Milan M&A Firm Turns Input Into Client Action in Minutes

Key Highlights

• Scanned 15 take-over bid documents for specific provisions and returned applicable answers with links in minutes — work that previously took a full day
• Generated comparison tables showing whether adjustments to client agreements kept seller protections intact, enabling more impactful and near-instant client briefings
• Reclaimed 7–10 hours per week of senior lawyer time for higher-judgment work — assessing deal risks, structuring solutions, and client strategy
• Freed up bandwidth across M&A teams to handle multiple deal workstreams in parallel and respond more accurately and faster to client questions

About Giliberti Triscornia

Founded in Milan, Giliberti Triscornia is a firm of over 60 professionals, with a strong focus on M&A and large scale transactions. The firm is built on a model where partners stay hands-on in every deal — no matter the size. Giuseppe Cadel, of the M&A practice with a focus on Growth Investments, brings not just legal rigor but also investor intelligence to the table; he's also an active investor who shapes how the firm structures deals. The firm has earned a reputation for avant-garde solutions and meticulous legal architecture across deal structuring, document negotiation, and transaction implementation.

Opportunity

In M&A, speed and accuracy are inseparable. A partner's ability to answer a client question — whether on deal structure, precedent, or risk — can unlock the next phase of negotiation. But the information a partner needs to answer is often buried. A client wants to know if a competitive precedent document from three years ago contained a specific provision. Another asks whether adjusting key terms in a shareholders' agreement will inadvertently strip minority protections. Answering these questions meant hours of manual document review: scanning across deals, comparing terms, and building a mental model of what's been tested and what hasn't.

For a firm where partner involvement is the core offering, that lag — even one day — feels like friction between client need and partner insight. Giliberti Triscornia needed a way to let partners move from question to answer at deal speed.

Solution

Giliberti Triscornia adopted Harvey — specifically its document analysis and comparison capabilities — to give partners instant access to deal intelligence from their own Vault of precedents and prior deal documents. The firm rolled out the tool gradually, beginning with a small group of tech-forward lawyers and maintaining close collaboration with Harvey's team. They developed internal guidelines for responsible use and trained teams on how to leverage the system for the work that matters most.

The shift in how partners spend their time became visible almost immediately, with material impact: with Harvey, the team reclaimed 7–10 hours per week of senior lawyer time.

Partner Giuseppe Cadel was structuring a creative M&A solution for a client and needed to know whether a similar approach had been tested in prior take-over bids. Instead of a day spent manually scanning documents, he used Harvey to scan 15 take-over bid documents at once, searching for a specific provision. “Vault returned a chart with the applicable answers and links to the relevant passages,” Cadel says. “I could immediately see whether a solution I had in mind had already been tested.” In minutes, he had the precedent validation he needed.

Another senior lawyer at the firm, used Vault to develop matrices that verify which legal scenarios apply to a client's specific business and activities. What would have been weeks of mechanical analysis — tedious, error-prone, and repetitive — now runs in hours. When asked to analyze whether adjustments to a key shareholder agreement would keep seller protections intact, he used Harvey to create a structured table that would have taken days of manual work. “Harvey nailed the request — a perfect comparison table,” he explains. “I was able to answer the client in a matter of minutes with useful suggestions for the follow-up call.” He's since applied the same speed to cross-referencing multiple contract versions, harmonizing inconsistent language, and pulling structured summaries from thousands of pages of contracts and regulatory filings.

Tommaso Carcaterra, an associate in the M&A group, uses Harvey for Word for due diligence contract reviews — generating structured summaries, isolating key clauses, and refining transaction documents before they reach a partner. “We can now dedicate more time to assessing transaction risks, structuring deal solutions, and providing clearer strategic advice to clients,” Carcaterra notes. “We respond more promptly to client questions and handle multiple workstreams in parallel.”

Impact

The freed time didn't vanish — it moved upmarket. Partners now spend those hours thinking more deeply about client strategy and deal structure rather than chasing documents. Carcaterra and his team dedicate more time to assessing transaction risks and advising clients on deal architecture. The firm handles multiple workstreams in parallel and responds to client questions with near-instant turnarounds. For a firm built on the principle that partners must be hands-on, this shift is profound.

What Cadel emphasizes is that Harvey hasn't replaced the human element — it's amplified it. “I think more thoroughly about clients' needs,” he says. “And I have more time for business development — deeper conversations that were more difficult before.” A senior lawyer at Giliberti Triscornia now moves from a client's question to a thoughtful, precedent-backed answer in minutes instead of days. That speed, grounded in the firm's own institutional knowledge and the partner's judgment, is what keeps clients coming back.

Looking ahead, Cadel sees generative AI's role clearly: “Generative AI will handle organizing, digesting, and drafting up to an 8 on a 1-to-10 scale. The final stretch will always require the human element.” At Giliberti Triscornia, Harvey hasn't replaced that human element — it's amplified it, letting partners and their teams spend time on the judgment calls that matter most.