Pour qui ?

Corporate and tax law firms

Notes moyennes

6 avis
  • Note globale 5 / 5
  • Facilité d'utilisation 4.5 / 5
  • Service client 5 / 5
  • Fonctionnalités 4.2 / 5
  • Rapport qualité-prix 4.8 / 5

Informations sur le produit

  • À partir de 69,00 $US/mois
  • Prix $69/user/month when billed annually or $79/user/month billed monthly
  • Version gratuite Oui
  • Essai gratuit Oui
  • Déploiement Cloud, SaaS, web
  • Formation Formation en ligne en direct
  • Ressources d'aide Service de support permanent (réponse directe)

Informations sur l'éditeur

  • dealcloser
  • https://dealcloser.com
  • Fondé en 2016

En savoir plus sur 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.

dealcloser - Fonctionnalités

  • Automatic Billing
  • Client portal
  • Gestion de la comptabilité
  • Gestion des calendriers
  • Gestion des cas
  • Gestion des documents
  • Suivi des frais
  • Suivi du temps
  • Archivage et rétention
  • Assemblage de documents
  • Ciblage de documents
  • Collaboration
  • Contrôles d'accès
  • Gestion de versions
  • Gestion des contrats
  • Indexation de documents
  • Recherche en texte intégral
  • Comptabilité de fiducie
  • Facturation
  • Gestion des calendriers
  • Gestion des clients
  • Gestion des conflits
  • Gestion des contrats
  • Gestion des documents
  • Gestion des dossiers
  • Gestion des e-mails
  • Gestion des tâches
  • Notes de cas
  • Suivi des frais
  • Suivi du temps

Avis les plus utiles sur dealcloser

dealcloser gets deals done

Publié le 05/06/2019
Douglas F.
Partner
Cabinet d'avocats, Auto-entrepreneur
Temps d'utilisation du produit: plus d'un an
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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...!

Inconvénients: 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.

Réponse de l'éditeur

envoyé par dealcloser le 08/06/2019

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.

Say goodbye to paper closing books...

Publié le 18/07/2019
Kristen K.
Lawyer
Cabinet d'avocats, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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 Review

Publié le 04/06/2019
Roberta M.
Corporate/Tax Paralegal, Manager & Co-owner
Services juridiques, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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

Avantages: 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.

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

Réponse de l'éditeur

envoyé par dealcloser le 20/06/2019

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

The ease and efficiency of DealCloser

Publié le 05/06/2019
Angela H.
Corporate Paralegal
Services juridiques, 51-200 employés
Temps d'utilisation du produit: 1 à 5 mois
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
5 / 5
Support client
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I feel really good about DealCloser the support and training has been super. I have noticed with the few deals I have set-up within DealCloser it has been simple for me to navigate and once complete update our internal records which is extremely time consuming once a deal is complete.

Avantages: I like how easy it is to set-up a "Deal" with titles, sub-titles, signatures, and individuals on a project. Once everything is executed a Closing Book is essentially done and we can download the book and save to our system, send to outside parties and/or the clients. It is really great to be able to click and drag documents from/to our system right from DealCloser this makes it more efficient.

Inconvénients: As I understand most of the items I will set out here are being developed, I set out what I am experiencing. There is currently no certificate of electronic signature, although I understand it is in the works. There is no tracking system to indicate when you notified parties that they have documents to sign and thereafter you need to set up a separate limitation in Outlook or your own diary. It would be nice once all parties have signed the documents the creator of the Project gets a notification that everything is signed.

Réponse de l'éditeur

envoyé par dealcloser le 08/06/2019

Thanks for your review, Angie, appreciate it! Glad to hear you find the product easy and efficient. The features you mention are in the works, with the system to indicate what clients have done on a project being released in the next few weeks, so you'll see that soon. Thanks for your support!

Dealcloser is a big time saver

Publié le 06/06/2019
Brian F.
Lawyer
Cabinet d'avocats, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: This has been a big time saver for collecting signatures. It also eliminates a lot of back end work for the support staff when producing closing books and transaction summaries.

Avantages: The challenge of collecting signatures from multiple parties is eliminated as they are all collected in one place. The clients also like it because they can complete signatures basically anywhere they have web access. It is also perfect for collaborating with other professionals as you can allow them to access the documentation online.

Inconvénients: Downloading multiple documents initially posed and issue which has since been resolved. Other than that there are no complaints.

Réponse de l'éditeur

envoyé par dealcloser le 10/06/2019

Thank you for the review, Brian!

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