Save 4+ unbillable hours per insolvency case

Save 4+ unbillable hours per insolvency case

Close Easy streamlines case prep and client onboarding so insolvency teams can reduce admin hours and focus on high-value work.

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Insolvency Practitioners trust Close Easy

Insolvency Practitioners trust Close Easy

Onboard clients without the admin headache, with all essential information gathered through one simple link.

Onboard clients without the admin headache, with all essential information gathered through one simple link.

Get a demo

Get a demo

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Get a demo

Get a demo

Close Easy

Download Turnkey Files

Alex Marshall

Passed Director Verification & AML Checks

Alex Marshall

added

Sophie, Director

Sophia

signed the Engagement Letter

Alex Marshall

Completed Business Information

Alex Marshall

Completed Employee Debts

Pending Property Leases has not been completed

Shareholder information has not been completed

FCA Registration information has not been completed

Close Easy

Download Turnkey Files

Alex Marshall

Passed Director Verification & AML Checks

Alex Marshall

added

Sophie, Director

Sophia

signed the Engagement Letter

Alex Marshall

Completed Business Information

Alex Marshall

Completed Employee Debts

Pending Property Leases has not been completed

Shareholder information has not been completed

FCA Registration information has not been completed

Close Easy

Download Files

Alex Marshall

Passed Director Verifi…

Sophia

signed the Engageme..

Alex Marshall

Completed Business Information

Alex Marshall

Completed Employee Debts

Pending Property Leases has not been completed

Shareholder information has not been completed

FCA Registration information has not been completed

Benefits

Get appointed
quicker

Get appointed quicker

Qualify new cases swiftly

Built-in conflict, ethics, and bribery checks are embedded into the setup process - so you can move fast without risk.

Stay compliant without delay

Launch every case instantly with built-in KYC/AML checks that keep you compliant without slowing down.

Let directors self-serve and onboard faster

Guided onboarding helps clients get it right the first time. Fewer emails, less chasing, faster progress.

Eliminate email back and forth

Collaborate with clients directly - leave and receive comments on specific sections to speed up reviews.

Stay in control with everything in one place

Build stronger client relationships

Track progress effortlessly

Get real-time visibility into every case with automated reporting - stay on top of client activity without digging through spreadsheets or emails.

Get real-time visibility into every case with automated reporting - stay on top of client activity without digging through spreadsheets or emails.

Get real-time visibility into every case with automated reporting - stay on top of client activity without digging through spreadsheets or emails.

No more chasing signatures

Clients, lawyers, and shareholders can sign documents in one secure platform, so nothing gets lost in email threads.

Clients, lawyers, and shareholders can sign documents in one secure platform, so nothing gets lost in email threads.

Clients, lawyers, and shareholders can sign documents in one secure platform, so nothing gets lost in email threads.

Export data effortlessly

Seamless handover to post appointment with smart data export - making post-appointment workflows smoother across Turnkey IPS, Aryza, and more.

Seamless handover to post appointment with smart data export - making post-appointment workflows smoother across Turnkey IPS, Aryza, and more.

Seamless handover to post appointment with smart data export - making post-appointment workflows smoother across Turnkey IPS, Aryza, and more.

Stay compliant post-appointment

Continuous AML/IDV monitoring flags changes in client risk status - no more manual checks or missed alerts.

Continuous AML/IDV monitoring flags changes in client risk status - no more manual checks or missed alerts.

Continuous AML/IDV monitoring flags changes in client risk status - no more manual checks or missed alerts.

BENEFITS

Build stronger client relationships

Prioritise client consultations

Focus on advisory discussions rather than chasing documents and signatures

Uplift your reputation

Impress new clients with a professional, intuitive onboarding process

Unburden your team

Cut admin time by 4+ hours per case and boost productivity without increasing headcount.

