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Workshare: Introduction to Deal Checklists

How legal teams are using Deal Checklists

Conditions Precedent (CP) Process

The CP process on banking transactions can generate thousands of files on just one matter.

Workshare Deal Checklists provides a more organized environment for the exchange and review of CP files when compared with traditional data rooms.

CP files are organized intuitively, while an instant status update of the entire matter is always accessible reporting.

Lenders and borrower are presented with a far better transaction experience and post-closing activity is reduced to a minimum.

Conditions Precedent Process

Closings & Closing Binders

Workshare Deal Checklists provide a complete end-to-end solution that delivers bibles or closing binders with complete efficiency and enables teams to move one to their next transaction without delay.

As deal close approaches, legal teams can create Deal Checklists for internal use only, which will help them track incoming files and close out the whole transaction faster.

The result is an ordered closing and a faster, simpler process to finalize the bible or closing binder, with consistent results every time.

Closings & Closing Binder

Full Deal

Workshare Deal Checklists can host deals from start to finish.

With participants from all sides of the deal invited into the workspace, the online checklist hosts the exchange of all files related to a transaction, from first draft to final signature page.

Reliance on email is vastly reduced and the result is a smoother, more transparent and efficient experience for you and everyone else involved.

Full Deal

What our customers say

“Not only does Workshare enable the whole transaction to be more efficient, but on the day of closing, being able to collate all the relevant closing files in such a simple way, and then wrapping up the closing binder on the same day, is very satisfying.”

Skylar Marshall, Associate, Campbell Killin Brittan & Ray

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Features and Benefits


  • Structured workspaces based on the documents checklist for the deal
  • End-to-end functionality for the full deal lifecycle
  • Versioning for negotiated agreements
  • Workshare comparison and metadata removal built-in
  • Signature page collection for tracking closings
  • Drag-and-drop assembly of final versions
  • Document access restrictions
  • Integration with all major Document Management Systems (DMS)
  • 24/7 support


  • A better deal experience for transactional lawyers
  • A transparent, concise experience for clients
  • 75% time saving on the post-closing process
  • Write-offs significantly reduced
  • Efficiency savings across the deal lifecycle
  • Large reduction in email traffic when used externally
  • Consistent closing binder output across the organization
  • Closing binders delivered within 48hrs of deal close every time

Recommended resources

An Introduction to Deal Checklists

An Introduction to Deal Checklists

Workshare Deal Checklists brochure details how transactional matters can be managed more effectively and productively.

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Deal Checklists Exec Summary

Workshare Sell Sheet

Overview of the benefits Workshare Deal Checklists can immediately deliver to your firm.

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