AI Disclosure Schedule Drafter

WHAT IT DOES

AI Disclosure Schedule Drafter is a specialized AI agent that transforms agreement details into comprehensive, structured disclosure schedule drafts. When you provide agreement type, governing law, representation categories, materiality qualifiers, known exceptions, and the list of schedule categories needed, the agent returns a complete schedule draft. The output includes section headers organized by representation categories, proposed language for each disclosure section, materiality considerations and qualifier guidance, drafting notes highlighting key considerations for each section, and structured formatting for easy review and editing. This helps M&A attorneys, corporate counsel, legal teams, and transaction professionals efficiently draft and organize disclosure schedules.

HOW TO USE

Using the agent is straightforward. Open it in BotSurf by selecting it from your agent list or using the quick-launch menu. Paste your OpenAI API key once when prompted — the agent stores it securely in your browser's local storage for convenience. Describe your agreement scenario by providing the type of agreement, governing law, the categories of representations needing schedules, materiality qualifiers, known exceptions, and the specific schedule categories you need. Press the "Draft Schedule" button, and the agent generates your structured disclosure schedule within seconds. Review the output, copy it, or use the "Use Page Selection" button to pull text from any highlighted content in the page for faster input.

WHAT IT SENDS

This agent sends exactly the text you type into the input box or the text you select from the page — nothing more, nothing less. It does not access your files, browser history, cookies, or any other data. It does not send metadata beyond what you explicitly provide. The only information transmitted to the AI service is your input text and your API key for authentication. Usage logs record run counts for billing purposes only; they do not store, log, or retain your agreement details, representation categories, or any part of your schedule drafts. The agent only processes your request when you press the button, and no background data collection occurs at any time.

SUBSCRIPTION

AI Disclosure Schedule Drafter is available for $19.99 per month. New subscribers receive a 7-day free trial to evaluate the agent's capabilities and fit for their workflow. Each subscription includes 100 runs per month — sufficient for regular transaction and due diligence workflows. Unused runs do not roll over to the next month. You may cancel anytime through your BotSurf subscription settings, and cancellation takes effect at the end of your current billing period.

THE PANEL

The agent runs in BotSurf's standard panel interface. Drag the panel to any position on your screen, snap it to the edge for a clean workspace, or collapse it to a compact icon when not in use. Press Escape to close the panel instantly. The panel remembers your preferred size and position across sessions, making it feel like a natural extension of your desktop.

PLEASE NOTE

AI-generated content can be incorrect, incomplete, or misleading. Always verify any disclosure schedule draft, proposed language, or materiality guidance with qualified legal counsel and adjust to deal-specific circumstances before finalizing or using in a transaction. This tool provides analytical support and drafting assistance, not professional legal advice on disclosure adequacy, materiality thresholds, or risk allocation. Users should consult qualified professionals for decisions affecting transaction terms and liability exposure.