# Page 7 | Closing Folders Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 7 - 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

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Closing Folders

4.8 (177)

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Last updated March 13th, 2026

# Page 7 - Reviews of Closing Folders

## Showing most helpful reviews

Showing 151-175 of 177 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

CM

Celine M.  
Legal Assistant  
Legal Services  
Used the software for: Less than 6 months

### "If you ever thought to yourself "There has to be an easier way", well there is!!!"

November 16, 2020

5.0

I always look forward to the work I do in Closing Folders, even if I'm faced with "new to me" tasks, I always know that I will be able to figure it out and never stress over it.

Pros

This software is extremely user friendly. There were several months between my original training and actually using the software; I had no difficulty figuring out where to get started.

Cons

That I didn't have it sooner in my career!

Review Source

CP

Chantal P.  
Legal Assistant  
Law Practice  
Used the software for: Less than 6 months

### "Amazing Software"

May 16, 2019

5.0

I have not been using it for very long but since its introduction it has made my life easier. I no longer need to create a folder on our I:Drive where all documents are deposited for review.

Pros

I love the feature with the signature pages. It saves us so much time. No need to collate them.

Cons

It took me many trials to log in. I had to go through our administration person to recreate my profile but finally, I was able to log in.

Review Source

YY

Yun Y.  
Legal assistant  
Law Practice  
Used the software for: Less than 6 months

### "Closing Folders for corporate law deals"

July 19, 2021

4.0

Pros

Very helpful for generating signature packets and closing sets

Cons

Unable to edit the signature pages directly but have to generate from templates. The issue is that most of the signature pages are specific for the respective documents. It will be much easier if we could edit the pages directly.

Review Source

SC

Siwei C.  
Associate, Tax  
Law Practice  
Used the software for: Less than 6 months

### "Excellent product"

April 25, 2019

5.0

Pros

The ease with which we could assemble documents, signature pages and closing books without having to print anything.

Cons

I wish Closing Folders could link to our document management system and update new versions of documents automatically without me having to upload it again to Closing Folders.

Review Source

JT

Jesse T.  
Associate Lawyer  
Law Practice  
Used the software for: 1-2 years

### "Using Closing Folders - Making M&A Closings Seamless "

December 2, 2020

5.0

Pros

Easy accessibility; ability to use DocuSign while making a closing agenda; user friendly

Cons

I like everything about using Closing Folders.

Review Source

PW

Patrick W.  
Associate  
Legal Services  
Used the software for: Less than 6 months

### "Incredibly intuitive and powerful tool for managing closings. Exceeded expectations greatly."

June 1, 2018

5.0

Makes managing closings and even smaller internal reorgs much easier. The closing book feature is fantastic.

Pros

The software is very, very intuitive and easy to use. It nicely mixes a very clean interface with still having many powerful features.

Cons

While I really like how it looks, there are a few instances where there are some visual issues (i.e. certain things not being visible on the screen). Very minor complaint though. It also isn't 100% with recognizing signature pages, but it's pretty good.

Review Source

KF

Kaitlin F.  
Legal Assistant  
Law Practice  
Used the software for: 6-12 months

### "Practical Software!"

September 29, 2020

5.0

Customer service is great and so helpful!

Pros

It's so easy to transfer to send out to the client once completed. Love that I can send the index to be uploaded and it's a handy piece to have to store the documents from a transaction.

Cons

The item, category piece I find very hard to grasp.

Review Source

ML

Martin L.  
Summer Student  
  
Used the software for: Less than 6 months

### "Very easy to use"

June 28, 2018

5.0

Pros

Made my life a lot easier. Compiling signature pages became much more efficent. In the few times I've run into issues, tech support was able to quickly guide me through.

Cons

There are a few bugs to uploading replacement signatory pages and some areas of the program that could be better streamlined. When manually deciding on signatory pages as we hover over the page it should magnify so we can quickly double check all the docs to not miss a page.

Review Source

JW

Jacob W.  
Associate  
Law Practice  
Used the software for: Less than 6 months

### "Useful and easy to use project"

December 13, 2018

5.0

The benefits of this software are real. It keep closing organized, eliminates numerous emails exchanging files and keeps the project moving efficiently.

Pros

The software was easy to use and kept the closing process organized.

Cons

I had no issues with this software, it was great.

Review Source

DG

Diane G.  
Law Clerk  
Banking  
Used the software for: Less than 6 months

### "Amazing Time-Saver!"

May 13, 2020

5.0

Great experience. Every time I had a question, if it wasn't answered with a quick browse through the videos, I emailed support and received a very helpful reply within minutes!

Pros

I used the program to create closing books for with a LOT of documents and it was so easy to manipulate and change things around when I needed to. We did not use it for the transaction portion this time but I could definitely see how beneficial it would be to track status and versions of documents.

Cons

I am not a fan of how if you are not in edit mode, the document details pop-up on the side (even if there is no document).

Review Source

PC

Pat C.  
Law Clerk  
Legal Services  
Used the software for: I used a free trial

### "Good product - would recommend"

April 18, 2019

5.0

Pros

I liked the ability to produce signing pages and packages quickly. I also liked the assembly of closing books.

Cons

I'd like to be able to upload a package of signing pages instead of having to do it one at a time.

Review Source

DM

Donna M.  
Legal Assistant  
Legal Services  
Used the software for: Less than 6 months

### "Very happy with my experience using Closing Folders."

April 26, 2018

5.0

Much easier than producing hard copies of closing books. Best thing is collaborating with several different parties in sharing and reviewing documents. Very quick and easy!

Pros

Organized and pleasing to the eye. Easy to use with respect to uploading and downloading. Great for co-ordinating with several different parties.

