SimplyAgree

SimplyAgree (simplyagree.com) is a signature and closing management platform designed for transactional attorneys. The company streamlines and automates the administrative tasks involved in legal closings, such as the creation of signature packets and closing binders. Its platform is used by attorneys in major law firms, including those in the Am Law 100 and Global 100. There is no clear evidence from public sources that SimplyAgree offers a standalone AI product. The platform focuses on workflow automation and document management for legal transactions, targeting transactional attorneys and law firms as its primary audience.

SimplyAgree is a legal transaction management platform designed to streamline and automate closing workflows for law firms and deal teams. Its main features and functions include: - Electronic signing (eSigning) built for complex signings - Automated creation and management of signature packets for one or thousands of signatories/documents - Document compilation to eliminate manual PDF editing - Automatic creation of signature pages - Automated closing binders with instant compilation and index building - Seamless integrations with NetDocs, iManage, and DocuSign - Flexible deployment options: cloud, private cloud, or on-premises - Best-in-class security infrastructure - Easy-to-learn, user-friendly interface - Responsive support and customer success teams - Annual subscription pricing with unlimited usage - Proven utility across various transactional practice groups (M&A, real estate, banking, venture capital) The platform is designed to reduce administrative burden, speed up closing processes, and deliver error-free, branded client deliverables on the day of closing.

SimplyAgree primarily supports transactional law practice areas, specifically: - Mergers & Acquisitions (M&A) - Commercial Real Estate - Banking & Lending - Venture Capital Key features and functions of SimplyAgree: - Signature and closing management platform for transactional attorneys - Streamlines the creation of signature packets and closing binders - Automates administrative aspects of closings - Reduces write-offs and administrative overhead - Enhances client experience with organized, digital closing processes - Used by large law firms (Global 100, Am Law 100/200) - Cloud-based, intuitive interface for managing deal closings

SimplyAgree is covered under SOC 2 Type II compliance, as confirmed by a press release announcing their achievement of this certification. There is no evidence from available sources that SimplyAgree is covered under ISO 27001, GDPR, HIPAA, or CCPA compliance at this time.

SimplyAgree offers multiple deployment options: multi-tenant cloud, virtual private cloud (VPC), and on-premises, allowing firms to choose between cloud, private cloud, or on-premises deployment for greater control and alignment with internal policies. The VPC option provides flexible key management, and on-premises deployment gives firms complete control over their infrastructure. The company emphasizes best-in-class security infrastructure, including hosting with ISO 27001 and SSAE Type II–certified providers, strict role-based access controls, MFA, centralized audit trails, and regular third-party security testing. Regarding data retention, SimplyAgree states that personal information is stored no longer than necessary for the purposes set out and in accordance with legal obligations and business interests. Specific retention periods are provided for different data types (e.g., contact information about customer contacts is kept for the duration of the relationship plus up to 7 years). There is no explicit statement of "no data retention," but users have rights to request erasure. There is no explicit mention that client data is not used for training, nor is there a statement about customer-managed encryption keys in the reviewed materials. However, the VPC deployment mentions "flexible key management," which may imply some customer control. Summary of explicit statements: - Option to deploy on the cloud, private cloud, or on-premises. - VPC deployment offers flexible key management. - Data retention is limited to what is necessary for business/legal purposes, with defined periods. - No explicit statement found about "no data retention," "client data not used for training," or "customer-managed encryption keys."