Real Estate Law

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.

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  • 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, generate individual or split bills that are easy-to-read 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, individual or split bills that are easy-to-read, and 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?

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.

Is Clio's law software built specifically for my practice area?

Although Clio Manage and Clio Grow may not be built specifically for different practice types, regardless of what practice area you’re in, lawyers like yourself have much to benefit from using legal practice management software like Clio. This is because with Clio, you can accomplish more—from one central place.

Not only will you be able to communicate effectively with clients from anywhere, Clio can also help keep your cases and documents organized. With Clio, you can do more billable work, take the guesswork out of business decisions, and deliver the service your clients want.

With Clio Grow, you can attract and retain new clients online—even while working remotely. Clio Grow lets you automate your client intake process, schedule consultations and accept payments online, and automate emails and redundant tasks.

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