Real Estate Law Software

As a real estate lawyer, you’re helping clients through one of the biggest transactions of their lives. With full-featured trust accounting making escrow a breeze, and a simplified workflow for tracking and sharing required disclosures, Clio provides legal software essential to real estate law—whether you deal with tens or hundreds of transactions.

Keep real estate cases organized

Easily track all the relevant details, tasks, and deadlines for real estate transactions and cases.

See your most important details at a glance with Clio's Case Management.
  • 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.

  • 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.

  • 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.


Close real estate transactions and get paid

Manage funds for real estate transactions, and generate easy-to-read bills to get paid quickly when the deal closes.

  • 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, easy-to-read bills 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.

  • 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.

  • 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.

  • 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.


Frequently Asked Questions

What is real estate law software?

What does real estate law software do?

Can I charge flat fees for real estate law cases?

Can I manage funds in escrow with Clio?

Get started today

See how Clio's real estate law software will help your law firm get organized and practice more efficiently.

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