Open the builder agreement
Keep the project, parties, agreement version, and current stage together.
Legal Office US · Early access
See contract changes before the client relies on the next version.
Keep builder details, agreement versions, disclosures, milestones, change items, assigned staff, and attorney review in one view.
Need several workflows or a tailored rollout? Configure it with usBUILDER AGREEMENT NOT READY
MissingRevised milestone schedule
Assigned toAttorney
Next stepCompare the revised milestone and payment terms
Attorney reviewRequired before any deadline, filing, final document, or external action
What slows the new-construction agreement down?
Builder details are spread across five emails and multiple attachments.
Disclosure packets and agreement versions arrive without a shared status.
A changed milestone is visible, but nobody owns the comparison and follow-up.
One builder agreement view, one clear next action
- ✓ Agreement versions and exhibits in one place
- ✓ Changed milestones and missing disclosures visible
- ✓ Every comparison assigned to a responsible person
- ✓ Attorney review visible before client reliance or external action
From intake to attorney review
Add versions and disclosures
Collect agreements, exhibits, disclosure packets, milestones, and payment materials.
Surface changes and missing items
See which term, exhibit, or record needs attention.
Assign the next step
Give each comparison, request, or follow-up to a specific person.
Send the comparison to attorney review
The attorney reviews the matter before approval, client reliance, or external action.
What the workflow keeps together
Project, builder, and buyer details
Agreement versions and exhibits
Disclosures and inspection records
Milestones, payments, and changes
Next steps and responsible staff
Attorney review history
Adapt the agreement checklist to the project and jurisdiction.
Your firm confirms state consumer, construction, disclosure, title, local-form, and deadline requirements. The workflow organizes versions and checks without giving contract advice.
How do you want to start?
It is the same system — choose the way you want to begin.
Use the ready workflow
Start with the prepared matter workflow and adjust fields, checklists, and roles to match your firm.
Track your next builder agreement in one queueConfigure 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, submissions, and client advice stay with the firm.
Security, privacy, and legal boundaries