With Workshare Transact, convert your offer checklist into an online workspace and get an innovative way to perform a perfect closure. The Workshare solution closely reflects how teams work today, so they feel at home with their new transaction management solution.
With Workshare Transact, convert your offer checklist into an online workspace and get an innovative way to perform a perfect closure. The Workshare solution closely reflects how teams work today, so they feel at home with their new transaction management solution.
A better way to execute your transactions
We understand the amount of work and the number of hours involved in delivering a perfect deal to your customers. Therefore, get a simple and effective way to control each document for each transaction with Workshare Transact. You can minimize the time spent with the document administrator and search for attachments in your inbox and maximize time spent on high-value activities.
Safe and controlled checklists
Transaction files are anchored to the checklist of online transactions and tracked thereafter. Participants are safely invited to the agreement workspace, making the overall management and organization of its closure more efficient.
IT and risk teams maintain absolute control over who can access and share transaction documents, while transactional teams perform a perfect closure.
Faster revisions and updates
Using Workshare Transact, you can simplify and speed up review cycles with workshare's powerful file comparison functionality built in. It is important to keep status up to date and communicate this to others, so that status labels, checklist filters, and reports provide the overview and details needed.
Data residency options
If you have data residency requirements, we can offer flexibility about where files are stored. Offices in London, New York and Sydney? It's not a problem. You can set up a secure on-premises data store for each, either on-premises or with the approved Workshare cloud provider.
Built on a secure online platform
Transact is on Workshare's secure online collaboration and file sharing platform, which operates to the highest security standards. Online applications are supported by a secure cloud base that features encrypted storage and single sign-on designed specifically to meet the requirements of regulated industries such as legal.
Platform features
Secure file sharing and collaboration
The Workshare platform includes secure sharing of cloud-based files and collaboration functionality, as well as the Transact module.
Audit and activity records
All activities and engagements on the platform and in each Transact project are tracked and reported by the hard-held and invited users.
Flexible storage options
Files are stored in your choice of AWS file storage locations worldwide (and in multiple locations if needed), and the proprietary Workshare on-premises solution is also available.
DMS Integration
Workshare securely integrates with all major law firm document management systems, so files can be easily uploaded and downloaded between Workshare and your DMS.
System Requirements
Browser:
Mozilla Firefox version 4 and newer
Google Chrome version 10 and newer
Apple Safari version 4 and higher
Internet Explorer 9 and newer
Opera version 10 and higher
Mobile
Any browser-enabled device
You don't know what software you need or you haven't found what you were looking for? We have a team ready to help you choose the right software for your company.