Get real estate firm software that helps you protect your clients’ interests. From consultation to title research, from property inspections to appraisals, you guide your clients through it all. Whether you represent the buyer or seller, the lessor or lessee, guarantor or lender, your real estate law firm software can double your productivity.
Real estate cases require meticulous research and information gathering; the accuracy of the documents you draft is paramount. Using a patchwork of different tools each designed for a specific function is not only costly and overly complex, but it’s also ineffective and wastes your precious time.
Many systems don’t track property descriptions, escrow details, or incoming title records – they can’t connect the dots. A better real estate law software is designed to manage tasks and automate document review and drafting. Thousands of attorneys go the extra mile for their clients by saving time with a purpose-built real estate practice suite.
Case intake screens capture well-organized client information and set in motion workflows for paralegals and support staff to prepare accurate legal forms and precise follow-up events. Case status, chronology, deadline, and alert reports enable you to support each case’s upcoming activities.
Update your schedule and make your case calendar visible to your client and anyone on your team. When unexpected situations make changes inevitable, our legal calendaring makes it easy to alert any impacted parties and proceed accordingly. We also have Google Calendar and Office 365 integrations.
Get accurate billing as you go, including trust accounting, which is essential to creating accurate invoices. You can streamline your pre-bill review and avoid recreating time entries. Automatically generate professional, templated invoices for any fee arrangement or billing schedule and enable epayments to shorten the collections cycle.
When the pandemic hit, Berdon and the rest of the firm realized it was finally time to replace their existing practice management software, an on-premises solution they’d been relying on to run their accounting and more for decades. They decided to make the switch to CARET Legal, a cloud-based legal practice management tool that gave the firm the accessibility and flexibility it needed to operate in remote times.
Get started with a free trial, or schedule a demo to see how CARET Legal helps you work smarter and maximize revenue.