Index Importer 

The Wizdocs Index Importer synchronizes the platform to the third party virtual data rooms (VDR's), including Merrill Datasite, Intralinks, Ansarada,  SmartRoom and HighQ. ​

SEEMLESS  MONITORING
Monitor changes in the VDR including additions, deletions, and file renames.

 Generate exportable change reports instantly.

​Create your own SharePoint library based VDR, perfect for sell-side deal organization. ​

Save hours.  Reduce costs.
Deliver client-ready work product
in record time.

Reports Generator 

The Wizdocs Reports Generator transforms diligence findings into professional Word, Excel, PowerPoint, and PDF reports, including full due diligence reports, all with a single click.

INSTANT REPORTS
​Generate complex, client-ready deliverables in seconds, complete with charts, graphs, statistics, and infographics.

The generator automatically applies your firm’s Word styles for consistent formatting across every document.

Use our Document Parts feature to tailor each report to your use case by choosing exactly which sections to include.

Intelligent Forms

DOCUMENT REVIEW
​& ASSIGNMENT
Simplify and automate the review process. Assign agreements directly through the dashboard and let automated alerts notify reviewers of their tasks and update deal coordinators as work is completed.

Leverage customizable checklists to surface potential issues faster.

​By streamlining assignments and tracking progress automatically, Wizdocs saves teams countless hours across every deal.

MANAGE Q&A
​ Keep every inquiry organized and up to date. Import Q&A from spreadsheets, track changes and new submissions in real time, and ensure that nothing falls through the cracks during the diligence process.

REVIEW ANALYTICS IN REAL TIME​
Stay on top of every deal as it happens. View live review status, workload distribution, and bottlenecks in one place.  Export polished Word reports with built-in charts and performance metrics in seconds.

UNIFY INSIDE & OUTSIDE COUNSEL
​Connect every deal team in one workspace. Inside and outside counsel coordinate assignments, track progress, and manage complex diligence reviews with complete visibility.
​
All findings sync automatically into unified diligence reports, issue summaries, and disclosure schedules for a single source of truth.

CLIENT PORTAL
Give clients real-time visibility and control. Through the interactive client portal, clients can review shared documents, track diligence progress, and generate their own professional Word reports on demand. Offer clients transparency and convenience while keeping all collaboration in one secure environment.

​WHAT OUR CUSTOMERS ARE SAYING

MOVING OUR DUE DILIGENCE PROCESS TO THIS PLATFORM SHOWS HOW WE INTEGRATE TECHNOLOGY TO STREAMLINE COLLABORATION ACROSS OUR NETWORK AND HARNESS NEW TOOLS TO ASSIST OUR SEAMLESS DELIVERY OF MULTI-JURISDICTION TRANSACTIONS."  

​DIRK MEEUS - PARTNER & CO-HEAD OF CORPORATE, A&O SHEARMAN