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Transactional Drafting: Tools and Forms

This brief guide will assist students with locating tools and forms that can aid them during the process of transactional drafting.

Transactional Resources

Many attorneys never set foot in a courtroom.  These attorneys instead focus on transactional, deal-making, or compliance work.  Transactional attorneys can work in a variety of fields including real estate, corporate compliance, or mergers and acquisitions.  This LibGuide will assist students in identifying tools and sources available on Westlaw, Lexis, and Bloomberg Law.

In addition, this guide will link to additional LibGuides and other resources which can assist the transactional drafter and dealmaker.

GETTING STARTED WITH A TRANSACTIONAL PROJECT

Transactional lawyers have many unique research needs, but also often must rely on their traditional research skills. This is especially true when working as a new attorney or on a deal covering an area of law or business which is new to you. 

First, it is important to make sure you research what law governs your transaction. This includes not only identifying the relevant jurisdiction or jurisdictions, but also locating any topic-specific statutes and regulations which may touch upon your deal. This can be especially true where your transactional work may rely on statutory definitions. 

You may also have to do background research on the area of law or industry your transactional work covers. For example if you are drafting a contract to license intellectual property you would want to make sure you not only understand the general rules of contract law, but any essential background information pertaining to IP law which would inform your deal.

As always, secondary sources are a great place to start when gathering this information. Secondary materials will not only help you gather the type of information above, but they will likely also guide you to some of the forms and tools discussed throughout the rest of this LibGuide.

BOOKS ON TRANSACTIONAL LAW

There are many books in our collection which can help with transactional law research and drafting. Be sure to consider subject-specific drafting titles as well, such as the Intellectual Property Deskbook for Business Lawyers.

Below is a listing of a few sample titles available at the law library.