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- Real Estate Legal Mgmt
- Get started
Get Real Estate Legal Mgmt running in four steps.
Prepare a property matter for a complete operating rehearsal.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Real Estate Legal Mgmt. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Real Estate Legal Mgmt in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and invite the Matter Coordinator, Supervising Attorney, Auditor and App Administrator who will participate in the pilot. Agree which organization owns the first matter.
Prepare the first operating cycle
Enter the client and counterparty, assign a matter owner, then record a conflict decision. Add a verified deadline, dated event, document revision and closing condition to the same matter. Keep source receipts and references with each record.
Review before release
Have the Supervising Attorney inspect the submitted condition and supporting evidence. Ask the Auditor to retrace the decision and any operation receipt. Confirm that staff in another organization cannot use this matter’s access, then expand to further cases.
Set up Real Estate Legal Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.