dealcloser is a cloud-based legal transaction processing solution designed for corporate lawyers. It helps law firms to process transactions, manage deals and handle administrative tasks.
dealcloser provides a Dynamic Closing Agenda feature that allows lawyers to store legal documents in categories, manage document versions and send files to their clients for verification and signatures. Documents are encrypted both when they are sent to clients and within the dealcloser database.
dealcloser is a cloud-based legal transaction processing solution designed for corporate lawyers. It helps law firms to process transactions, manage deals and handle administrative tasks.
dealcloser provides a Dynamic Closing Agenda feature that allows lawyers to store legal documents in categories, manage document versions and send files to their clients for verification and signatures. Documents are encrypted both when they are sent to clients and within the dealcloser database.
Specifications
Business Size
Startup
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
The project agenda
It all starts with the agenda. Here you can organize your deal just like you’re used to doing with a closing agenda/checklist you’d make with Word. Then, you’ll upload documents and track the deal’s status – you can watch live as clients sign their documents!
Secure document storage
Next, you’ll upload document versions and attachments to each item on your project agenda. These documents can be viewed by other people on the project, including collaborators from other firms. But you still have full control over who sees what with our powerful permission system.
Collaboration
Other law firms and advisors (collaborators) can work with you in real-time on your projects. You and your collaborators can securely exchange and compare document versions – all from dealcloser! Collaborators can also invite their own clients to sign documents on dealcloser so that counterpart signature pages are totally eliminated (yay!).
Instant signatures
Get your documents ready to sign with an automatically generated dealcloser breakaway signature page or use dealcloser’s powerful Sign Anywhere feature (picture the digital equivalent of Sign Here sticky flags). Then, give your clients permissions to access their documents and use dealcloser’s Smart Notification system to notify your clients that they should log into dealcloser to review and sign documents.
Professional closing book
Once all the documents have been signed, instantly export a closing book with the click of a button. Presto! You now have a fully interactive and beautiful PDF closing book to download and distriubute.
Benefits
CLIENT PORTAL
Clients can view and access their deal documents. Clients can electronically sign documents. Clients can track the progress of the deal
ORGANIZATION
Send notifications to your clients telling them to review and sign documents. Create a professional closing book for your clients with the click of a button
COLLABORATION
Eliminate communication barriers between parties by inviting other counsel and advisors to the deal so that everyone is collaborating from one hub
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