Triple Checklist

Key Features and Functions include:

AI-Generated Transaction Checklists
Generates tailored checklists from deal documents, term sheets, or user prompts in seconds, reducing manual setup time and improving consistency.

Interactive AI Assistant / Agent Mode
Built-in assistant understands the context of the transaction and can update tasks, reassign items, and mark steps complete based on natural language instructions.

Template Library
Access a library of customizable templates to support consistent, repeatable transaction workflows across practice groups or firm teams. 

Real-Time Collaboration Tools
Collaborate with deal parties within a shared workspace, enabling task assignments, notifications, and coordinated progress tracking. 

Version Control and Redlining
Track changes across checklist versions, compare edits, and generate redlines instantly to maintain audit trails and reduce errors.

Export to Microsoft Word
Export fully interactive checklists to Word for offline use, client distribution, or integration with legacy workflows. Triple

Secure Access and Permissions
Role-based permissions and encryption protect sensitive transaction data, with controls over who can view or edit specific items.