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Real Estate transactions: enquiries on title use case

Built for how lawyers work, Legatics eases the laborious and error-prone manual handling of title enquiries through Excel spreadsheets. By managing your Real Estate transaction on Legatics, you can run your matter with seamless efficiency that ensures a smoother, faster, and error-free approach to Real Estate transactions.

The challenge: traditional enquiries process

In the world of Real Estate transactions, the enquiries process can be time-consuming, intricate work. Typically managed in Excel, the buyer’s due diligence involves raising enquiries that the seller must respond to. But this manual process, often handled by trainees or junior lawyers, is prone to errors, struggles with version control, and consumes a significant amount of time.

How Legatics streamlines the Real Estate transaction process

Legatics transforms the way you handle enquiries on title by offering a collaborative and error-free solution that has lawyers’ practical needs in mind:

  • Create Templates: Design list templates with the required columns and statuses, tailored to your law firm’s needs.
  • Effortless Import: Use the Excel import tool to seamlessly transfer initial enquiries into Legatics, ensuring a smooth transition.
  • Assign Roles and Permissions: Utilise Legatics’ flexible permission settings to control access at both list and row/column levels, ensuring confidentiality.
  • Collaboration Made Easy: Invite external parties and internal teams to contribute directly within Legatics. Streamline communication and collaboration effortlessly.
  • Real-Time Dashboard: Keep everyone in the loop with the real-time dashboard, perfect for weekly calls. Enhance transparency and competition among parties to clear outstanding actions.

Benefits of simplifying your Real Estate transaction

  • Time Saved: Legatics eliminates the need for manual data entry and copying and pasting by providing a customisable template for your enquiries list. Save valuable time and set up your enquiries process efficiently.
  • Improved Clarity: Say goodbye to outdated spreadsheets. Legatics keeps your list up to date in real-time, ensuring all parties have access to the latest information. No more confusion during weekly calls – everyone can see outstanding actions on the overview page.
  • Version Control: With Legatics, all versions are securely uploaded directly to the platform. No more back-and-forth via email, reducing the risk of confusion. Track document uploads and revisions effortlessly with our integrated version control.
  • Errors Reduced: Cut down on human error by inputting responses directly into Legatics. The platform maintains a comprehensive audit trail, allowing quick corrections if mistakes occur.

How it works in Legatics

For more information about how Legatics can transform your real estate transaction management, book a demo with our team.

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If you use Word to manage your transactions, you can use Legatics. Using Legatics is that simple.