Back

Appara Real Estate

Conveyancing software for Western Canadian law firms and notary offices.
  • CLIO MANAGE
Available in Canada

Get a Clio product walkthrough. Request a demo.

CAD $100/matter in BC

Key benefits for your firm

  • Spend More Time on What Matters.

    Appara’s AI reads the Contract of Purchase and Sale, Tax Certificate (including utility information), and other file documents, automatically importing key data so your documents generate in seconds. Matter details flow directly from Clio, eliminating duplicate data entry, allowing you to focus on ensuring the deal closes smoothly.
  • Trust Accounting with Confidence.

    Trust transactions recorded in Appara are sent directly to Clio, keeping trust information consistent across both platforms. Cheque details can also be sent for quick printing, reducing duplicate entry and making day to day trust accounting and month end reconciliation faster and easier, and with more confidence when the auditor calls.
  • Built Around the Way You Work.

    Smart client questionnaires collect matter details up front and automatically populate them directly into the matter for quick and easy document generation. Built-in connections to Clio, title insurers, and land title registries keep the entire file in one workflow and less time spent on switching between systems.

How Appara Real Estate works with Clio

  • Integrates with Clio Manage to sync matters, contacts, invoices, and trust accounting between Clio and your conveyancing workflow.

    Appara connects with Clio Manage so real estate practitioners can run their entire conveyancing workflow without double entry. Open a matter in Clio and pull it into Appara. Appara manages the transaction from intake to closing, then sends everything Clio needs for practice management, billing, and trust accounting.

    • Import matters and contacts from Clio – Client and matter details, matter numbers, tagged contacts, and mapped custom fields flow into Appara, so files start pre-populated.
    • Export financials to Clio – Fees, disbursements, and full invoices post to the Clio Activities tab automatically.
    • Trust accounting built in – Trust transactions sync to Clio, giving users compliant trust records without a separate system.

     

Ready to improve your workflow with Appara Real Estate and Clio? Get Started