Intake
Realtors and clients submit inquiries with property details and target closing date. Qualify on the pipeline, run conflict check, and convert to client + matter when the deal is confirmed.
Real estate law
Closing dates do not slip when the checklist lives on the matter.
Real estate files are deadline-driven with repetitive document lists. LawNest gives you intake, closing checklists, flat-fee invoicing, and portal uploads on one matter-first platform.
How it works for your practice
Matter & checklist
Open a real estate matter template — tasks for title search, requisitions, and closing prep spawn automatically. Document checklists track ID, mortgage docs, and insurance certificates.
Billing
Invoice flat legal fees plus disbursements on closing day. Send professional PDFs with payment instructions. Collect outstanding balances through online pay links.
Client portal
Buyers and sellers upload identification, mortgage documents, and insurance proof to the matter folder. They view closing updates and pay final invoices without extra email threads.
- Intake link captures property address, closing date, and transaction type upfront
- Matter templates for purchase, sale, refinance, and title transfer with closing checklists
- Track lender conditions, title searches, and registration deadlines on the calendar
- Flat-fee billing per transaction with disbursement tracking on the invoice
- Clients upload ID, mortgage instructions, and insurance through the portal
- Realtor referral leads enter the same pipeline as website inquiries
Open your practice
Your inquiry link could be live tonight.
Start a 14-day trial, copy your public form, and watch your first lead land in the pipeline.