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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

We revolutionize the workflows of corporate legal professionals engaged in transactions by removing the tedious manual tasks that often dominate the legal deal process. With dealcloser, you can work from anywhere while ensuring efficiency and timely completion of your tasks. Say goodbye to the days of manually crafting closing books or chasing after signatures. Instead, concentrate on what truly matters: advocating for your clients. We take care of the burdensome aspects of a deal, allowing you to leave the office at a reasonable hour. As the fastest-growing transaction management firm in North America, we are dedicated to streamlining your experience. Begin your journey with us by creating your deal's closing checklist using dealcloser instead of outdated Word documents. Effortlessly upload documents and witness your clients sign them in real-time! Additionally, dealcloser simplifies the signing process by generating signature pages automatically for you, making every step smooth and efficient. Embrace a new era of legal transaction management with dealcloser, where your productivity is our priority.

Description

Streamline your financial operations with automated bookkeeping that delivers precise spending insights in near real-time. With daily, weekly, and monthly books being closed automatically, you can make informed decisions with greater assurance. User-friendly and customizable charts and graphs present essential KPIs such as working capital, accounts payable and receivable, profit and loss statements, balance sheets, and trend analyses. Enjoy a comprehensive overview with data refreshed every 15 minutes, while an intuitive portal lets you review and reconcile all outstanding financial transactions. Integration with third-party platforms like Sage Intacct, QuickBooks, and Bill.com simplifies your back office processes. If you need assistance, a dedicated professional from PwC is readily available to provide support. Bookkeeping Connect, offered by PwC, applies over a century of expertise to support not-for-profits, small and medium-sized businesses, family offices, private firms, and service organizations. Additionally, you will receive personalized introductions to PwC experts specializing in mergers and acquisitions, R&D tax credits, capital markets, and various other fields, ensuring that you have access to the best resources for your unique needs. This tailored approach not only enhances efficiency but also empowers your organization to thrive.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Clio Yes 
Claude for Financial Services No 
Gusto No 
QuickBooks Online No 

Integrations

Clio Yes 
Claude for Financial Services Yes 
Gusto Yes 
QuickBooks Online Yes 

Pricing Details

$149 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Dealcloser

Founded

2016

Country

Canada

Website

dealcloser.com

Vendor Details

Company Name

PwC

Founded

1998

Country

United Kingdom

Website

www.pwc.com/us/en/products/insightsofficer.html

Product Features

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management Yes 
Expense Tracking No 
Time Tracking No 

Legal Case Management

Billing Management No 
Calendar Management No 
Case Notes No 
Client Management Yes 
Communication Tracking Yes 
Conflict Management No 
Corporations Yes 
Court Management No 
Discovery Management No 
Docket Management No 
Document Management Yes 
Expense Tracking No 
Government No 
Law Firms Yes 
Records Management Yes 
Task Management Yes 
Time Tracking No 
Trust Accounting No 

Legal Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Yes 
Contract Management Yes 
Document Assembly Yes 
Document Indexing Yes 
Document Tagging Yes 
Full Text Search Yes 
Version Control Yes 

Product Features

Legal Billing

Accounting Management No 
Automatic Billing No 
Calendar Management No 
Case Management No 
Client Portal No 
Document Management No 
Expense Tracking No 
Time Tracking No 

Alternatives

Alternatives

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