DealCloser

DealCloser is a transaction management platform that supports the full deal lifecycle, including closing checklists, contract negotiation, signature collection, and closing set assembly. The platform is designed for legal teams managing complex transactions and integrates with document management systems and e-signature tools.

Key Features & Functions:

Closing Checklists
Replaces static checklists with interactive digital versions that support real-time updates, secure document sharing, and centralized collaboration. User and document-level permissions control access to sensitive information, and existing checklists can be imported or cloned from prior deals.

Contract Negotiation
Provides a centralized environment for managing contract versions and revisions. Users can track document changes, compare redlines within the platform, and receive notifications on updates. Bi-directional DMS integration allows for synchronization of files and records across connected systems.

Signature Management
Supports automated creation of signature pages and packets with real-time status tracking. Integrates with DocuSign and includes a proprietary e-signature solution, while also accommodating traditional wet-ink signing.

Closing Sets
Automates assembly of closing sets with indexed and hyperlinked documents. Supports custom firm branding and allows users to generate multiple tailored versions of a closing set as needed.

Activity Notifications and Reporting
Delivers real-time updates on document uploads, signature status changes, and checklist activity. Activity reports provide visibility into team and collaborator tasks and deadlines across a deal.

Branding and Customization
Supports customization with firm logo, colors, and a personalized URL to align the platform experience with organizational branding.

Cloe — AI Deal Assistant
An embedded AI assistant launched in March 2026 that uses coordinated AI agents to automate routine transaction tasks, extract and interpret deal data, monitor progress, and surface insights within the platform's native workflow. Cloe offers pre-built skills and a conversational interface, and is designed to learn from historical deal data and adapt to user preferences while keeping lawyers in control of decisions.