A web platform for managing complex M&A projects
Mayer Brown
Mayer Brown called on Terros in order to create a M&A project management platform, allowing the collection and processing of personal information necessary in the merger and acquisition process, as well as the signing of documents certified by DocuSign.
Key metrics
Based in 27 cities worldwide
+ around thirty partners
More than 80 lawyers
Law360 Firm of the Year 2016 and 2020
Goals
With more than 80 lawyers, including 31 partners, Mayer Brown in Paris advises French and international clients on external growth, restructuring and financing operations.
The objectives of the collaboration between Mayer Brown and Terros to develop a web application are as follows:
- Development of the web platform: Design a robust and secure web platform that allows Mayer Brown lawyers to efficiently manage their M&A projects. Ensure a smooth and intuitive user experience.
- Custom Dashboard: Implement a personalized dashboard for lawyers, providing an overview of their current and past projects. It should allow the creation of new projects and the monitoring of the progress of existing ones.
- Project management: Integrate project management features, including the ability to create new projects, set milestones and tasks, track progress, and collaborate effectively with clients.
- Data collection: Implement a system to easily and securely collect customer data, using customizable and user-friendly forms.
- Internal communication: Integrate internal communications tools to enable Mayer Brown attorneys to communicate with client colleagues efficiently and securely throughout the M&A process.
- Automatic document generation: Develop a mechanism that automatically generates personalized documents from the collected data, using pre-established templates. This should significantly reduce the time needed to create and customize each document.
- Electronic signature: Integrate electronic signature features to enable lawyers to collect the necessary signatures on generated documents, ensuring the legal validity of these signatures.
Project
Terros has set up Mayer Brown a web platform to simplify and optimize the management of its various mergers and acquisitions projects for its clients.
On this platform, lawyers have access to a dashboard from which they can create and monitor their various projects.
A project consists of collecting data from the client's employees, communicating with them and organizing the signing of their personalized documents automatically generated from the data collected, in order to be able to successfully complete the Client's merger-acquisition operation.
- Data collection and monitoring of project progress
At the start of the project, the administrator defines the information to be collected using a powerful and ergonomic custom form generation tool developed to meet the specific needs of the firm.
Future signatories complete this form and provide the requested supporting documents directly in their user space within the platform.
Administrators can track the progress of each user's forms and have an overall overview of the project's completion level.
- Processing of data and supporting documents
Once the forms are completed, the administrator can automatically generate a personalized document for each user from a Word template containing the information provided by the user. This process, called mail merge, avoids the tedious manual creation of hundreds of Word documents.
Additionally, supporting documents requested from users can be validated or not by the administrator, who can choose to automatically notify the user by email.
- Signature certified by DocuSign
Finally, to validate a project, it is necessary to collect the signature of all users.
The project administrator has the ability to configure DocuSign signatures and the authentication mode of the documents to be signed, directly from the Mayer Brown platform.
Terros is fully committed to support its customers throughout the process of launching a new platform. From the very first steps, we create a prototype in just two weeks, marking the beginning of our partnership. Our approach is structured in four crucial phases: design, development, deployment and improvement. We use our expertise to design prototype, develop and iterate, while ensuring a smooth transition for Mayer Brown teams, thanks to sessions of regular demonstrations.
Technologies used: Node.js, Vue.js, PostgreSQL
Results
- Increased productivity thanks to the simplified tracking and optimal projects, both for Mayer Brown teams and their clients.
- Modularity of projects: allows you to write precise customer information sheets according to the needs of the project.
- Optimized user experience through an interface intuitive and ergonomic.
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