With DealManager, attorneys can efficiently and intelligently manage their transactions allowing them to close deals faster, more intelligently and on budget.

Features and Functions of DealManager include:

Manage

Assignment Dashboard
Assign agreements for review through the dashboard. DealManager informs the assignee of the assignment tasks, collects the diligence analysis, and informs the deal coordinator when the review task is completed. 

Integrate External & Internal Reviewers
Invite external attorneys, in-house counsel, contract attorneys or others to participate in the diligence review.  Unify inside & outside counsel, contractors, and legal process outsourcers with DealManager.

Messaging and Subtasks
Message team members from within DealManager, review assignments, enable project management and workflow control. Messages are stored and linked with the related document review assignment.

Realtime Review Analytics
DealManager monitors the progress of the deal in real time, allowing deal managers unprecedented insight into the review process.  View workload, review status, and pinpoint areas of delay.  The Wizdocs Reports Generator automatically creates Word based reports detailing the review status, complete with charts and graphs.

Budget Tracker
Track billable time entries by document or by task basis.   Hours billed are calculated in real-time, allowing supervisors to adhere to budgets.  Time entries are automatically associated with review metadata allowing supervisors to run statistical analysis on virtually any review metric.  Export results to Word using the Wizdocs Reports Generator.

Collect Diligence

Intelligent Forms
Feature rich, web-based, capture forms provide an intuitive and systematic method for entering diligence analysis.  Forms adjust automatically to present attorneys with specific questions related to the type of document being reviewed (e.g. lease agreement vs. customer agreement).

Training
Case law and training materials are presented within the capture forms, providing guidance where and when attorneys need it most.  Training materials may be loaded directly within DealManager or linked with existing intranet and document management resources.

Wizdocs Forms Designer
The Wizdocs Forms Designer enables attorneys to quickly create diligence capture and other advanced forms.  Users may use the Wizdocs Forms Designer as a platform for easily creating new applications.

Generate Reports

Design with Word & Excel
The Wizdocs Reports Generator allows users to design reports with Word and Excel - no third party plug-ins necessary.  Take advantage of Word and Excel's advanced formatting and styling features to create beautiful and sophisticated reports. 

Targeted Reports
Use the Wizdocs Reports Generator to export statistics, entire lists, or targeted sets of information including  views or dynamically filtered views.  Simply select the export set (e.g. view) then select the report template. 

Integrated Charts & Graphs
Generate Word documents with charts based on any view created within DealManager.  For example, create a pie chart of document review status or a bar chart of the number of document assigned to each deal team member.  Charts may be customized and formatted using Word's built-in charting tools.  Each time a report is generated, the Wizdocs Reports Generator will update the charts with the latest information from the DealManager database. 

Document Assembly
In addition to creating reports with dynamic content from the diligence review, the Wizdocs Reports Generator can assemble a report from one or more document parts.  Document parts are Word or PowerPoint documents which contain static or dynamic content.  When generating a report, a user selects which document parts to include in the final report.