Every task on every file, in one list.
Every checklist step on a transaction is a real task, assigned and dated. Add your own tasks, work them on a board, and start each morning with one list of everything due across your files.
Sticky notes don't scale to 30 files.
My to-do list and my checklists live in different places.
Checklist steps are tasks, on the same board as everything else.
I don't know what to work on first this morning.
My Work groups everything by Overdue, Today and Next 7 days.
Things fall through when files change hands.
Each task has an assignee and a due date, on the right file.
One list of what's due today
My Work combines your deadlines, the documents you're still waiting for and your open tasks across every file, and the morning email sends you the same list.
- Grouped by urgency: Overdue, Today, Next 7 days and Later.
- Deadlines, missing documents and tasks side by side.
- A morning email at the hour you choose.
Work tasks your way
Kanban boards with your own columns, plus All Tasks, My Tasks and Overdue views.
- Priorities from low to urgent.
- Subtasks and comments on every task.
- Reminders by email or in the app, sent to whoever the task is assigned to, at the time you pick in your own time zone.
- Link a task to a transaction so it shows on the file.
From signed contract to organised file in minutes
Upload the contract
Drop in the executed agreement, upload a batch, or let an agent send it through your intake link.
Check the dates
Every deadline, party and amount is suggested with the rule behind it. You check and confirm them.
Everyone stays on track
Checklists, document requests, reminders and texts go to the right person before each date, not after.
Close and keep it
Submit for compliance review, track commission, and archive the complete file with every document.
Frequently asked
Are checklist steps the same as tasks?
Yes. Each checklist step on a transaction is a task, linked to that file and assigned to its lead, so it shows up in Tasks and in My Work.
Can I add my own tasks?
Yes. Create tasks with an assignee, due date, priority and subtasks, and link them to a transaction if you like.
How do I know what's due?
My Work lists your deadlines, missing documents and open tasks grouped by Overdue, Today, Next 7 days and Later, and the morning email sends the same list.
Can I get a reminder for a task?
Yes. Add a reminder to any task, pick the date and time in your own time zone, and choose email, an in-app notification, or both. It goes to the person the task is assigned to, and it's skipped if the task is already done.
Is task management extra?
No. Task management is included on every plan, along with the CRM and invoicing.
More of what Closingbird does
Start the day knowing what's due
Every checklist step, every task, one list. 14 days free, no card needed.