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- Real Estate Legal Mgmt
- Who it's for
- Property law firms
Property law firms
A firm handling purchases and leases needs a clear matter owner, conflict decision and closing-condition trail.
How Real Estate Legal Mgmt is set up for you
Matter ownership
Assign an accountable Matter Coordinator and keep the counterparty linked to the working file.
Independent review
Give the Supervising Attorney the relevant evidence and record the decision with its reason.
Dated work
Keep deadlines, events and closing-condition due dates visible to the people who act on them.
Evidence trail
Preserve document revisions, productions and operation receipts for later reconciliation.
A firm handling purchases and leases needs a clear matter owner, conflict decision and closing-condition trail.
Start with one office, its active team members and a small set of open matters. Link each counterparty and rehearse a conflict decision before adding more files. The team should agree which external source supplies title evidence, filed receipts or funds confirmation for the cases it handles. Use references in the matter record to connect that source to the internal review. Select a file with a real party, a deadline and a closing or document decision so the rehearsal reaches a meaningful handoff.
Before inviting a wider team, check the owner assignment and organization boundary. Ask the reviewer to verify the record revision they actually saw, and ask an auditor to retrace the decision from the stored evidence. Make corrections in the appropriate record and preserve the earlier reference when it remains relevant.
The pilot should leave a clear record of who prepared the file, who reviewed it and which evidence each person used.
Features to start with
Roles on the team
- Supervising Attorney
- Reviews eligible revisions independently and reconciles operational evidence. Read-only on business records; approve, reject and return through guarded workflow actions only.
- Matter Coordinator
- Prepares assigned operational records and executes eligible reviewed actions within own organization and draft scope.
- Auditor
- Reads authorized evidence and reports only. No write or action execution.
- App Administrator
- Maintains organization configuration and membership records only. Administrative access does not confer approval or execution authority.
Set up Real Estate Legal Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.