Team Workflow · LOI → Delivery

The full deal flow with owners, SLAs, and a throughput chart showing where time is lost today.

Pipeline dashboard

Operator dashboard for the whole firm — active deals, cycle time, blocked items. Filters change the KPIs and sparklines live.

Showing: this week · All partners
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Active deals
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Avg cycle (days)
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Blocked items
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On-time stages
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DR uploads

Deal timeline · LOI → Delivery

Each node is a stage with live completion. Hover any node to see what's done and what's still needed. Color tracks % complete — red is blocked, green is closed.

Blocked In progress Near done Closed ▣ Edge node (shared subsystem)

Throughput · current vs. with MLL

Average days per stage today, side-by-side with what we'd target. Switch the chart style above.

Add to scope

Check items to build your estimate. Totals update live in the cart.

  • Define stages per deal, with SLAs, owners, and auto-reminders.

    9 hrs Firm $2,025 MLL $675 save $1,350

  • Structured handoffs with checklists between diligence, tax, counsel.

    7 hrs Firm $1,575 MLL $525 save $1,050

  • Read-only client portal with status, blockers, ETA.

    8 hrs Firm $1,800 MLL $600 save $1,200