Firmwide collaboration features and benefits
To make sure team members can easily access the right information at the right time, firms need software with a familiar, intuitive interface. The DealCloud platform simplifies document management and collaboration by turning Microsoft Teams and SharePoint into a virtual headquarters that’s designed for the way firm professionals work.
With the combined power of DealCloud and Microsoft 365, firms can:
- Reduce time spent on administrative workflows
- Ensure workspace structure with automated provisioning and maintenance
- Meet users where they are with integrated document access in Microsoft SharePoint, Teams, and DealCloud
- Deliver actionable intelligence with the ability to pin DealCloud reports and data in Microsoft Teams
- Foster collaborative communications in Microsoft Teams with shared, actionable alerts delivered through DealCloud workflows