Closing Folders

Automate repetitive, tedious tasks

iManage Closing Folders automates the repetitive, often tedious tasks associated with closing deals, from creating checklists and managing versions, through to capturing signatures and creating final closing books. It improves deal accuracy to free up lawyers to create more value for clients.

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Automate

Automate transaction checklists, workflows, and signatures so you can deliver deals more profitably while reducing risk 

Real-time reporting

Quickly assess project status and next steps

Focus on what matters

Reduce time spent on administrative tasks and spend more time delivering high-value legal counsel  

Integrates easily

Works with your document management system to ensure a single source of truth for transaction documents  

Simplify your legal transaction process

Watch this 3 minute demo to see how iManage Closing Folders reduce risk and improve client service.

Up-to-the-minute visibility

Powerful and collaborative closing checklists provide up-to-the-minute visibility into every open task, signature, and revision.

Signature page recognition

Unique Signatures AI technology automatically identifies every signature page and assigns them to the correct party.

Closing materials in minutes

Quickly create branded closing books including all finalized documents, signatures, and schedules.

Closing Folders is invaluable for transactions. It automates the logistical work of a closing, saving a great deal of time. It’s easy to use and helps teams collaborate and stay organized on transactions of all sizes.

Adriana De Marco

Director, Knowledge Management, Education & Innovation, Stikeman Elliott

Closing Folders streamlines the closing process and enables us to keep track of all the moving pieces. The team at Closing Folders are helpful, responsive, and full of ideas for future functionality and development.

Kate Simpson

National Director of Knowledge Management, Bennett Jones

What we hear from our attorneys is that…managing the closing checklist in complex deals is so much easier with Closing Folders. It's right in their face, it's organized, it's automated.

Rich Wills

CIO, KMK Law

Closing Folders has reimagined how the whole deal gets done, in a way that's a lot more profound than just replacing an individual task like transaction billing or document lists.

Joshua Gertner

Associate, Taylor Wessing

Need-to-know data security

Comprehensive security and governance on the iManage platform, including need-to-know protections and a full audit trail.

End-to-end transaction management

Native integration with iManage enables an end-to-end transaction management system on a single platform.

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“When closings are happening more efficiently, transactions are easier to manage and close. Closing books go out more quickly and clients are happier. It’s really been a success story for us, Closing Folders has proven to be an effective tool since it was launched and we’ve made it our default process here at McCarthy.”
Jake Irwin
Partner

Video case studies

Cole, Scott & Kissane puts employees at the heart of innovation

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FAQs

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Closing Folders can be used by law firms of all sizes, from solo practitioners to large legal organizations. Closing Folders solves the manual, repetitive, error-prone tasks that are commonly encountered in deal closings. Any firm or practice area that engages in complex legal transactions involving checklists, signature pages, and closing books would be a great fit.  Our customers typically are involved in transactional practices such as M&A, commercial real estate, commercial finance, private equity, and more.

As a product of iManage, Closing Folders fully integrates with iManage Work to import, export, and track all document versions as they exist in the document management system. Closing Folders also fully integrates with DocuSign or OneSpan accounts, and supports the signature workflow process for wet-ink signatures, as well as any other e-signature platform your organization may be using.

Yes, Closing Folders prioritizes security and compliance, offering robust encryption to protect confidential information.

Yes, Closing Folders is a cloud-based platform, so you can access it from anywhere with an internet connection on various devices.

Yes, Closing Folders provides customer support to assist with any questions, issues, or training needs. This support includes full onboarding and training, continual support during the lifetime of your contract, monthly webinars, live agent support 22 hours per day, as well as a Help Center with articles and video walkthroughs.

Making Knowledge Work

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