Horty, Springer and Mattern logo

On a one-time or periodic basis, Horty Springer and LegalSifter will clean and organize your document data with Sifter Concierge. We use AI, attorneys, and paralegals to deliver your information faster, more affordably and more accurately than you could on your own. Sign up to learn more here.

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Horty Springer
20 Stanwix Street
Suite 405
Pittsburgh, PA 15222
Phone: +1 412-687-7677

Sifter Concierge Cleanups are for clients that need ad hoc help.

 

On a one-time or periodic basis, or as part of a Sifter Concierge Implementation, we will clean and organize your document data. We use AI, attorneys, and paralegals to deliver your information faster, more affordably and more accurately than you could on your own.

Kickoff

We confirm client project leads, establish a communication plan, and finalize scope.

Test

We deduplicate files, set up ContractSifter, and sift 25-50 sample documents. Client confirms test sift.

Sift

We sift all documents and send weekly email status update. Client resolves open questions as needed.

Launch

We deliver Sifting File in Excel format with final document data. Client accepts file in a week or two.

Health Check

30 days after Client accepts Sifting File, we check in on client satisfaction.

Clients buy Sifter Concierge Cleanups ​to do the following:

  • LIBOR exposure

  • Force majeure exposure

  • Due diligence

  • Renewal date reviews

  • Change of control analysis

  • Pricing changes

  • Termination for convenience analysis

  • Revenue recognition projects

  • Regulatory change remediation
  • Playbook compliance

  • Legacy contract loads into contract databases or as part of Sifter Concierge

Project sizes range from 50 documents to unlimited. Timing varies based upon the field and document counts. While we are able to go faster, our typical turnarounds are as follows:​​​

Projects typically include 20-35 fields of data. Most clients want us to map parent contracts to children documents, updating end dates on the parent at a minimum. Most clients also want us to give them searchable, OCR (optical character recognition) versions of their documents.

 

We have some projects as small as a few fields and some as high as 100 or more. Most clients pick a combination of fields we have seen many times, along with fields that are unique to their business. We will sift most anything from documents. Popular fields include:

  • Assignment Rights

  • Autorenewal Notice Date

  • Autorenewal Time Period (months)

  • Change of Control

  • Contract Value

  • Contract Title

  • Contract Type

  • Counterparty

  • Counterparty Address

  • Current End Date

  • Executed (Yes/No)​

The Sifting File is the final deliverable in a Sifter Concierge Cleanup. You approve the format of the Sifting File during the Test stage. We ensure the Sifting File matches any import template that you need if the data is going into a database.

  • Fields specific to your business (business unit, product, etc.)

  • Force Majeure
  • Original End Date
  • Parent Contract (we map parent contracts to child contracts) 

  • Party

  • Privacy Obligations

  • Start Date
  • Termination for Convenience

  • Termination for Convenience Notice Period Days

  • Term Type (fixed, autorenewal, etc.)

  • And many, many more

Sample Sifting File