Harvey and Legora prepare the dealSimplyAgree runs the closing

The closing platform high-performing deal teams use alongside legal AI.

 

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The majority of firms that use a closing platform use SimplyAgree. (2025 ABA Business Law Section Member Survey)

Can Harvey or Legora run a deal closing, from signature packets to the closing binder?

Harvey and Legora support closing preparation, but signature page creation, signature packets and closing binders are not part of their published capabilities. Both help deal teams review documents, draft agreements and prepare closing checklists.

SimplyAgree is the closing platform that executes the closing, connecting checklists, signature packets, signatures and closing binders in one workflow across mergers and acquisitions, venture capital, banking and lending, and commercial real estate.

Different tools for different stages of the deal

Harvey and Legora are legal AI platforms built to support research, review and drafting across practice areas, and both now offer closing preparation features. SimplyAgree is focused exclusively on closing management, so every element of the closing stays connected and correct through the final binder.

SimplyAgree and Harvey

Built to augment transactional work, with capabilities across due diligence, drafting, research and negotiation

Closing support: Generates closing checklists and extracts deadlines from transaction documents. Its agents produce review-ready work for attorney sign-off.

SimplyAgree

Harvey

Tool type:
Closing platform

Tool type:
Legal AI platform

Best fit for:
Executing the closing: signature packets, signatures and closing binders

Best fit for:
Diligence, drafting, research and negotiation

Closing support:
Signature packets for every signer, real-time signature tracking and closing binders on the day of closing

Closing support:
Generates closing checklists and extracts deadlines

SimplyAgree and Legora

An agentic operating system for legal work, supporting research, review and drafting

Closing support: Legora Lists generates a draft closing checklist from transaction documents, with conditions precedent, reference clauses, owners and due dates, and tracks updates through sign-off.

SimplyAgree

Legora

Tool type:
Closing platform

Tool type:
Legal AI platform

Best fit for:
Executing the closing: signature packets, signatures and closing binders

Best fit for:
Research, review and drafting across legal work

Closing support:
Signature packets for every signer, real-time signature tracking and closing binders on the day of closing

Closing support:
Generates a draft checklist with owners, due dates and an activity trail

Preparing for a closing and executing one are different jobs

Harvey and Legora help deal teams get ready. SimplyAgree is built for the moment it matters most.

Closings have zero margin for error

There is no acceptable margin for error in whether a signature landed on the right document.

Harvey and Legora are designed to produce review-ready work that attorneys check before it is used. At a closing, deal teams need a different standard: every signature page, packet and executed document correct the first time.

SimplyAgree is built to produce correct closing outputs with 100% confidence.

2M+

signatures executed in SimplyAgree every year

60,000

closings run on SimplyAgree every year

One connected workflow, from checklist to closing binder

Legal AI can produce the same work product deal teams have always produced, like a closing checklist. On its own, that checklist is still separate from the signature packets, the signatures and the final documents, so the closing comes together the same way it always has.

SimplyAgree ties every piece of the closing together, so it updates, tracks and moves as the deal does.

01

Closing checklist

Generated from your precedent or draft checklist, then kept in sync with documents and signature status through closing.

02

Signature packets

Created for one signer or thousands, across any number of documents.

03

Signatures

Tracked in real time, with executed pages matched back to the final documents.

04

Closing binders

Automatically compiled, indexed and delivered on the day of closing.

71

transactions created by the average SimplyAgree user in their first three years

4x

annual usage at top-of-market firms between year 1 and year 3 of their contract

There is no one-size-fits-all closing

Venture capital financings close differently from M&A. Banking and lending deals differ from both. The parties, documents, sequencing and exceptions change with every practice group.

SimplyAgree is built around how each practice group actually closes, shaped by more than ten years focused only on closing workflows.

Mergers and acquisitions

Builds signer-specific packets that can be sent through DocuSign or signed in wet ink, compiles executed signature pages as they come in and delivers a branded closing binder on the day of closing.

13

of the top 25 M&A firms use SimplyAgree

PitchBook

Venture capital

Builds signature pages from the cap table or prior rounds, organizes signers into groups that adjust as the round changes and keeps an up-to-date signing matrix ready to share with the client.

12

of the top 25 VC firms use SimplyAgree

PitchBook

Commercial real estate

Prepares wet-ink signature packets by default, flags every page that needs a notary and builds closing binders of 10,000+ pages, with placeholders for documents still being recorded.

