Deal workflows: closing checklists that keep dates

A workflow is a closing checklist on a deal — a ready-made list of tasks with due dates. What makes it worth using: the dates aren't fixed. Each task is scheduled off a milestone, like "closing minus 5 days." Move the milestone and every task tied to it recomputes on its own. No re-typing dates when a closing slips. Closr ships two workflows, Buyer and Seller, and you can save your own.

Start a workflow on a deal

Workflows are never started for you — you add one when a deal is real. Two ways to do it.

1. 1In chat, say "start a buyer workflow for this deal" or "start a seller workflow for this deal." Closr attaches the matching checklist.
2. 2Or use the chip. When a deal clearly has a side and no workflow yet, Closr suggests one on the deal page under "Needs you today" — a "Start the Buyer workflow" (or Seller) button. Click it.

What's in each checklist

The **Seller** workflow tracks four milestones — Listed, Offer received, Firm (conditions waived), and Closing — with tasks like order photos, sign the listing agreement, go live on MLS, review offers, waive conditions, confirm closing docs with the lawyer, and the final walkthrough.

The **Buyer** workflow tracks four milestones — Offer accepted, Inspection, Financing condition, and Closing — with tasks like book and complete the home inspection, apply for a mortgage, secure financing approval, confirm closing docs with the lawyer, and the final walkthrough.

How the dates stay right

Each task is pinned to a milestone with an offset — "inspection minus 2 days," "closing minus 5 days." You set the milestone dates, and Closr does the arithmetic. When a date changes, every task hanging off that milestone moves with it, automatically.

1. 1Set or move a milestone date in chat: "move the closing date to March 14" or "set the inspection for next Tuesday."
2. 2Every task tied to that milestone recomputes its due date. You don't touch the individual tasks.

Run the checklist day to day

Manage tasks in chat, in plain language:

• •Add one: "add a task to the workflow — confirm survey with the lawyer."
• •Mark done: "mark the inspection task done."
• •Skip one that doesn't apply: "skip the inspection task."
• •Reassign: "reassign that task to Jane."
• •Loop in a party: "notify the inspector about this task" or "link this task to the lawyer."

See every task in one place

Open `/app/workflows` for the task board — every open workflow task across all your deals, sorted by due date into Overdue, This week, Upcoming, and Unscheduled. Each row links back to its deal. This is tasks-by-date; the pipeline board at `/app/pipeline` is deals-by-stage. The per-deal checklist itself lives on the deal page at `/app/leads`.

Keep your client in the loop (optional)

Client updates are **off by default.** Turn them on per workflow — "turn on client updates for this workflow." Once on, Closr emails your client automatically when a milestone is finished or a milestone date moves. The email goes to the client on the deal. It's a status update about their own transaction, not marketing, so no separate opt-in is needed — but you decide whether it's on.