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About

Simplify exchanges with your clients and partners, secure your exchanges and sensitive documents, and automate time-consuming tasks. Attorneys, transaction advisors, accountants, in-house counsels, funds, etc. The simplicity of a shared space, the best-in-class features, and foolproof security look no further, Closd is the most competitive data room on the market. Open collaborative workspaces and invite your clients and partners. Discover a new way to manage your matters and transactions from start to finish and focus on your expertise rather than on the process. No more backtracking and checklists on Word. Give your partners a real-time view of the project’s progress, and save and reuse your checklists to automate your processes. Save countless hours on your contract signatures and closings, in physical meetings or remotely. Take advantage of our Docusign and Certeurope integrations and discover features you won’t find elsewhere.

About

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is an adrenaline shot for thriving advisory & investment firms. Deploying our dynamic, scalable platform empowers firms to: Bring on more advisors; Improve client satisfaction and confidence; & reduce costs & headaches in the back office. The Platform isn’t a single point solution that only solves a specific problem—it eliminates friction from the system. With dynamic workflows that bridge the gaps between investors, advisors, and the back office, the Docupace Platform keeps everyone on the same page, reduces admin time, eliminates errors, lowers costs, & turns common complaints into satisfying interactions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises wanting a tool to manage and accelerate their legal transactions

Audience

Wealth Management Firms/Registered Investment Advisers (RIAs)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Closd
France
www.closd.com/en/

Company Information

Docupace
Founded: 2002
United States
www.docupace.com

Alternatives

Alternatives

HighQ

HighQ

Thomson Reuters

Categories

Categories

Virtual Data Room Features

Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Integrations

Collateral Analytics
Docusign
Microsoft 365
Microsoft Excel
Microsoft Word
SmartOffice
iManage

Integrations

Collateral Analytics
Docusign
Microsoft 365
Microsoft Excel
Microsoft Word
SmartOffice
iManage
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