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How to review assignment and change of control clauses?

Identify assignment restrictions, change of control triggers, consent rights, and operational risks across contract portfolios.

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Find the clauses that control transfers and reorganisations

Assignment and change of control provisions are easy to miss until a transaction, divestment, supplier acquisition, or outsourcing change is already moving. TextMine helps teams extract these clauses from supplier agreements, customer contracts, NDAs, DPAs, and master services agreements using Workbench and Vault.

The result is a source-linked view of consent requirements, notice periods, permitted transfers, affiliate exceptions, termination triggers, and restrictions on subcontracting or business transfers.

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Review against legal and business policy

Legal teams can use Playbooks to define acceptable positions and escalation rules. For example, customer contracts may require consent before assignment to a competitor, while supplier agreements may permit intra-group transfers but require advance notice.

TextMine can flag clauses that diverge from policy and explain why the clause matters in the context of the transaction or operating model.

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Create a defensible consent workflow

Once the clauses are extracted, Workflows can route review tasks to legal, procurement, account owners, and integration teams. Each decision remains tied to the contract, clause, reviewer, and source evidence.

This makes it easier to prepare consent trackers, diligence workpapers, and management summaries without rebuilding the evidence base manually.

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Keep the record current

Final determinations can be written into governed Records, including whether consent is required, whether notice has been sent, who owns the relationship, and the confidence score for the extracted obligation.

Extract transfer rights
Identify assignment, novation, affiliate transfer, and change of control language.
Classify consent needs
Separate notice-only, consent-required, prohibited, and permitted transfer positions.
Apply playbooks
Flag non-standard wording against approved legal and commercial rules.
Route owners
Send exceptions to legal, procurement, account teams, or transaction leads.
Track evidence
Keep every decision linked to clause text, document, and reviewer action.
Prepare reports
Produce diligence summaries and consent trackers from verified records.
Refresh as documents change
Use Vault evidence to detect new versions and changed obligations.
Extract transfer rights
Identify assignment, novation, affiliate transfer, and change of control language.
Classify consent needs
Separate notice-only, consent-required, prohibited, and permitted transfer positions.
Apply playbooks
Flag non-standard wording against approved legal and commercial rules.
Route owners
Send exceptions to legal, procurement, account teams, or transaction leads.
Track evidence
Keep every decision linked to clause text, document, and reviewer action.
Prepare reports
Produce diligence summaries and consent trackers from verified records.
Refresh as documents change
Use Vault evidence to detect new versions and changed obligations.

Keep the record current

Final determinations can be written into governed Records, including whether consent is required, whether notice has been sent, who owns the relationship, and the confidence score for the extracted obligation.

Extract transfer rights
Identify assignment, novation, affiliate transfer, and change of control language.
Classify consent needs
Separate notice-only, consent-required, prohibited, and permitted transfer positions.
Apply playbooks
Flag non-standard wording against approved legal and commercial rules.
Route owners
Send exceptions to legal, procurement, account teams, or transaction leads.
Track evidence
Keep every decision linked to clause text, document, and reviewer action.
Prepare reports
Produce diligence summaries and consent trackers from verified records.
Refresh as documents change
Use Vault evidence to detect new versions and changed obligations.
Extract transfer rights
Identify assignment, novation, affiliate transfer, and change of control language.
Classify consent needs
Separate notice-only, consent-required, prohibited, and permitted transfer positions.
Apply playbooks
Flag non-standard wording against approved legal and commercial rules.
Route owners
Send exceptions to legal, procurement, account teams, or transaction leads.
Track evidence
Keep every decision linked to clause text, document, and reviewer action.
Prepare reports
Produce diligence summaries and consent trackers from verified records.
Refresh as documents change
Use Vault evidence to detect new versions and changed obligations.

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How to get started with Vault

To see how Vault performs on your use document data extraction use case, book a demo with a member of our team using the following form.

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