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- Real Estate Legal Mgmt
- Implementation
How a Real Estate Legal Mgmt rollout works
Pilot a complete matter with its owners, evidence and review.
Set the operating scope
Choose an organization, a representative property matter and the staff who prepare, review and audit it.
Load parties and ownership
Enter organization membership, clients and a matter with its counterparty and owner.
Rehearse legal work
Record a conflict decision, deadline, event and document revision against the matter.
Review closing evidence
Prepare a closing condition, compare the submitted revision with its evidence and capture the supervising decision.
Reconcile the trail
Check attachments, productions and operation receipts before expanding the working scope.
What the customer provides
Supply the client and organization records, the source documents controlling dates, the matter owner, and the supervising attorney who can decide. Identify any outside title, escrow, court or document system that provides confirmed evidence.
Changing it afterwards
Keep the original matter and decision references when correcting a date, document revision or condition. Review access and organization membership whenever a person’s responsibility changes. Rehearse a revised case before changing the operating process for all matters.
Set up Real Estate Legal Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.