Keep real estate cases organized
Easily track all the relevant details, tasks, and deadlines for real estate transactions and cases.
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Collect key information and create documents seamlessly
Create as many real estate law-specific custom fields as you need and keep track of information like buyer, seller, and more. Pull information from custom fields into templates to automatically create documents for real estate cases.
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Know what needs to be done for each case
Create Task Lists to track every step that needs to happen in a real estate closing, such as a title search and examination.
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Stay on top of critical real estate transaction deadlines
Set custom reminders for key deadlines for real estate transactions and cases with an intuitive calendar. Connect Clio with your Office 365 Calendar or Google Calendar to ensure all your calendars are automatically updated.
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Close real estate transactions and get paid
Manage funds for real estate transactions, generate individual or split bills that are easy-to-read to get paid quickly when the deal closes.
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Easily manage funds in escrow
Keep track of funds held in escrow for real estate transactions with our legal accounting software. Track transactions, generate trust ledger reports, and make three-way reconciliations easier for compliant accounting.
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Bill how you want to for real estate cases
Bill for real estate matters by the hour, or charge a flat fee for simpler transactions. Quickly create professional, individual or split bills that are easy-to-read, and branded with your firm’s logo.
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Simplify payment by accepting credit cards
Email bills to real estate clients, accept credit card payments online, and sync transactions seamlessly to Clio and third party accounting systems with Clio Payments.
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Grow your real estate law firm
Keep track of every potential client, and know the best sources of new business for your real estate practice with Clio Grow.
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Standardize your intake process
Create your own custom online intake forms for real estate matters to collect the information you need. Use checklists that keep tasks, emails, and appointments in order throughout the intake process.
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Streamline communications from the start
Use unlimited email templates, timed-delivery email scheduling, and automated reminders. Send emails such as a welcome email for new clients outlining what to expect during a real estate transaction.
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Know where real estate clients are coming from
Keep track of how new real estate clients find you, and who’s referring people to you—so you know the best sources of business for your law firm.
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Software for real estate law firms FAQs
What is real estate law software?
Real estate law software is a central platform to help you manage everything you need for real estate cases. Book a demo
What does real estate law software do?
Real estate law software helps you keep track of details, documents, and critical real estate transaction deadlines so that you can provide the best possible service to your clients. It streamlines the administrative side of real estate cases so that you can spend more time and energy with your clients. See it in Action
What are the features of good software for real estate law?
Effective real estate legal software should offer features that enhance efficiency and accuracy in managing real estate legal transactions. Key features to consider include:
- Document Automation: The ability to swiftly create and manage real estate-specific documents, reducing manual entry and minimizing errors.
- Task Management: Tools to assign, track, and manage tasks related to real estate transactions, ensuring all steps are completed on time.
- Calendar Integration: Integration with calendars to monitor critical deadlines and appointments, helping to prevent missed dates.
- Billing and Payments: Features that allow for flexible billing arrangements, such as flat fees or hourly rates, and facilitate online payments to streamline financial transactions.
- Client Communication: Secure client portals for sharing case information and documents, enhancing communication and transparency with clients.
By incorporating these features, real estate lawyer software can significantly improve the management of real estate cases and transactions.
Does Clio have client intake software for real estate law practices?
Yes, Clio offers Clio Grow, a client intake and customer relationship management (CRM) software that can be customized for real estate law practices. This CRM software simplifies the onboarding process by allowing real estate firms to create customized intake forms, automate client communications, and securely collect essential information from potential clients.
By streamlining these tasks, Clio helps real estate attorneys enhance their efficiency and focus on providing quality legal services.
Can I charge flat fees for real estate law cases?
Yes. Clio Manage supports flat fee billing. You can set standard flat fees for the different services you offer, such as a real estate transactions, disputes between property owners, and more, using activity categories in Clio Manage.
Can I manage funds in escrow with Clio?
Yes. The trust accounting features in Clio Manage will help you keep track of funds held in escrow for real estate transactions.
Is Clio's law software built specifically for my real estate law firm?
Although Clio Manage and Clio Grow may not be built specifically for different practice types, real estate lawyers like yourself have much to benefit from using legal practice management software like Clio. This is because with Clio, you can accomplish more—from one central place.
Not only will you be able to communicate effectively with real estate legal clients from anywhere, Clio can also help keep your cases and documents organized. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.
With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations and accept payments online, and automate emails and redundant tasks.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime