Smart closing checklists that work the way lawyers do—from the first draft to the final binder.
SimplyAgree’s checklist solution helps transactional deal teams generate accurate first-draft closing checklists in minutes, keeping them organized, in sync, and supported through closing—without changing how they already work.
Schedule a live walk-through
Faster, more reliable checklist creation.
Get instant first drafts from precedents.
Start every deal with a strong foundational checklist, without starting from scratch. Drop in a precedent or draft checklist, and SimplyAgree generates an accurate first-draft checklist in minutes—no manual drafting, no redundant editing.
Familiar Word-native experience.
Edit in seconds and deliver in the format everyone expects.
Adding a row in a Word table isn’t as simple as it should be—right-clicking, accidentally typing in cells, and broken formatting. SimplyAgree gives you a clean and familiar table-based workspace with drag-and-drop reordering, inline editing, and dynamic party fields.
Checklists and closing progress stay in sync.
Auto-populate packets and view real-time signing statuses in one place.
While SimplyAgree’s Checklist Tool can be used independently from our Closing Tool, they do integrate seamlessly when used on the same transaction. Documents tracked in your checklist automatically populate your closing to easily build signature packets when it’s time to sign. Real-time signing statuses flow back into the checklist, giving deal teams full visibility into closing progress—without manual updates for every signature.
More than just a checklist.
DMS + Checklist = Your deal hub.
Leverage SimplyAgree’s native iManage or NetDocuments integration to automatically link checklist items directly to source documents you’re tracking. Hyperlinked document IDs make it easy for your entire deal team to access the exact files they need—right from SimplyAgree or from the exported Word version.
Smart precedent extraction
Drop in any precedent or draft, and SimplyAgree extracts structured checklist items and produces a clean first draft—ready to review and edit.
Familiar table-based UI
Keep a single, organized, and always-current checklist in one place—not five different inboxes—from a familiar workspace built to eliminate steep learning curves and preserve unique workflows.
One-click Word export
Export a perfectly-formatted Word checklist at any time. Share it with partners, opposing counsel, and clients exactly how you always have.
Native DMS integration
Connect your iManage or NetDocuments workspace. Document IDs create direct links to source files, and synced final versions automatically pull into your closing work—no document ID searches, no manual uploads.
Synced closing process
Checklist items auto-populate signature packets when it’s time to sign. Execution status flows back into the checklist in real time—keeping your deal team aligned from negotiation through the final closing binder.
Independent but integrated
Use the Checklist Tool on its own, or pair it with SimplyAgree’s closing platform for a fully connected workflow. No mandatory coupling—just the tools you need, when you need them.
.svg "GenAI Info (UPDATED Brand)")
Pair your SimplyAgree closings with checklists for a fully connected workflow.
- Generate accurate first-draft checklists from precedents or deal documents with AI—fully reviewable and editable.
- Manage your checklist in a clean, structured workspace and export to Word in one click for easy distribution.
- Connect your checklist directly to SimplyAgree closings—auto-populate signature packets and track signing status in real time.
