How it works

It’s pretty simple! You create a new project, upload documents to a project agenda, collaborate with other firms and advisors – and when you’re ready, invite your clients to electronically sign documents quickly and easily. At the end, dealcloser will instantly create a beautiful closing book for you.

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.

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.

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.

Ready to get started for FREE?