional | Wording that appears in some of your documents but not others. Curate can keep it as optional wording, so the precedent includes it only in deals where it applies. |