Your Request List Is Your Data Room
Every document tied to its specific request. Assignments, due dates, and live progress — visible to everyone on the deal. Both sides working together in one place.
Built-In Collaboration
Chat, Q&A, search, and file management — all inside the deal workspace. No switching between tools.
Deal Chat
@mention team members, reply in threads, and reference specific requests with #links. Every conversation stays with the deal.
Q&A System
Centralized questions with priority levels, assignments, categories, and auto-generated PDF answers. No more email chains.
Global Search
Press Cmd+K to find anything — requests, files, file contents, chat messages, and Q&A. Search inside PDFs and Word docs.
File Management
Drag-and-drop uploads, inline preview for PDFs and Office files, automatic versioning, and PII redaction on upload.
Get Documents In. Share Documents Out.
Three ways to work with people outside your deal — no accounts required.
Intake Forms
Per-project • Persistent collection
A full upload portal organized by section. Recipients upload multiple documents, download PDF templates, and add comments. They can return anytime to continue uploading.
- Organized sections & categories
- PDF templates built in
- Comments & progress tracking
- Recipients can return over time
- No account needed
Intake Forms for structured collection → Share Links for controlled distribution → Upload Links for quick one-off files
Advanced Capabilities
Enterprise features included with every plan — no add-on fees.
Custom Branding
White-label the workspace with your logo, brand colors, and sidebar theme. Clients see your brand, not ours.
NDA Agreements
Require team members to sign an NDA before accessing deal contents. Templates, e-signatures, and full audit trail.
Watermarking
Every downloaded document stamped with the recipient’s email, IP, and timestamp. If it leaks, you know who.
Cloud Storage Sync
Auto-sync uploaded files to Dropbox, Box, Google Drive, or OneDrive. Your existing storage stays up to date.
PII Redaction
Detect and remove SSNs, credit cards, and other sensitive data from documents during upload.
Security & 2FA
Two-factor authentication, session timeout controls, and a complete audit trail of every action.
Workflow & Automation
Less busy work, more deal closing.
See It In Action
Free to explore with a sample deal. Only pay when you create your own.
Only deal creators pay. Everyone else collaborates free.