Data Rooms
Clean Data Rooms for Sensitive Work
Analyze sensitive data from multiple parties in a controlled room. Set who can work with it, what can be shared and who must approve each release.

Raw records restricted · groups of 10 or more · counsel approves each release
| Question | Result | Status |
|---|---|---|
| Carriers both companies use | 41 carriers | Released |
| Rate gap by lane | 212 lanes | Released |
| Savings from shared carriers | $4.1M–$6.3M | With counsel |
| Customer list, Oakland–Portland | Names customers | Held back |
What You Can Do
Bring sensitive data from more than one party together, and let only approved results out.
Data From Every Party
Bring the relevant datasets together with access rules agreed by the participating parties.
Rules Agreed Up Front
Who can ask what, and what may leave, is set before any data arrives.
Named Clean Teams
Only the people and agents named for the room can work in it.
Approved Releases
A result leaves only after it passes the room’s rules and a named approver signs off.
Small Groups Held Back
Set rules to withhold results that could identify individual customers, employees or deals.
A Record for Every Party
Keep a record of analysis and releases for authorized reviewers.
Data Rooms for Your Practice
Plan an integration before the deal closes.
- Clean teams
A named clean team analyzes both companies’ data under the rules counsel sets.
- Share approved findings
Share approved overlap analyses and synergy estimates while restricting access to customer records.
Raw records restricted · groups of 10 or more · counsel approves each release
| Question | Result | Status |
|---|---|---|
| Carriers both companies use | 41 carriers | Released |
| Rate gap by lane | 212 lanes | Released |
| Savings from shared carriers | $4.1M–$6.3M | With counsel |
| Customer list, Oakland–Portland | Names customers | Held back |
Controls Built In
Keep access, review and accountability part of the work with Data Rooms.
Raw records stay in
Only results that pass the rules leave the room.
Every release approved
A named approver signs off on each result before it leaves.
Rooms that close
When the work ends, the room closes and its data is returned or deleted, as agreed.
Explore the Platform
discoveryBuild a sourced view of the client’s systems, data and processes.
simulationCompare proposed changes against the client’s data before committing to a rollout.
rolloutMove from a tested proposal to a staged rollout, with client approval at each step.
