Real Estate Law

Whether you’re dealing with individual homebuyers or commercial real estate investors, all funds in escrow must be handled with care and compliance. Legal practice management software with built-in trust accounting makes all of this possible.

Transaction tracking

Maintain compliance by tracking each transaction for all funds held in escrow.

Trust ledger reports

Generate reports for any trust and escrow funds so that you can keep your clients in the loop at all times. 

Audit-ready reconciliations

Effortlessly generate three-way reconciliation reports to ensure that all balances match and that any issues are quickly resolved. 

Learn more about CosmoLex’s trust accounting tools

The task you’re required to complete depends on each specific transaction and each specific client. Increase your efficiency by setting up customized matter-centric workflows that save time and improve your productivity.

Task lists

Create customized task lists that highlight all the work that needs to be completed for each step of a transaction. Monitor pending or overdue tasks, track comments, and view tasks associated with a matter for a 360-view of your priorities.

Automated legal tasks

Automate tasks and reduce your administrative workload with CosmoLex’s robust workflow management tools.

Deadline reminders

Never miss a meeting or a transaction deadline with task reminders and a built-in calendar function. CosmoLex also integrates with popular calendar tools from Outlook and Google.

Learn more about CosmoLex’s custom workflow management tools

The number of documents required for a real estate transaction can seem endless. It’s easy to lose track of items that need to be signed or turned in by a certain deadline, but built-in document management features take the stress out of this responsibility.

Easy file exchange

Real estate transactions can be completed faster with eSignatures and CosmoLex’s client portal document sharing.

Secure document storage

You can rest assured that CosmoLex storage meets all compliance requirements for security.

Improved file organization

All matter-specific documents regarding the rental property or sale of a home can be kept organized in the appropriate folders.

Learn more about CosmoLex’s document management tools

Investing in the best real estate law software can take your legal practice to the next level. CosmoLex is capable of improving client communications, efficiency, and accuracy with all of its legal-specific tools.

Improved communication with clients

CosmoLex makes it easier than ever to manage communication with your clients. Whether you need to share documents and updates or ask questions, the client portal makes it all possible. Help your clients feel in the loop while also cutting down on time-consuming back-and-forth communications.

Increased efficiency, productivity, and profitability

With intuitive, all-in-one practice management software, you can accomplish more while getting back billable hours. From time tracking to invoicing, CosmoLex improves your efficiency with administrative tasks. This frees you up to dedicate more time to working on client cases, growing your practice, and increasing your revenue.

Minimize human error

Something as simple as entering a date wrong can throw off the closing of an entire transaction. CosmoLex makes it easy to reduce errors and protect your practice against malpractice. Its intuitive automation and built-in compliance features are everything real estate lawyers need for improved accuracy.