Dillien now works in Claude and Copilot
Dillien is live in Claude and Microsoft Copilot, alongside ChatGPT and Saga. How to connect each one, and what the assistant can see in the room.
5 min read
AI and integrations
Your AI, with the deal's structure.
A connected assistant reads this room, names every source, and can see which requests are still open — because the room knows which document answered which request.
Why the context is better
An assistant that knows what the deal is asking for
A connected assistant reads the room's requests and the responses to them, so it can tell you which request a document answers and what is still open. It reads all of it through the access of the person who connected it, never more.
- Request
- Documents
- Q&A
- Findings
The path the room is built on. A connected assistant reads the first two of these; the room holds all four, which is what the first two mean anything against.
Is the 2025 audit in the room?
Yes, and it answers request 2.1.
2.1Audited financial statements
Audited accounts 2023–2025.pdf
3 of 14 still open in folder 2
Every answer names its source
The document, and the request that document was uploaded to answer. A citation you can open, straight to the document and the request behind it.
What is still outstanding in tax?
Three requests have nothing against them.
- 4.1Tax returns 2023–2025
- 4.3Transfer pricing documentation
- 4.6Ongoing tax disputes
8 of 11 resolved in Tax
It can tell you what is still open
Coverage is a property of the request list, so “what is outstanding in tax” is a question with an answer; in a folder tree it is a question with a guess.
Integrations
Connect ChatGPT, Claude, Microsoft 365 Copilot and Saga today, with more on the way
More assistants are coming soon. A firm that has already chosen its AI and cleared it with its own risk function should not need a second one to work a deal, so tell us which one you want next.
General AI assistants
ChatGPT
Connects through the Dillien MCP server as the Dillien VDR plugin. It reads the room live and read-only, with the user’s own Dillien login.
Claude
Connects as the Dillien VDR connector from Claude’s connector directory. It reads the room live and read-only, with the user’s own Dillien login, and sees only what that user can see.
Microsoft 365 Copilot
Connects as the Dillien VDR connector from Microsoft Marketplace. It reads the room read-only, with the user’s own Dillien login, and sees only what that user can see.
In practice
What people ask it
Finding a clause is the easy half, and every assistant does it. Connected to the room, an assistant can also build a tenancy schedule from the leases, check a summary against its own source and tell you which requests have nothing against them yet.
Connected to Dillien
How can I help you?
Which contracts have a change-of-control clause?
Thinking
Searching the room
Read 3 of 7 documents
- 1.4
- 2.1
- 3.1
- 3.2
- 4.2
- 5.1
- 6.2
Three. The facility agreement requires mandatory prepayment on a change of control; the largest customer contract needs the customer’s consent, not to be unreasonably withheld; and the head-office lease needs the landlord’s.
- 3.1 Facility agreement.pdf
- 3.2 Material customer contracts.pdf
- 5.1 Lease – head office.pdf
What in the room contradicts our draft warranties?
Thinking
Searching the room
Read 3 of 7 documents
- 1.4
- 2.1
- 3.1
- 3.2
- 4.2
- 5.1
- 6.2
Two things. The litigation warranty says no claim is pending or threatened, while the 2025 accounts provide for a disputed claim under the supplier framework agreement. And the insurance warranty asserts continuous cover, where the policy schedule shows a nine-day gap in 2024.
- 2.1 Audited accounts 2023–2025.pdf
- 4.2 Supplier framework agreement.pdf
- 6.2 Insurance policies.pdf
Which requests have nothing against them yet?
Thinking
Searching the request list
Checked the request list
- 1.1
- 2.2
- 3.4
- 4.1
- 5.3
- 6.4
- 7.2
Three: the tax residency confirmations, the employee share scheme rules and the environmental permits. None of the three has a file or a written answer yet.
- 3.4 Tax residency confirmations
- 4.1 Employee share scheme rules
- 6.4 Environmental permits
Build the tenancy schedule from the leases themselves.
Thinking
Searching the room
Read 3 leases
- 1.1
- 2.1
- 2.3
- 2.4
- 2.5
- 3.2
- 4.1
Built from the three leases in the room rather than from the schedule already there, so every row has a lease behind it.
| Unit | Passing rent | Expiry | Break | Notice |
|---|---|---|---|---|
| Unit 4 | €84,000 | Mar 2031 | Mar 2027 | 6 months |
| Unit 7 | €61,500 | Sep 2030 | Sep 2027 | 9 months, penalty |
| Unit 11 | €120,000 | Jun 2031 | — | — |
- 2.3 Lease – unit 4.pdf
- 2.4 Lease – unit 7.pdf
- 2.5 Lease – unit 11.pdf
Where does the tenancy schedule disagree with the leases?
Thinking
Searching the room
Checked the schedule against 3 leases
- 1.1
- 2.1
- 2.3
- 2.4
- 2.5
- 3.2
- 4.1
In one row. For unit 7 the schedule gives a 2026 break; the lease gives September 2027 and adds a penalty the schedule does not mention. Units 2, 9 and 13 have no lease in the room to check against.
- 2.1 Tenancy schedule.xlsx
- 2.4 Lease – unit 7.pdf
The schedule names six leases. Which are not in the room?
Thinking
Searching the room
Checked 6 units against the leases
- 1.1
- 2.1
- 2.3
- 2.4
- 2.5
- 3.2
- 4.1
Units 2, 9 and 13. The schedule names them, and no lease for any of the three has been uploaded against the lease request. The other three are here.
- 2.1 Tenancy schedule.xlsx
Summarise every liability cap and indemnity.
Thinking
Searching the room
Read 3 of 7 documents
- 1.2
- 2.1
- 3.1
- 3.2
- 3.3
- 4.1
- 6.1
Twelve agreements, ordered by exposure rather than by folder — two are uncapped for data breach and one indemnity has no cap at all, so those three are the ones to read first.
| Agreement | Cap | Carve-outs | Indemnity |
|---|---|---|---|
| Reseller agreement | 12 months’ fees | Data breach | IP, within cap |
| Enterprise MSA | €1.5m | Data breach | IP, within cap |
| Top-ten customer 3 | 12 months’ fees | — | IP, no cap |
- 3.1 Top-ten customer agreements.pdf
- 3.2 Reseller agreement.pdf
- 3.3 Enterprise master services agreement.pdf
What would an investor’s adviser flag first here?
Thinking
Searching the room
Read 3 of 7 documents
- 1.2
- 2.1
- 3.1
- 3.2
- 3.3
- 4.1
- 6.1
Three, in the order a diligence list reaches them: a cap table with two option pools and no exercise history behind them; the reseller exclusivity running to 2027; and an IP assignment covering employees but not contractors.
- 1.2 Cap table.xlsx
- 3.2 Reseller agreement.pdf
- 6.1 IP assignment.pdf
Which requests got a document that does not answer them?
Thinking
Searching the request list
Checked 7 requests
- 2.1
- 3.1
- 4.2
- 5.1
- 6.3
- 7.1
- 8.2
Three, each covered only in part. The customer-agreements request asked for everything above €100k and received the top ten. The IP request asked for all contributors and the assignment covers employees only. And the board-minutes request got 2025 but not 2024.
- 3.1 Provide all customer agreements above €100k
- 4.2 Provide the IP assignment for all contributors
- 6.3 Provide board minutes for 2024–2025
Get started
See it against your own documents
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