Practice Area · Corporate & M&A

Corporate & M&A software, pre-configured

Pick the Corporate/M&A vertical and HammerLex sets up a transaction matter template, a closing-driven deadline rule set, and the deal fields your team lives in — while hiding litigation fields a deal never uses.

Corporate deal matter template with counterparty, deal value, stage, and closing timeline fields
Starter content

A matter template built for transactions

Selecting the Corporate/M&A vertical seeds a transaction matter template, so your team stops rebuilding the same structure for every acquisition, financing, or corporate engagement.

  • Deal type and sideBuy-side or sell-side, asset or equity — captured on the matter from the start.
  • Counterparty and governing lawRecord the other party and the governing jurisdiction where the deal is anchored.
  • Ready on day oneOpen a deal into a workspace that already fits, not an empty record.
Case fields

Deal-specific custom fields

Transactions run on a different set of facts than any other practice. The Corporate/M&A vertical adds case custom fields for what deals actually turn on.

  • Deal value and stageTrack deal size and where it sits — diligence, signing, closing, post-close.
  • Diligence trackingKeep the diligence workstreams — corporate, IP, employment, tax — visible on the matter.
  • Yours to shapeRename fields, add your own, or remove anything your deals don't need.
Deadline rule set

Closing timelines that drive themselves

A deal is a chain of dates: signing, closing, and the post-closing filings that follow. The Corporate/M&A vertical includes a deadline rule set, so those milestones are driven from the matter instead of a side spreadsheet. The rules engine handles the date math and rolls off weekends and holidays.

  • Signing to closing to filingsMilestone dates flow from the matter, not a separate tracker.
  • Court-day-aware engineThe same deadline engine used across the platform, applied to deal timelines.
  • Nothing slipsPost-closing obligations live with the deal, where the team will see them.
Billing & documents

Split billing and clean deal records

Deal costs are often shared — co-buyers, a parent company, multiple entities. HammerLex splits a single invoice across payors by percentage and captures hard and soft costs onto the matter ledger. Because a transaction isn't litigation, the case view hides litigation-only fields like docket number and court name, keeping the record focused on the deal.

  • Multi-tier split billingOne invoice distributed across payors by percentage weight.
  • Docket and court fields hiddenThe case view drops litigation-only fields that deals never use.
  • Merge-field draftingMatter data flows into transaction documents, with an immutable, hashed version trail.
Why it matters

Not one-size-fits-all

Generic practice management assumes every matter is a case headed to court — court fields, docket numbers, and all. A corporate deal fits that shape poorly. HammerLex adapts instead: choosing the Corporate/M&A vertical means the platform already understands you're running transactions, so it seeds the right template, deal fields, and closing deadlines, and clears away the litigation fields that don't apply. Because the setup is idempotent, adopting the vertical later fills in only what's missing without touching your existing matters.

FAQ

Corporate & M&A questions

Does HammerLex work for corporate and M&A deals?

Yes. Selecting the Corporate/M&A vertical seeds a transaction matter template, a deadline rule set for closing timelines, and case custom fields for deal type, counterparty, deal value, stage, and governing law. You can adjust any of it.

Can I split billing across multiple parties on a deal?

Yes. HammerLex's billing engine can split a single invoice across multiple payors by percentage — useful when co-buyers, a parent company, or multiple entities share the cost. Hard and soft costs capture straight onto the matter ledger.

Does it track closing deadlines?

The Corporate/M&A vertical includes a deadline rule set, so signing, closing, and post-closing filing dates can be driven from the matter. The rules engine handles the date math and rolls off weekends and holidays.

Does it hide litigation fields on deal matters?

Yes. Because corporate transactions are not litigation, HammerLex hides litigation-only fields like docket number and court name on the case detail view for this vertical, keeping the deal record focused.

See HammerLex set up for corporate & M&A

Book a short demo and watch a deal matter open into a workspace that already fits — template, deal fields, closing deadlines, and split billing.

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