Help
Hands-on support, by design.
Every firm on Closeout has a direct line to our team. No ticket queue, no chatbot triage. Real answers from people who built the product and know your workflow.
Get help today
Pick the right channel, get a real reply.
We respond same business day for all customer inquiries. Security reports get acknowledged within one business day with a live owner.
Privacy and data
Data exports, deletion requests, sub-processor questions, DPA requests.
privacy@usecloseout.comCommon questions
Answers to the questions firms ask first.
How do I add or remove users at my firm?
A firm administrator can invite new users and revoke access from Settings → Team. Invited users receive a magic-link email to set up their account.
Where can I find my firm's audit log?
The full audit log is in Settings → Audit. Every mutation is recorded with actor, timestamp, IP, and full diff. Firm administrators can export the log at any time.
What does onboarding look like?
Each firm gets dedicated onboarding with our team. Typical timeline is two to four weeks from kickoff, depending on case volume and how many existing systems we're migrating from. We don't ship you a login and walk away.
Can I export my firm's data?
Yes. A firm administrator can request a full export at any time, and we deliver a structured archive within 30 days. No charge.
What happens to my data if my firm cancels?
On termination, customer data is deleted or de-identified within 30 days, except for entries we are required to retain (such as audit logs under ABA Rule 1.15). We provide written confirmation when deletion is complete.
Do you support [my carrier / my lien type]?
Closeout handles Medicare, Medicaid, ERISA, hospital, and major commercial carrier liens out of the box. If you have a specific carrier or lien type in mind, send a note to support and we'll confirm coverage and walk through the workflow.
Help center
Detailed docs, coming as we ship.
Full self-serve documentation is being written alongside each feature. Until it lands, your direct contact at Closeout has the answer faster than a doc would.
Getting started
Account setup, firm structure, inviting your team, importing your first cases.
Cases and matters
Creating cases, managing status, attaching documents, the case timeline view.
Lien resolution
Subro Intelligence and Lien Engine — plan reading, lien identification, outreach, follow-up.
Signatures and disbursement
CloseoutPay — magic-link signatures, identity verification, ACH disbursement, reconciliation.
Closeout Copilot
Per-case and firm-wide queries, citations, and the underlying data model.
Admin and security
Roles and permissions, audit logs, firm settings, security controls, and compliance reporting.