> 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/corporate-restructuring/capability-matrix.md).

# Capability Matrix

{% hint style="info" %}
**This page is for partners, KM teams, and anyone reviewing how the practice runs.** Each row is a sub-task in corporate restructuring, mapped to the Jurisphere tool that handles it, the level of lawyer input the output still needs, and what the team actually gets. Step-by-step operational guidance is below the matrix.
{% endhint %}

## The matrix

<table><thead><tr><th width="146.66796875">Sub-task</th><th width="141.40625">Jurisphere tool</th><th width="137.66796875">Lawyer input</th><th>What you get</th></tr></thead><tbody><tr><td>Research restructuring options</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Substantial</strong></td><td>Analyze legal framework for merger, demerger, amalgamation, slump sale; compare tax implications, regulatory approvals, creditor/shareholder approval requirements</td></tr><tr><td>Draft scheme of arrangement</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></td><td><strong>Substantial</strong></td><td>Prepare scheme for merger/demerger/compromise: recitals, definitions, appointed date, transfer of assets/liabilities, share exchange ratio, conditions precedent</td></tr><tr><td>Analyze impact on stakeholder contracts</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a> · Document Review</td><td><strong>Minimal</strong></td><td>Review material contracts for change of control provisions, assignment restrictions, consent requirements triggered by restructuring</td></tr><tr><td>Prepare shareholder/creditor notices</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Substantial</strong></td><td>Draft notices convening meetings for scheme approval; prepare explanatory statement under Companies Act explaining rationale, impact, valuation</td></tr><tr><td>Review valuation report</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Substantial</strong></td><td>Analyze registered valuer's valuation report for share exchange ratio; verify methodology, assumptions, compliance with valuation standards</td></tr><tr><td>Draft NCLT petition and affidavits</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Substantial</strong></td><td>Prepare Company Petition, Chairman's affidavit, compliance affidavit for NCLT filing; compile exhibits and supporting documents</td></tr><tr><td>Coordinate regulatory approvals</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review</td><td><strong>Substantial</strong></td><td>Identify and obtain approvals from sectoral regulators (RBI, SEBI, CCI, IRDAI) for restructuring; prepare approval applications</td></tr><tr><td>Analyze tax implications</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Substantial</strong></td><td>Research tax treatment of restructuring: capital gains exemption under Section 47, MAT implications, stamp duty, GST on asset transfers</td></tr><tr><td>Draft ancillary transfer documents</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></td><td><strong>Substantial</strong></td><td>Prepare deeds of conveyance for property transfer, IP assignment deeds, novation agreements for contracts, employee transfer letters</td></tr><tr><td>Monitor implementation post-NCLT approval</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/list-of-dates/overview-of-the-list-of-dates-tool">List of Dates</a> · Document Review</td><td><strong>Moderate</strong></td><td>Track completion of conditions: regulatory approvals, creditor consents, asset transfers, ROC filings; prepare compliance certificates</td></tr></tbody></table>

## How to use each tool

Click any sub-task to see the step-by-step operational guidance.

<details>

<summary>Research restructuring options · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Analyze legal framework for merger, demerger, amalgamation, slump sale; compare tax implications, regulatory approvals, creditor/shareholder approval requirements

**How to use.** Query: "merger vs demerger under Companies Act - comparison", "NCLT approval process for scheme of arrangement", "tax implications of slump sale vs business transfer", "creditor approval thresholds for corporate restructuring"

**Automation.** Medium-High - Legal framework provided; structuring requires tax/corporate expertise

</details>

<details>

<summary>Draft scheme of arrangement · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></summary>

**What this is.** Prepare scheme for merger/demerger/compromise: recitals, definitions, appointed date, transfer of assets/liabilities, share exchange ratio, conditions precedent

**How to use.** Create workflow using prior scheme templates (firm precedents or public schemes from MCA). Generate draft scheme with transaction-specific details. Refine using Word Add-In

**Automation.** Medium-High - Template-based but complex technical drafting

</details>

<details>

<summary>Analyze impact on stakeholder contracts · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a> · Document Review</summary>

**What this is.** Review material contracts for change of control provisions, assignment restrictions, consent requirements triggered by restructuring

**How to use.** Use Parallel Review to extract change of control and assignment clauses across all material contracts. Use "Change of Control Tracker" and "Identify Transfer Restrictions" workflows to identify consents needed

