# Page 3 | Closing Folders Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Closing Folders the right Legal Document Management solution for you? Explore 177 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/265045/Closing-Folders/reviews

---

Closing Folders

4.8 (177)

[View alternatives](https://www.capterra.com/p/265045/Closing-Folders/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated March 13th, 2026

# Page 3 - Reviews of Closing Folders

## Showing most helpful reviews

Showing 51-75 of 177 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AB

Alex B.  
Associate  
Law Practice  
Used the software for: 6-12 months

### "I have been using Closing Folders for corporate transactions and to prepare packages of documents."

April 6, 2018

5.0

Pros

Closing Folders has saved me a significant amount of time and effort. My favourite feature is the ability to specify signatories in the transaction and create signature page packages for specific signatories (this used to take hours and now I just click a button and it's done). When I get the signature packages back, Closing Folders is generally pretty good at recognizing to which documents the signature pages belong, so it makes the sorting process easier. Creating a record book of the transaction also happens at the click of a button. Without Closing Folders, preparing the record book was very costly and time-consuming – the client often did not get the record book for weeks after closing because it had to be prepared, scanned and reviewed. Now, I have more confidence in the documents and I am often able to prepare an electronic record book the day of closing if needed. I also appreciate the fact that Closing Folders keeps coming out with new features and improving itself - the program is a lot better now than when I started using it. Although Closing Folders seems to be geared for transactions, I often use it to just create neatly organized packages of documents for other matters.

Cons

Closing Folders (for my uses) does not have many cons. I say that with the caveat that I have not yet tried the feature that enables sharing with opposing counsel (only used it for the side we act for). One minor issue is that, when I make a mistake and assign a signature page or another file I upload to the wrong document, it's hard to reassign the file, so I often end up deleting the miscategorized file and re-uploading it. Also, there should be a link to edit a particular field within the field itself rather than having to click "Edit" at the top tab.

Review Source

JB

Jonathan B.  
Lawyer  
Law Practice  
Used the software for: 2+ years

### "Amazing Product and Support!!"

December 23, 2019

5.0

The functions are designed with a keen understanding of transaction needs and processes, as well as the number of people involved in different roles. Service/support is fast and always available. I highly recommend Closing Folders to anyone as it saves time, helps avoid errors, and clients appreciate the technologically forward and efficient deal and reporting processes.

Pros

Closing Folders is so intuitive and easy to use - clerks, lawyers and assistants easily learn how to use the program and become experts.

Cons

My only complaint is that I didn't use Closing Folders earlier...

Review Source

PM

Paul M.  
Associate  
Law Practice  
Used the software for: 2+ years

### "Essential for any corporate transactional practice"

February 19, 2021

5.0

Pros

This product helps me stay organized and become more efficient on deals. The new features they can continue to add such as the automated variables and sync ability to iManage, DocuSign and OneSpan have greatly improved an already great product.

Cons

I would be nice if you could edit the document while in closing folders.

Review Source

MV

Michael V.  
Lawyer  
Capital Markets  
Used the software for: 2+ years

### "Please provide software to keep track of a working agenda"

July 21, 2022

5.0

Very good

Pros

Very useful for tracking close and making record books.

Cons

I really want to be able to upload a working agenda from imanage and make updates in the imanage version and have closing folders track the updates automatically. This is a crucial service and without it, the agenda and closing folders get out of sync.

Review Source

MB

Myriam B.  
Lawyer  
Legal Services  
Used the software for: 1-2 years

### "Closing Folders - Important Tool for Transactional Lawyers"

September 12, 2022

5.0

Pros

The seamless integration of DocuSign and the creation of Closing Binders are very useful and convenient to a transactional lawyer. Closing Folders is a powerful tool with many features geared towards simplifying the tracking of document-heavy transactions. Closing Folders has thought of everything!

Cons

Many features that require in-depth training to know how to use.

