dealcloser is a transaction management hub for legal professionals that brings lawyers and their clients together on deals, transforming and modernizing the transaction process. Deals are complex and can be chaotic and dealcloser helps lawyers give their clients the best experience possible during a deal.
With dealcloser, clients can view and access their confidential transaction documents from dealcloser's secure client portal. With the Clio and dealcloser integration, you can load deal documents directly from Clio into dealcloser. Your clients can then electronically sign all their deal documents using dealcloser.
With dealcloser, you can send notifications to your clients telling them to review and sign documents. At the end of the deal, create a professional closing book for your clients with the click of a button.
Eliminate communication barriers between parties by inviting other counsel and professional advisors to your deal so that everyone is collaborating from one hub. If any of those other parties use Clio, they can also upload their documents directly to the project on dealcloser.
Connecting dealcloser to Clio
1. Click your name at the top right corner of the screen
2. Click "Settings"
3. Click the "Clio" tab
4. Click "Authorize
Using dealcloser with Clio
1. When uploading a document to dealcloser, click the "Upload from Clio" button
2. Navigate to the appropriate folder and select the file you wish to upload to dealcloser
3. Click "Add file to dealcloser"