Closing Folders Reviews

Pros

The document variables and overall organization are a huge plus. It really helps keep even the most complicated deals on track.

Cons

Need the ability to keep items separate from opposing counsel within the platform even when everyone is using the same CF room.

Pros

Having DocuSign built in and being able to create Closing Binders makes this incredibly useful for a transactional lawyer. This software is an impessive platform packed with features that are clearly designed to simplify the management and tracking of document-heavy transactions. It really feels like they have covered every detail.

Cons

A lot of the features take fairly in-depth training before you really know how to use them properly.

Pros

As an assistant one of my responsibilities is putting together a closing binder once a deal is finalized and Closing Folders makes that process very simple. The finished binder also comes out looking polished and highly professional which is a big plus.

Cons

Lacks the ability to add titles that sit flush with the left margin. Right now that option only exists under the numbering feature and while you can take the numbers off the titles still don't line up fully with the margin.

Pros

Creating templates with variables is a really useful feature and gives me a lot of flexibility.

Cons

The agenda editor feels a little complicated at first and it takes some time to really get the hang of it.

Pros

This has become one of my favorite tools to use. The features I rely on most are being able to add an agenda at the beginning of a deal include signature pages and schedules and then put together a closing book at the end. Their support team is also a big plus. They say responses can take up to 24 hours but most of the time I hear back within an hour.

Cons

The only downside I've run into is that the closing book cover page doesn't always look as polished as I'd like so it sometimes needs a bit of manual tweaking.