DealTracker announces investment from Forum Ventures Learn more

The agentic operating system for transactions.

Your next deal runs itself.

Backed by

High-stakes deals run on

Static checklists, sprawling email chains and countless lawyer hours.

We are introducing the modern infrastructure for M&A.

Orchestrating agents to streamline and accelerate execution.

In a purpose-built operating system for transaction lawyers.

01 Why DealTracker

Accelerate your transactions.

115
$ /hr

$1.7M in capacity unlocked. More mandates won. Higher-value work delivered.

02 Product

Transform documents, emails and notes into structured workflows.

DealTracker converts static documents, email chains and scattered notes into structured workflows that guide you from Signing to Close. No more missed items.

SPA v.1, initial draft.docx
SPA v.1
SPA v.2, EM markup.docx
SPA v.2
Re: Project Sunshine, Disclosure
Email
Call notes, Disclosure
Notes
Project Sunshine AS EM JT
Signing due 12 May 2026
Share Purchase Agreement In progress
PARTIES SS / HT
SPA v.2, EM markup 06 Feb 2026
SPA v.1, initial draft 03 Feb 2026
14 5 AS EM
Conditions precedent, extracted
  • Tax clearance certificate
  • Anti-trust filing (HSR)
  • Bring-down certificate missing
Disclosure Letter Review
PARTIES SS / HT
8 3 JT

Run your entire transaction from one platform.

Every document, item, status, party and deadline in one place. Assign tasks to colleagues, share updates with clients, and chase counterparties. The single source of truth.

Project Sunshine
Team AS EM JT
Signing due12 May 2026
42 items 12 done 3 overdue 27 open
Share Purchase Agreement
In progress
v.2 · 06 Feb 2026 · 14 emails · 5 versions
ASEM

What's happened

  • v.1 circulated to Sellers' counsel (03 Feb)
  • Comments received & consolidated
  • Partner review approved v.2 markup

What's outstanding

  • Tax comments from Sellers (due 22 Feb)
  • Warranty schedule to be circulated
  • Disclosure cross-references
Last activity 2h ago, AS circulated v.2 markup to EM
Disclosure Letter
Review
v.3 · 05 Feb 2026 · 8 emails · 3 versions
JT

What's happened

  • Template drafted from precedent
  • Initial disclosures from commercial team
  • v.3 circulated to JT for review

What's outstanding

  • JT review & comments (due 19 Feb)
  • IP claims disclosure, awaiting input
  • Director confirmations
Last activity 1d ago, JT acknowledged v.3, review in progress
Board Minutes
Pending
Not yet circulated · 2 emails · 1 version

What's happened

  • Draft prepared from standard form
  • Resolutions outlined (5 items)

What's outstanding

  • Confirm board meeting date
  • Director availability check
  • Circulate draft to all directors
Last activity 3d ago, AS flagged availability conflict

Let your deals run on autopilot.

DealTracker’s bespoke agents accelerate transactions, eliminating the co-ordination and project-management friction so lawyers can focus on the law.

Project Sunshine
Team AS EM JT
Signing due12 May 2026
42 items 12 done 3 overdue 27 open
Share Purchase Agreement
In progress
v.2 · 06 Feb 2026 v.3 · 28 Apr 2026 · 14 emails · 5 versions
ASEM
Disclosure Letter
Review
v.3 · 05 Feb 2026 · 8 emails · 3 versions
JT
Board Minutes
Pending Review
Not yet circulated Drafted by DT agent · 28 Apr 2026 · 2 emails · 1 version
AS

Built by ex-Biglaw and ex-Bigtech.

With lawyers who have over $100bn of transaction experience involved in the build, alongside engineers from companies that scaled the technology you use every day.

Supported by

Schedule a call.

Tell us about your firm and your dealflow. We’ll walk you through DealTracker and see whether it fits how your team runs deals.

04 Questions

Frequently asked questions.

What is DealTracker?

DealTracker is the operating system for corporate transactions. The execution layer that runs M&A deals end-to-end.

We automate the coordination and project management work that consumes most of a deal lawyer's time, so your team can focus on the legal judgment clients actually pay for. AI agents capture every task, document, and decision; coordinate workflow across buy-side, sell-side, and all advisors; and give partners real-time control over deal status, risk, and team capacity.

Agents run the deal. You run the law.

How are you different from Harvey, Legora and Spellbook?

Harvey, Legora and Spellbook are AI copilots for individual lawyers. They help you draft a clause, review a doc, answer a research question. DealTracker runs the deal itself, across every party and every document. They're the brain. We're the spine. The two are complementary.

Who is DealTracker for?

DealTracker is built for corporate lawyers who run transactions. M&A, financings, investments, major commercial contracts. If it has parties, conditions, and a closing, DealTracker runs it.

Will you train your AI on my deal data?

No. Never. Your data is yours. We don't train any models on client matter data, full stop. Documents stay encrypted, segregated by client and matter, accessible only to your team.

How secure is it?

Enterprise-grade. Built on Microsoft Azure with encryption at rest and in transit, role-based access, and a full audit trail. We were built by M&A lawyers, so we know what “this can’t leak” actually means. Detailed security documentation is shared under NDA during onboarding. Read more.

Does it integrate with the tools we already use?

Yes. We sit on top of your existing stack and connect the pieces, Word, Outlook, iManage, NetDocuments, DocuSign, the major data rooms. We're not asking your firm to rip and replace anything. Everything you use today keeps working. We just make the deal around it run itself.

How fast can we get up and running?

Days, not months. No IT project, no consultancy bill, no six-month implementation. If you run deals in Word, Excel and email today, you can run them in DealTracker tomorrow. First live deal is usually within a week.

Schedule a call.

DealTracker is in private beta. Schedule a call. We’ll see whether your firm is a fit.