Upgrade your transaction checklists with AI.

Triple Checklist is the easiest way to build and manage legal transaction checklists.

Book a Demo Sign Up For Free

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.

Analyzing Merger_Agreement_Draft.docx

Generating tasks...73%

Tasks generated:

File Hart-Scott-Rodino notification

Obtain board resolutions for approval

Review and finalize disclosure schedules

Conduct third-party consent analysis

Prepare wire transfer instructions

Update corporate minute books

Draft closing certificate...

Generate checklists with AI

Create checklists from prompts, documents, term sheets, or existing checklists.

Text Prompts: Describe the deal and get a checklist in seconds.

Documents: Upload documents or term sheets to tailor the checklist to your deal.

Existing checklists: Import Word checklists to make them interactive and collaborative.

Ask your AI assistant

Chat with an assistant that understands your deal. Turn on Agent Mode to let your assistant mark tasks complete, update assignments, and more.

Full transaction context: Understands your entire deal.

Fast answers: Powered by the latest models from OpenAI.

Agent Mode: Directly update your checklist with natural language.

Assistant

Agent Mode

Mark all tasks assigned to me to completed and assign the Escrow Agreement to Claire Morgan with a due date of next Friday.

Update Applied

Here's what I've updated based on your request:

•
Marked all tasks assigned to you as Completed. This includes:
- • IP Assignment Agreement
- • Non-Competition / Non-Solicitation Agreement
•
Updated the Escrow Agreement to assign it to Claire Morgan and set its due date to 08/16/2025 (next Friday).

Let me know if you need any further changes or want to review the updated checklist!

Everything you need to manage your transaction

Your Word checklist can't do this.

AI-native

Generate checklists, get deal insights, and update tasks with AI.

Template library

Start with firm-specific templates for consistent workflows.

Real-time collaboration

Collaborate with all deal parties in one secure workspace.

Version control & redlines

Track versions and generate redlines instantly.

Export to Word

Export checklists seamlessly for offline use.

Signature tracking

Assign signatories and track signature status.

Book a Demo Sign Up For Free

Enterprise-grade security

Your security is our top priority.

End-to-end encryption

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

Trusted infrastructure

Built on 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 and task, with detailed access logs and permission management.

Zero data retention

We do not retain your documents or client data. We process only what is needed.

Secure AI processing

Every AI request is routed through a dedicated DLP processor powered by Microsoft Azure that scans and automatically redacts personally identifiable information before reaching Azure OpenAI models.

Triple Checklist

AI request

TLS 1.3 Encryption

Azure DLP Proxy

PII redaction

Private Endpoint

Azure OpenAI

AI processing