Solutions Real Estate
The real estate law CRM that keeps every closing on schedule.
Handle closings, title work, and real estate transactions with a modern platform that keeps every document organized, every deadline tracked, and every client informed. From residential to commercial, manage your practice efficiently.
Sound familiar?
What slows real estate firms down, and what we fixed.
- 01Tracking multiple concurrent closings and transaction deadlines
- 02Managing volumes of title documents, contracts, and disclosures
- 03Coordinating between buyers, sellers, lenders, and title companies
- 04Ensuring nothing falls through the cracks on complex transactions
- 05Manual billing and trust accounting across multiple matters
Built for real estate, plus everything else a firm needs.
Matter Tracking
Track each real estate transaction with custom fields for closing dates, parties, and property details.
Document Management
Organize contracts, title documents, surveys, and disclosures by transaction with secure cloud storage.
Task Management
Create closing checklists, track contingency deadlines, and assign tasks to team members.
Client Communication
Keep all parties informed with SMS updates, email integration, and client portal access.
Automated Billing
Generate invoices for flat-fee closings or hourly work with integrated Stripe payment processing.
Calendar Integration
Sync closing dates, inspection deadlines, and meetings with your Outlook calendar.
Lexi, on every plan
Ask Lexi to draft, summarize or find anything in the case file. She asks before saving a thing.
Free data migration
Our team moves your clients, matters and documents over from your current system at no cost.
Step by step
How a real estate matter runs in Clienty.
01One matter per transaction
Create a matter type for closings with fields for the property address, contract dates and closing date, and add buyers, sellers, lenders, agents and title contacts with their role on the matter.
02Contract deadlines on one calendar
Inspection, financing and closing dates go on the calendar as deadlines with reminders, assigned to the attorney or paralegal responsible and synced to Outlook.
03Documents from your templates
Generate deeds, addenda and closing letters from your own Word templates, filled in from the matter, as DOCX or PDF.
04Sharing with outside parties
Send documents to lenders, agents and title companies through expiring links protected by a one-time email code instead of email attachments. Recipients open everything in a “Shared with me” portal.
05Billing and trust
Bill flat fees per transaction, record money held in trust in the trust ledger with deposits, transfers and disbursements, and watch A/R aging across every closing.
Keep exploring
Real Estate FAQ
Can I track closing dates and contingency deadlines?
Yes. Custom fields hold closing dates, parties and property details, and closing checklists track every contingency deadline.
Does Clienty sync with my calendar?
Yes. Closing dates, inspection deadlines and meetings sync with your Outlook calendar.
Can I bill flat-fee closings?
Yes. Invoice flat-fee closings or hourly work and take payments through Stripe.
“Clienty has been a great addition to our firm's case management system.”