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Real Estate Legal Mgmt
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Real Estate Legal Mgmt · Available now

Follow property matters from intake to closing review.

Real Estate Legal Mgmt follows a property matter from intake and conflict clearance through active legal work, closing-condition review and a closed record. A matter links its counterparty, owner and organization to dated events, verified deadlines, legal documents and evidence attachments.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewMatter Register
Real Estate Legal Mgmt · Matters

Matter Register

Matters in one list

New matter
Matters in view
6
Intake
2
Conflict review
1
Engaged
1
Intake2
Harbor Lofts purchase closingNorth Quay Lending
12 Oct
Ash House boundary disputeAshmere Land Company
13 Oct
Add
Conflict review1
Cedar Court lease renewalStonegate Capital Partners
16 Oct
Add
Engaged1
Elm Row title exception reviewPinecrest Communities
04 Nov
Add
Active1
Willow Place sale agreementElmstone Holdings
28 Oct
Add
Review1
North Quay lender consentBrookmere Property Group
17 Oct
Add
Harbor Lofts purchase closingMatters · MTT-67323
Intake
OwnerMaya Haddad
CounterpartyNorth Quay Lending
Opened at12 Oct
JurisdictionCalifornia
Clear conflictMTT-67323 · Harbor Lofts purchase closing

Supervising Attorney records the conflict clearance decision.

Waiting for Supervising Attorney
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

Follow each property matter

Every feature works on the same records. Pick one to see the screen your team works in.

Matters

A working register for property matters and their owners.

  • Working record
  • Ownership
  • Evidence
  • Matters
  • Clients
  • Team members
  • Organizations
Explore matters
OverviewConflict Review Queue
Real Estate Legal Mgmt · Matters

Conflict Review Queue

Matters

New
Record numberSubjectCounterpartyOwnerStatusOpened at
MTT-50534Harbor Lofts purchase closingPinecrest CommunitiesJonas RahmanConflict review17 Oct
MTT-27210Cedar Court lease renewalNorth Quay LendingElise ChenConflict review16 Oct
MTT-70589Elm Row title exception reviewBrookmere Property GroupNadia OkoroConflict review26 Oct
MTT-16104Willow Place sale agreementWillowgate EstatesElise ChenConflict review01 Nov
MTT-35947North Quay lender consentCedar Vale ResidentialTheo AlvarezConflict review11 Oct
6 of 6 records
Harbor Lofts purchase closingMatters · MTT-50534
Conflict review
CounterpartyPinecrest Communities
OwnerJonas Rahman
Opened at17 Oct
Example screen with sample data
Process

From instruction to closing review

Real estate matter review ships ready to use. 2 steps need a named approval before the work moves on: Clear conflict (Supervising Attorney) and Review condition (Supervising Attorney).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Open matter

    Register the property instruction, counterparty and responsible owner.

    Harbor Lofts purchase closingMTT-67323 · Matter Coordinator
    Open matterBy Matter Coordinator

  2. Clear conflict

    A Supervising Attorney records a clearance decision and supporting evidence.

    Harbor Lofts purchase closingMTT-67323 · Supervising Attorney
    Clear conflictBy Supervising Attorney
    ApprovalSupervising Attorney records the conflict clearance decision.

  3. Engage matter

    Capture the engagement reference and move cleared work to the active file.

    Harbor Lofts purchase closingMTT-67323 · Matter Coordinator
    Engage matterBy Matter Coordinator

  4. Track evidence

    Keep deadlines, events and document revisions with the matter.

    Harbor Lofts purchase closingMTT-67323 · Matter Coordinator
    Track evidenceBy Matter Coordinator

  5. Submit condition

    Present the condition revision and title evidence for review.

    Harbor Lofts purchase closingMTT-67323 · Matter Coordinator
    Submit conditionBy Matter Coordinator

  6. Review condition

    A Supervising Attorney decides on the submitted condition and records the reason.

    Harbor Lofts purchase closingMTT-67323 · Supervising Attorney
    Review conditionBy Supervising Attorney
    ApprovalSupervising Attorney decides on the submitted condition revision.

Start with Matter intake

Inside a record

Keep external evidence connected

Open any matter to see its closing conditions, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Owner, Counterparty, Opened at and Jurisdiction.

