Closd Overview
Description
Closd simplifies and accelerates legal transactions from end to end with a collaborative, secure and intuitive platform. Save time, automate your processes and offer your clients and teams a unique, 100% digital experience.Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Document Automation and Assembly
Automated Document Generation and Assembly
Collaboration Tools for Document Automation
Conditional Logic Support
Encryption in transit
Integrations with Document Management Systems
Language Support for International Languages
Process Automation
Templates - Create Documents and Forms from Existing Documents
Templates - Create New Documents and Forms from User Content
Integrations with CRM
Templates - Calculated fields support
Templates - Queries/Interviews Builder for User Inputs
Content Library Management
Integrations with Digital Signature Apps
Workflow Management
Integrations with Business Process Systems
Document sets/Packages Supported
Templates - Prebuilt Forms and Documents Included
Extranets or Portals for Document Sharing
Version Control
Templates
Document Management
Access Controls
Document Database Management (Repository for Archiving and Retention)
Document Disposition Based on User Defined Rules
Encryption capabilities
Integration with Microsoft Teams
Version Control
Search Metadata, Classifications and Indexing
Data Loss and Malware Prevention
Data Recovery
File Types - Multi Format Support
Records Management Compliance Support
Search Full Text
Search Federated Across Multiple Data Sources
Search with Natural Language Support
Compliance Tracking
Geolocation Controls for Data Storage
Document Collaboration
Project Management and Collaboration
Task Management
automatic reminders
In-app messaging
SME and Business Unit Collaboration
Legal Service Request
Automated Task Templates
Gantt Charts
Automated Notifications
Internal Client Collaboration
Client to Law Firm Collaboration
Messaging
Teams
Search and records
Pipeline management
Automated workflows
Client portal
templates
integrations
document management
external sharing of documents
checklist templates
Workflow Templates
Remote Collaboration
Workflow Automation
Conditional Workflows
Reminders and Notifications
Templates
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