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Generate SPA Disclosure Schedules from Data Room Index

Auto-generate SPA disclosure schedules from a data room index with source-document citations, gap flags, and seller-to-confirm tags in a structured table format.

The Prompt

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— Disclosure Schedule Generator

Using the attached SPA and data room index, generate disclosure schedules.
For each representation in Article [X]:
1. Create the corresponding schedule with proper numbering (Schedule X.Y)
2. Pre-populate from data room documents where possible
3. Flag gaps: "D...

Variables (1)

VariableDescriptionExample
{{rep_article}}Representations Article NumberIV

Expected Output

A table of pre-populated disclosure schedules numbered to match each representation, with source-document citations, DATA ROOM MISSING flags for gaps, and SELLER TO CONFIRM tags on AI-extracted entries that require human verification.

Usage Notes

Use after the SPA representations are reasonably stable and the data room index is locked. Every SELLER TO CONFIRM and DATA ROOM MISSING tag must be cleared by the seller-side counsel before the schedules are finalized. Review schedules for fundamental reps (capitalization, title to shares, authority) word by word, since errors here drive the most indemnification claims post-closing.

Originally featured in: AI for M&A Lawyers: Due Diligence, LOI Drafting & Deal Room Automation (2026)

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