Virtual data room
trusted by lawyers

Secure store and organize sensitive legal documents, safely communicate with clients and control information sharing.

lawyer data room

Solutions for the Legal Industry

We understand that lawyers share and manage thousands of confidential documents. Our legal data room is designed to equip law firms and legal departments with the technology they need to meet their clients’ needs.

Legal Extranet / Client Portal /
Internal Document Storage

Confidently store confidential data and files within DealRoom’s data room. The software provides a convenient centralized location for lawyers and clients to communicate and access information.

Litigation

Streamline the litigation process with virtual data room. The platform provides a secure place to collaborate during prediscovery, and share information with other parties, such as opposing counsel.

Legal Due Diligence

Complete legal due diligence up to 40% faster. Built-in request management allows all diligence requests to go through the platform, eliminating the need for Excel trackers and emails.

Mergers & Acquisitions

Manage multiple M&A transactions using the virtual data room’s pipeline management feature. Pipeline management helps users effortlessly organize and view current summaries of various projects.

Public Finance

Safely store legal information needed for bond, disclosure, underwriter, trustee, and bondholder counsel. Counsel users can also invite additional third parties to the room to easily collaborate on cases.

Corporate Minute Books

Securely house all corporate minute books within the data room. Files and user access permissions are customizable to meet your team’s specific needs.

How DealRoom data room helps legal firms

Store legal information securely

Upload and easily manage files and confidential documents in a data room.

Easily access, organize and view documents

Spend less time spent switching between platforms and more time focused on tasks with the convenient built-in Excel and document viewer.

Control document sharing

Centralize all communication, tasks, and files for improved collaboration and efficiency in one place.

Streamline your due diligence process

Complete diligence requests, communicate, and manage documents on one platform by eliminating the need for Excel, emails and traditional data rooms.

Finally, an all-inclusive data room for your legal team

Live link documents

View similar requests regarding open documents directly from the viewer.

Drag ’n drop file upload

Effortlessly bulk upload files to immediately start diligence.

Bulk users invite

Save time by bulk inviting new users to the room.

Requests import

Quickly import existing diligence request lists from Excel with the click of a button.

Documents heat map

Check on list activity and sort by views, views coverage, and time spent.

Salesforce, MS Teams, Slack integrations

Effortlessly combine your M&A platform with Salesforce, Teams or Slack.

Integrate with tools you already use

DealRoom can integrate with modern and useful M&A tools to further create a central hub for collaboration.

What I liked most was the ease of use and the system's intuitiveness

Another great feature is the search functionality, which allows user to retrieve documents which are relevant to a particular topic.

Fernando P.
General Counsel

Let us optimize your deal management workflows

Our team is here to ensure that you are getting maximum value out of the platform.

Frequently asked questions

What is a legal data room and how do law firms use it?

A legal data room is a permissioned online repository where a law firm or legal department stores confidential matter documents and controls who outside the firm can open them. Firms use one for M&A due diligence, litigation and pre-discovery exchange with opposing counsel, client extranets, public finance document sets and corporate minute books. DealRoom's legal data room combines that storage with request management, so the diligence list and the documents answering it live in one place.

What should legal teams look for in a virtual data room?

Legal teams should look for folder-level permissions, a full audit log, full-text search, bulk upload and bulk user invites, request tracking and a clear view of reviewer activity. DealRoom provides each of these: smart full-text search, drag-and-drop bulk upload, bulk invites, a documents heat map that sorts activity by views and time spent, plus an Excel import so an existing diligence request list is live in the room in one step. Integrations with Salesforce, Microsoft Teams and Slack are included.

Legal data room or shared folders for exchanging documents with other parties?

A legal data room is the safer choice once documents leave the firm, because it gives each party only what it is cleared to see and keeps a record of every view. In DealRoom, outside parties are placed in permission groups with their own folder and request access, a "view as" check confirms what they can open and internal comments and findings can be restricted to the firm's own group so work product never reaches the other side.

How does DealRoom protect privileged and confidential client documents?

DealRoom protects client documents with role-based permission groups down to the folder and request level, two-factor authentication for external users, SSO for the firm's own staff and a customer-visible audit trail of every upload, view and download. Data is hosted on AWS, encrypted with AES-256 at rest and TLS 1.2 or higher in transit and covered by a SOC 2 Type II report. Details are at https://dealroom.net/trust/overview.

Can a law firm manage multiple client transactions in DealRoom?

Yes. DealRoom's pipeline lets a firm track many client transactions as deal cards with customizable phases, custom fields and a summary view of each matter, while each transaction gets its own project room with a data room, request list and permission groups. Room templates carry standard folder structures and permission groups, so a new matter is set up from the last one rather than from scratch. Pricing is by project room, with unlimited users.

How is AI used for legal due diligence document review?

AI is used in legal due diligence to do the first pass across a large document set and point the reviewer to the right page. In DealRoom, a summary template extracts the same fields from many documents at once, each value linked to its source excerpt and page number. A lawyer can ask questions of one document or the whole room with cited answers. The AI only reads documents the user is permitted to see; client content is not used to train models.

Does DealRoom charge per page for a legal data room?

No. DealRoom prices by project room opened, with unlimited users and no per-page or data-overage charges, so a firm can invite clients, co-counsel and opposing parties without watching a meter. The price is locked for the contract term; pipeline usage is unlimited. The entry package is called Growth; AI is an add-on. Current packages and terms are listed at https://dealroom.net/products/pricing.