Capture the property and terms
Record the parties and agents, the property and legal description, the price, the deposit, the condition dates, and the target close.
Real estate law software for the whole transaction, from agreement to closing
Draft dates from the documents
Draft inspection, financing, title, disclosure, and closing dates from the contract or notice that sets them, for your firm to check.
Review agreements with cited law
Analyze purchase agreements, leases, and title or diligence documents for terms, risks, and obligations, with cited sources for review.
Carry funds and signatures to close
Keep versions, client decisions, signatures, closing funds in trust, invoices, and registration steps with the transaction.
Build the file around what has to clear before closing
A transaction advances only when each condition is met, from inspection and financing to title and disclosure. Clio captures the property and terms through intake and ties every date to the matter, so you can track which conditions are still to be met before the deal closes.
- Capture the deal. Parties, property, price, deposit, and the target close go on the matter at intake.
- Draft dates from the contract. Clio proposes each condition date for your firm to confirm.
- Protect the funds. Closing funds sit in trust and can’t move without a release.
Capture the deal and read the dates off the agreement
Preconfigured real estate fields record the property, price, and target close at intake. Clio’s legal AI reads the purchase agreement, proposes the inspection, financing, title, and closing dates as draft calendar events, and shows the source sentence for each one.
- Record the terms. Parties, agents, legal description, price, and deposit sit on the matter.
- Draft the dates. Clio proposes the condition and closing dates for your firm to confirm.
- Check the source. Each proposed date shows the clause it came from.
Give every condition a date and an owner
Inspection, financing, title, and disclosure each have a date, an owner, and a document behind them. Clio keeps each condition’s date, owner, and next task on the matter, and matter stages and reminders show what still has to clear.
- Track each condition. The supporting document stays on the matter with each condition’s next task.
- Watch the critical path. Matter stages show what’s left before the deal advances.
- Keep amendments current. Update the price once, and the documents built from the matter use the new figure.
Review the agreement and diligence with cited law
Clio’s legal AI analyzes purchase agreements, leases, and title or diligence documents for key terms, risks, obligations, and jurisdictional questions, and returns provincial land titles and registry legislation, conveyancing statutes, and provincial planning legislation with cited authority for your review.
- Surface the terms. Key dates, obligations, and risks come forward for the lawyer to weigh.
- Research by province. Land titles and registry legislation, conveyancing statutes, and planning legislation return with cited sources.
- Draft from templates. Closing documents and reporting letters build from your own templates.
Hold closing funds and carry the deal through registration
Your firm holds closing funds in trust and records each disbursement on closing, whether it goes to the other side’s lawyer, a lender, or the land registry. Funds are protected on the matter, reconciled three ways, and undertakings, registration confirmations, and reporting steps stay on the file with an owner and date.
- Hold funds safely. Deposits and closing funds held in trust can’t be billed or disbursed without a release.
- Reconcile three ways. Balance the bank statement, the trust ledger, and every client balance.
- Close out the file. Registration confirmations, undertakings, reporting letters, and post-close tasks carry an owner and date.
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400,000+ legal professionals trust Clio
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100+ law societies and bar associations recognize Clio
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4.7 average rating across 13,000+ reviews
Clio makes it so easy to have all the information in one place. I can easily file emails, documents, keep track of hours and expenses, and all contact information for each file.
Carman A. Stafford Professional Corporation
Real estate law software FAQs
What is real estate law software?
Real estate law software keeps the parties, property, agreements, title work, conditions, deadlines, and closing funds on one matter. In Clio, that matter is the foundation of a legal AI platform, so intake records the terms, the agreement drives the dates, and the file carries from the signed contract through registration and post-close.
How is Clio different from standalone real estate law software?
The transaction file, documents, cited research, deadlines, trust funds, and billing work from one place rather than separate tools. That shared context lets Clio read the agreement, draft the dates, and keep each condition’s date and owner on the matter, so the deal moves toward an on-time close without the file scattering across systems.
Can Clio prepare closing documents and reporting letters?
Yes. Carry matter data into your firm’s own Word templates for agreements, closing documents, and reporting letters, with conditional logic adjusting clauses. You review the language before anything is signed.
Can Clio review a purchase agreement or title documents?
Yes. Clio’s legal AI analyzes purchase agreements, leases, and title or diligence documents for key terms, risks, obligations, and jurisdictional questions, with cited sources available for review. It surfaces the terms and dates for the lawyer to decide, and it doesn’t draw legal or title conclusions on its own.
Can Clio track closing dates and conditions?
Yes. Clio reads the agreement and proposes the inspection, financing, title, and closing dates as draft events for your firm to confirm, each showing the clause it came from. Matter stages and reminders show what still has to clear before the transaction can advance.
Can Clio hold deposits and closing funds?
Yes. Hold any deposits your firm receives and closing funds in trust, or keep real estate funds in a separate trust account. Funds are protected on the matter, can’t be applied to a bill or disbursed without a release, and reconcile three ways against the bank statement, the trust ledger, and every client balance. Your firm stays responsible for its law society’s trust accounting rules.
Does Clio work whether you act for the buyer, the seller, or the lender?
Yes. Whichever side you act for, you record the contract details, conditions, and deadlines on the matter, review the agreement, and track title issues and undertakings. When your firm holds the funds, it receives them into trust, disburses them on closing, and prepares the closing documents.
Does Clio replace conveyancing software?
No, and it isn’t meant to. Title searches and registration happen in the provincial registry system, such as Teraview in Ontario, the LTSA in British Columbia, or SPIN in Alberta. Title insurance comes from your insurer, and the statement of adjustments is prepared in your conveyancing software and recorded on the matter. Clio keeps the legal file, the deadlines, the funds, and the documents connected around them.