Review Source

SL

Selena L.  
Associate, Securities and Capital Markets  
Law Practice  
Used the software for: 2+ years

### "Excellent Product for corporate work "

April 15, 2021

5.0

It’s a reliable and intuitive product. Without it, it would be difficult to keep track of thousands of various moving pieces across corporate transactions. It has made my life easier and I will continue to reap the benefits and encourage others to use it.

Pros

Closing Folders is a brilliant product that helps keep our team on track in various deals and corporate transactions. It’s easy to use and intuitive. We have use this product on a frequent basis and it has been the cornerstone of ensuring our documents are in order and organized.

Cons

Sometimes there are multiple transactions within a closing agenda (private placements for the same client) instead of uploading a new closing agenda it would be great to Re upload the closing agenda and readjust the items already uploaded.

Review Source

WR

Wesley R.  
Commercial Property Paralegal  
Legal Services  
Used the software for: Less than 6 months

### "Review of closing folders by a commercial property paralegal."

July 22, 2022

5.0

Very good experience. Allows me to create and retrieve documents for large commercial files much more quickly than before.

Pros

Ability to create templates using variables .

Cons

Editing the agenda can be a bit cumbersome to learn at first. Takes a bit of time to master it.

Review Source

VR

Verified Reviewer  
Articled Clerk  
Law Practice  
Used the software for: 6-12 months

### "Excellent product for managing transactions, no matter the size!"

March 8, 2021

5.0

Pros

Everything. It made closing agendas easy to maintain and edit, it is very flexible and allows you to easily manage signatures, exhibits, multiple copies of a document, and more without missing a beat, and it is incredibly intuitive. Closing Folders is the way of the future for transactions of all sizes and I am looking forward it helping me better manage my time and my ongoing transactions.

Cons

There was a small learning curve required to get comfortable with the software which takes a bit of the flow away from the normal work process, but it is well worth that time in the end!

Review Source

SE

Sinem E.  
Articling Student  
Law Practice  
Used the software for: 1-2 years

### "Helped Save Me 100s of Hours"

February 18, 2021

5.0

As a junior in a legal team, document tracking is usually my job. Closing folders makes this job 10 times faster.

Pros

Closing Folders is really easy to use once you get through the learning curve. It would normally take hours and hours to compile the signature packages, track changes and finalize the closing book. With closing folders, these processes takes minutes.

Cons

Nothing. The software is great. There used to be no connection to iManage but that has been resolved now so no complaints.

Review Source

kD

ken D.  
Partner  
Law Practice  
Used the software for: 2+ years

### "Very useful Tool"

July 27, 2021

4.0

Organization of files for transaction and sharing of status in a timely manner.

Pros

The ease of use and ability to get started. Sharing of documents and the user-friendly program.

Cons

I feel like there should be more ability to customise the index.

Review Source

DS

David S.  
Articled Clerk  
Law Practice  
Used the software for: 6-12 months

### "Closing Folders is a Game Changer"

May 15, 2020

5.0

Pros

Easy to use and so flexible. Closing Folders can be used from the start of a transaction for version management or implemented once documents are settled to generate signature packages and compile documents and closing books. Keeping track of who needs to sign what and what signatures we'd received can be a nightmare on a large transaction, but on Closing Folders I can see everything and compile executed documents in minutes.

Cons

I wish there were more text modification options so I could bold, italicize, underline, highlight, and/or colour code text in the agenda.

Review Source

NP

Nishaanthini P.  
Corporate Assistant  
Legal Services  
Used the software for: Less than 6 months

### "Ease of access"

July 5, 2023

4.0

Overall, it's a very simple and easy to use app.

Pros

What I enjoyed most about Closing Folders was how convenient all of the app features were laid out where doing simple tasks like uploading documents was pretty straightforward and not complicated. I like that it constantly showed updates on when a document was last uploaded and updated.

Cons

Honestly, the only issue I had was when I first tried to access the folder using my lawyer's email address, I was denied access. Turns out I had to be added as an admin, but it would be more simple for me as an assistant to access it using my lawyer's email instead of going through the process of being added as an admin.

