SimplyAgree is a closing management software platform built specifically for transactional attorneys. It simplifies the complex and time-consuming process of legal closings by automating signature packets, organizing deal documents, and generating closing sets efficiently. Designed with lawyers in mind, SimplyAgree replaces tedious manual work with a sleek, centralized workflow that ensures accuracy and saves hours of administrative effort.
By integrating key legal processes into a single tool, SimplyAgree helps firms reduce risk, increase consistency, and close deals faster. Whether you’re handling M&A, venture financings, or complex commercial transactions, the platform is designed to give attorneys more time to focus on strategy rather than paperwork.
Features
SimplyAgree offers a wide range of features tailored to the needs of legal professionals working on complex transactions.
Signature Packet Automation:
The platform automates the creation of signature packets based on pre-configured templates and logic. Attorneys no longer need to manually compile documents or chase down multiple signers.
Digital Signing and Tracking:
SimplyAgree supports DocuSign and other e-signature platforms. You can track signer activity, manage follow-ups, and complete signatures securely in one place.
Closing Set Builder:
Instead of manually compiling closing binders, SimplyAgree automates the process by organizing and formatting documents into professionally designed closing sets.
Document Versioning:
The platform allows you to manage multiple versions of documents during a deal’s lifecycle, reducing confusion and errors.
Audit Trails and Security:
Every action is logged for audit and compliance. The platform offers enterprise-grade security and is trusted by top-tier law firms.
Collaboration Tools:
Users can work across teams and offices, manage roles and permissions, and ensure everyone stays aligned during closing.
Custom Branding:
Law firms can use their own branding on closing sets and client-facing documents to maintain a professional image.
Cloud-Based Access:
Being web-based, SimplyAgree can be accessed securely from any location, offering flexibility to hybrid or remote legal teams.
How It Works
SimplyAgree integrates directly into a legal team’s transaction process. It begins by uploading key deal documents and structuring them into logical workflows. Attorneys define signers, assign signature responsibilities, and configure the signature packet templates.
Once the deal is live, SimplyAgree takes over the logistical work. The platform generates signature pages for each party, creates automated packets for DocuSign, and monitors the signature status in real time. After execution, the platform automatically organizes the signed documents into a closing binder, complete with firm branding and customizable sections.
Everything from version tracking to audit trails is managed within the platform. Teams can collaborate, comment, or update materials as needed without losing track of changes or status updates.
Use Cases
SimplyAgree is ideal for legal professionals and firms handling transactional law. Some common scenarios include:
Mergers and Acquisitions (M&A):
Attorneys use SimplyAgree to manage multiple signatories, track versions, and assemble closing sets seamlessly.
Venture Financings:
Startups and venture firms rely on it to handle multiple funding rounds with clean document trails and efficient closing workflows.
Commercial Transactions:
When large agreements involve several parties, the platform simplifies coordination and reduces manual document handling.
Private Equity and Real Estate Deals:
For firms working on investment or property deals, SimplyAgree helps maintain document integrity and fast-track closing processes.
Internal Legal Teams:
Corporate legal departments benefit from the platform’s speed and accuracy in contract execution and documentation.
Pricing
SimplyAgree does not publicly list its pricing on the website. Pricing is tailored based on the size of the firm, deal volume, and specific integration needs. Interested firms must contact the company directly to request a demo and receive a customized quote.
However, it’s worth noting that the platform is designed for mid-size to large law firms and in-house legal departments with frequent transactional work. The return on investment is typically seen in saved time, reduced risk, and higher client satisfaction.
To get a demo or quote, prospective clients can schedule a session via the SimplyAgree contact page.
Strengths
SimplyAgree is trusted by top Am Law firms and boutique transactional practices alike, offering several strong advantages:
Purpose-Built for Legal Transactions:
Unlike general document platforms, SimplyAgree was developed specifically for deal closings, which makes its workflows especially efficient and relevant.
Time Savings:
Users consistently report hours saved per transaction, thanks to automated signature packets and closing set generation.
Professional Output:
The ability to create polished, branded closing binders helps law firms deliver better client experiences.
Secure and Compliant:
The platform uses strong encryption, offers audit trails, and follows data protection protocols suitable for sensitive legal work.
Seamless E-signature Integration:
With direct support for tools like DocuSign, SimplyAgree fits into existing workflows without friction.
Intuitive Interface:
Despite dealing with complex processes, the user interface is clean, intuitive, and designed with lawyer feedback in mind.
Drawbacks
While SimplyAgree offers powerful benefits, a few limitations should be noted:
Pricing Transparency:
Lack of publicly available pricing may deter some smaller firms or those trying to plan budgets without initial contact.
Limited Applicability Beyond Transactions:
The platform is focused on closing deals. It may not serve litigation teams or general legal document management outside of transactions.
Requires Onboarding:
Due to the depth of its features, some users may need time and training to fully utilize the platform’s capabilities.
Dependency on E-signature Services:
Although integrations are smooth, users must already have or be willing to adopt compatible e-signature services like DocuSign.
Comparison with Other Tools
Compared to general e-signature platforms like DocuSign or Adobe Sign, SimplyAgree goes far beyond by handling the full closing workflow, not just signatures.
When compared to legal document management systems like NetDocuments or iManage, SimplyAgree is more focused and streamlined for transaction-specific tasks. While DMS platforms store and manage documents broadly, SimplyAgree adds value by automating deal-specific steps like packet assembly and closing binder creation.
Unlike spreadsheet-driven or manual processes, SimplyAgree adds automation, visibility, and control to what is traditionally a fragmented and time-consuming part of legal practice.
Customer Reviews and Testimonials
Law firms using SimplyAgree often report significant time savings and improved professionalism in deal execution. Feedback from mid-size and large firms highlights the intuitive workflow and responsive customer support.
Attorneys appreciate how the platform removes friction in repetitive tasks, such as generating signature packets or building closing binders. Many firms mention improved client satisfaction as a result of faster turnaround times and polished deliverables.
While full public reviews are limited, existing customer testimonials cited on the SimplyAgree website point to high user satisfaction, reliability, and excellent support.
Conclusion
SimplyAgree is redefining how legal professionals manage closings and transactions. By automating routine steps and bringing structure to a chaotic part of legal practice, the platform empowers lawyers to work faster, with fewer errors, and deliver a better experience to their clients.
Its focused design makes it especially valuable for firms that handle a high volume of transactional work. While pricing transparency and onboarding requirements may pose minor hurdles, the time savings and client impact far outweigh the learning curve.
