Real Estate Closing
Title, payoff, survey, HOA, missing items, next steps, and attorney review.
See the closing workflowLegal Office US · Early access
Choose the matter where your team spends the most time rebuilding status.
See one matter in 30 seconds. Then start with a ready workflow, a flexible matter, or configuration support.
Need several workflows for your team? Configure them with usWhich matter should you organize first?
Start with one recurring matter. Your firm does not need to roll out the entire platform at once.
Divorce & Family Property
Financial records, assets, debts, document requests, missing items, and attorney review.
See the family-property workflowEstate & Probate
Interested parties, assets, will or trust status, document requests, and filing materials.
See the probate workflowNew Construction
Agreement versions, exhibits, milestones, payments, defects, and change approvals.
See the construction workflowClaims & Appeals
Denial, evidence, cost records, response work, and deadline candidates awaiting review.
See the claims workflowPermits & Zoning
Authorities, parcel records, notices, hearing dates, missing documents, and next actions.
See the permits workflowSee what the matter needs next.
The team can see what is missing, who has the next step, and what still needs attorney review.
MATTER NOT READY
MissingSigned authorization
Assigned toParalegal
Next stepRequest the current document
Attorney reviewRequired before the matter moves forward
What your team should not have to reconstruct
Which document is current and ready to use
Who owns the next request or follow-up
What is still waiting for attorney review
One matter view, one clear next action
- ✓ Current documents and missing items in one place
- ✓ The next step assigned to a responsible person
- ✓ Attorney review visible before external action
- ✓ A matter history the team can follow without inbox searches
Start with the matter, then confirm the local context.
The core matter view stays consistent. State, county, court, recorder, or agency requirements can be added and reviewed for the matter your firm handles. Your firm confirms the forms, deadlines, and external steps that apply.
How do you want to start?
It is the same system — choose the way you want to begin.
Configure it with us
Need multiple workflows, integrations, or a firm-wide rollout? Configuration support is available.
Configure it with usDon’t see your matter type?
Start with a flexible matter for documents, tasks, responsible staff, missing items, and attorney review. Add your own checklist or configure the workflow with us.
Configure this matter with usThe firm stays in control
Robo Connector organizes matter data, documents, missing items, and tasks. Legal judgment, deadlines, final documents, filings, recording, trust-account actions, and client advice stay with the firm.
Security, privacy, and legal boundaries