List of ClosingSite Customers
The Woodlands, 77387, TX,
United States
Since 2010, our global team of researchers has been studying ClosingSite customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased ClosingSite for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using ClosingSite for Document Management include: Rattikin Title Company, a United States based Professional Services organisation with 74 employees and revenues of $10.0 million, Providence Title Company, a United States based Insurance organisation with 52 employees and revenues of $7.0 million, Gregory B Taylor P A, a United States based Professional Services organisation with 15 employees and revenues of $2.0 million, First Commerce Title, a United States based Insurance organisation with 15 employees and revenues of $2.0 million, Northstar Title Services, a United States based Professional Services organisation with 18 employees and revenues of $2.0 million and many others.
Contact us if you need a completed and verified list of companies using ClosingSite, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The ClosingSite customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bagwell & Assoc | Professional Services | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
In 2020 Bagwell & Assoc deployed ClosingSite as its Document Management solution on its public website, establishing a web‑hosted channel for client document delivery and transaction file access. ClosingSite is embedded in the firm website to provide secure, online distribution of closing documents to clients and to centralize document access for administrative staff.
The implementation emphasizes core Document Management capabilities common to the category, including a centralized document repository, user access controls, versioning and audit trail functionality, and web portal delivery for external parties. Configuration work focused on permissions and client-facing portals to support closing workflows, while search and indexing capabilities were configured to surface transaction documents quickly for a small professional services staff.
Operational coverage is proportional to a 10 person professional services firm based in the United States, with use concentrated on client-facing closings and internal administrative users who manage transactions. Governance changes centered on authoring and access policies for web delivery, and the web integration reduced the need for bespoke internal hosting, keeping the deployment aligned with lightweight operational management for a small team.
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Brown, C J Latterale & Bloom | Construction and Real Estate | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
In 2020, Brown, C J Latterale & Bloom implemented ClosingSite as their Document Management solution and embedded it on their public website. The ClosingSite deployment serves as a web-hosted document repository and client portal for the small construction and real estate firm, centralizing closing files and transaction documents for a firm of approximately 10 employees in the United States.
Configuration emphasizes core Document Management capabilities including structured closing folders, document upload and download, version control, permissioned access, and audit logging. Operational coverage focuses on closing coordination, contract retention, and client document delivery workflows, with administration maintained by office staff through role based permissions and retention policy configuration, and the application surface integrated directly via the company website rather than through additional back office systems.
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Carellas & Newberry | Professional Services | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
In 2020, Carellas & Newberry implemented ClosingSite as a Document Management application and exposed it through the firm website. The deployment centralizes client facing document delivery and intake for closing workflows at the small professional services law practice.
ClosingSite was configured to provide a web embedded client portal, centralized document repository, template management for closing packages, and electronic signature orchestration consistent with Document Management functional workflows. The implementation emphasizes secure document exchange, client account access, and audit logging as core capabilities of ClosingSite.
Operational ownership sits with firm attorneys and support staff, administered through the ClosingSite admin console and surfaced on the public site for client interactions. Governance focused on role based access controls, document retention and audit trails to support routine closing operations across the practice in the United States.
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Professional Services | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2021 | n/a |
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Government | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
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Insurance | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
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Insurance | 15 | $2M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
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Non Profit | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
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Insurance | 10 | $1M | United States | ClosingSite | ClosingSite | Document Management | 2023 | n/a |
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Professional Services | 15 | $2M | United States | ClosingSite | ClosingSite | Document Management | 2020 | n/a |
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Buyer Intent: Companies Evaluating ClosingSite
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