  2. 2
    Closing conditions

    Each line is linked to this matter.

  3. 3
    Who works on it

    Admin, each with their own permissions.

  4. 4
    Process stages

    Open matter and Engage matter, with the role that acts.

  5. 5
    Approvals

    Clear conflict and Review condition, with who decides.

Matter RegisterHarbor Lofts purchase closing
Real Estate Legal Mgmt · Matters

Harbor Lofts purchase closing

North Quay Lending · Intake

Log activity
1
Record details
OwnerMaya Haddad
CounterpartyNorth Quay Lending
Opened at12 Oct
JurisdictionCalifornia
2
Closing conditions

Harbor Lofts purchase closing

ParentPropertyStatus
Stonegate refinancing closingHarbor LoftsDraft
Ash House boundary disputeCedar CourtSubmitted
North Quay lender consentElm RowApproved
Closing conditions
6
Total revision
4,820
3

Who works on it

  • AdminManage Users, Organizations, team members
4

Process stages

  • Open matterMatter Coordinator
  • Engage matterMatter Coordinator
5

Approvals

  • Clear conflictSupervising Attorney
    Approved
  • Review conditionSupervising Attorney
    Waiting
Example screen with sample data
Approvals

Make review decisions visible

A Supervising Attorney reviews submitted material without using administrator access as a substitute for review.

OverviewApprovals
Real Estate Legal Mgmt · Overview

Approvals

Signed in as Supervising Attorney

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CC-13873Harbor Lofts
    North Quay lender consentRequested by Supervising Attorney
    Submitted0dActions
  • CC-49021Cedar Court
    Stonegate refinancing closingRequested by Supervising Attorney
    Submitted1dActions
  • CC-82271Elm Row
    Pine Terrace easement releaseRequested by Supervising Attorney
    Submitted2dActions
  • CC-20558Willow Place
    North Quay lender consentRequested by Supervising Attorney
    Submitted3dActions

Who approves what

DecisionApprover
Clear conflictA Supervising Attorney records a clearance decision and supporting evidence.Supervising Attorney
Review conditionA Supervising Attorney decides on the submitted condition and records the reason.Supervising Attorney
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Real Estate Legal Mgmt to the work that is theirs. Pick a role to see what it starts with.

Supervising Attorney

Reviews eligible revisions independently and reconciles operational evidence. Read-only on business records; approve, reject and return through guarded workflow actions only.

This is the first screen this role sees.

OverviewMatter Register

Matter Register

Matters · Supervising Attorney

Intake2
Harbor Lofts purchase closingNorth Quay Lending
12 Oct
Ash House boundary disputeAshmere Land Company
13 Oct
Add
Conflict review1
Cedar Court lease renewalStonegate Capital Partners
16 Oct
Add
Engaged1
Elm Row title exception reviewPinecrest Communities
04 Nov
Add
Active1
Willow Place sale agreementElmstone Holdings
28 Oct
Add
Review1
North Quay lender consentBrookmere Property Group
17 Oct
Add
Example screen with sample data

Roles and permissions

Reports

Answer operational questions

Read matter progress, deadlines and decision evidence.

Overview
Real Estate Legal Mgmt · Overview

Real Estate Legal Mgmt dashboard

This quarter

Closing conditions in view
6
Total escrow amount USD
1,580
Draft
2
Submitted
1

Matters by status

How far records got this quarter

StageReachedStep
Intake24
Conflict review1042%
Engaged220%
Active150%

Number of matters by status

Sample counts per stage

0
-40Intake
-10Conflict review
0Engaged
-40Active
-60Review
Example screen with sample data
  1. 01Matter pipeline

    Which open files are at intake, conflict review or active work, and who owns them?

  2. 02Closing condition aging

    Which conditions have due dates that need attention?

  3. 03Conflict outcomes

    How often did reviewers record clearance, conflict or a request for information?

  4. 04Deadline accountability

    Which owner has due work and which items have a completion date?

  5. 05Document privilege review

    Group legal document revisions by Privilege and Matter.

  6. 06Production audit

    Trace each produced document to Recipient, authorization reference and production hash.

  7. 07Operation outcomes

    Which recorded actions failed or need review?

  8. 08Matter evidence trail

    Read decisions, attachments and events beneath a matter.

