Closing checklist
31of 48 items accepted
One record of what is outstanding, received and accepted, a live view for outside parties, and a readiness view of what stands between the Matter and funding.
Try the checklist →Run the closing from your inbox and your draft.
Pernio is a closing desk for lender’s and borrower’s counsel on commercial real estate loans, and for any deal lawyer who lives in Outlook and Word. Each draft that arrives is filed, redlined and read against your form. You decide the changes where you already work.
In beta, and free while it is. Built by a practicing real estate finance attorney.
No. 1Outlook & Word
Nothing new to open. It works where the deal already happens.
A closing runs on email and drafts. Pernio sits beside both as an add-in, so the file keeps itself and the review happens on the document in front of you.
The Outlook add-in
The closing desk lives in the mailbox.
- Filed when it arrives. An incoming draft is recognized and filed to the right Matter and checklist item as a new version, named by your firm’s convention, with the thread kept.
- The redline is waiting. The comparison with the prior version is prepared, and the departures from your own form are summarized, by the time you open the email.
- Decide in the pane. Review their changes one by one: accept theirs, reject it, or restore your language.
- What’s owed. Who owes what, and since when, read from the correspondence.
Before anyone signs, confirm in one click that the execution version is the document you agreed, and see exactly where it is not.
The Word add-in
The review happens in the document.
- One column of changes to decide. Each changed paragraph is a sheet with Accept, Reject and Edit beside it. Deletions are struck in red, insertions set in teal, and a count fills as you go.
- Departures from your form, clause by clause. Where a draft leaves your firm’s language, it is flagged, with the form’s wording a click away.
- Your libraries, inside Word. Approved clause language and form text are there to restore or insert.
Parties, amounts and dates come from the Matter. Each one shows where it was read.
No. 2The Redline Engine
The redline is done before you open the email.
One engine sits behind both add-ins. Every draft that arrives is recognized, filed as a new version, compared with the last one, and read against your form. Your part starts with the answer already on the desk.
A draft arrives
An email with a Word document attached.
Filed as a version
To its Matter and checklist item, under your naming convention.
Redlined
Against the version before it, word for word.
Read against your form
The departures, summarized clause by clause.
You review and agree
Change by change, in the Outlook pane or in Word.
Execution version checked
Against the agreed version, in Outlook, before anyone signs.
No. 3The rest of the file
Behind the add-ins, the whole closing.
Everything the panes file lands in one application: the checklist, your forms and clauses, first drafts, signature pages and the binder at the end.
Form Library
7active standard forms
Your standard forms, coordinated form sets, their vintages and the baseline position each one takes.
Bring your forms →Clause Library
503clauses
Approved language and drafting alternatives, kept by document type and clause, and reachable from Word.
See a clause set →First drafts
13tagged Word forms
Tagged Word forms filled from the Matter’s facts. Outside parties answer a short input sheet instead of an email chain.
Draft from a form →Signature pages
ConfirmedSignature blocks written once, confirmed by an attorney, and assembled for each party.
Set up a signature page →Closing binder
42executed documents, tabbed
When the deal funds, the executed set is compiled into an indexed binder under your firm’s name.
See a sample binder →Figures and names on this page are illustrations. Larkspur Commons is a fictional Matter.
No. 4Free tools
Two tools anyone can use. No account.
Small jobs every real estate lawyer does by hand. Use them as often as you like.
Does my legal description close?
FreePaste a metes-and-bounds description, or drop in a Word file or PDF. It plots the courses, draws the parcel, and tells you whether it closes and by how much it misses.
Check a description →
PDF Cleaner
FreeTurn a PDF, scanned or recorded, into an editable Word document in your house style, with every word accounted for and a list of the places a person should check.
Clean a PDF →
No. 5The beta
Join the free beta.
Pernio is in beta and free to testers. It is built first for lawyers and paralegals who close commercial real estate loans. Finance and transactional lawyers of every kind are welcome.
- The Outlook and Word add-ins, and the full application behind them.
- Help bringing in your own forms and checklist.
- A direct line to the attorney building it, and a say in what comes next.