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What is Closd?

Enhance your engagements with clients and collaborators, protect your essential communications and sensitive files, and simplify labor-intensive processes. This solution is perfectly suited for legal professionals, financial advisors, accountants, corporate counsels, investment funds, and others in the industry. With an intuitive collaborative environment, premium functionalities, and strong security measures, Closd emerges as the premier data room solution on the market. Establish shared workspaces and invite clients and collaborators to participate effortlessly. Discover a transformative way to oversee your projects and transactions from start to finish, enabling you to focus on what you do best rather than getting bogged down in administrative tasks. Eliminate the hassle of tedious backtracking and Word-based checklists. Keep your partners informed with immediate updates on project developments, and improve your workflow by saving and reusing your established checklists. Significantly reduce the time spent on contract signings and closings, whether they occur in person or virtually. Utilize our smooth integrations with Docusign and Certeurope to access exclusive features that boost your efficiency and productivity. Step into a new era of transaction management and elevate your operational effectiveness today. By harnessing these innovative tools, you can truly redefine how you manage your professional transactions.

What is Archive Intel?

Archive Intel is an advanced software solution that employs artificial intelligence to optimize the archiving of client communications, focusing on precision and ease of use. It allows for the seamless collection of diverse communication types, including emails, iMessages, texts, social media exchanges, websites, and other off-channel messages. This platform enables users to meet regulatory standards with efficiency, leveraging the sophisticated capabilities of AI technology. Crafted by specialists who understand the challenges faced by advisors in regulatory compliance, Archive Intel offers a user-friendly workflow paired with a modern interface, significantly improving the overall user experience while delivering considerable time and cost efficiencies for firms. Designed from the ground up to comply with SEC Rule 204-2 and 17A-4, the platform guarantees thorough adherence to regulatory requirements. Archive Intel effectively captures and retains all types of communications, such as iMessages, WhatsApp messages, texts, emails, social media interactions, and off-channel correspondence. Furthermore, the system includes complimentary export options and rapid reporting capabilities, equipping users with essential tools to adeptly manage compliance obligations while ensuring a smooth workflow. This exceptional combination of features positions Archive Intel as an essential tool for any organization aiming to enhance its communication archiving strategy while simplifying the compliance process, ultimately fostering organizational efficiency and effectiveness.

Media

Media

Integrations Supported

Collateral Analytics
Docusign
Microsoft Excel
Microsoft Word
iManage

Integrations Supported

Bloomberg
Facebook
Gmail
Instagram
LinkedIn
Microsoft Outlook
Microsoft Teams
MyRepChat
RingCentral RingCX
Stocktwits
WhatsApp
X (Twitter)
Zoom
Zoom Phone
iMessage

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$99 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Closd

Company Location

France

Company Website

www.closd.com/en/

Company Facts

Organization Name

Archive Intel

Date Founded

2024

Company Location

United States

Company Website

archiveintel.com

Categories and Features

Archiving

Not specified

Virtual Data Room

Not specified

Categories and Features

Archiving

Not specified

Email Archiving

Not specified

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