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Real Estate Law Software for Attorneys

Real estate firm software that enables you to focus on advising, guiding, and protecting your clients’ interests.

From client consultation to title research, from property inspections to appraisals, you are compelled to represent your clients in every step of a real estate transaction. Regardless of whether you represent the buyer or seller, the lessor or lessee, guarantor or lender, it’s important that your real estate law practice management solution helps to solve your unique challenges. CARET Legal’s real estate law firm software allows you to double your productivity.

real estate attorney sitting at desk

Real estate practice management software ensures clients’ interests are protected and risk is minimized

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.

Review Quote

Being able to customize the software to meet all of my practice area needs is huge

For example, I can work on estate planning matters, real estate transactions, and appellate litigation in the same platform because I can customize the fields in each practice area for the data that I need.

David A.

Real estate law software should automate your transactional workflows

Many generic case management systems don’t track real property descriptions, escrow details, or incoming title records – they just can’t connect the dots. A better real estate law practice management solution is designed to manage real estate tasks and automate document review and drafting – freeing your time to advise clients on legal risk and compliance safeguards.

Thousands of real estate attorneys are going the extra mile for their clients by saving time with a purpose-built practice suite that automates tasks, simplifies follow-up, and reduces clerical and administrative tasks.

Our Real Estate Software Features:

CARET Legal matter management

Case Management

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.

CARET Legal calendaring

Legal Calendaring

Update your schedule and make your case calendar visible to your client and anyone on your team. When unexpected situations make changes inevitable, CARET Legal’s legal calendaring makes it easy to alert any impacted parties and proceed accordingly. The Google Calendar and Office 365 integrations put powerful organizational tools at your fingertips, enabling efficient client communications.

Effective Rates Report

Time & Billing Activities

With CARET Legal you get intuitive and accurate billing as you go, including trust accounting capabilities, which are 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.

Our real estate law software module also includes:

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Client Management

Keep each client’s details, ownership status, property description, and demographic profile organized, current, and consolidated in one place.

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Task & Process Automation

Reduce the time and effort often associated with collecting title particulars, regulations, approvals, conveyance history, and more while organizing team responsibilities, and tracking consequential tasks with helpful reminders and deadline alerts.

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Document Automation

Automatically generate letters, information requests, contracts, lease agreements, and even court filings without ever retyping the same information.

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Payment Processing

Accurately capture application fees, courier charges, document production, and other expenses on a file — generate an invoice and accept credit card and ACH payments that your clients prefer.

Products We Integrate With

Microsoft 365 logo
G Suite logo
Microsoft Exchange logo
IMAP logo
NetDocuments logo
Worldox logo
Google Calendar logo
Microsoft Word logo
Microsoft Outlook logo
RMail logo
APX logo
QuickBooks Online logo
LawToolBox logo
uniFLOW logo

Schedule Your Free Demo

Our legal technology experts are here to show you why CARET Legal’s real estate practice management software is the right fit for your firm. Get a free demo today!

Ready to supercharge your law practice?