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.
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.
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, Zola’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.
With Zola Suite 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:
Keep each client’s details, ownership status, property description, and demographic profile organized, current, and consolidated in one place.
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.
Automatically generate letters, information requests, contracts, lease agreements, and even court filings without ever retyping the same information.
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.