These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Real Estate Legal Mgmt
- Process
- Document control
Document control
Keep revisions, privilege and productions traceable.
Step by step
-
Register instrument Matter Coordinator
Matter Coordinator records title, revision and content hash.
- Record title, revision and content hash
- Updates Legal documents, Matters
-
Review privilege Supervising Attorney
Supervising Attorney records the privilege category and approver.
- Record the privilege category and approver
- Updates Legal documents
ApprovalA person approves before the work moves on. -
Authorize production Supervising Attorney
Supervising Attorney records recipient and authorization reference.
- Record recipient and authorization reference
- Updates Document productions, Legal documents
ApprovalA person approves before the work moves on. -
Record disclosure Matter Coordinator
Matter Coordinator captures produced time and production hash.
- Capture produced time and production hash
- Updates Document productions
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.