Review Source

VR

Verified Reviewer  
Associate  
Law Practice  
Used the software for: 6-12 months

### "Makes Most Things About Closing Easier"

December 15, 2018

5.0

Pros

The software makes most modifications to a closing agenda or closing book significantly quicker than modifications in a word document. I've rather just click and re-order things at home on a Friday night than having to add and delete rows in Word.

Cons

I wish it had a feature to stamp dates on documents. This would make it easier to upload undated documents, get those signed with the already built-in signing page feature, and then we wouldn't have to download everything, date it in Adobe, and then re-upload.

Review Source

ND

Nizar D.  
Lawyer  
Law Practice  
Used the software for: 2+ years

### "Making M&A Transactions Stress Free!"

July 21, 2022

5.0

I use Closing Folders for every M&A transaction and most of my complex commercial real estate transactions.

Pros

The fact that we can track the documents, the versions, the parties that have signed, all in one place, makes our life very easy and minimizes the risk that something can go unnoticed or missed.

Cons

the delay in getting email updates when someone updates files in Closing Folder. M&A transactions are high paced, so it would be appreciated if we could get real-time updates when documents are uploaded.

Review Source

LL

Lynn L.  
Legal Assistant  
  
Used the software for: 6-12 months

### "I love closing folders! It saves so much time, paper and it is ultimate organizational tool. "

December 13, 2017

5.0

Pros

I love how you can have all your ongoing files all at one place. I love that it is so easy to use. It is a life saver in compiling documents and keeping you organized. Reduces your need to scan documents and compile a reporting. Closing folders takes care of that for you!

Cons

A couple of things I don't like is that if another user uploaded a document, you cannot delete it and that user must delete that version. I think that the function should be able to be used by all who are working on the file especially if the person is away or no longer at the firm. Second thing is that sometimes when you try to email yourself the docs it does not work. This is usually the case with a large set of documents.

Review Source

KY

Kelly Y.  
Law Clerk  
Legal Services  
Used the software for: 1-2 years

### "Great program"

July 27, 2021

5.0

I am able to quickly turn around reporting documents to clients in a clean and organized manner.

Pros

I mostly use closing folders for generating clean professional looking reporting books. Uploading documents is very straightforward. The help desk is always available with any questions or issues.

Cons

More integration with document management software to make uploading easier.

Review Source

MR

Marie-Michelle R.  
Legal Assistant  
Legal Services  
Used the software for: 2+ years

### "It changed my life"

December 2, 2020

5.0

It saved me a lot of time on follow-up on signature pages and it is very easy to create a closing book for our client. This software is very intuitive. It is a must to have in legal firms.

Pros

Save paper, save time, its interactive, cost nothing to produce closing books for clients, ensure a better follow-up on signatures pages.

Cons

I can't think of something that I don't like about this software. It is really well made and it thinks for us.

Reason for choosing Closing Folders

I was not in the team who decided to choose this software but they did a great job by finding the best tool for us.

Review Source

JC

Julianne C.  
Commercial Real Estate Law Clerk  
  
Used the software for: 1-2 years

### "Has made day-to-day tracking on files much easier and creating indexes are a HUGE time saver."

December 12, 2017

4.0

Saves time, easy and quick to use, can access from anywhere. I love the closing book feature, used to spend a lot of time creating indexes, linking, etc. this really cuts down a lot of the work.

Pros

Record book creating, how easy it is to duplicate closing agendas and the ability to upload a closing agenda. Once again, a lot of great features that saves us a lot of time.

Cons

Sometimes it is hard to navigate, would like a feature where we can fill in dates on documents, or re-locate a document that was filed to the wrong closing agenda item.

Review Source

CL

Cassandra L.  
Paralegal  
Law Practice  
Used the software for: 6-12 months

### "Why Closing Folders should be an essential part of your office"

May 11, 2020

5.0

I've taught a few members of my team to use this and they have all come back to me refreshed on how much of an impact it has made on the organization of the file on what once was a tedious process. It also helps that customers LOVE the look of the closing books and we are slowly starting to implement these electronic closing books over our traditional hardcopies.

