> For the complete documentation index, see [llms.txt](https://help.jurisphere.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.jurisphere.ai/jurisphere-guide/handbook/banking-and-finance/overview.md).

# Overview

Banking and finance work spans transaction documents, security perfection, and regulatory pathways under tight timelines. [Custom Workflows](https://jurisphere.gitbook.io/jurisphere-guide/creating-custom-workflows) from your firm's prior facility and security documents adapt better than any generic baseline.

## The shape of the work

A typical financing mandate moves from term sheet to facility agreement to security creation to drawdown. [Custom Workflows](https://jurisphere.gitbook.io/jurisphere-guide/creating-custom-workflows) from your firm's term sheet, facility, and security templates remain the recommended path: they adapt to house style and defined terms. The facility documentation itself moves in Word: the Add-In drafts, edits, and applies lender or borrower [Review Playbooks](https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/review-playbooks) in-place.

* [Research](https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool) with full RBI feeds drives the regulatory pathway analysis (ECB, NBFC, sectoral).
* [Redline Analysis](https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool) tabulates each lender counsel's markup with author attribution.
* [Projects](https://jurisphere.gitbook.io/jurisphere-guide/projects/overview-of-projects) with the CP and CS Tracker workflow hold the CP choreography.

Structuring calls, intercreditor dynamics, and pricing sit with the deal team.

## How the work moves

A mandate moves through the stages below. The detailed walkthrough — with the tools each stage uses and the call the lawyer still owns — is on the next page.

| Stage                        | Description                                                  |                                                                                               |
| ---------------------------- | ------------------------------------------------------------ | --------------------------------------------------------------------------------------------- |
| **Pre-Transaction**          | Research regulatory framework and structure financing.       | [Read more](broken://pages/1e56e8461c5afe38c309eb7e487baf844b634d11#pre-transaction)          |
| **Documentation**            | Draft term sheet and facility agreement.                     | [Read more](broken://pages/1e56e8461c5afe38c309eb7e487baf844b634d11#documentation)            |
| **Negotiation**              | Analyse borrower mark-up of facility and security documents. | [Read more](broken://pages/1e56e8461c5afe38c309eb7e487baf844b634d11#negotiation)              |
| **Project Finance Specific** | Conduct lender review of project documents.                  | [Read more](broken://pages/1e56e8461c5afe38c309eb7e487baf844b634d11#project-finance-specific) |
| **Pre-Closing**              | Generate and track conditions precedent checklist.           | [Read more](broken://pages/1e56e8461c5afe38c309eb7e487baf844b634d11#pre-closing)              |
| **Cross Border**             | Verify ECB compliance and prepare FEMA filings.              | [Read more](broken://pages/1e56e8461c5afe38c309eb7e487baf844b634d11#cross-border)             |

{% hint style="success" %}
**The shape of the time saved.** The covenant calendar, the testing dates, and the refinancing triggers all live in the executed documents inside the Project. The deal's institutional record stays where the deal was built.
{% endhint %}


---

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