All reports and dashboards

Who it's for

Built around legal matter work

See how Real Estate Legal Mgmt fits your kind of team.

Property law firms

Property law firms working pattern.

Title and closing counsel

Title and closing counsel working pattern.

Multi-office legal teams

Multi-office legal teams working pattern.

Controls

Trace every decision

Each stage of real estate matter review names the role that acts and the status it records, so a change is never anonymous.

OverviewReal estate matter review
Real Estate Legal Mgmt · Process

Real estate matter review

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
2
Tables touched
11
Open matter
Matter Coordinator
StatusIntake → conflict review
RecordsConflict reviews, Organizations, Matters
Clear conflictApproval
Supervising Attorney
StatusConflict review → Engaged
RecordsConflict reviews
Engage matter
Matter Coordinator
StatusEngaged → Active
RecordsMatters
Real estate matter review
  1. Start
    Open matterIntake → conflict review
    Conflict reviews
  2. Approval
    Clear conflictConflict review → Engaged
    Conflict reviews
  3. Step
    Engage matterEngaged → Active
    Matters
  4. Step
    Submit conditionDraft → Submitted
    Matters
  5. Approval
    Review conditionSubmitted → Approved
    Operation receipts
Example screen with sample data

See each stage in detail

AI agent

Prepare the next handoff with Proto

Use Proto to prepare records and surface review work.

It can

  • Matter Coordinator: Find assigned matters and draft the next evidence checklist for a purchase file.
  • Supervising Attorney: Bring together a submitted condition, its revision and linked matter evidence for review.
  • Auditor: Trace a decision through its reviewer, reason and operation receipt.
  • App Administrator: Check organization membership before access is changed.

Stays with a person

  • Proto can assemble relevant records and prepare a proposed action.
  • The responsible person must verify title, escrow and filing evidence from its source and make any independent legal or closing decision.
  • Access and approval boundaries still apply when an assistant requests information.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Real Estate Legal Mgmt
  • Title source
  • Escrow provider
  • Court or filing system
  • Document storage or signing
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Matters4
  • Clients3
  • Conflict Review3
  • Deadlines and Events4
  • Documents4
  • Closing Conditions4
  • Review and Evidence4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the operating scope

    Choose an organization, a representative property matter and the staff who prepare, review and audit it.

  2. Load parties and ownership

    Enter organization membership, clients and a matter with its counterparty and owner.

  3. Rehearse legal work

    Record a conflict decision, deadline, event and document revision against the matter.

  4. Review closing evidence

    Prepare a closing condition, compare the submitted revision with its evidence and capture the supervising decision.

  5. Reconcile the trail

    Check attachments, productions and operation receipts before expanding the working scope.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Real Estate Legal Mgmt.

All questions
How do I get started?

Click Get started, then use Proto to configure Real Estate Legal Mgmt for your business. Start with one organization, a purchase or lease matter, its owner, counterparty and a supervising reviewer.

Who owns a matter?

A matter references a named team member as owner. Assign that person before adding deadlines and closing work, then test what the coordinator and reviewer can see.

How is conflict clearance recorded?

A conflict review holds the reviewer, review date, decision and evidence against the matter. The decision distinguishes Clear, Conflict and more information.

Can I track title and closing conditions?

Yes. Closing conditions link property, due date, title evidence and escrow amount to a parent matter, with states from Draft through Completed.

How are deadlines handled?

Matter deadlines carry a type, due date, owner, completion date and court receipt. The owner can compare the date with its controlling source.

How are legal document revisions identified?

Legal documents store title, revision, privilege state and content hash. A production record identifies the recipient, authorization and production hash.

Who reviews a submitted closing condition?

The Supervising Attorney makes the independent decision. The matter-linked decision and operation receipt retain the reviewer, reason and operation key for reconciliation after an approved condition.

What happens when an operation needs attention?

Operation receipts record action, expected revision, result state and any failure reason. Supervisors and auditors can trace the receipt back to the matter.

Can multiple offices use it?

Organizations, team membership and matter ownership establish the operating scope. Rehearse cross-organization access before expanding beyond a pilot office.

Where do external confirmations come from?

Connect the title, escrow, filing and document systems your firm uses. Keep their confirmed references with the related condition, event, deadline or production.

Set up Real Estate Legal Mgmt your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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