Closing Folders vs Clio: Which is best for you?

Having experienced closings in the “old school” way (e.g. printing out stacks of documents, going around the room for signatures) and then through the transition to DocuSign, I can say Closing Folders has been a real game-changer.

Currently, I have to go to excel and print to PDF, choosing a paper size or zoom that fits the information within a single page, then upload that to Closing Folders. If anything changes in the excel file, I have to repeat this process; this is a bit of a hassle.

It has allowed for partners in our firm have actual data at their fingertips and it has allowed our firm to get bills out quicker and a better handle on our collections with the multiple payment methods available with clio payments.

Beware that if you’re not happy with their service and you’ve paid for a yearly subscription, they will say they will "check refund eligibility" and just cancel your account and not refund you without advising you.