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features
design
support

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Write a Review

Description

The DiliTrust Suite is the only one in the LegalTech market that can digitize Legal and Corporate activities and consists of five integrated modules. Boost productivity, amplify collaboration, and fortify security with our suite. Seamlessly accessible anytime, anywhere, on any device, our intuitive solutions redefine the way you work.

Description

Each quarter, there’s a week where workloads increase dramatically, stress levels soar, and teams find themselves scrambling to prepare for important meetings. Consequently, board meetings have transitioned into a task to endure rather than a valuable opportunity for insight. Surfboard addresses these inefficiencies by simplifying cumbersome processes, streamlining workflows, and maximizing your efficiency, ensuring that you can avoid the last-minute rush. With automated workflows and seamless communication integrated into the system, time-consuming tasks are minimized, allowing you to focus on critical business decisions rather than mundane routines. Presenting outdated updates from previous months during quarterly meetings is not only inefficient but also unproductive. Instead, our platform automatically generates relevant updates throughout the quarter, freeing up your meeting time for more meaningful discussions and strategic planning. This transformation means you can allocate your energy towards initiatives that truly drive your business forward.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
HelloWorks Yes 

Integrations

Docusign No 
HelloWorks No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$149 per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
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 Yes 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

DiliTrust

Founded

1995

Website

www.dilitrust.com

Vendor Details

Company Name

Surfboard

Country

United States

Website

www.surfboard.team/

Product Features

Board Management

Agenda Time Management Yes 
Approval Process Management Yes 
Board Assessment Yes 
Calendar Management Yes 
Collaboration Yes 
D&O Questionnaires No 
Document Management Yes 
Electronic Signature Yes 
For Nonprofits Yes 
Member Directory Yes 
Minutes Management Yes 
Polls / Voting Yes 
Role-Based Permissions Yes 
Roles and Terms Yes 
Single Sign On Yes 
Skills Tracking No 

Contract Management

Buy Side (Suppliers) Yes 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts Yes 
Pre-built Templates Yes 
Sell Side (Customers) Yes 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Enterprise Legal Management (ELM)

Contract Lifecycle Management Yes 
Document Management Yes 
Legal Automation Yes 
Legal Spend Management Yes 
Legal e-Billing Yes 
Matter Management Yes 
Reporting / Analytics Yes 
eDiscovery Yes 

Entity Management

Access Control Yes 
Compliance Management Yes 
Contract Management Yes 
Corporate Structure Management Yes 
Document Assembly Yes 
Due Date Tracking Yes 
Electronic Filing Yes 
Electronic Signature Yes 
Multi-Jurisdictional Yes 
Ownership Tracking Yes 
Records Tracking Yes 
Registered Agent Services Integration Yes 
Subsidiary Governance Yes 
Task Management Yes 

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

Board Management

Agenda Time Management No 
Approval Process Management No 
Board Assessment No 
Calendar Management No 
Collaboration No 
D&O Questionnaires No 
Document Management No 
Electronic Signature No 
For Nonprofits No 
Member Directory No 
Minutes Management No 
Polls / Voting No 
Role-Based Permissions No 
Roles and Terms No 
Single Sign On No 
Skills Tracking No 

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