Key software features for the unique needs of real estate lawyers

The right real estate law software should include tools and features designed to help lawyers maximize time, enhance efficiency, and stay organized.

Centralize real estate document management in one system

Within the practice of real estate, there are considerable amounts of documents that need to be prepared and organized. Consolidate all of your case documents in one secure, searchable platform with real estate document software.

  • Keep all documents in one central, secure location
  • Access documents from anywhere, including mobile devices
  • Fast-track your work with templates to generate frequently-used documents like purchase agreements, lease contracts, and mortgage documents, using information stored in MyCase
  • Accelerate document signing with unlimited eSignature
Case Documents Pending Signature
Esignature

Simplified billing and invoicing with secure, compliant fund management

Simplify billing with MyCase invoice management for real estate law. Ensure client funds are properly segregated, protected, and accounted for, and manage escrow and trust accounts with ease.

  • Securely hold funds for buyers’ earnest money deposits
  • Properly distribute security deposits, settlement costs, and real estate tax escrow
  • Manage client retainer payments in compliance with IOLTA rules
Create New Invoice
Invoice Preferences

Streamline workflow management from intake to closing

Real estate workflow management software helps legal teams streamline their day with automated workflows, triggers, and task assignments.

  • Ensure tasks are assigned and completed by the right team member at the right time with automated workflows
  • Feel confident that no details are overlooked and no deadlines are missed
  • Standardize and embed processes into automated workflows for easier knowledge-sharing
New Workflow
Triggers

Enhance client communication with CRM and client intake software

Streamline the intake process with client intake software that reduces the time it takes to onboard. CRM software for real estate law helps your firm elevate the client experience, eliminate manual data entry, and free up time for what matters most: your clients.

  • Deliver seamless, consistent communication that builds trust and fosters transparency
  • Keep all parties informed, engaged, and on track during the real estate process with a secure client portal
  • Reduce inbound firm phone calls and free up resources to focus on higher-value work
  • Personalize onboarding with dynamic forms that change reactively—showing or hiding questions based on previous answers—as a client fills them out
Intake Forms

Real estate law software that centralizes firm operations

MyCase allows real estate law firms to streamline case management to deliver outstanding client outcomes.

Client Intake Marketing

Median number of days for real estate law firms to convert a client from lead intake: 8 days

Convert new leads faster and simplify onboarding with dynamic client intake forms and CRM software

Billing and Invoicing

Median number of days for real estate law firms to receive their first payment from client intake: 19 days

Streamline your invoicing and payment collections to get paid as fast as possible

Time Tracking Expensing

Average number of expenses incurred by real estate law firms per case: 2.8

Optimize how your firm manages spend and expenses for improved financial control

“The MyCase portal is phenomenal. It has driven everything to that one location, which has dramatically reduced phone calls. Clients just sign in to get up to speed.”

Mark Metzger

Law Office of Mark Metzger (an Illinois-based real estate firm)

Mark Metzger

Real estate law software FAQs

What is real estate law software?

Real estate law software is a comprehensive solution designed to enhance efficiency and simplify your legal practice operations. It stores and manages all information related to your cases and firm in one place. From document and task management to time tracking and invoicing, MyCase has got it covered.

How does MyCase streamline document management for real estate law firms?

MyCase keeps all of your documents in one secure, centralized location, making them easy to organize and access. Files can be retrieved anytime, anywhere—including from mobile devices—enabling seamless workflows on the go. With templates for frequently used documents such as purchase agreements, lease contracts, and mortgage documents, MyCase helps your firm save time by leveraging stored information to quickly generate essential documents. Additionally, unlimited eSignature capabilities further enhance efficiency by accelerating the document signing process, allowing firms to focus on delivering outstanding client outcomes.

What is the benefit of using practice management software specifically designed for real estate law firms?

MyCase recognizes that real estate law firms handle heavy volumes of client communications, documents, and sensitive financial information. Our comprehensive software solution is designed to streamline practice operations to help firms:

  • Centralize real estate document management: Keep all documents and case information in one secure location
  • Simplify billing and invoicing: Hold funds for buyers’ earnest money deposits and manage client retainer payments in compliance with IOLTA rules
  • Streamline workflow management: Ensure tasks are assigned and completed by the right team member at the right time with automated workflows
  • Enhance client communications: Message clients and provide case updates with a secure client portal

How does MyCase streamline billing and invoicing for real estate transactions?

MyCase accommodates a wide range of billing methods, including hourly rates for complex transactions, flat fees, and retainer agreements. MyCase also caters specifically to the needs of real estate attorneys, offering features for handling earnest money deposits and managing closing costs.

Is MyCase built specifically for real estate law firms?

While MyCase isn’t specifically designed for real estate law firms, it offers many benefits for real estate lawyers and supports various practice areas. Our practice management software is designed to simplify your firm’s daily tasks so you can focus on maximizing your time and delivering exceptional client outcomes.