Built by deal makers, for deal makers
Only deal makers understand the challenges of managing thousands of documents, high task volumes, and multiple stakeholders, often across multiple time zones. With no room for error, thedocyard provides a purpose-built deal management platform packed with deal data and insights, customisable workflows, and automated tasks to keep your deals flowing.
Task management, target plans, and notifications
Get teams focused on high value tasks with real-time status updates and personalised checklists.
Templates and tailored workflows
Kill email and spreadsheets with automated deal workflows that ensure you are always up to date.
Team and deal level dashboards
Check the status of a deal at a glance and make reporting to your client as easy as clicking a button.
Simple Q&A workflows
Gain clarity over your deals by implementing simple Q&A workflows, displayed in an easy-to-understand format.
Easily request information
Receive the information you need to get the deal done faster. Our systems are set up to streamline your information requests and file them clearly and consistently.
Client engagement & reporting
Effectively monitor your client engagement to gauge what’s working, what could be improved, and take quick, informed action based on accurate reporting.