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- Real Estate Legal Mgmt
- Process
- Conflict review
Conflict review
Record an evidence-backed decision before engagement.
Step by step
-
Prepare parties Matter Coordinator
Matter Coordinator confirms the counterparty and matter identity.
- Confirm the counterparty and matter identity
- Updates Matters, Clients
-
Examine conflict Supervising Attorney
Supervising Attorney records reviewer, date and evidence.
- Record reviewer, date and evidence
- Updates Conflict reviews, Matters
-
Decide clearance Supervising Attorney
Supervising Attorney chooses Clear, Conflict or more information.
- Choose Clear, Conflict or more information
- Updates Conflict reviews, Matters
ApprovalA person approves before the work moves on. -
Route matter Matter Coordinator
Matter Coordinator engages, declines or seeks further detail.
- Engage, decline or seek further detail
- Updates Matters
Who does what
Roles and permissions- Supervising Attorney
- , Matter Coordinator, Auditor.
Set up Real Estate Legal Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.