Help make deal collaboration instantaneous and frictionless
Automate and maintain your firm’s security and governance standards even with rapid adoption of Microsoft Teams
Improve client satisfaction
Deliver favorable client outcomes powered by actionable insights and increased transparency via secure external collaboration
DealCloud’s conflicts of interest management software automates repetitive and duplicative tasks, helping dealmakers focus more time and attention on transactions. By leveraging AI-assisted conflicts clearance software, dealmakers can work more efficiently, more regularly.
Create new Microsoft Teams workspaces with deal-centric layouts and content controls. Auto-provision team-based workspaces during intake using preconfigured templates based on client and deal characteristics. Populate workspaces with standardized metadata from your firm’s compliance software and other systems of record.
Microsoft Teams governance
Manage the entire Microsoft Teams evolution and lifecycle, from initial workspace creation through the addition of new tasks to project closure and team dissolution. Automatically remind workspace owners to update deal lifecycle stages, keeping everyone accountable for lifecycle management and preventing sprawl.
Insights and intelligence
Create a single pane of glass into each deal, including relevant content gathered from other firm applications, such as financial management, document management, and deal management systems. Give dealmakers access to the depth and breadth of your firm’s collective intelligence.
Provide discrete controls for collaboration workspace creation permissions, as well as privacy, visibility, and access parameters. Establish boundaries, locking down workspaces to specific groups of people and securing chat, files, and folders within those private channels.
Multidimensional workspace dashboards
Quickly locate any workspace using configurable dashboards that simplify navigations. Filter using rich, standardized metadata — by deal, company, deal owner, or other key deal elements. Reduce workspace redundancy by letting dealmakers easily check for existing workspaces before they set up new ones.