Real estate closings, in house

Every closing document, from one file.

Enter the matter once. Docketman produces the Closing Disclosure, the HUD-1, the ALTA statements and the deeds, e-files the 1099-S, and keeps a disbursement ledger that balances to the penny.

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From a sample closing
$536,799.53 Total deposits
$536,799.53 Total payments
$0.00 Difference
A disbursement ledger in Docketman, with total deposits and total payments equal and a difference of $0.00

Why firms choose Docketman

From the fees you keep to the errors you stop chasing

Every Document from One Entry

The Closing Disclosure, the HUD-1, the ALTA statements, the 1099-S and the deeds all come off the same matter, so changing a figure changes every form that uses it.

Built Around Clio

Import matters and contacts from Clio, sign in with your Clio account, and let the documents you generate file themselves back onto the Clio matter.

Fees That Stay with the Firm

Run the closing in house instead of sending it out, and the settlement fee stays where the work was done.

A Ledger That Balances

Every deposit and disbursement sits on the matter, and the file does not agree with itself until the difference reads $0.00.

The Arithmetic, Worked on the File

Prorations, prepaid interest, recording charges and commission splits are calculated on the matter and carried onto every form that needs them.

Nothing to Install

Docketman runs in the browser, so your closings are on whichever machine you sit down at and there is nothing to back up.

Run the Whole File

Closing checklists with due dates off the closing date, a firm-wide task list, a color-coded closing calendar, and a dashboard of what is due this week.

Sign and Ship Without Leaving

Send documents for legally binding e-signature, create FedEx labels for anyone on the matter, and e-file 1099-S forms with the IRS - all from the file you already have open.

The Closing Disclosure, built from the matter

Loan terms, closing costs and cash to close are worked out from figures already on the file. The fields sit on one side and the live form on the other, so you can see what each entry does to the disclosure.

  • TILA-RESPA compliant
  • Calculated from the matter, not re-keyed
  • Fields and the live form side by side
  • Exports to PDF
A Closing Disclosure being prepared in Docketman, with the form fields alongside the live document

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 re-typing names, addresses or file numbers
The Import Clio Matter dialog, listing Clio matters ready to import with their practice areas

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 re-filing by hand
Generated closing documents on a matter, ready to upload to Clio

Everything a closing needs

The documents, the ledger, the filings and the deadlines

Closing Disclosures (CD)
HUD-1 Settlement Statements
ALTA Settlement Statements
1099-S Tax Forms
Grant Deeds
Disbursement Ledgers
Check Printing
Ledger Balancing
Proration Calculations
Recording Charges
QuickBooks Online Sync
Template Library
Electronic Signatures
Closing Checklists & Tasks
Closing Calendar
Firm Dashboard & Reports
FedEx Shipping Labels
1099-S E-Filing

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 Calculator

See it run

A short walkthrough of the product

What Real Estate Attorneys Say

★★★★★

"Docketman has transformed how we handle closings. We've cut our processing time by 90% and eliminated virtually all errors. The Clio integration is seamless."

- Sarah M., Real Estate Attorney

★★★★★

"We were outsourcing to title companies and losing significant fees. With Docketman, we brought everything in-house and increased our profit margins substantially."

- James T., Managing Partner

★★★★★

"The automated document generation is incredible. Enter the data once and every form populates automatically. It's like having an extra paralegal who never makes mistakes."

- Linda K., Solo Practitioner

Run your next closing on it

Start a free 30-day trial. No card, and nothing to install.

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