At Closer, every update is designed to make your workflow smoother and your matters easier to manage. This month, we’ve focused on visibility, flexibility, and small changes that have a big impact—helping you stay organized and work with confidence.

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Here’s what’s new this May:

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PDF Viewer Now in a Right-Side Drawer

The PDF viewer now opens in a right-hand drawer, giving you more space to review documents without losing your place.

You’ll see this improvement across nine areas of Closer, including title searches, execution affidavits, bills and debts, and documents.

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More Flexibility for Software Transaction Charges

You now have more control over how the Software Transaction Charge appears in each matter. Choose to increase or decrease the displayed fee, or remove it entirely—while your firm is still billed the base rate behind the scenes.

You can also decide where it shows: on the Statement of Account, Trust Ledger, or nowhere at all.

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Condo Expenses Now Auto-Populate the Statement of Adjustments

When you add common expenses to a condo unit in Property Details, Closer now automatically pushes that amount to the Statement of Adjustments.

It’s one less step—and a faster way to keep your adjustments accurate.

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Smart Defaults + Estate Contact Labeling

Two small changes that make a big difference: Closer now remembers your last office selection when creating a new matter, and contacts for deceased individuals can now be labeled with “Estate of.”

Both updates help keep your records cleaner and your workflow quicker.

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Built to Keep You Moving

These updates are part of our ongoing commitment to giving your firm more control, more clarity, and more time back in your day. We’re building the tools you need to move faster—and we’re doing it with your feedback in mind.