The term sheet does the data entry
Parties, facility terms and conditions are extracted for your team to review.
From term sheet to settlement.
Atto B turns term sheets into controlled finance transactions for Australian lender-panel law firms: term sheet extraction, conditions precedent, document generation from firm templates, workflows and lender visibility.
In Pilot with Australian firms
Join the waitlistFor Australian Lender Firms
Every facility. Every condition. Ready for settlement.
Know what is outstanding
Track conditions, responsible parties and key dates through to settlement.
Your lender clients, in the loop
Secure, read-only portfolio views keep lenders informed without the update chase.
Follow one matter, from term sheet to settlement
Know what is due across the book
Settlements, drawdown deadlines and approval expiries sit on one calendar beside your recent matters, so the week ahead is clear before you open a file.
The term sheet builds the matter
Upload the term sheet and Atto B pulls out the parties, facility amount, LVR, rate and securities. Each section is shown for review, and nothing runs without you.
Your precedents, mapped once
Atto B reads the variables in your own precedents and suggests a matching Atto field. Confirm the mapping or keep it as a custom firm field, so documents read the way you write.
Matter-specific terms, ready to merge
Fees and bespoke terms live as typed custom fields on the matter. Each one shows its merge field, so you can see exactly what will land in the document.
Loan and security documents from your templates
Generate the facility agreement, mortgage and guarantee as Word files from your firm's templates. Download as PDF, or combine them into one PDF pack.
Every condition precedent, with a status and an owner
Conditions precedent and subsequent are listed against the matter. Set each one as pending, satisfied, unsatisfied, waived or not applicable, assign who is responsible and record the review.
Work assigned, deadlines in order
Tasks are created from the matter's stages and conditions, prioritised and sorted by deadline. Delegate across the team and see what is open at a glance.
Through to settlement, every stage on the record
Track the matter through document set up, settlement readiness and settlement execution. Each stage shows what is done, what is with review and what comes next.
Core features of Atto B.
Term sheet extraction & review
Upload a term sheet or facility offer and Atto B pulls out the parties, key terms and conditions for your review.
Conditions precedent & checklists
Track every condition precedent and subsequent with its status, responsible party, comments and review, so you know what is outstanding.
Configurable workflows & tasks
Follow matter-specific stages, assign work and delegate tasks across your team.
Document generation
Produce loan and security documents as Word files from your firm's templates, download them as PDF or combine them into one PDF pack.
Parties
Manage lenders, borrowers, guarantors and groups in one place, including companies, trusts and partnerships. A Clients book holds lender records.
Firm Vocabulary
Set your firm's own wording and custom fields so documents read the way you write.
Client portal & lender dashboard
Keep clients and lenders informed through secure links and read-only portfolio views.
Access control & audit trail
Restrict documents by role, with every upload, view and download logged.
Integrations (Coming soon)
Order ASIC, title and PPSR searches through InfoTrack, and create, manage and visualise your PEXA workspaces, all without leaving Atto B.
Atto B is in pilot. Integrations are Coming soon. Availability varies by firm configuration. Outputs are prepared for lawyer review and are not legal advice.