Over the past few months, we’ve continued improving Closer to help you save time, reduce manual work, and keep every matter moving forward.

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Word Merged Documents Now Live

Editing an entire package in Word is now easier than ever.

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Word Merged Documents lets you edit an entire package as one continuous Word document while keeping every individual document in sync. Changes are automatically saved back to both the merged package and the original documents, eliminating duplicate editing.

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Whether you’re reviewing documents, making revisions, or finalizing a package, you only need to edit once. Closer automatically keeps every document in sync.

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SignIT Continues to Evolve

We’ve continued improving SignIT to make preparing and sending signing packages faster and easier.

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You can now send notes with both locked and unlocked signing packages while setting default notes and preferred lock settings in Business Settings for a more consistent signing experience.

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Preparing packages has also become simpler. Signature settings and signer management have been reorganized into a cleaner layout, making important actions easier to find.

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Missing signer relationships, such as Power of Attorney or Estate Trustee, are now clearly identified. We’ve also improved signing field placement and now preserve fillable PDF data throughout the SignIT workflow.

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Better Document & Matter Management

We’ve introduced several improvements that make documents and matter details easier to organize and access across every matter.

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Survey details now have their own dedicated section within Property Details, making them easier to capture, review, and manage. Survey documents collected through Client Intake also flow directly into the matter, keeping everything together from intake through closing.

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We’ve also expanded support for mobile home transactions with dedicated fields and document tags for details like serial number, brand, model, and build year.

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More Control Across Your Workflow

We’ve introduced several improvements that give you more flexibility across everyday workflows.

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Client Intake now lets you choose which clients appear on each intake form, making it easier to tailor requests for every matter.

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Document management has also improved, with updated sorting that reflects both newly added and recently edited documents, making it easier to find the files you need.

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Mortgage workflows have also become more flexible. You can now preview LLC instructions before assigning them, review supporting documents, and confirm the correct matter before proceeding. Pending instructions can also be declined directly from the inbox, making it easier to keep your mortgage workflow organized.

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We’ve also introduced support for the new 2026 HST rebate calculations through an optional sale price adjustment, giving firms the flexibility to apply the updated rebate structure when needed.

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Built Around How You Work

Every update we release is shaped by how firms actually work day to day. From faster document handling to smarter automation and fully integrated tools, our goal is simple: help you get more done with less effort while keeping every part of your workflow connected.

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More is already on the way.