Respond at critical moments

Free yourself from admin to be immediately available when clients need decisive insolvency advice

Completed Onboardings

34

In Progress Onboardings

8

New Onboardings

5

Global Finance LLP

Norwich FD Limited

Imperium Office Limited

Lazer Finance Limited

Pending AML Check

Construction & Co Ltd

Initial Call Booked

Healthy Snacks LLP

Initial Call Booked

Completed Onboardings

34

In Progress Onboardings

8

New Onboardings

5

Global Finance LLP

Norwich FD Limited

Imperium Office Limited

Lazer Finance Limited

Pending AML Checks

Construction & Co Ltd

Initial Call Booked

Healthy Snacks LLP

Initial Call Booked

Completed Onboardings

34

In Progress Onboardings

8

New Onboardings

5

Global Finance LLP

Norwich FD Limited

Imperium Office Limited

Lazer Finance Limited

Pending AML Checks

Construction & Co Ltd

Initial Call Booked

Healthy Snacks LLP

Initial Call Booked

Pricing

Transparent pricing. No added costs.

0 cases per year (£150 per case)

£0 per month

£0 annually

100 cases per year

£740 per month

£7,400 annually

2 months free

200 cases per year

£1,450 per month

2 months free

£14,500 annually

300 cases per year

£2,120 per month

2 months free

£21,200 annually

400 cases per year

£2,760 per month

2 months free

£27,600 annually

500 cases per year

£3,370 Monthly

2 months free

£33,700 annually

500+ cases per year

Security

Industry-standard security

We implement industry-leading security protocols, including end-to-end encryption and best practices, regular penetration testing, and strict access controls. All data is stored in compliance with GDPR regulations, and we uphold a comprehensive data protection policy.

Regular penetrating testing

Our platform undergoes continuous security monitoring to protect sensitive client information, and we ensure data is deleted after use.

Pricing

Transparent pricing. No added costs.

Access to all Close Easy features

White-labelling, IDV/AML, E-sign and more

30-day money back guarantee

Cases Per Year

Monthly Pricing

Annual Pricing

2 months free

0 cases (£150 per case)

£0

£0

100 cases

£740

£7,400

200 cases

£1,450

£14,500

300 cases

£2,120

£21,200

400 cases

£2,760

£27,600

500 cases

£3,370

£33,700

500+ cases

Contact us

Contact us

Security

Industry-standard security

We implement industry-leading security protocols, including encrypted infrastructure and best practices, regular penetration testing, and strict access controls. All data is stored in compliance with GDPR regulations, and we uphold a comprehensive data protection policy.

Regular penetration testing

Our platform undergoes continuous security monitoring to protect sensitive client information, and data is deleted after use.

Security

Industry-standard security

We implement industry-leading security protocols, including end-to-end encryption and best practices, regular penetration testing, and strict access controls. All data is stored in compliance with GDPR regulations, and we uphold a comprehensive data protection policy.

Regular penetration testing

Our platform undergoes continuous security monitoring to protect sensitive client information, and we ensure data is deleted after use.

FAQ's

What is Close Easy?

What is Close Easy?

What is Close Easy?

How does it work?

How does it work?

How does it work?

Does it integrate with 3rd parties?

Does it integrate with 3rd parties?

Does it integrate with 3rd parties?

Is it secure?

Is it secure?

Is it secure?

Do you offer customer support?

Do you offer customer support?

Do you offer customer support?

How quickly can we implement Close Easy?

How quickly can we implement Close Easy?

How quickly can we implement Close Easy?

Will my clients find it easy to use?

Will my clients find it easy to use?

Will my clients find it easy to use?

How does Close Easy reduce write-offs?

How does Close Easy reduce write-offs?

How does Close Easy reduce write-offs?

Can we customise the client experience?

Can we customise the client experience?

Can we customise the client experience?

What makes Close Easy different from general client portals?

What makes Close Easy different from general client portals?

What makes Close Easy different from general client portals?

"I showed the platform to my Case Manager and her jaw hit the floor!"

Andreas Arakapiotis

Andreas

Partner @ Kallis & Co

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Start today.

30 day money-back guarantee

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