Securing documents in M&A transactions
The context
A consulting firm specializing in mergers and acquisitions (M&A) needed to securely share a large volume of confidential documents - contracts, due diligence files, business plans, and financial data - with multiple external stakeholders, including advisors, law firms, investors, and corporate representatives.
This level of collaboration demanded a secure, easy-to-manage platform that could assign access permissions with precision, offer external stakeholders a smooth and controlled user experience, block unauthorized ai-based data extraction, and ensure full GDPR compliance.
The challenge
How do you securely share sensitive documents across different parties while protecting legal confidentiality, maintaining compliance, and keeping collaboration efficient?
The solution
With FileGrant enterprise, the firm deployed a secure, flexible, and fully branded virtual data room equipped with best-in-class document protection features.
- Role-based folder structures – automatically organized by client, case, or legal area, with preconfigured permissions for each user type.
- Smart classification labels – tags like client confidential or pending litigation automatically trigger restrictions such as screenshot blocking, forced encryption on download, and no-forwarding policies.
- Simplified access – passwordless login restricted to assigned folders, with built-in activity tracking for external partners.
- AI scraping prevention – blocks automated systems from reading confidential documents.
- Real-time collaboration – multiple users can edit shared office documents (like excel) simultaneously.
The results
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AI scraping protection
Unlimited file storage
Real-time collaboration
Encrypted downloads
Discover how to protect your most valuable assets.
Request a personalized demo to see how CyberGrant enables secure remote access, prevents data breaches, and supports business continuity for leading law firms and consultants.