Upgrade your transaction checklists with AI.

Triple Checklist makes building transaction checklists 10X faster.

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From prompt to interactive checklist in seconds

The easiest way to create, manage, and collaborate on transaction checklists.

Triple Checklist Software Interface - AI-Powered Legal Transaction Workflow Management

AI-native transaction management

Close deals faster with AI-generated checklists and an assistant that knows your deal inside and out.

Checklist generation

Instantly create checklists from a prompt, your deal documents, or an existing Word checklist.

Analyzing Merger_Agreement_Draft.docx

Generating tasks...73%

Tasks generated:

File Hart-Scott-Rodino notification

Obtain board resolutions for approval

Draft closing certificate...

Assistant

Get real-time transaction insights and suggestions to improve your checklist.

What tasks am I missing for this checklist?

I suggest adding the following:

• Draft material adverse change certificate
• Obtain antitrust clearance letters
• Execute key employee retention agreements

All the features you need to manage your transaction

Your Word checklist can't do this.

AI-powered

Create checklists from deal documents and get real-time insights from your AI assistant.

Template library

Start with industry templates or create your own custom firm templates for consistent workflows.

Real-time collaboration

Work with all deal parties in one secure workspace with full control over permissions.

Version control & redlines

Easily create and track multiple versions and instantly generate interactive redlines between versions.

Export to Word

Export checklists seamlessly while keeping a live, interactive version for ongoing collaboration.

Signature tracking

Assign signatories and track signatures all in one place.

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Enterprise-grade security

We take security seriously so you can focus on what matters.

End-to-end encryption

All data is encrypted in transit and at rest using industry-leading protocols, ensuring your sensitive legal documents remain secure.

Secure infrastructure

Built on trusted enterprise cloud platforms with comprehensive security measures and regular penetration testing.

Role-based permissions

Granular control over who can view, edit, or manage each checklist, with detailed access logs and permission management.

Zero data retention

Your deal documents and client data are never stored on our servers. We process information only as needed and maintain strict data privacy standards.

Pricing

Choose our free Basic tier to try essential features, or upgrade to Plus or Team for the complete experience. Large organizations should contact us for an enterprise solution.