Legal Workflow For Compliance Across The Organization

Ensure that your deal team is in compliance with confidentiality and other regulatory requirements before they gain access to sensitive information.

Use Built-In NDA Templates Or Upload Your Own Agreements Using Microsoft Word

Start with our built-in customizable Word templates or upload your own. Variables in your templates are automatically replaced with actual deal data, such as deal attorney, deal lead, and other pertinent data. Each deal can have a different template and the legal workflow can be turned on only on those deals that need it.

Legal workflow for m&a

Intuitive Self-Guided Review Workflow

Each invited team member receives an automated email with a link to login and review the agreement. Each section is presented in a clean and intuitive manner for easy navigation and review. Users can accept each section or request clarification from the designated deal attorney, all while saving their progress if they wish to complete the review at a later time.

Legal workflow for m&a
NDA for m&A

Easily View Who Has Signed

A quick look at the team will show who has signed the document and who has not. You can configure the deal to send automatic email reminders to those who have not signed yet or you can click a button to push out reminders manually. The included report will show when each person signed a document for each deal, so if you receive a request, the information is ready available.

See Devensoft In Action

Connect with one of our M&A experts today to learn more.