Real estate · Wills, trusts & estates
Optimizing and automating real estate and estate matters for law firms.
What automated looks like
A purchase file, start to finish
The file is opened once
Property, parties, lender, contract date — entered a single time. Nothing after this asks for them again.
The letters write themselves
The attorney review letter comes out addressed, dated, and filled in from what was entered. Same for the rest of the correspondence that file will need.
The calendar fills itself
Review period, inspection, mortgage commitment, closing — dates counted from the contract date and put on the calendar, with the right person responsible for each.
A date moves and everything follows
Closing slips a week. The deadlines tied to it move with it. Nobody recalculates anything by hand or finds out later that one was missed.
The file says where it is
Anyone can see which stage a matter is in and what is due today, without asking the person who has been handling it.
An estate plan runs the same way: intake once, the documents generated from it, the signing packet assembled, and the steps after death tracked in the same place.
How it works
We start with how your firm already works
We sit down and go through your process
What happens on a real estate transaction, start to finish. What happens on a will, a trust, an estate. Who does what, and when. We do not need to talk about software yet.
We look at the documents you use
Your letters, your forms, the versions you prefer. We get them ready to be generated automatically instead of retyped — and if a document does not exist yet, we build it.
We set Clio up around that
Your process, put into the software you are already paying for, so each file follows the same path without anyone holding it together by hand.
We teach you to use it
We run your own kinds of matters through it together, start to finish, until your staff is confident. You keep written guides for everything we built, so nobody is dependent on remembering the session.
Get in touch
Start with a call
Thirty minutes, no charge. Bring one thing that takes too long and we will look at whether it is fixable.