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Prepare shareholder-agreement drafts with governance terms already structured

Use Gixo when teams need a first draft shaped by ownership, voting, reserved matters, transfer mechanics, and exit assumptions before corporate counsel review.

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An AI shareholder agreement generator turns ownership, voting, and exit inputs into a structured shareholder-agreement (SHA) first draft for corporate counsel to review clause by clause. Gixo captures share classes, reserved matters, and transfer mechanics, can use prior SHAs as reference input, and exports to PDF, DOCX, HTML, and TXT. Lex can show supplied-file sentence support in Cited sources, which does not establish legal authority, so reviewers verify every fact and source use independently.

Lex · real output

Read the matter facts and the resulting draft together.

The first page of the mutual non-disclosure agreement Lex drafted: the title, the worked-example notice, the parties and the first definitions.
Related worked example · Mutual NDA · Mutual Non-Disclosure Agreement (worked example). View full size ↗

This is a real Lex export for invented parties. Inspect the input and clauses as a worked example, with professional review kept separate from automated drafting and checks.

Mutual Non-Disclosure Agreement (worked example)

A mutual non-disclosure agreement of 14 numbered clauses between two invented parties: definitions, what counts as confidential information, exclusions, the receiving party's obligations, permitted disclosures, return of materials, remedies, term, survival, governing law, notices and signature blocks. Its first page says it is a worked example, not a legal document.

Inspect the source brief or data

Draft a Mutual Non-Disclosure Agreement between Larkfield Analytics Ltd (Party A) and Fenwick & Dale Stores Ltd (Party B). Governing law: England and Wales. Effective date: 2027-01-15. Term: Two years from the effective date. Confidentiality: Three years after disclosure. A mutual agreement: each party may disclose and receive confidential information. State on the first page that the parties, people and addresses in this agreement are invented and that it is a worked example, not a legal document. The notice email address of Larkfield Analytics Ltd is notices@larkfield-analytics.example and of Fenwick & Dale Stores Ltd is notices@fenwick-dale.example (both invented).

Read the sample review notes

Read mechanically against the intake, not by a lawyer: all 12 facts the intake gave are in the draft, nothing is left as a placeholder, and it states no term the intake did not give.

Make the intake specific

Supply the parties, document kind, jurisdiction, obligations, dates and reference material. Review imported content and retain its source identity before using it in a new matter.

Inspect clauses and changes

Use the legal workspace's permitted structural tools, Draft Checks and review paths. Compare proposed changes with the saved draft and original material; unsupported Word edits must be handled explicitly.

Approve the exact version

Have qualified counsel review enforceability, local requirements and the actual commercial intent. Check the current approval state and the downloaded document after a change.

Structured clause proposals and permitted changes

Select the target clause and give Ask Lex a bounded instruction. Missing facts remain visible for review. Inspect the before-and-after proposal, required clause checks and any explicit outside-matrix or mandatory-clause override before versioned application. Use the legal workspace's structural allowlist rather than assuming every general content-editor block is available.

Playbooks, source evidence and obligations

Inspect immutable playbook versions, anchored findings, provenance and precedent variants before staging a change. Matters retain original sources, quotation findings and source-version comparisons. Review extracted obligations for timing, ownership and source revision; negotiation turns and agreement-pack review cells have their own decisions and current-version requirements.

Original Word, redlines and the delivery receipt

Original-format Word export, tracked changes against an original and saved-version redlines are separate paths. Unsupported edits must be surfaced rather than silently claimed as preserved. Inspect the layout, validator notes and downloaded file, then retain its delivery receipt. Counsel's review applies to the actual matter and version.

AI contract review, key terms and review of every document

Every contract in Lex, drafted or imported, gets an AI contract review: each clause the document type expects marked present, weak or absent; up to 25 risks with a level, the party each falls on, why it matters and replacement wording; and provisions that cannot both be followed. Every quotation is checked against the contract text, findings are decided before approval, and there is no single risk score. The same review reads the key terms and obligations with the words they quote and proposes them into the Agreement Pack. Review every document puts up to 25 documents of an Agreement Pack, or up to 200 in a matter, into one table with your own questions as columns and an Excel export. Approvers can be named in order, and signing supports up to 10 signers with an optional signing order and automatic reminders; it is a simple electronic signature, not a qualified one. A qualified reviewer still decides what the contract says.

Lex does not provide legal advice or certify compliance. The public specimen is not a universally reusable legal template. Word fidelity depends on the supported original-document and saved-version path; unrestricted Power Edit and image insertion are not legal editing features.

10Parties
GovGovernance and Voting
ExitTransfer and Exit Terms
ExportPDF, DOCX, HTML, and TXT

What a usable SHA draft needs

The job is not to ask AI for a legal answer. The job is to prepare a draft or artifact that a qualified reviewer can actually work with.

Ownership and share-class intake

Capture the equity structure and party positions before generation instead of forcing reviewers to retrofit them into a generic form.

