Real estate closing software for law firms using Clio.
Turn your matter data into closing documents, calculate adjustments, and keep your paperwork connected to Clio.
30-day free trial. No credit card required.
Listed in the Clio App Directory
Don’t use Clio? Explore Docketman without Clio.
From your Clio matter to your closing documents
Keep managing the matter in Clio. Do the closing work in Docketman.
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Import your Clio matter
Bring across matters, contacts, and mapped custom fields from Clio to start your closing file.
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Prepare the closing
Review trust deposits from Clio, calculate prorations and adjustments, balance the ledger, then generate Closing Disclosures, HUD-1s, ALTA statements, and deeds.
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Return documents to Clio
Generated documents automatically upload to a Docketman folder on the matching Clio matter.
The details, taken care of.
Closing tools for small real estate law firms.
One matter. Every document.
Prepare Closing Disclosures, HUD-1s, ALTA statements, and deeds from the same matter data.
Adjustments, calculated.
Work out prorations, prepaid interest, recording charges, and commission splits on the closing file.
A clear view of the ledger.
Keep deposits and disbursements together, and see the difference as you balance the closing.
The Closing Disclosure, built from the matter
Starting with a Closing Disclosure from the lender? Upload the PDF and Docketman uses AI to bring the information into the matter for you to review, instead of retyping it from scratch. Loan terms, closing costs and cash to close are then worked out from the figures on the file.
- Import a lender's Closing Disclosure PDF
- Review the extracted information before using it
- Closing Disclosure calculations built into the form
- Fields and the live form side by side
- Exports to PDF
Matters come across from Clio
Filter your Clio matters by practice area and by how recently they changed, pick the ones you are closing, and import them with their contacts and custom field data.
- Filter by practice area as you type
- Contacts imported into their closing roles
- Your Clio custom fields mapped onto the forms
- No retyping names, addresses or file numbers
Documents file themselves back
Generate a document and it uploads to the matching Clio matter on its own, into a Docketman folder, so the closing paperwork stays separate from the rest of the file but lives in the same place.
- Uploaded to the matching Clio matter
- Filed in a dedicated Docketman folder
- There as soon as it is generated
- No downloading and refiling by hand
Keep trust transactions in step
Review deposits recorded on the Clio matter and import or match the ones that belong in the Docketman ledger. When the closing ledger is ready, send its unsynced transactions to the mapped Clio trust account.
- Review each Clio deposit before importing
- Match an existing receipt instead of duplicating it
- Send deposits and payments back as Clio bank transactions
- Already-synced rows are skipped automatically
Everything a closing needs
The documents, the ledger, the filings and the deadlines
View all closing tools
Don’t use Clio? Start here.
Docketman also works on its own. No Clio account required.
Create your matters directly in Docketman, calculate closing adjustments, generate documents, and manage your disbursement ledger.
30-day free trial. No credit card required.
Try the free proration calculator
Split a property tax bill between buyer and seller in seconds - no signup, nothing saved
Enter the tax period, closing date, and amount, and get the per diem, each party's share, and the net owed at closing. It runs the same calculation Docketman uses on a real closing file.
Open the CalculatorSee it run
A short walkthrough of the product
Bring your next Clio matter through closing
Start a free 30-day trial. No card, and nothing to install.