Doxly for Collaboration

DOXLY FOR COLLABORATION leverages all of the powerful features included in Doxly for Closings and adds in additional features to create a collaborative work environment that enables attorneys to manage deals collaboratively with their clients and other key stakeholders. The transparency this solution provides improves client satisfaction by providing transparency into the process and allowing clients to work directly with their law firm in uploading documents, completing tasks, and viewing the progress of a deal.

Closing Checklist

Collaborative closing checklists allow internal and external parties (optional) to communicate directly within the platform. This collaborative environment provides users transparency and a real-time view of documents and tasks throughout each stage of the deal process by providing visibility into the responsible party. Closing checklists capture every version of every document and enable users to assign tasks and set reminders.

Customized User Permissions

Task Management and Reminders

Version Control

Redline

Data Room

Add a data room to any deal. Collect and manage all diligence documents for each deal in a centralized data room with built-in communication and workflow tools. Doxly provides an organized and customizable diligence checklist and workflow, collaborative document storage and management, and enterprise-grade security to help you quickly and efficiently complete due diligence.

Secure Data Room

Customized User Permissions

Diligence Checklist

Document-Level Communication

Diligence and Closing Document Sync

Task Management

Legal teams can invite opposing counsel and their clients, if desired, to the negotiation process. Users can assign tasks to collaborators and set reminders to ensure all crucial transaction tasks are completed on time. Notifications are sent to users when due dates are approaching and when items are completed.

Task Assignment

Set Reminders

Communicate on Document Level

Signatures

The centralized signature solution dramatically improves the signature process from creating signature pages to executing final versions of documents. Deal documents are automatically matched to pre-formatted signature page templates to the documents requiring signature. After the appropriate templates have been matched to the documents, the document editor tools allow users to build their signature pages inside of the Doxly platform. Users have total control of how their signature pages are formatted and can make document level formatting decisions across all signature pages while saving the formatting changes to the template. Once the signature pages are created, Doxly automatically creates the signature packets and allows you to send the packets to signers directly from the platform while tracking the signing status in real-time.

Automated signature pages and packets

Seamless DocuSign Integration

Real-Time Signature Tracking

Send Reminders and Alerts

Closing Book

When the closing process is managed within a single platform, closing books can be compiled in minutes and delivered at closing. Easily edit and organize the table of contents, and create closing books for each closing and for specific stakeholders. Doxly offers several different options for closing book delivery (e.g. PDF and HTML).

Deliver at Closing

Create Multiple Versions

Save 80% of time over current process

Table of Contents Automatically Created

Reporting

Gain instant insight into how deals are staffed and understand and manage attorneys’ bandwidth. Unlock valuable data from your transactions with customizable reports that analyze deal term trends. Leverage practice performance metrics, including number, size and type of deals closed, for marketing and business development purposes. Maintain a complete record of the transaction for audit and insurance purposes.

DEAL TREND REPORTS

FIRM PERFORMANCE METRICS

AUDIT TRAIL

PRACTICE GROUP MANAGEMENT