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Details

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SimplyAgree Main Features

• DMS integrations
  Integrate directly with your firm’s document management system, including iManage and NetDocuments, to simplify document import and closing set delivery.
• Dynamic version control
  Track every document and signature version in real time, making it easy to update or recompile binders without starting over.
• eSignature integrations
  Connect seamlessly with DocuSign or use SimplyAgree’s built-in eSigning tool—both with auto-tagging for signature and custom fields to speed up document preparation and reduce human error.
• Collaborative deal workspace
  Give the rest of your team visibility into real-time signing and binder progress with the ability to jump in and handle tasks when you need it.
• Seamless signature management
  Manage and track all signature pages across your deals—no more manual sorting or chasing via email. SimplyAgree automatically compiles signature packets, tracks signer status, and merges signed PDFs.
• Real-time transaction reporting
  Generate and download transaction reports at any time to monitor signing status, completion progress, and closing deliverables—giving your team full visibility through every stage of the deal.
• Support for large signer groups
  Handle complex transactions with ease by uploading a cap table or signer list to automatically generate a signatory manifest, create custom signature pages, and duplicate form documents in bulk—ideal for financings, fund formations, and other high-volume deal types.
• Automated, branded closing binders
  Instantly generate professional, indexed, and bookmarked closing binders in your firm’s branding—including logos, colors, and templates. Deliver to clients as a secure link or PDF package in seconds, without the manual effort.
• Compatible with all signature types
  SimplyAgree supports wet-ink and hybrid signatures—combine electronic and handwritten signings into a single workflow, allowing you to manage and track both eSign and wet ink signatures within the same deal seamlessly.

SimplyAgree Benefits

• Delights clients
  Clients enjoy a smooth signing experience and receive their closing binders quickly, making them happier with the service.
• Enhances security
  It offers strong security measures to protect sensitive client data, ensuring that information remains safe.
• Reduces write-offs
  By delivering closing documents on the same day, SimplyAgree helps law firms save time and money, reducing lost billable hours.
• Simplifies closings
  SimplyAgree makes the closing process easier and faster, so lawyers can focus on important tasks.
• Automates signature packets
  SimplyAgree automatically creates signature packets, saving lawyers from spending long hours on this task.
• Improves exhibit management
  SimplyAgree simplifies managing exhibits and schedules, making it easier to update and compile documents.
• Integrates with existing tools
  SimplyAgree works well with other tools that law firms already use, making it easier to adopt without changing workflows.
• Speeds up document compilation
  It helps organize and compile documents easily, even for complex deals, making the process less chaotic.
• Streamlines electronic signing
  The integrated eSigning workflow allows for a more flexible and efficient signing process tailored for legal transactions.
• Creates signature pages quickly
  With the InstaPage tool, SimplyAgree generates signature pages for many signers in seconds, saving time and effort.

Who should use SimplyAgree?

• Associates
  They can quickly learn the system and save hours on closing tasks, allowing them to focus on legal work.
• Deal Teams
  They benefit from faster closing processes and can deliver documents on the same day.
• Paralegals
  They find it easier to create closing binders and signature packets, making their work less stressful.
• Law Firm Partners
  They can reduce write-offs and improve client satisfaction with a smooth closing experience.
• Practice Assistants
  They gain back time previously spent on tedious closing tasks, making their work more efficient.
• Transactional Attorneys
  They can simplify their closings and save time with easy document management.
• Mergers & Acquisitions Specialists
  They can handle complex deals more effectively and streamline the closing process.
• Commercial Real Estate Professionals
  They can manage high transaction volumes easily and deliver great results for clients.

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