DealTracker gives M&A and venture capital teams a single workspace to manage matters, staff deliverables, track signatures, and push deals to close.
Track every open deal — M&A, venture, finance — with real-time status, priority, staffing, and due dates at a glance.
Assign partners, counsel, and associates to matters and individual deliverables. See workload across the practice at a glance.
Track every signatory per deliverable. Check off signatures as they come in and see outstanding execution items in real time.
Start new matters from built-in or custom templates. Edit built-in templates to match your firm's standard playbook.
Edit status, priority, due dates, and staff directly in the table — no popups, no page loads, no wasted clicks.
Every attorney gets their own login and sees matters they're staffed on. Firm admins see everything and manage seats.
Sign up, name your firm, and choose a plan. You're the admin.
Invite partners, counsel, and associates. Each gets their own seat and login.
Open a new matter from a template or start blank. Staff it and add deliverables.
Update statuses, track signatures, manage due dates — all in real time across your team.
All data encrypted at rest and in transit. Zero plaintext storage of client information.
Independently audited security controls. Full compliance documentation available on request.
Choose where your data lives. US, EU, or custom deployment for your jurisdiction.