14

of the top 25 real estate firms use SimplyAgree

Chambers

Banking and lending

Creates consolidated borrower and lender signature packets, coordinates handwritten or electronic execution for each party, makes executed pages available for lender review ahead of closing and sends fully compiled closing sets to every party with one click.

How Harvey, Legora and SimplyAgree compare at closing

  Harvey Legora SimplyAgree
Built for Transactional work: diligence, drafting, research, negotiation Research, review and drafting across legal work Executing transactional closings
Closing checklist Generates checklists and extracts deadlines Generates a draft checklist with owners, due dates and an activity trail Generates a checklist from your precedent or draft, then keeps it live and connected to documents, signature packets and signatures
Signature pages and packets Not part of published capabilities Not part of published capabilities Instant signature page creation and packets for every signer
Signature collection and tracking Starts DocuSign workflows from Harvey through its DocuSign integration Announced a DocuSign integration for sending finalized agreements for signature Group eSigning built for complex signings, tracked in real time
Executed documents and closing binder Not part of published capabilities Not part of published capabilities Automatic compilation and formatted closing binders on the day of closing
Practice-specific closing workflows General transactional workflows Checklist templates across corporate, finance and real estate Mergers and acquisitions, venture capital, banking and lending, commercial real estate
Drafting, diligence and research Core capability Core capability Works alongside legal AI

As of November 5, 2026. See sources below the FAQ.

Build it, or close with a platform designed for it

Firms can use Harvey or Legora to build pieces of a closing workflow. Someone then has to own it: test it, version it, retest it when the model updates and train each new associate on it.

SimplyAgree is designed, tested and supported specifically for closings, so deal teams can rely on it on closing day without building it themselves.

The moments that call for a closing platform are familiar:

Associates chasing signature pages across email and spreadsheets

A checklist generated once and reconciled by hand

Closing binders assembled weeks after the deal instead of on the day of closing

Legal AI earlier in the deal
SimplyAgree for the closing

Frequently asked questions

Can Harvey manage a deal closing?+

Harvey can help prepare a closing by generating checklists and extracting deadlines from transaction documents. Creating signature packets, matching executed pages to final documents and delivering the closing binder are not part of Harvey’s published capabilities. Deal teams use a closing platform like SimplyAgree for that work.

Can Legora manage a deal closing end to end?+

Legora’s Lists can generate and track a draft closing checklist from transaction documents. Its published capabilities do not cover creating signature packets, matching executed pages to final documents or compiling the closing binder. SimplyAgree handles those steps in one connected workflow.

Can Harvey handle signature pages?+

Signature page creation and signature packet management are not part of Harvey’s published capabilities. SimplyAgree creates signature pages instantly and builds signature packets for one signer or thousands, across any number of documents.

Do we need SimplyAgree if our firm uses Harvey or Legora?+

Harvey and Legora help deal teams review, draft and prepare. SimplyAgree executes the closing. Firms use legal AI earlier in the deal and SimplyAgree to run the closing, so the two work alongside each other.

Is DocuSign enough to run an M&A closing?+

DocuSign collects electronic signatures. An M&A closing also needs signature packets across many documents and signers, and a closing binder built from the executed pages. Without a purpose-built tool, attorneys track who has signed what by hand and stitch countless pages together in PDF editors. SimplyAgree manages that full closing workflow and integrates with DocuSign.

Which practice groups use SimplyAgree?+

SimplyAgree supports mergers and acquisitions, venture capital, banking and lending, and commercial real estate closings, from cap-table-driven signature pages on venture financings to wet-ink and notarized packets on real estate deals. Thirteen of the top 25 M&A firms, twelve of the top 25 VC firms and fourteen of the top 25 real estate firms use SimplyAgree.

What does SimplyAgree integrate with?+

SimplyAgree integrates with NetDocuments, iManage and DocuSign, and supports SSO.

Sources and last updated

Descriptions of Harvey and Legora are based on each company’s public materials as of November 5, 2026: Harvey for Transactional Work, Harvey Agents: M&A Closing Checklist and the Harvey and DocuSign partnership announcement (harvey.ai); Legora Lists, Legora for M&A, the Legora integration ecosystem announcement and the Legora and DocuSign partnership announcement (legora.com). Both products are changing quickly, so we review this page monthly.

Last updated November 5, 2026.

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✓Highly responsive support, product, and engineering teams

✓Seamlessly integrates with NetDocs, iManage, and DocuSign

✓Best-in-class security infrastructure that protects client data

✓Option to deploy on the cloud, private cloud, or on-premises

✓Proven utility across all transaction groups

✓Easy to learn, easy to use

Explore SimplyAgree for your firm