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Centralize case data for your real estate law firm

As a real estate attorney, you juggle a lot: tight deadlines, closing dates, complex legal documents, and heavy volumes of client communications. Centralize your case management and enhance your firm’s efficiency with MyCase real estate law software.

MyCase makes it easy to stay organized, streamline client communications, manage escrow and trust accounts, and automate time-consuming tasks so you can focus on what matters most: delivering outstanding client outcomes.

No credit card required.
 

Key software features for the unique needs of real estate lawyers

The right real estate law software should include tools and features designed to help lawyers maximize time, enhance efficiency, and stay organized.

Centralize real estate document management in one system

Within the practice of real estate, there are considerable amounts of documents that need to be prepared and organized. Consolidate all of your case documents in one secure, searchable platform with real estate document software.


  • Keep all documents in one central, secure location

  • Access documents from anywhere, including mobile devices

  • Fast-track your work with templates to generate frequently-used documents like purchase agreements, lease contracts, and mortgage documents, using information stored in MyCase

  • Accelerate document signing with unlimited eSignature

Case Documents Pending Signature Dashboard
Esignature Screenshot

Simplified billing and invoicing with secure, compliant fund management

Simplify billing with MyCase invoice management for real estate law. Ensure client funds are properly segregated, protected, and accounted for, and manage escrow and trust accounts with ease.


  • Securely hold funds for buyers’ earnest money deposits

  • Properly distribute security deposits, settlement costs, and real estate tax escrow

  • Manage client retainer payments in compliance with IOLTA rules

Create-New-Invoice MyCase Demo
Invoice preferences screenshot

Real estate law software that centralizes firm operations

MyCase allows real estate law firms to streamline case management to deliver outstanding client outcomes.

Median number of days for real estate law firms to convert a client from lead intake: 8 days

Convert new leads faster and simplify onboarding with dynamic client intake forms and CRM software

Median number of days for real estate law firms to receive their first payment from client intake: 19 days

Streamline your invoicing and payment collections to get paid as fast as possible

Average number of expenses incurred by real estate law firms per case: 2.8

Optimize how your firm manages spend and expenses for improved financial control

Streamline workflow management from intake to closing

Real estate workflow management software helps legal teams streamline their day with automated workflows, triggers, and task assignments.


  • Ensure tasks are assigned and completed by the right team member at the right time with automated workflows

  • Feel confident that no details are overlooked and no deadlines are missed

  • Standardize and embed processes into automated workflows for easier knowledge-sharing

New-Workflow Image Representation
workflow triggers

Enhance client communication with CRM and client intake software

Streamline the intake process with client intake software that reduces the time it takes to onboard. CRM software for real estate law helps your firm elevate the client experience, eliminate manual data entry, and free up time for what matters most: your clients.


  • Deliver seamless, consistent communication that builds trust and fosters transparency

  • Keep all parties informed, engaged, and on track during the real estate process with a secure client portal

  • Reduce inbound firm phone calls and free up resources to focus on higher-value work

  • Personalize onboarding with dynamic forms that change reactively—showing or hiding questions based on previous answers—as a client fills them out

Intake forms on MyCase

The MyCase portal is phenomenal. It has driven everything to that one location, which has dramatically reduced phone calls. Clients just sign in to get up to speed. They don’t have to call and ask where the closing is because they get the information right from MyCase, including access to Google maps, which tells them exactly where to go. And, realtors love it. They can log in and access everything related to a transaction. In fact, they like it so much, they’ve even started sending me new referrals just because of MyCase.

Mark Metzger Avatar

Mark MetzgerLaw Office of Mark Metzger

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Let's revolutionize the way you work

Join lawyers from over 18,000+ firms who trust MyCase to grow their firm while managing their caseload.

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