Directors complete onboarding in a secure portal. Case managers work through standardised checklists. You see where every case is in one place, and only step in when you actually need to.
Trusted by leading insolvency practitioners
Pre-appointment runs through email at most firms. Close Easy puts it in one place — for everyone who touches a case.
Around 88% of directors will complete pre-appointment themselves, without chasing, if the process is designed for them. Most processes aren't.
Directors are difficult. They don't respond. They send the wrong documents. They miss questions. The conclusion most firms draw: chasing is just part of pre-appointment work.
It isn't.
It's a function of how the work is set up. When a director gets a PDF shopping list over email, half the items don't apply to them, and the language assumes context they don't have, the default outcome is partial submissions and follow-up cycles. The director didn't fail. The process did.
Sequential steps. Plain language. Specific prompts. Save and return on any device. When the director can see what's being asked, why, and in what order, the work gets done.
"We onboarded a director through Close Easy who'd been through our old Excel-based process on a previous case 12 months ago. No prompting from us, he volunteered that the portal was easier to complete, looked professional, and let him work through it in his own time. Not a tech person. Didn't need to be."
The same director, the same kind of case, twelve months apart. The variable was the process, not the person.
Faster director completion changes what your team has to do per case. Less chasing. Less extracting. The same caseload runs on less people-time.
"We didn't need to replace a case manager when they left. The process did what the person used to do."
Headcount used to be the cap on caseload. The platform changes the equation. The same team can do more, or the same caseload can run on less.
ISO 27001 accredited. GDPR compliant. Encrypted at rest and in transit. Penetration tested and continuously monitored. The security review your IT team would run, already done.
Close Easy means 100% completion on every case. Directors follow a clear path - they know exactly what's needed and they get it done without support. Case managers can progress cases with a clear auditable trail..
Dean Collins Doyle Davies
If we save half an hour per case, the tool's paid for itself. We're saving a lot more than that.
We're not PWC, we're a boutique firm. The branded portal is what gives directors confidence that their money is in safe, professional hands.
Close Easy means the process is the platform. We can take on more cases without anything bending - same flow, same standard, every time. That's what lets us grow without losing what works.
We're a small firm and we want to feel like a bigger one when a director first encounters us. Close Easy gives us a branded onboarding flow that sets the tone - directors take us seriously from the first click. The team has taken to it without us having to push, which says something about how it's built. For a firm our size, looking professional is half the battle when you're competing against the bigger names. Close Easy makes that a bit easy.
When we lost a case manager we didn't replace them. Close Easy absorbed the work. The pre-appointment side runs cleaner now with one fewer person than it did before with the full team - directors do their own data gathering, the case manager has a clear list of what's left to do, nothing falls through. The decision not to rehire is one of the easiest I've made. It paid for itself before the role would have been filled.
The shift Close Easy makes is simple — I'm no longer the hub. The director goes to one place, the case manager goes to one place, and I check in rather than chase. A quick call to say 'how's it going' instead of half a day reconstructing where each case is. For me that's the whole point. Pre-appointment used to own a chunk of every week. Now it doesn't.
It's been a delight working with the guys at Close Easy, who have transformed clunky checklists and questionnaires into refreshingly straightforward tasks while not compromising on compliance. I'm sure they make a huge difference to insolvency teams and directors, taking the headache out of information-gathering.
We are looking forward to continuing to work closely with Close Easy to help take the pain of updating systems away from clients and ensure they remain compliant as regulations change.
Bespoke package built around your existing systems. Let's talk scope and pricing.
Let's talk →Per case, per year. Choose monthly or annual (annual = 2 months free). Sitting between tiers? We'll build the right one for your firm.
Annual: paid upfront (2 months free). Monthly: rolling, no commitment + standard rates.
Close Easy is a pre-appointment platform for UK insolvency firms. Directors complete ID checks, signatures, and data capture through a secure portal branded as your firm. Case managers work through standardised checklists. The IP checks in instead of chasing. We work with firms running CVLs, MVLs, administrations and CVAs. We don't do IVAs.
Create an onboarding, run company and director AML checks, and upload a Letter of Engagement for director e-sign, all within the platform. You then share a single link with your prospective client that guides them through providing all required liquidation information, documents, and signatures. The system follows up on missing items and organises everything for your team. Once complete, all data feeds into your workflow, removing manual data entry and shortening the pre-appointment process.
Yes. Close Easy generates Turnkey IPS and Aryza-ready CSV exports your team can drag and drop straight into either system. Additional integrations are added based on customer need.
Yes. Close Easy is ISO 27001 accredited and has a strong commitment to security. Encrypted infrastructure, regular penetration testing, and strict access controls. All data is stored in compliance with GDPR, with continuous monitoring to protect sensitive client information.
Yes. Every customer gets a named contact who knows your account. We also provide team training and have a real-time chat in the platform for any adhoc questions and queries.
Most firms are live within a few days of signing up. Setup needs minimal IT involvement and includes a 30-minute team training session and configuration call for managers and admins.
Yes. Plain English, clear instructions at each step, works on any device. When set up effectively, most directors complete the process without needing help from your team.
By taking pre-appointment out of your inbox. Directors complete a structured process. The platform chases. Your team reviews what arrives instead of extracting it.
Yes. Set your firm's branding, logo, colours, and privacy policy. Customise workflows, tasks, and signature requests to match how your firm operates.
Close Easy is built for insolvency, not adapted from a generic portal. The director portal, case manager workflow, and compliance checklists work as one system. Sequenced for CVLs, MVLs, CVAs and administrations. Compliance, AML, ID checks and signatures are part of the workflow, not bolted on.
Book a 20-minute demo. We'll walk you through the platform on a live case from a firm that looks like yours.
