Open the closing
Keep the property, parties, contact details, and current stage together.
Legal Office US · Early access
Run the closing without rebuilding status from scattered inboxes.
Track title, payoff, survey, HOA, missing documents, who owns the next step, and attorney review in one closing view.
Need several workflows or a tailored rollout? Configure it with usCLOSING NOT READY
MissingCurrent title commitment
Assigned toParalegal
Next stepRequest the updated title commitment
Attorney reviewRequired before the closing package moves forward
What slows the closing down?
Title, payoff, survey, and HOA documents arrive in different threads and folders.
Local closing items are checked only when signing is already close.
A missing document is visible, but nobody owns the next request.
One closing view, one clear next action
- ✓ Current title and closing documents in one place
- ✓ Missing items visible before the matter moves forward
- ✓ The next request assigned to a responsible person
- ✓ Attorney review visible before external action
From closing intake to attorney review
Add the closing documents
Track title, payoff, survey, HOA, lender, and other matter materials.
Surface missing items
See which document or confirmation is preventing the matter from moving forward.
Assign the next step
Give the document request or follow-up to a specific person.
Send the matter to attorney review
The attorney reviews the matter before the firm takes any external action.
What the closing workflow keeps together
Property and parties
Title and payoff status
Survey and HOA documents
Missing items and document requests
Next steps and responsible staff
Attorney review history
Use the same closing view and adapt the local checklist.
Your firm confirms the state, county, recorder, title, filing, recording, and trust-account steps that apply to each matter. The workflow keeps those checks visible without making legal decisions for the firm.
How do you want to start?
It is the same system — choose the way you want to begin.
Use the ready workflow
Start with the prepared matter workflow and adjust fields, checklists, and roles to match your firm.
Run your next closing in one queueConfigure it with us
Need multiple workflows, integrations, or a firm-wide rollout? Configuration support is available.
Configure it with usDon’t see your matter type?
Start with a flexible matter for documents, tasks, responsible staff, missing items, and attorney review. Add your own checklist or configure the workflow with us.
Configure this matter with usThe firm stays in control
Robo Connector organizes matter data, documents, missing items, and tasks. Legal judgment, deadlines, final documents, filings, recording, trust-account actions, and client advice stay with the firm.
Security, privacy, and legal boundaries