Streamline and scale your real estate practice

Real estate transactions can require a huge amount of paperwork and data entry, and it's crucial to stop human error from creeping into this process. Since closing a real estate transaction may require tight deadlines and force legal professionals to work long hours to get the transaction over the line, it's easy for inaccuracies and errors to occur.

Real estate law can get complicated and cross over into family law and estate planning law, depending on how the title is held. That means your law office needs to be well-versed in real estate law and be able to spot issues that may require reaching out to estate planning or family law experts.

All of this means that there is tons of information to be gathered and paperwork to be managed. Time-consuming, repetitive tasks like creating legal documents are ideal for automation tools, and implementing automation software can transform your legal practice.

Gavel is a software platform that allows lawyers to build questionnaires (also called “workflows”) that, when answered, auto-fill the appropriate form or template. A legal professional or client can complete these customized questionnaires, as lawyers can embed legal guidance, videos, and explanations within them. A completed questionnaire is one click away from being a fully completed legal work product. In this way, lawyers can use Gavel to “build a Turbotax” for their real estate law practice and monetize their work at scale. 

Automating your real estate law practice lets you create documents like purchase agreements, deeds, escrow agreements, and title affidavits, all using information provided via client questionnaires. That means you can spend less time on document management and more time on enhancing the client experience.

Real estate transactions require extensive documentation. And if you don't get those documents just right, you can delay a transaction and even miss an important deadline. Accuracy is everything, especially when dealing with documents like:

All of these documents are ideal for automation technology.

Automation systems can keep you from neglecting to draft important documents for your real estate client. They also help you to maintain consistency across multiple documents so that you can use the same language to describe how the title is held, for example. Automating your documents also helps to speed up the drafting of documents while maintaining or even improving your accuracy, as there is less room for human error.

Automation helps you simplify administrative tasks to spend more time on client communications and customer relationship management (CRM). Spend your billable hours providing legal services and let the software handle routine administrative tasks like document generation.

‍Streamline the intake process. When performing a client intake–whether in person or sending a Word doc or PDF to a client– lots of issues can arise. For example, a client may misunderstand a question and provide incorrect information or need extra guidance on a few questions. Sending an approachable questionnaire could result in insufficient information and additional follow-up, while sending a comprehensive questionnaire could overwhelm them. A dynamic Gavel questionnaire allows a lawyer to get a better understanding of the scope of the case and get a head start on addressing facts while not overwhelming or offputting the client. Because the questionnaires are fully customizable, you can provide guidance inside the questionnaire to help the client fill it out correctly and avoid bottlenecks based on bad information.

‍Automate your templates. You may already have templates for documents you frequently need, such as a purchase agreement. Gavel's conditional paragraph feature lets you automatically incorporate that paragraph depending on the responses your client provides on the intake questionnaire or any other specific questionnaire you create for them. This feature makes sure that the right paragraphs are added to the underlying template where they are needed and not where they are irrelevant.

Gavel can help you:

Gavel has a range of features that make it ideal for your real estate law practice:
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Gavel’s legal tech is transforming the legal industry.

For example, attorney Nick Graham used Gavel to build his residential lease generator software, FreshLease. Many landlords simply use leases they find online, which may not address all the issues they need to cover themselves. Gavel's conditional logic and repeating variables allowed the software to create customized leases that protect landlords and tenants.

Sometimes, when practicing real estate law for new clients, you may need financial documents like mortgage agreements and cooperation from lenders. Gavel’s native Docusign integration helped Dennis Doss of Doss Law create a platform that lets mortgage lenders create custom agreements based on the client questionnaires and get them signed remotely. This allowed clients to complete legal documents in under 30 minutes for a fraction of the cost of hiring an attorney, revolutionizing this practice area.

‍Studies show that our software solutions save law firms up to 90% of the time they spend drafting legal documents. Our law firm automation solution reduces your firm's time on paperwork and lets you spend more time building client relationships and growing your firm.

Gavel has helped law firms:

The complexity, tight deadlines, and high accuracy requirements of real estate law make it ideal for automation. Improve client satisfaction and free up time by introducing automation into your process with Gavel. Sign up for a free trial and see what we can do for you.