Pros

I love the versatility that Closing Folders offers users regardless of their industry of range of file. There are tons of options to customize your file from creating your agenda, to uploading your documents, it's completely user friendly depending on what method one prefers.

Cons

I'd love some versatility on how we can update the tabs (ie. sometimes they don't indent on the finished product and some of our clients prefer it that way). Perhaps more options on closing book covers, but overall i'm very impressed.

Review Source

JC

James C.  
Legal Tech Specialist  
Legal Services  
Used the software for: 2+ years

### "A great tool for managing closings"

May 12, 2020

5.0

I have had a very positive experience with Closing Folders. It is a great tool and they have fantastic customer service.

Pros

It is very easy to setup a project and get started. The Closing Folders team often has a quick turnaround on building out even large agendas, which is a big help. And you can start uploading files ad setting up signatories while you wait. It's an efficient process.

Cons

The signing process can still be a bit tricky for new users, although it's clear they're making efforts to improve this.

Review Source

CL

Caroline L.  
Legal Assistant  
Legal Services  
Used the software for: 1-2 years

### "Easy, breezy, lemon squeezed!"

May 13, 2020

5.0

I love Closing Folders and I use it all the time to set up deals for my lawyers to review. I love the fact that we can just drag documents to it and they are magically uploaded! Also we can always count on the amazing support team to set up the closing agendas quickly and accurately. Customer service is excellent and I always get an answer when I call or email them.

Pros

The fact that you can do the same thing in different ways. Like having the support team setting up the deal or doing it yourself.

Cons

Nothing! It's absolutely amazing! Maybe just the fact that the support team does not make amendments to the closing agenda but that~s not a big issue since we have them setting up the deal in the first place.

Review Source

FJ

Fatema J.  
Associate  
Legal Services  
Used the software for: 6-12 months

### "Pretty good but can be better"

March 3, 2020

5.0

generally good. Still takes a really long time to create a closing book but not nearly as long

Pros

What I like most about this is the ease at which you can create a closing book with a click of a button, create signature packages, integrate with DocuSign, track everyones work on any specific deal.

Cons

it does not integrate with our document management system, which would be amazing. you cannot keep certain documents hidden from opposite members of a deal.

Review Source

JF

Jonathan F.  
Partner  
Law Practice  
Used the software for: 1-2 years

### "Closing Folders "

November 3, 2020

5.0

Fantastic. We have already recommended other firms sign on and adopt the software given how seamless it makes transactions.

Pros

I love the ease at which you can create record books with a few clicks.

Cons

I wish we could move documents into closing folders directly from our document management system

Review Source

DD

David D.  
Articling Student  
Law Practice  
Used the software for: 6-12 months

### "Excellent Platform"

February 25, 2023

5.0

It's been great! Super user-friendly and functional.

Pros

As a junior in a large law firm, Closing Folders saves me hours of time every week. It streamlines major transactions, ensures that administrative errors are avoided, and greatly improves the process for execution of closing documents.

Cons

It used to have some difficulties syncing with docusign (an e-signing platform) - but these have since been sorted. No current complaints!

Review Source

VB

Véronique B.  
Legal assistant  
Legal Services  
Used the software for: 6-12 months

### "Closing Folders is like having a guardian angel for your deals!"

March 3, 2020

5.0

Overall, Closing Folders saves us a lot of time. I also appreciate to receive their newsletter and invitation to training sessions when they are launching new features. Closing Folders team is quick and efficient when it comes to answering questions and inquiry, which is always a plus.

Pros

We have been using Closing Folders for almost a year and it makes the process of collecting documents and signatures so much easier than how we used to do it before. Closing Folders is a smart software that was designed with the user in mind. Everything is smooth and painless!

Cons

Sometimes, the AI won't be able to match signed documents with their original counterpart. It also takes a while to get used to the workflow and having some indications within the interface, such as hintbox that can be activated for new users and deactivate in the user profile would be beneficial.

Review Source

Similar Products

Featured