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- Real Estate Legal Mgmt
- Process
- Deadline management
Deadline management
Assign and verify court or contract dates.
Step by step
-
Identify source Matter Coordinator
Matter Coordinator locates the contract or court event.
- Locate the contract or court event
- Updates Matters, Matter events
-
Record deadline Matter Coordinator
Matter Coordinator sets type, due date and owner.
- Set type, due date and owner
- Updates Matter deadlines, Matters
-
Review calendar Supervising Attorney
Supervising Attorney compares due work with the source record.
- Compare due work with the source record
- Updates Matter deadlines
-
Record completion Matter Coordinator
Matter Coordinator enters completion and receipt.
- Enter completion and receipt
- Updates Matter deadlines, Matter events
Who does what
Roles and permissions- Matter Coordinator
- , Supervising Attorney, 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.