Doing Due Diligence

Learn how to review target contracts and chart key data points for practical use.
$199/seat Buy For Your

How many junior law firm attorneys are called onto a deal and asked to start doing diligence review of a target company's contracts in the data room? "What should I look for? How should I usefully summarize it in the diligence matrix?" Many of us wondered these same questions the first time (or, if we're being honest, the first few times) we did this work. This course removes the mystery from doing diligence review of target contracts, giving learners guidance and practice doing this work so they're sure-footed heading into the real deal.

Training outcomes

  • Learn to review target contracts to identify relevant information.
  • Learn to complete a diligence chart, for ease of future use and reference.
  • Learn to identify diligence follow-up questions and red flags.

Great course, really helpful as a new associate who has not done diligence work yet."

Am Law 50 Firm

Tour a diligence matrix, dig into a data room, do due diligence

We begin this course by explaining pitfalls to avoid and best practices to adopt when summarizing items from a target contract in the chart. Along the way, we show the learner how and where to find these data points in a target contract. Following this exposition, the learner receives the bringing them onto the deal team and is asked to start doing diligence review of the documents thus far populated in a In the data room, the learner clicks a document to review it, Through this immersive simulation, the learner gets a chance to do several "reps" and develop some comfort and fluency with doing this work.

Learn by making mistakes in realistic, no-stakes exercises

As is always the case with Praktio courses, learners learn not just through watching and listening to practical lessons and examples but also through doing —not to test, but to provide opportunities to apply and practice, while receiving

In case you were wondering

  • Diligence Matrix Walkthrough
  • Notes from Meeting
  • Doing Due Diligence Simulation

CLE: Currently available for CLE as follows: CA - 0.75; IL - 0.75; NY - 0.5. The content of this course was authored by Praktio's founder, Michael Bloom, an attorney currently in good standing and licensed in Michigan.

Duration: You will have 1 year from the date of purchase to access and complete your online course materials. On average, it takes about 1-2 hours to complete the whole course; however, learners get to decide how much time to spend on each exercise and module.

Accessing: Following checkout, you will receive an email providing you with access to your online course materials.

Compatibility: Please use Chrome on a PC or Mac computer.

Reference Materials: As part of this purchase, you will also receive an e-book (which you may download or print for your use and later reference).

We Don't Share Your Scores! Praktio does not share user performance data (e.g., "scores") with anyone, including employers (e.g., if you're an associate taking this training at a law firm). The only information shared with employers who purchase this training for their employees is progress data (e.g., how much of the course you have completed by when).