The short version: Closing Intake is a pre-processor that reads contracts and fills a review ledger — it does not replace your professional judgment. You, the attorney, remain solely responsible for reviewing and approving every field before it's entered into ProForm and for the accuracy of the closing itself.
These Terms of Service ("Terms") govern access to and use of the Closing Intake software, website, and related services (collectively, the "Service"), provided by Closing Intake ("we," "us," "our"). By installing, accessing, or using the Service, your firm ("you," "your") agrees to these Terms. If you do not agree, do not use the Service.
Closing Intake is software that runs locally on your firm's computer. It reads North Carolina real estate purchase contracts, looks up county Register of Deeds and tax records, and populates a review ledger of extracted fields. Approved fields can then be entered into your firm's existing SoftPro ProForm installation.
Closing Intake is not a substitute for attorney review, is not affiliated with or endorsed by SoftPro Corp, and does not operate through the SoftPro 360 vendor marketplace.
You are responsible for:
Closing Intake is a tool. The attorney of record remains the professional responsible for the closing.
New firms may use the Service for up to 10 closings at no charge ("the trial"). The trial is usage-based, not time-based. After the trial, continued use requires an active paid subscription, billed and processed through Stripe.
Pricing is provided to your firm directly and may vary by firm size and configuration. Subscriptions renew automatically until cancelled. You can cancel at any time; cancellation takes effect at the end of the then-current billing period.
We grant your firm a limited, non-exclusive, non-transferable license to install and use the Service on the number of devices included in your plan. Your license is bound to specific devices as a condition of use. Circumventing device-seat limits, sharing license credentials outside your firm, or attempting to reverse-engineer the Service is a violation of these Terms.
How we handle data is described in our Privacy Policy, which is incorporated into these Terms by reference. In short: contract content and extracted field data are processed locally on your firm's computer and are never transmitted to us. We only receive account-level usage and billing data.
Closing Intake supports a growing list of North Carolina counties, with coverage expanding over time. We do not guarantee that any particular county will be supported on any particular timeline. If a contract or county isn't recognized, the Service is designed to flag the file for manual entry rather than guess — we don't warrant that automatic extraction will be available or accurate for every document.
The Service is provided "as is" and "as available." We do not warrant that extraction will be error-free, that county record lookups will always be current or accurate, or that the Service will be uninterrupted. To the fullest extent permitted by law, we disclaim all implied warranties, including merchantability and fitness for a particular purpose.
The Service does not provide legal advice and is not a law firm. Nothing in the Service should be construed as a recommendation regarding the legal sufficiency of any closing.
To the fullest extent permitted by law, Closing Intake and its officers, employees, and contractors will not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, arising from your use of the Service. Our total liability for any claim relating to the Service is limited to the amount you paid us in the twelve (12) months preceding the claim.
Nothing in these Terms limits liability that cannot be limited under applicable law.
You may stop using the Service and cancel your subscription at any time. We may suspend or terminate access if you violate these Terms, including licensing or device-binding restrictions, or if required to do so by law.
We may update the Service, including extraction rules, supported forms, and county adapters, over time. We may update these Terms from time to time; if we make material changes, we'll update the date above and, where appropriate, notify account holders directly.
These Terms are governed by the laws of the State of North Carolina, without regard to its conflict-of-laws principles.
Questions about these Terms can be sent to hello@closingintake.com.