At Closer, the client experience matters. We understand the realities of a busy real estate practice: the deadlines, the moving parts, and the pressure to keep matters progressing smoothly. That's why our onboarding process is designed around the way legal professionals actually work.

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From your first days on the platform, our Strategic Client Onboarding Lead, Anjali Gnanasegaram, works closely with your team to ensure a seamless transition. More than just training, Anjali takes the time to understand your firm's existing workflows, answer questions, troubleshoot challenges, and help configure Closer to fit the way your team operates.

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With a background in conveyancing and a deep understanding of day-to-day practice requirements, Anjali helps firms get up and running with confidence, ensuring Closer works for your team from day one.
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A Typical Day
"Every day looks a little different for me, but it always starts with a big cup of coffee and some morning prep!" Anjali shares.
Before each onboarding session, Anjali reviews her schedule, client notes, and any questions that have come in to ensure every meeting is tailored to the firm's needs. Throughout the day, she works closely with lawyers, law clerks, and legal assistants, helping them navigate the platform, answer questions, and integrate Closer into their existing processes.

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After each session, she documents key takeaways, shares feedback with the Client Services team, and follows up with clients so they have clear resources and next steps to reference. The goal isn't simply to train firms on new software, it's to understand how they work and ensure Closer fits naturally into their day-to-day practice.

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Whether a firm is handling its first matter in Closer or looking to optimize its workflow, Anjali's focus remains the same: making the transition as smooth as possible and setting clients up for long-term success.
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Where the Value Becomes Clear
The part of the role Anjali finds most rewarding is watching a firm move from treating Closer as unfamiliar software to incorporating it as part of their daily operations.

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"Honestly, the best part of my job is seeing that spark of excitement when a client gets started!" she says. "Nothing beats walking them through the product and watching that lightbulb moment when they realize just how much Closer is going to transform their daily routine."

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Firms often implement one workflow, saving them twenty minutes, then start looking for the next one. By the end of onboarding, clients are identifying additional ways Closer can support their workflows.
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Standout Features for New Clients
When asked which tools every new client should learn first, Anjali doesn't hesitate.
"Hands down, my favorite tools to share are our SignIT and Sync features! It's incredible to watch clients realize just how much smoother their entire process becomes."

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For many firms, these features are among the first opportunities to see the impact of Closer on their day-to-day work. SignIT simplifies document execution by allowing firms to send and manage e-signatures directly within Closer, while Sync helps connect lender instructions, funding requests, and final reporting in one place.

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During onboarding, these tools often provide immediate value. Clients can quickly see how reducing administrative steps and keeping more of the conveyancing process within a single workflow can create greater consistency across their matters. Those early wins help teams build confidence in the platform and set the stage for a successful onboarding experience.
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Support Beyond Onboarding
Anjali's role doesn't end once a client completes their first training session. Between ongoing training, coordinating with Client Services, and helping firms identify new workflows, she remains a consistent point of support well after a client gets started.
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Ready to get started with Closer? Contact our onboarding team to learn how Closer can help your firm simplify workflows, save time, and feel supported from day one.
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Explore what Closer can do for your firm at closer.ca.