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- Real Estate Legal Mgmt
- Process
- Matter intake
Matter intake
Open a property file with an accountable owner.
Step by step
-
Receive instruction Matter Coordinator
Matter Coordinator records counterparty, subject and organization.
- Record counterparty, subject and organization
- Updates Clients, Matters
-
Assign owner Matter Coordinator
Matter Coordinator names the matter owner and opening date.
- Name the matter owner and opening date
- Updates Matters, Team members
-
Check scope Supervising Attorney
Supervising Attorney confirms jurisdiction, fee and engagement reference.
- Confirm jurisdiction, fee and engagement reference
- Updates Matters
-
Route for clearance Matter Coordinator
Matter Coordinator places the matter in conflict review.
- Place the matter in conflict review
- Updates Matters, Conflict reviews
Who does what
Roles and permissions- Matter Coordinator
- , Supervising Attorney, App Administrator.
Set up Real Estate Legal Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.