Questions, answered

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.

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.

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

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

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

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

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.

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

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

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