Real Estate Legal Mgmt

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  1. Real Estate Legal Mgmt
  2. Agent assistance
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Put an AI agent to work in Real Estate Legal Mgmt

Use Proto to prepare records and surface review work.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 5 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • 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.

What 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.

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 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