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Workshare Transact

With Workshare Transact, convert your deal checklist into an online
workspace and get an innovative way to run a perfect deal closing.
The Workshare solution closely mirrors how teams work today, so they
will feel right at home with your new transaction management solution.

Free Workshare Trial

A better way to run your transactions

We understand the amount of work and the number of hours involved in delivering a perfect deal closing for your clients. So, get a simple, effective way to control every document for every deal with Workshare Transact. You can minimize the time spent on document admin and searching your inbox for attachments, and maximize the time you spend on high-value activities.

Secure, controlled checklists

Transaction files are anchored to the online deal checklist and controlled from there. Participants are securely invited to the deal workspace, making overall management and organization of your closing more efficient.

IT and risk teams maintain absolute control over who can access and share deal documents, while transactional teams execute a perfect deal closing.

Faster reviews & updates

Using Workshare Transact, you can simplify and speed up review cycles with Workshare’s powerful file comparison functionality built-in.

We also know how important it is to keep on top of status and communicate this to others, so status labels, checklist filters and reports give the overview and the detail you need.

Data residency options

If you have data residency requirements, we can offer flexibility over where files are stored. Offices in London, New York and Sydney? No problem. We can set up a secure, local data storage for each, whether on-premise or with Workshare's approved cloud supplier.

Built on a secure online platform

Transact sits within Workshare's secure, online file sharing and collaboration platform, which operates to the highest security standards. We hold an ISO 27001:2013 certification.

Our online applications are underpinned by a secure cloud foundation that features encrypted storage and single sign-on specifically designed to meet the requirements of regulated industries, such as legal.

Platform features