Counsel McCullen, Managing Partner at Duncan Bergman Mandell

Counsel McCullen

Managing Partner, Duncan Bergman Mandell

Case Study

Duncan Bergman Mandell Brings AI-Driven Diligence to Its Corporate and M&A Practice with Marveri

How a firm built on a different model stays ahead by embedding AI into the earliest stages of every deal.

Customer

Type

Corporate & Transactional Law Firm

Use Case

Due Diligence & Contract Review

Featured Person

Counsel McCullen headshot

Counsel McCullen

Managing Partner, Duncan Bergman Mandell

The Firm

Duncan Bergman Mandell was founded on the conviction that corporate law can be practiced more efficiently by experienced attorneys leveraging technology, rather than traditional models built around layers of junior staffing. The firm brings together experienced attorneys from elite firms and equips them with purpose-built tools that streamline execution and surface risk earlier in the process. The result is more focused analysis, more responsive communication, and a level of efficiency aligned with how modern transactions actually move.

That approach led DBM to Marveri. Recognizing that diligence is often the most time-intensive and least transparent phase of a transaction, the firm embedded Marveri into its workflow to deliver structured, actionable insight from the outset.

Where It Fits

DBM deploys Marveri at the outset of every transaction, when document sets are incomplete, disorganized, and time pressure is highest. Across M&A, private equity investments, and restructurings, incoming materials are run through Marveri to establish what's there, what's missing, and where the material risks sit. That early visibility sharpens supplemental request lists, focuses negotiation strategy, and allows the team to orient clients around key issues before the deal accelerates.

For a firm that advises founders and private equity sponsors on time-sensitive transactions, compressing early-stage review from days to hours has fundamentally changed how DBM sequences and staffs its deals.

Marveri organized and triaged a disorganized data room of hundreds of documents in minutes — flagging cap table issues and surfacing assignment risks before our first call. That kind of head start changes how you run a deal.

Counsel McCullen, Managing Partner, Duncan Bergman Mandell

The Client Impact

DBM's clients — repeat acquirers, serial founders, institutional investors — expect precision and speed. Since introducing Marveri, client conversations have shifted meaningfully. Instead of early-stage updates about ongoing review, clients receive structured, actionable insight almost immediately. That visibility improves decision-making and reinforces confidence in how the work is being done.

Diligence, historically one of the most opaque and time-consuming phases of a transaction, has become a point of differentiation for the firm.

Our clients are sophisticated. When they see an annotated risk summary on day one instead of a status update a few days later, it reinforces why they hired us. Marveri has made us more cost-efficient while increasing quality, and it's eliminated much of the diligence fatigue that typically defines this phase of the deal.

Counsel McCullen, Managing Partner, Duncan Bergman Mandell

Days → Hours

Early-stage issue spotting compressed

Day 1

Annotated risk summary at first conversation

Earlier

Issue identification reduces downstream delay

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