Keep real estate cases organized
Easily track key details, tasks, and deadlines for every real estate transaction.
-
Collect key information and generate documents seamlessly
Create real estate-specific custom fields to track details like buyer, seller, and more. Then use that data to automatically generate documents with templates.
Learn more -
Know what needs to get done
Use task lists to track everything that needs to happen in a real estate closing—from title searches to final sign-offs.
Learn more -
Stay on top of critical real estate deadlines
Set custom reminders for key transaction milestones using Clio’s intuitive calendar. Sync with Office 365 or Google Calendar to keep everything automatically up to date. Connect Clio with your Office 365 Calendar or Google Calendar to ensure all your calendars are automatically updated.
Learn more
Close real estate transactions and get paid
Manage transaction funds with ease, and generate clear, client-friendly bills—whether individual or split—to help you get paid faster when the deal closes.
-
Make payment simple with online billing
Send bills by email, accept credit card payments online, and sync transactions with Clio and your accounting software—making payments fast and hassle-free.
Learn more -
Bill your way for real estate cases
Charge by the hour or set flat fees for straightforward transactions. Quickly create branded, professional invoices that are clear and easy to understand.
Learn more
Grow your real estate law firm
Track every potential client and identify your top referral sources with Clio Grow so you can focus your efforts where they matter most.
-
Standardize your intake process
Build custom online intake forms for real estate matters to collect the right information. Use checklists to keep tasks, emails, and appointments organized throughout the intake process.
Learn more -
Streamline communications from the start
Send welcome emails and updates with unlimited templates, automated reminders, and scheduled delivery, making clients feel supported every step of the way.
Learn more -
Know where real estate clients are coming from
See how new real estate clients find you and who’s referring them—so you can focus on what drives growth for your firm.
Learn more
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
Test Clio’s real estate law software free for 7 days with no obligation, no credit card required. Easy setup. Cancel anytime.
Real estate law firm software FAQs
Is Clio’s law software built specifically for my real estate law firm?
Clio is a trusted solution for Canadian real estate lawyers who need to manage high-volume transactions with accuracy and speed. From organizing documents and tracking key dates to streamlining communication with clients, agents, and lenders, Clio helps keep your workflow efficient and error-free. Its flexible tools support the fast-paced nature of real estate law—so you can close deals with confidence and deliver a seamless client experience.
How does Clio help manage multiple real estate transactions simultaneously?
Clio lets you organize each transaction as a separate matter, allowing you to track key dates, communications, and documents for multiple clients and properties at once without confusion.
Can I charge flat fees for real estate law cases?
Yes. Clio Manage supports flat-fee billing. You can set standard fees for different services—such as real estate transactions, title transfers, or property disputes—using activity categories in Clio Manage.
Can Clio assist with managing closing checklists and workflows?
Absolutely. You can create customized task lists and automated workflows tailored to your firm’s closing processes, helping ensure nothing is overlooked during complex real estate deals.
Does Clio provide secure document storage for sensitive real estate files?
Yes. Clio offers secure, cloud-based storage with role-based access controls, keeping sensitive documents like contracts, deeds, and mortgage documents safe and accessible only to authorized users.
