📄️ Build a checklist template matrix
Stop running deals from your head. Build a set of reusable checklists — one for each kind of deal you handle — so every new file starts fully structured.
📄️ The 6-phase deal backbone & smart due dates
Give every checklist the same phase structure so any file is readable at a glance, and anchor task due dates to key dates so your schedule builds itself.
📄️ Your email template library
Build a reusable email for every routine message, with a subject-line convention and smart fields that make you look effortlessly organized.
📄️ Role-based recipients & CC yourself
Address email templates by role instead of by person so they resolve to the right contact on every deal — and always CC yourself for a complete paper trail.
📄️ Task automations: draft-and-review
Preconfigure checklist task emails, then review or adjust them on the transaction task drawer before sending.
📄️ Your first week as a power TC
The 80/20 setup. You don't need hundreds of templates to get productive — here's exactly what to build in your first week so DocJacket starts working for you fast.