ORDO

Structured Deals Need Structured Tools

A contract lifecycle management platform built for the real world of syndicated loans, derivatives, and structured finance. Powered by AI.

key features

1

Document Repository

Ordo’s document repository handles complex financial documentation with precision and ease. Bulk uploads are automatically organized into hierarchical folders, grouped by client and project.

Key transaction data — parties, dates, obligations, amounts — is kept up to date and visualized in intuitive deal maps. Portfolio-level analytics provide oversight of company and group exposures across transactions.

Saves time on document organization
Prevents documentation chaos
Ensures quick access to critical documents
Facilitates collaboration across teams

2

Automated & Transparent Workflow

Ordo simplifies internal approvals with intuitive, customizable workflows. Documents are routed automatically for review, with alerts and deadlines built in. Everyone works in a single shared file — no version chaos.

Status and history are fully transparent, with version control and easy comparisons. Final outputs come in familiar formats like Word or Excel.

Streamlines approvals, reducing bottlenecks and manual effort
Improves accountability with full visibility into every step
Enhances teamwork, cutting down follow-ups and status checks
Delivers insights into process efficiency and delays

3

Obligation Tracking & Compliance

Ordo helps you stay on top of contractual obligations. The system uses AI to extract and track key contractual obligations in real time, from payment terms to document deliveries. Smart reminders go only to the right people, ensuring timely follow-up.

Obligations update automatically when contracts change — and the platform calculates amounts due based on terms and live market data, including interest rates and currency conversions.

Reduces risk and ensures compliance
Saves time and cost by eliminating manual tasks and preventing penalties or disputes

4

Regulatory and Market Event Monitoring

Ordo goes beyond contract management by actively monitoring regulatory changes and market events that may impact your transactions. It tracks legal developments, analyzes their effect on stored agreements, and notifies responsible employees when action is required.

The platform also monitors trusted news and data sources to detect events — such as defaults, downgrades, or credit triggers — that may activate rights or obligations under your contracts.

Prevents regulatory breaches with real-time monitoring and alerts
Mitigates financial and legal risks by flagging critical events early
Strengthens decision-making with faster visibility into emerging risks

5

AI Legal Assistant

Ordo’s AI Assistant allows users to ask plain-language questions and get contract-based answers — with documents or links attached. It analyzes and cross-references multiple agreements, detects interrelated terms, and provides structured responses with clear citations.

The assistant engages in interactive conversations, asks follow-up questions, and can propose next steps or generate drafts like notices and confirmations. Relevant clauses are shown in preview, with quick access to the full document or exact section — streamlining review and navigation.

Provides 24/7 access to legal insights
Saves time and reduces costs on legal tasks
Improves decision-making with fast, reliable answers
Minimizes errors and supports learning across teams

Simple. Flexible. Reliable. Secure.