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- Real Estate Legal Mgmt
- Data model
The tables behind Real Estate Legal Mgmt
Real Estate Legal Mgmt ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 7, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and parties
Organizations, team members, Users and Clients establish who works on a matter and who instructed the firm.
Matter operations
Matters, closing conditions and matter events hold the working file and its dated activity.
Legal record
Conflict reviews, matter deadlines, legal documents and document productions preserve clearance, dates, revisions and disclosures.
Review evidence
Review decisions, operation receipts and record attachments explain decisions and retained files.
Every table, by feature
- Matters4
- Clients3
- Conflict Review3
- Deadlines and Events4
- Documents4
- Closing Conditions4
- Review and Evidence4
- Shared and settings1
- Matters
Real estate legal matters covering purchase, lease, title and closing work
Linked to Team members, Clients, Organizations - Clients
Property owners, buyers, sellers and lenders instructing the firm
Linked to Organizations - Team members
Attorneys, coordinators and auditors with app access
Linked to Organizations, Users - Organizations
Law firm organizations operating real estate legal matters
- Clients
Property owners, buyers, sellers and lenders instructing the firm
Linked to Organizations - Matters
Real estate legal matters covering purchase, lease, title and closing work
Linked to Team members, Clients, Organizations - Organizations
Law firm organizations operating real estate legal matters
- Conflict reviews
Conflict clearance checks completed before a matter is engaged
Linked to Matters - Matters
Real estate legal matters covering purchase, lease, title and closing work
Linked to Team members, Clients, Organizations - Clients
Property owners, buyers, sellers and lenders instructing the firm
Linked to Organizations
- Matter deadlines
Court and contract deadlines verified against actual source documents
Linked to Matters, Team members - Matter events
Dated matter activity: hearings, filings, reviews, decisions and correspondence
Linked to Matters - Matters
Real estate legal matters covering purchase, lease, title and closing work
Linked to Team members, Clients, Organizations - Team members
Attorneys, coordinators and auditors with app access
Linked to Organizations, Users
- Legal documents
Versioned legal instruments with privilege review state and content hash
Linked to Matters - Document productions
Authorized disclosures of an exact document revision to a named recipient
Linked to Matters, Legal documents - Record attachments
Evidence files attached to matters, shared or internal only
Linked to Matters, Team members - Matters
Real estate legal matters covering purchase, lease, title and closing work
Linked to Team members, Clients, Organizations
- Closing conditions
Title, escrow and conveyance conditions that must be evidenced before a closing releases
Linked to Matters, Organizations - Matters
Real estate legal matters covering purchase, lease, title and closing work
Linked to Team members, Clients, Organizations - Organizations
Law firm organizations operating real estate legal matters
- Review decisions
Independent supervising attorney decisions on submitted matter revisions
Linked to Team members, Matters
- Review decisions
Independent supervising attorney decisions on submitted matter revisions
Linked to Team members, Matters - Operation receipts
Durable receipts for each guarded operation, keyed for idempotent retries
Linked to Matters - Record attachments
Evidence files attached to matters, shared or internal only
Linked to Matters, Team members - Matters
Real estate legal matters covering purchase, lease, title and closing work
Linked to Team members, Clients, Organizations
Keys and references
Matters link to Organizations, Clients and team members. Closing conditions link to their parent Matters and Organizations. Deadline ownership points to team members. Document productions reference both a Matter and a legal documents record, so the recipient can be traced to a specific instrument. Review decisions and operation receipts point back to the matter.
Migration order
- Load Organizations and Users, then team members with their organization and user references.
- Load Clients with organization references.
- Load Matters with owner and counterparty references.
- Load conflict reviews, deadlines, events, legal documents, conditions and attachments against their matters.
- Load productions, decisions and operation receipts only after the source records they refer to are present.
Set up Real Estate Legal Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.