Governance and reserved matters

Shape the draft around voting thresholds, board rights, consent items, and control logic the parties actually care about.

Transfer and exit mechanics

Bring drag-along, tag-along, ROFR, valuation, and exit assumptions into the first draft before counsel review.

Governing-law-aware drafting

Reference files and governing context can shape the draft. Cited sources can show which draft sentences are supported by supplied reference files. This in-app support does not establish legal authority or statutory compliance and is not inserted into the contract or its exports; reviewers still check the facts and law independently.

Reference-file input

Use prior SHAs and precedent files so the next draft begins closer to the corporate governance language your team already uses.

Review and export workflow

After the first draft, Lex runs an AI contract review of the whole contract, with every quotation checked against the text, beside rule checks: clause coverage against a versioned playbook, clause-conflict detection, and defined-term and cross-reference checks. Findings, tracked-change DOCX redlines, comments, review state, assignees, due dates, and version history all stay attached to the same document. A contract imported from Word can go back as that same DOCX, with the Lex edits shown as Word tracked changes; where Lex cannot track an edit faithfully, such as inside a field, an existing revision, a header or a footer, it refuses the export instead of altering the document. Reviewers still verify every clause and conclusion.

What clauses does a shareholder agreement include?

A shareholder agreement sets out ownership, control, and exit between shareholders. Gixo takes each of these as structured intake, so the first draft arrives with them in place for counsel to review clause by clause.

What clauses does a shareholder agreement include?
Clause / sectionWhat it governsStructured in Gixo intake
Share capital & ownershipShare classes, allocations, and party positionsYes
Board composition & appointmentBoard seats, appointment and observer rightsYes
Voting & reserved mattersVoting thresholds and consent itemsYes
Right of first refusal & pre-emptionWho may buy shares before an outside transferYes
Tag-along & drag-alongMinority protection and majority-led exitYes
Transfer restrictions & lock-upPermitted transfers and restricted periodsYes
Valuation & exit / buyoutHow shares are priced on transfer or exitYes
Dispute resolution & governing lawJurisdiction and how disputes are settledGoverning-law-aware
Legal advice—Not included — reviewable drafts, not advice

Supports up to 10 parties. Exports to PDF, DOCX, HTML, and TXT.

How do you create a shareholder agreement with AI?

1
Capture ownership and governance inputs

Define the shareholders, ownership positions, and governance assumptions that will shape the draft.

2
Set reserved matters and transfer logic

Bring the voting, consent, transfer, and exit mechanics into the intake before generation begins.

3
Use reference documents if needed

Upload prior SHAs and internal precedent if you want the next draft to begin closer to your existing practice.

4
Review and export

Keep the edits and review inside the same workspace, then export in PDF, DOCX, HTML, and TXT when the draft is ready.

How does Gixo compare to cap-table platforms and templates?

How does Gixo compare to cap-table platforms and templates?
CapabilityGixoCap-table platformsTemplate sitesGeneral AI
SHA-first draftingYesAsk the vendorTemplate dependentTest on the same inputs
Reserved matters and governance logicStructuredAsk the vendorTest on the same inputsTest on the same inputs
Transfer and exit mechanicsStructuredAsk the vendorTest on the same inputsTest on the same inputs
Reference-file inputYesAsk if it accepts your filesAsk if it accepts your filesPaste or upload; verify current support
Legal adviceNot includedNoNoNo

The other columns describe what each kind of tool is generally for, not a test of a named product, and products differ. Ask whether it takes your governance inputs and reference files and shows reserved matters in the draft. Run the same brief and reference files through anything on your shortlist, then compare the draft, the review trail and the export.

Frequently Asked Questions

What is a shareholder agreement?
A shareholder agreement (SHA) is a contract between a company's shareholders that sets out ownership, governance, voting and reserved matters, transfer restrictions, and exit mechanics. It defines each shareholder's rights and obligations and how decisions and share transfers are handled.
Is an AI-generated shareholder agreement legally binding?
Gixo helps prepare regulated work. It does not provide legal advice, certify compliance, or replace professional review. Generating a draft does not determine whether it is binding. Gixo does not assess legal validity; qualified counsel should review the terms, governing law, and execution requirements for the intended use.
Can Gixo handle multiple shareholders?
Yes. Gixo supports up to 10 parties in the legal drafting workflows.
Can I configure governance and transfer rights?
Yes. The workflow is meant to capture governance, reserved matters, and transfer assumptions before the first draft is generated.
Can I use an existing SHA as a reference?
Yes. Supply prior SHAs and related precedent as reference input, then verify the resulting language and structure.
Does Gixo provide legal advice?
Gixo helps prepare regulated work. It does not provide legal advice, certify compliance, or replace professional review.

Start with a shareholder-agreement draft your reviewer can work through

A legal drafting and compliance workspace for structured first drafts from guided facts and reference material, with professional review before action.

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