Blog Post 2 Nov 2023 2 min read

Webinar Recap: Driving Deals with Opus 2 Transaction Management

Rachel Bailey Rachel Bailey

If you missed our recent live webinar, Driving Deals with Opus 2 Transaction Management, Richard Martin (subject matter expert - transactions) and I showcased how our solution helps keep up deal momentum by creating a single source of truth as part of an integrated workspace. 

We're a leader in case management software because of the approach we take in offering connected, purpose-built tools for building the strongest case possible. We bring teams together with highly integrated and customizable solutions to analyze and manage case-related information. This same philosophy guides our newest solution: Opus 2 Transaction Management. 

While M&A deal teams face challenges unique to their practice area, we’re experienced in helping to alleviate problems like isolating information in silos, jumping around between multiple tools, and communicating with worried clients who are looking for updates on their matters. 

In the webinar, you’ll discover how our solution handles familiar workflows such as: 

  • Due diligence: Using your firm's checklists as a template, the team prepares questions analysis in a shared space, mitigating issues with version control and task management. Additionally, Richard walked through how a portal can be used to receive answers to information requests directly into the workspace. 
  • Closing books: Because document organization and analysis is a part of the deal workspace, the presentation discussed how easy it is to set up a document collection that allows closing books to be exported whenever the team is ready. 
  • Client portals: Our solution enables you to provide on-demand access to deal-related information. Richard walked through some of the types of information that can be included in a portal such as firm background, deal progress, signature tracking, and secure messaging.  

While these are only some of the tools available, you’ll also get a sense of how Opus 2 helps deal teams track, analyze, and process deal information. 


Watch the webinar: Driving deals with Opus 2 Transaction Management