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.
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.Learn More
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.Learn More
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.Learn More
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.
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.
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.
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.