Cons

No comments to add here at the moment. Fairly new to using Closing Folders and have found it does what I need. If any questions, the support was quick to respond.

Review Source

KM

KC M.  
Partner  
Law Practice  
Used the software for: 6-12 months

### "Digital Transformation "

February 19, 2021

4.0

There is a learning curve but it is manageable.

Pros

A great tool for multi-party collaboration. It helps to reduce administrative cost and time.

Cons

Best if Closing Folders can integrate with digital data room.

Review Source

PY

Paige Y.  
Legal Assistant  
Legal Services  
Used the software for: 6-12 months

### "December review 2019"

December 23, 2019

5.0

Pros

The great support If you needed help, and easy system to start using.

Cons

Sometimes would prefer more layout options, ability to make it a bit more detailed or change up designs.

Review Source

AB

Alexis B.  
Lawyer  
Law Practice  
Used the software for: 6-12 months

### "Very convenient to use for large transactions."

June 27, 2018

5.0

Faster and more efficient process.

Pros

Ease of use, rapidity and functionnality for the gathering of signature pages. Also, the interface is convenient to track progress of the documents.

Cons

Managing signature pages that have to be held under escrow. Level of granularity in the levels/categories, it would ideally give more options to qualify a level as item or category.

Review Source

JH

Jake H.  
Articling Student  
Law Practice  
Used the software for: Less than 6 months

### "Jake's Review of Closing Folders"

November 22, 2018

4.0

Pros

Intuitive functionality, very easy to pick up. Saves a ton of time when moving size and closing deals.

Cons

Still a bit buggy/ Pretty good at sensing signature pages, but annoying when a document is already signed that it cant pick that up and put a little 2/2 beside it automatically. Have to do that manually.

Review Source

MM

Michael M.  
Corporate Lawyer  
Legal Services  
Used the software for: 1-2 years

### "Closing Folders"

January 9, 2019

5.0

Legal closings.

Pros

Ease of use and functionality. I really like that everything is done online.

Cons

I don't have any particular concerns right now.

Review Source

KH

Kevin H.  
Associate  
Law Practice  
Used the software for: Less than 6 months

### "Overall, great."

January 25, 2018

4.0

Pros

The fact that it keeps all of the transaction documents readily accessible. Customer services is great as well.

Cons

Managing signatories when uploading new versions of documents can be challenging. I would like to be able to compile a closing set without having to finalize each document. I would also like to be able to delete items even if I was not the person to upload it. We typically just keep Closing Folders internal so there is no risk of opposing counsel deleting things. But if my assistant uploads something and then goes home, I would like to be able to delete it if needed.

Review Source

AR

Alison R.  
Legal Assistant  
Law Practice  
Used the software for: Less than 6 months

### "Legal Assistant Review of Closing Folers"

February 22, 2021

5.0

It is an incredible business tool. From a legal assistant perspective, it is such a time saver and saves hunting around in my bosses' email looking for drafts of documents from counsel for the other side.

Pros

The ability to see any draft or final document at any time.

Cons

The cover page that shows the parties involved in the transaction is not easily viewed after you close it out when you first log into closing folders.

Review Source

PB

Paulina B.  
Articling Student  
  
Used the software for: Less than 6 months

### "Closing folders is great! It has saved me time. "

May 10, 2018

5.0

It has saved me time and made organizing documents easy.

Pros

The software is intuitive and easy to use. It makes organizing documents simple and efficient. It has saved me a lot of time. I also appreciate that the closing folders team is responsive and flexible. They always handle my requests quickly.

Cons

It may be difficult to change the closing index if substantive changes come up after the closing room has been created. However, the closing folders staff is very responsible and quick to help and has always handled requests to make substantive changes quickly.

Review Source

OT

Olga T.  
Legal Assistant  
Legal Services  
Used the software for: Less than 6 months

### "Best closing book software I've ever seen!"

February 12, 2020

5.0

Pros

I find it quite efficient and easy to use. It saves much time and effort in putting together closing books. Especially when it comes to exchanging documents for signature with multiple parties through DocuSign and tracking down executed copies and compiling the books altogether.

Cons

Nothing in particular at the moment. I'm satisfied with it.

Review Source

EA

Eileen A.  
Law Clerk  
Real Estate  
Used the software for: Less than 6 months

### "Sleek and Professional"

February 4, 2020

5.0

With closing folders I can easily create a polished and professional closing book of documents which can be provided to the client in electronic format or hard copy.

Pros

I love the ease with which a closing book can be created and edited. It is so easy to slip in a new document or re-organize the order of the index.

Cons

There is really nothing that I do not like about the software.

Review Source

AV

Audrey V.  
Legal Assistant  
Legal Services  
Used the software for: Less than 6 months

### "User Friendly Working Folders"

July 10, 2020

4.0

Pros

I liked how it easy it was to download documents. I also liked how easy it is to input commercial entities and personal contacts so easily.

Cons

The only thing I think is missing, is that there could be a little more onscreen help.

Review Source

DP

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

### "Time Saver "

June 19, 2019

5.0

Made a perfect closing book, was easy to use and set up signature packages. I look forward to using this in the future.

Pros

How quick and easy it was to use. Saved me a great deal of time.

Cons

Happy with everything so far. I like everything about it thus far.

Review Source

AR

Adam R.  
Summer Student  
  
Used the software for: Less than 6 months

### "Easy to learn, easy to use, and very responsive to rush requests."

July 9, 2018

5.0

Pros

I really enjoy the fact that there is always a person ready to respond quickly to any question or request for a rush. The support staff I have dealt with have always been responsive and courteous.

Cons

The numbers generated to detect whether a signature page has been signed are disruptive. They are distracting to clients and often cover other information on the page, making this feature unusable for us.

Review Source

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