**Automation.** Very High - Bulk extraction and identification of affected contracts

</details>

<details>

<summary>Prepare shareholder/creditor notices · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Draft notices convening meetings for scheme approval; prepare explanatory statement under Companies Act explaining rationale, impact, valuation

**How to use.** Use Research to verify notice format and content requirements under Sections 230-232 of Companies Act. Use drafting workflow to generate notice and explanatory statement based on scheme terms

**Automation.** High - Format compliance ensured; substantive content requires restructuring expertise

</details>

<details>

<summary>Review valuation report · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Analyze registered valuer's valuation report for share exchange ratio; verify methodology, assumptions, compliance with valuation standards

**How to use.** Use Document Review to extract key valuation assumptions, methodologies, comparable transactions. Use Research for "registered valuer report requirements under Companies Act", "valuation methods for share exchange ratio"

**Automation.** Medium - Extraction automated; valuation assessment requires financial/technical expertise

</details>

<details>

<summary>Draft NCLT petition and affidavits · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Prepare Company Petition, Chairman's affidavit, compliance affidavit for NCLT filing; compile exhibits and supporting documents

**How to use.** Use Research for NCLT procedure and petition format requirements. Create custom workflow for petition drafting based on prior filings. Generate affidavits using precedent templates

**Automation.** Medium-High - Template-based but requires litigation/procedural expertise

</details>

<details>

<summary>Coordinate regulatory approvals · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review</summary>

**What this is.** Identify and obtain approvals from sectoral regulators (RBI, SEBI, CCI, IRDAI) for restructuring; prepare approval applications

**How to use.** Use Research to identify all regulatory approvals required for transaction structure. Use Document Review drafting for approval applications based on prior successful applications

**Automation.** Medium - Identification automated; application preparation requires regulatory expertise

</details>

<details>

<summary>Analyze tax implications · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Research tax treatment of restructuring: capital gains exemption under Section 47, MAT implications, stamp duty, GST on asset transfers

**How to use.** Query: "income tax implications of merger under Section 2(1B)", "stamp duty on demerger in \[state]", "GST treatment of going concern transfer", "conditions for capital gains exemption under Section 47"

**Automation.** Medium - Tax framework provided; tax planning requires specialist expertise

</details>

<details>

<summary>Draft ancillary transfer documents · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></summary>

**What this is.** Prepare deeds of conveyance for property transfer, IP assignment deeds, novation agreements for contracts, employee transfer letters

**How to use.** Create separate workflows for each document type. Generate drafts based on scheme terms and asset schedules. Edit using Word Add-In

**Automation.** High - Template-based for each asset class

</details>

<details>

<summary>Monitor implementation post-NCLT approval · <a href="https://jurisphere.gitbook.io/jurisphere-guide/list-of-dates/overview-of-the-list-of-dates-tool">List of Dates</a> · Document Review</summary>

**What this is.** Track completion of conditions: regulatory approvals, creditor consents, asset transfers, ROC filings; prepare compliance certificates

**How to use.** Use List of Dates to extract all implementation milestones from NCLT order and scheme. Use Document Review to track compliance with each condition and generate status reports

**Automation.** High - Deadline tracking automated; compliance verification supported

</details>

## Further reading on the Jurisphere Guide

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Drafting on Document Review</strong></td><td>Long-form drafting in the Drafting Pane, with citations preserved as hyperlinks.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/drafting-on-document-review">https://jurisphere.gitbook.io/jurisphere-guide/drafting-on-document-review</a></td></tr><tr><td><strong>MCA Documents</strong></td><td>Direct retrieval of MCA V3 filings as a ZIP, importable into the Project in one click.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool">https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool</a></td></tr><tr><td><strong>Research</strong></td><td>Research with Indian and multi-jurisdictional databases plus Web Search, with in-line citations.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool</a></td></tr><tr><td><strong>Projects</strong></td><td>The shared workspace with Admin, Write, and View roles; Matter History records every action.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/projects/overview-of-projects">https://jurisphere.gitbook.io/jurisphere-guide/projects/overview-of-projects</a></td></tr><tr><td><strong>Creating Custom Workflows</strong></td><td>How to build a Custom Workflow from a firm precedent — once, reusable across matters.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/creating-custom-workflows">https://jurisphere.gitbook.io/jurisphere-guide/creating-custom-workflows</a></td></tr></tbody></table>


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