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How DealView Works

From contract chaos to complete control in minutes. See how DealView transforms your contract management with AI-powered intelligence.

01
📤

Upload, Sync, or Bulk Migrate

Drop a single file or a ZIP with thousands. Our AI classifies, extracts, and organizes everything automatically. Sync from cloud storage or migrate your entire legacy repository in minutes.

  • Bulk ZIP migration—AI pre-classifies every contract
  • Sync from Google Drive, OneDrive, Dropbox, Box
  • Preserve folder structure or let AI reorganize
  • OCR support for scanned documents
Upload contracts via drag and drop or cloud sync
02
🤖

AI Analyzes Every Detail

Our AI reads every contract, extracting key terms, identifying risks, and tracking obligations - in seconds, not hours.

  • 95%+ accuracy on contract analysis
  • 25+ risk factors assessed
  • Clause-by-clause breakdown
  • Party & date extraction
AI contract analysis showing risk detection and key terms
03
🏢

Organize Your Portfolio

Create workspaces for divisions, portfolio companies, or projects. Set role-based permissions and build custom folder structures.

  • Unlimited workspaces
  • Role-based access (Owner, Admin, Member, Viewer)
  • Multi-level folder hierarchy
  • Drag & drop organization
Team collaboration with workspaces and folder organization
04
🔍

Search & Filter Everything

Find any contract instantly with AI-powered search across 200+ fields. Use natural language queries or build custom Smart Filters for your industry.

  • Natural language search
  • 200+ searchable fields
  • Smart Filters with AI extraction
  • Industry templates included
Search interface with filters and natural language queries
05
🤖

Let AI Agents Handle the Busywork

Our autonomous AI agents work 24/7—drafting renewal notices, monitoring risks, and tracking obligations. Review and approve from a single Actions queue.

  • Renewal Agent drafts notices before deadlines
  • Risk Agent monitors for changes and alerts stakeholders
  • Obligation Agent tracks every commitment
  • One-click approve or customize AI recommendations
AI agents monitoring contracts and surfacing actions
06
📊

Generate Insights & Reports

Access 9 specialized reports including risk assessments, compliance tracking, and vendor analysis. Export for executives.

  • Executive dashboards
  • Risk heat maps
  • Compliance matrices
  • Custom report builder
Executive dashboard with contract analytics and reports

Seamless Integrations

Connect with the tools you already use for automatic contract syncing

Google DriveOneDriveDropboxBoxSalesforce

Send contracts for e-signature with your preferred provider

DocuSignAdobe SignPandaDoc

Built for Every Organization

Whether you manage 10 contracts or 10,000, DealView scales with your needs

🏪

Small Businesses

Manage vendor agreements and customer contracts in one place. Never miss a renewal or overpay again.

🏢

Enterprises

Organize contracts across divisions with role-based access. Get portfolio-wide risk visibility.

💼

VC/PE Firms

Monitor all portfolio company contracts. Identify risks before they impact valuations.

🤝

M&A Teams

Conduct due diligence faster with dedicated workspaces and comprehensive contract analysis.

Enterprise-Grade Security

Bank-level security with privacy-first AI

🔒

AES-256 Encryption

All data encrypted at rest and in transit

🛡️

Privacy-First

Your contracts stay private—never shared

🚫

Zero Training

Your data never trains AI models

🔑

SSO & MFA

Enterprise authentication options

Ready to transform your contract management?

Join thousands of teams who've simplified their contract workflows with DealView

No credit card required • 14-day free trial • Cancel anytime