Deal Checklists & Request Lists
For transactional and real‑estate practices, Sentinel provides due‑diligence tooling that tracks what a deal needs and auto‑completes as documents arrive: deal checklists, document request lists, and templates.
These features are specific to transactional and real‑estate practice modes.
Deal checklists
A deal checklist is a structured list of due‑diligence items for a deal, organized into sections (legal, financial, tax, and so on). Each item tracks a status (e.g. pending, in progress, waiting, complete, not applicable, or waived), how it's satisfied, and any documents connected to it.
Templates
Checklists are created from templates — reusable, deal‑type‑specific lists (for example, a purchase & sale checklist or a closing‑variant checklist). Templates are reference data maintained per tenant.
Administrator note: real‑estate checklist templates are seeded into a tenant as a setup step. If the checklist picker is empty or the recommendation card never appears, the templates likely haven't been seeded yet — see your administrator. (Without templates the feature is simply inert; nothing breaks.)
Creating a checklist for a deal
From the deal's Checklists tab, apply a template to create the checklist. Sentinel can also recommend the most appropriate template for a deal: it ranks templates against the deal and its documents and surfaces a recommendation card while the deal has no checklist yet.
Auto‑match: checklists that complete themselves
The standout feature is auto‑match. Sentinel compares the deal's data‑room documents to the checklist items and, where it finds a match, generates a plain‑English rationale and an AI verdict about whether the document actually satisfies the item:
- The AI verdict (satisfied / partial / unsatisfied) is what gates completion — so a green check never contradicts its own rationale.
- A keyword match alone is only a prefilter; the verdict decides.
The result is a checklist that fills itself in as diligence documents land, with a visible reason for every completion you can review and override.
Working a checklist
On the checklist detail page you can:
- Filter items by Outstanding / Complete / All.
- Mark items complete, waived, or not applicable.
- Add notes and attach documents to an item.
- Read the AI rationale inline for auto‑matched items.
Request lists (document request lists)
A request list is a list of documents you're requesting for a deal — diligence requests organized by requesting/responding party and due date. Use request lists to track what's been asked for and what's outstanding, alongside the checklist that tracks what's been satisfied.
Putting it together
A typical diligence flow:
- Apply (or accept the recommended) template to create the deal's checklist.
- Issue request lists for the documents you need.
- As documents land in the data room, auto‑match completes checklist items with rationales.
- Review the outstanding items and the AI verdicts, overriding where your judgment differs.