A closing agenda brings together every document and action needed to sign and close a deal. It's the single reference point for everyone involved as the deal comes together.

When the closing agenda is circulated as a spreadsheet or Word document, each side often ends up working from its own version. Drafts, agreed forms and executed versions are scattered across emails, and on completion day it can be difficult to say for certain which items are really done.

Buyer's and seller's counsel, lenders and other advisers can all work from the same agenda. Changes appear for everyone straight away, so there's only ever one version.

Every document and action has an owner and a status. Filter by party to see exactly who needs to act, or use the Awaiting counterpart status to show what's waiting on the other side.

Upload each document against its row and mark its version state, such as draft, agreed form or executed. Every earlier version stays available, so you never lose track of the latest draft.

Use sections to group documents by type, party or stage, such as transaction documents, ancillary documents and completion deliverables.

When documents are ready, send them from the agenda into signing. Once they're executed, import them straight into a binder to produce the closing set.

Instead of each side keeping its own spreadsheet, buyer's and seller's counsel work from one completion checklist that updates in real time. On United States deals, where signing and closing usually happen at different times, you can keep separate signing and closing agendas in the same matter.

Completion day involves a carefully ordered sequence of drawdowns, payments and repayments of existing debt, all happening alongside completion of the acquisition. A closing agenda helps the team walk through each step in the right order.

You can run separate agendas for exchange and completion, so it's always clear which stage the deal has reached and what needs to happen next.

A closing agenda for a bond or share issuance can track every document and certificate due from the issuer, the managers and their advisers.

Explore the Lists collection on the knowledge base to set up your first closing agenda.

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