The Experience Flow
AI-powered, agent-controlled touchpoints that turn conversations into documented value.
Prepare with confidence
Surface agenda items, decisions, and risks before client conversations.
Capture what matters
Voice-to-text notes organized into wins, key details, and follow-ups.
Reinforce with clarity
Generate polished client updates that reflect the full context of your work.
Close with a story
Deliver a personalized wrap-up that highlights strategy, progress, and results.
Structured Deal Execution
Clear milestones and aligned tasks that keep every transaction moving.
Timeline & Milestones
Visualize each phase while capturing context at every step.
Tasks Tied to Phases
Keep follow-ups aligned so nothing slips through.
Reusable Templates
Standardize how you deliver excellence across buyer and seller deals.
Completion Indicators
Show verified progress that builds client confidence.
Client Experience Layer
Give clients clarity and capture the value you deliver along the way.
Client Timeline View
Clients see progress with context, not a confusing checklist.
AI-Drafted Updates
Context-aware drafts you review before sending.
Value Capture
Log credits negotiated, risks avoided, and key decisions along the journey.
Private Value Dashboard
See your total credits negotiated, deals saved, and impact delivered.
Documents & Proof
Collect what you need while keeping a clean record of the transaction.
Document Requests
Clear requests so clients know exactly what to provide.
Secure Document Uploads
Clients upload directly to the deal workspace.
Upload Status Tracking
See what is pending, received, or verified at a glance.
Activity History
A complete audit trail that preserves the story of the deal. AI can turn activity into clear summaries so key moments are never lost.
Productivity & Control
Tools that help you stay organized while keeping you in control.
Contact Import (CSV)
Import clients quickly so you can start with less setup.
Notifications & Reminders
Stay ahead of deadlines and touchpoints without relying on memory. AI suggestions, you approve.
Profile & Account Management
Simple controls for your account and preferences.
Team-Ready Foundation
Built with team workflows in mind for future growth.
CloseProof does not replace your CRM or e-sign tools. It elevates the experience around them.