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before you subscribe.
We offer free 40-minute demos from one of our customer service representatives. Demos will include an overview of how our app will work for you and your firm. There will also be time to discuss any questions you may have.
Afterwards, if you’d like to move forward with a free trial, we’ll set you up with 14 days on our dealcloser Cloud tier.
We have three different tiers that will be sure to suit your needs.
1. dealcloser Free: this tier allows you and your firm to access our platform at no cost—but with limitations.
2. dealcloser Cloud: our most commonly used model gives you unlimited access to everything you’ll need to close deals faster and more efficiently.
3. dealcloser Enterprise: best suited for medium to large law firms, this tier will give you more flexibility and customization options.
You can choose to pay monthly or annually. Choosing annual payment will give you cost savings.
Click “Create New Projects” from the My Projects page to create a project.
Click the three vertical dots beside a project on the My Projects page to open and close projects.
If you’ve forgotten your password, press “Forgot your password?” underneath the password bar on the sign-in page. From there, you’ll be prompted to put in your email associated with your dealcloser subscription. Shortly after, you’ll receive an email with a link that will allow you to reset your password.
After logging into your dealcloser account, click your initials in the top right corner. You’ll then be directed to choose your signature. Click “My Signature” and you’ll be given a list of different typefaces to choose your signature from.
If you’d like to use your own written signature, click “Draw Signature” to draw it directly in our app.
When starting a project, you’ll start with the agenda. Organize your deal like you normally would through Microsoft Word, then upload your documents and check your deal’s status.
You can bulk upload up to 250 files, with little upload time.
You can also upload single documents as you go. Once uploaded, simply drag them into the order you want them in by clicking the “Re-ordering” button at the top of the agenda.
If the documents you’re uploading are named properly (Ex. Purchase Agreement.docx), dealcloser will remove the file extension such that the name of the document on dealcloser will be “Purchase Agreement”. However if your document is improperly named, you can simply rename the document from the sidebar.
At no extra cost, you can invite all necessary parties to your project. However, if more than one person from your firm is looking to open a project of their own, they will need to have their own dealcloser account.
Editing documents between many collaborators can be time consuming. But our Microsoft Word Online integration makes it easy.
Within the dealcloser app, open your document in Word Online by clicking “Open with Microsoft Word Online” in the sidebar. From there, the document will open in Word Online – it will look very similar to a document open in desktop Word. If others on your deal are editing the document at the same time through the Microsoft Word Online integration, you’ll see their cursor moving along and making edits in real time.
When done, simply exit out of the application by clicking “File” and “Exit”. It will auto-save your document as a new version!
To learn more, visit our Microsoft Word Online webpage.
Just because your document has been updated multiple times, doesn’t mean that you’ve lost your previous versions. Our app saves all document versions and you can view any version of a document in the sidebar.
To compare any two versions of a document together, open the sidebar for that document and click “Compare”. Then choose the version you’d like to compare to.
Breakaway signature pages
• Have dealcloser generate signature pages for you by using our breakaway signature page generator. Don’t spend any time making signature pages manually!
• If your documents have signature pages already, or you’re using a form, using our signature marker system to tell dealcloser where your clients signatures should go once they sign the document.
We understand that not everybody on a project needs to have access to every document. That’s why we make it easy for you to show or hide documents as required using granular permission controls. Ensure that each person involved in the deal sees only what they need to see and nothing more.
Notify clients that documents are ready for review and signature is easy. Our Smart Notifications ensure that only clients with outstanding signatures are notified.
At any time during your project, you can use our desktop or mobile app to check progress. Once viewing your project, you can easily view the project progress percentage.
Additionally, you can quickly check who has already signed their documents and who you’re waiting on. Easily send signature reminders with the click of a button.
We can save you tons of time, money and space by compiling all documents from a project into one PDF package, being your closing book for that deal. This organized PDF file contains a copy of every document complete with an interactive index.
If needed, you can print out the closing books right from our app. However, we strongly suggest going paperless!
Data security is of the utmost importance to us and we take critical steps to safeguard your information. Our platform meets the highest industry security standards and guidelines, ensuring that all of your data is managed safely and securely.
All prices are in USD.
You can cancel your subscription at any time. If on monthly
payments, your subscription will cancel before your next
payment. If on annual payments, your subscription will
expire at the end of your year and you will not be
To unsubscribe, please call us at 1-800-930-6715 to speak
with a dealcloser representative.
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