Premium Add-on
Google Workspace Integration
Meet, Drive, Docs, and Sheets -- built into your ClosingIQ dashboard. Start meetings, share documents, create from templates, and track clients without leaving the platform.
Google Meet
Instant & scheduled video meetings
Launch a secure video call from your dashboard in one click or schedule future meetings with clients, co-counsel, or notaries. Calendar invites are sent automatically, and recordings can be saved to your workspace Drive folder.
- One-click instant meetings
- Schedule with attendee invites
- Calendar sync
- Recording to Drive
Google Meet Preview
Google Drive
Cloud file management
Upload documents, share with clients via link or email, and organize files into workspace folders. Every file uploaded through ClosingIQ is stored in a dedicated Drive folder tied to your workspace for easy access and permission control.
- Drag-and-drop upload
- Share with role-based permissions
- Folder organization
- Up to 100 MB per file
Google Drive Preview
Google Docs
Document creation & templates
Create legal documents from scratch or choose from 505+ templates covering real estate, immigration, legal, and business categories. Fill in client details, collaborate in real-time, and export as PDF for e-signing or notarization.
- 505+ document templates
- Real-time collaboration
- Template variable replacement
- One-click PDF export
Google Docs Preview
Google Sheets
Client & case tracking
Spin up pre-built tracking spreadsheets for immigration cases, real estate closings, legal matters, or general client management. Add clients from your ClosingIQ pipeline and keep your data in sync across your team.
- Pre-built case tracking templates
- Add clients from pipeline
- Real-time data sync
- Custom column configuration
Google Sheets Preview
Simple Pricing
One bundle, all four tools. No per-seat charges, no hidden fees.
Included free with Enterprise plans.
Frequently Asked Questions
Do I need a Google Workspace account?
No. ClosingIQ manages the integration via a dedicated service account. Your clients can join meetings and view shared files with any Google account, or even without one.
Can I use this with the free plan?
The Workspace Tools bundle is a $149/mo add-on available on any paid plan (Pro or Business). It is included free with Enterprise plans.
Is my data stored on Google servers?
Files and documents live in a dedicated Google Drive folder tied to your workspace. ClosingIQ never stores your Google data on our servers -- it stays in Google's cloud infrastructure.
Can I cancel anytime?
Yes. Cancel the add-on from your billing settings at any time. You keep access until the end of your current billing period.
Will this work with my existing Google Drive?
The integration uses a workspace-specific folder managed by ClosingIQ. You can move or link files from your personal Drive into the workspace folder at any time.
How many team members can use it?
The bundle includes unlimited workspace members. Every member on your ClosingIQ workspace can access Meet, Drive, Docs, and Sheets.
Ready to connect your workspace?
Add Google Workspace tools to your ClosingIQ account today and streamline your entire document workflow.
Start Now -- $149/month