01
Deal File
Opens the transaction with reconciled borrower, issuer, lender, and counterparty data and the controlling term sheet on the same screen, so the team starts from a single source of truth.
The Closing Bell AI
The Closing Bell Apps.
The applied interfaces through which a deal team experiences The Closing Bell AI—purpose-built surfaces for the recurring discrete tasks of a closing.
Each app is focused on a single moment of the close and is designed to live inside the same secure environment as the rest of the transaction. Together, the apps form a working surface that is consistent across deal types—a municipal bond issuance, a project finance facility, a corporate financing, or a real estate closing—while preserving the discretion, permissions, and review-first posture required of the attorneys and operators who use them.
Every action taken in an app is logged, audit-trailed, and paired with the human review and approval that responsible transactional work demands.
Working Surfaces at the Close
02
Diligence
Surfaces relevant precedent, drafts and red-lines supporting documents, and runs reconciliation across counterparties in support of the deal team’s review.
03
Document Review
Monitors mark-ups against term sheets, identity provisions, and closing conditions, keeping deviations visible to the attorneys and operators long before they become closing-day issues.
04
Closing Tracker
Tracks every signature, signature page, and bring-down requirement to a definitive completion state, with real-time visibility on what is outstanding, in flight, and confirmed.
05
Post-closing
Sequences post-closing deliverables at close, tracks them through delivery, and confirms them on receipt so the obligations of closing day do not drift once the deal signs.
06
Counsel Console
Holds the human-supervised review layer of the platform—the space in which licensed attorneys affirm, modify, and approve the work of the AI before any output becomes part of the deal record.