The central dashboard makes it easy to pinpoint exactly where each negotiation is in its process, down to individual reviewers. It removes a tired old cliche of something being "stuck with legal." Also extremely helpful is the auto-rec checklist at each negotiation's level, which lets you easily see where you match or mismatch with your counterparty during a document negotiation. Review collected by and hosted on G2.com.

I would love to see the platform expand its suite of available documents to cover more types beyond regulatory margin documentation. Further functionalities like electronic signature (where allowed by jurisdiction) would also help, as well as further partnerships with other vendors as part of a holistic document digitization solution. Review collected by and hosted on G2.com.