Automate Title & Closing Workflows with Modern Real Estate Attorney Software

Real estate law firm software built to manage closings, trust accounts, and client files—without the patchwork of tools.

CARET Legal’s practice management software is designed to help real estate law firms with:

  • Full legal workflow coverage — From consultations and title review to zoning, escrow, and post-closing.
  • Custom templates by matter type — Tailored for closings, leases, 1031s, and more.
  • Integrated document automation — Generate deeds, contracts, and closing docs in less time.
  • Built-in trust and escrow accounting — IOLTA-compliant tools linked to each matter.

Ready to take your real estate firm further?

87% of lawyers report that technology has improved their day-to-day work by increasing productivity and efficiency while also reducing the risk of client attrition.

The Wolters Kluwer Future Ready Lawyer

Client-first real estate law firm software built for closings, compliance, and control

When handling high volumes of transactions, efficiency is a balance between protecting margins while maintaining accuracy and compliance. CARET Legal helps your team cut down on manual work, reduce context-switching between systems, and standardize processes across attorneys and support staff with integrated legal matter management, real-time reporting and analytics, and secure legal client communication.

Matter dashboard in CARET Legal

Automated workflows for real estate transactions

Standardize how your real estate transactions get done with the ability to automatically schedule tasks and meetings based on the matter. Ensure the work is handled the same way every time, on time with workflows.
Doering, Grisell & Cunningham logo

Kansas Law Firm Modernizes Their Practice with a Transition to the Cloud

Transactional law firm specializing in real estate, Doering, Grisell & Cunningham, P.A., previously used CARET’s on-premise product, AbacusLaw, before transitioning to CARET Legal, a cloud-based solution. “Everything is heading to the cloud and when we became aware of CARET, it seemed like a good opportunity to modernize the practice.”

Fan-Favorite Real Estate Legal Software Features

Thousands of real estate law attorneys go the extra mile for their clients by saving time with a purpose-built real estate practice suite.

Matter Management

Track every document, deadline, contact, and financial record in one place—fully organized by matter, so nothing gets lost in transit or buried across systems.

Smart Calendaring

Auto-sync critical dates—like closing, inspection, and financing deadlines—directly from each matter. CARET Legal keeps your team aligned with firm-wide calendar views, task triggers, and alerts tied to real estate workflows.

Trust & Escrow Accounting

Manage deposits and disbursements with IOLTA-compliant trust accounting tools that stay linked to the matter, helping you avoid messy spreadsheet tracking and unnecessary audit risk.

Frequently Asked Questions About Real Estate Law Firm Software

Real estate law software is a legal practice management tool built to support firms that handle complex, high-volume transactions. It’s designed to streamline the real estate matter process through custom workflows, document automation, deadline tracking, and secure client communication. It should also include features specific to real estate firms, like custom matter-types for real estate transactions, trust and escrow accounting, and activity logs for audit trails.
Software for real estate lawyers, when built into a full practice management system, simplifies the daily work of handling closings, leases, and title matters. From client intake through disbursement, it keeps every document, deadline, contact, and fund movement tied to the matter. Attorneys and staff can generate deeds and purchase agreements using templates, track escrow deposits with IOLTA-compliant tools, and stay ahead of key dates like financing contingencies and closing deadlines. Task lists, calendar events, and trust accounting are all centralized—reducing errors, saving time, and helping your team move transactions forward efficiently.
Because your team already knows the work—they just spend too much time repeating it. Real estate law software reduces the hours lost to duplicative data entry, manual document prep, trust accounting checks, and deadline tracking. It gives your staff the structure to move faster without sacrificing accuracy, and your firm the visibility to scale without adding headcount.
Our legal practice management software is designed for the pace and precision real estate attorneys need, offering tailored tools to manage high-volume transactions, complex document sets, and regulatory deadlines. Its platform brings clarity to multifaceted deals and ensures every stakeholder stays informed without adding an administrative burden.

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