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Over the past few months, we’ve focused on helping you save time, reduce manual work, and get more out of every matter. From fully integrated E-Signing to early access to Client Intake, these updates are designed to keep your workflow moving faster, with less effort and more control.
E-Signing is now fully built into Closer and included at $0 per signing package. You can design, send, and complete signing packages instantly, powered by DocuSign and built directly into your workflow. Everything stays connected from draft to signature, without switching tools or managing disconnected processes.
Preparing signing packages is faster with pre tagged templates and simple drag and drop tagging. Once sent, you can track progress in real time with in-matter updates, so your team always knows where things stand.
When signing is complete, documents are automatically saved back to your matter as both full packages and individual PDFs, ready to be reused wherever needed.
Client Intake Beta is now live and available to all firms at $0 per intake. You can send intake requests directly from your matter, collect client details through a secure form, and sync responses back into your workflow without leaving Closer.
Responses can be tracked through your dashboard and intake inbox, and submitted details can be added directly to your matter in just a few clicks.
This is just the beginning. As firms begin using Client Intake, we’ll continue expanding the feature with more flexibility, customization, and control.
We’ve made major improvements to how documents flow into your packages, so everything you need is available in one place.
Title insurance documents from Stewart Title, Chicago Title, TitlePLUS, and FCT are now available directly in your Uploads and can be added to packages without extra steps. FCT policies are automatically split into individual documents, making it easy to include the right files in the right places.
Teranet instruments, parcels, and writ searches are now also accessible from the Uploads section and ready to be added to packages.
We’ve also simplified how you work with documents. You can now upload files directly from the documents drawer and add them to your package in one step. Upload categories have been cleaned up and better organized, making it easier to find what you need and keep your workflow consistent across every matter.
We’ve continued improving how AI supports your workflow behind the scenes.
Fire insurance documents collected through Client Intake can now be scanned automatically, pulling key details into your matter in seconds. We’ve also upgraded our document extraction models to improve accuracy, even when working with handwritten notes, strikethroughs, or lower quality scans.
These improvements help reduce manual data entry, minimize errors, and keep your matters moving forward with confidence.
Closer’s integration with LEAP continues to expand, giving you more automation and less manual setup.
Key contact types like brokerages, agents, and other party law firms now pull from Closer’s global database, so you no longer need to create them from scratch. Additional details like condo corporations, property managers, and fire insurance contacts now sync directly between systems.
Everything stays connected, up to date, and aligned across your workflow.
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, and keep every part of your workflow connected.
More is already on the way.