Watch the 3-minute demo to see how your firm can standardize and streamline workflows in Dealpath:
Automate repeatable workflows and assignments so that deals reach the right team members at the right times
Centralize real-time deal data, information, files, and commentary in one source of truth
Collaborate internally and externally by sharing files, requesting task approvals and communicating about progress
Build transparency by viewing assignments, milestones and critical dates in deals and reports
“We’ve been able to track, manage and process our deal flow in our pipeline more efficiently…Dealpath helped us move deals through each stage of the process, and it does allow us to shorten the window.”
