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dealcloser

dealcloser

Canada Local product

What Is dealcloser?

dealcloser is a transaction management hub for legal professionals that brings you and your clients together on a deal, transforming and modernizing the deal process. Client relationships are at the core of any law firm and even small transactions require significant client interaction. Whether you have one or many deals on the go, use dealcloser to ensure that each client feels like theyre your priority.

Who Uses dealcloser?

Corporate and tax law firms

dealcloser Software - dealcloser checklist
dealcloser Software - Version control
dealcloser Software - Set permissions
dealcloser Software - Adding people to the project
dealcloser Software - Set Signature Markers

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Reviews of dealcloser

Average score

Overall
4.8
Ease of Use
4.7
Customer Service
4.9
Features
4.5
Value for Money
4.7

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
80%
4
20%
Kristen
Lawyer in Canada
Law Practice, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Say goodbye to paper closing books...

5.0 5 years ago

Comments: The most aggravating aspects of my transactional practice have been eliminated. I can demonstrate to my clients that we are able to work efficiently and they're paying for high value services rather than paper-pushing. Fully endorse.

Pros:

This software enables me to close a transaction with almost no paper. We are used to piles and piles of paper stacked everywhere, with complete or half-signed execution pages everywhere, leading up to closing a transaction. It is a major struggle to keep track of all that paper and to later convert it into a useable closing book. This was, by far, the most frustrating part of a corporate/commercial practice for me. Dealcloser eliminates this problem, entirely. I recently closed a multi-million dollar transaction with dozens of documents, and my paper file is less than half a centimeter thick. We had the most orderly closing imaginable, and were completely ready to close the day before. All that was left for the closing date was the exchange of funds. Closing book was delivered the same day. Clients appreciate it, as well, as it eliminates the need to either be physically present, print/sign/scan/email, or courier documents around.

Cons:

There are some functions that they have yet to add, such as an "escrow" function which will restrain people (clients) from downloading signed documents before they're releasable. It can be improved upon. That said, I have every confidence that it will be. I have been in direct contact with the CTO of dealcloser for all tech support, and he is very responsive. Some of our suggestions have already been implemented into the software, and I'm assured that improvements are ongoing. As such, I think that they're going to perfect this over time and it will get better and better. I would like if the software prevented clients from downloading documents - I would prefer if they could only view and e-sign.

dealcloser Response

4 years ago

Thanks Kristen!

Douglas
Partner in Canada
Law Practice, Self Employed
Used the Software for: 1+ year
Reviewer Source

dealcloser gets deals done

5.0 5 years ago

Comments: Working with the software product, and staff at dealcloser, has been nothing short of revolutionary. Our business model is based on timely transaction turnaround for clients. dealcloser eliminated the costly, time-consuming and inefficient 'old fashioned' client signature process, and replaced it with a 'anywhere, anytime' platform. Clients and their professional advisors have instant access to all documents, at all stages of the transaction and document creation process, simply by logging in to a website. Genius.

Pros:

Quite simply, dealcloser revolutionized our ability to close client transactions, efficiently, effectively and conveniently. One look at our bottom line will tell you everything you need to know about dealcloser's e-signing software: our firm completes more client transactions every year. We simply won't do a deal without dealcloser: clients love it, so do we...!

Cons:

Not enough of the 'big firms' use dealcloser. It's 2019; e-signatures are both the norm, and reality, of business. Time to get on board.

dealcloser Response

5 years ago

Thanks for the review, Douglas! Glad to hear we've had such a positive impact on your practice and that your clients enjoy dealcloser too.

Kayla
Paralegal in Canada
Legal Services, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Review

4.0 4 years ago

Comments: pretty good.

Pros:

this software is easy to use and is organized functionally.

Cons:

can't change client e-mail addresses once entered

dealcloser Response

4 years ago

Thanks for the review!

Roberta
Corporate/Tax Paralegal, Manager & Co-owner in Canada
Legal Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Dealcloser Review

5.0 5 years ago

Comments: Exceptional client service and a great product to work with.

Pros:

This is software we use every day in supporting our legal contract to a very busy tax lawyer. Dealcloser has been exceptional at incorporating our needs into the product to make it work for us. We depend on the software for all of our client signature and reporting requirements.

Cons:

I have nothing negative to say. The Dealcloser team continues to add and develop the product.

dealcloser Response

5 years ago

Thank you for your feedback, Roberta, we greatly appreciate it! We're happy we can support your practice in a positive way.

Taryn
Corporate Paralegal in Canada
Legal Services, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

DealCloser - easy to use!

5.0 4 years ago

Comments: The time saved thus far, has been astronomical. We are easily able to have clients sign from all over the country, with essentially only a few clicks of a button. A file that would have taken months to track down clients and execute fully, can be done now in only minutes.

Pros:

I love the organized layout, and how user friendly it is to navigate. I love the "Notify Authorities" function. It has reduced my time spent reminding clients to sign and/or following up drastically.

Cons:

The only thing i don't like, is that we don't have the option to abandon or delete a project, without contacting support. There have been instances where we've inadvertently doubled up on projects, and have to close one of them, leaving it at 0% in the closed projects tab. I like everything to show 100%.

dealcloser Response

4 years ago

Thank you!