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Practice Area

Real Estate Law Software.

From contract to recording, LegalEdge manages every real estate transaction with escrow tracking, closing checklists, title workflows, and trust accounting built for the precision that real estate closings demand. Handle ten closings a month or a hundred — the platform scales with your practice.

Built for Real Estate Law

Real estate practice runs on deadlines, dollars, and details. LegalEdge makes sure nothing falls through the cracks between contract and closing.

Escrow Tracking

Track deposits, disbursements, and balances across every transaction with real-time escrow ledgers. Three-way reconciliation verifies bank balances, ledger balances, and client trust balances match — every time. Stay audit-ready without extra effort.

Closing Management

Manage every closing from contract to recording with dynamic checklists that track lender requirements, title clearance, survey review, and document preparation. See outstanding items across all closings in a single dashboard view.

Title Workflows

Streamline title examination with structured workflows for chain-of-title analysis, exception identification, and curative action tracking. Link title commitments to closing documents and track endorsement requirements through to final policy issuance.

The Real Estate Transaction Lifecycle

Every transaction follows a proven path. LegalEdge keeps each one moving toward a successful closing.

1
Contract
2
Title Search
3
Due Diligence
4
Closing Prep
5
Closing
6
Recording

HUD-1 & Closing Disclosure Generation

Generate HUD-1 settlement statements and TRID-compliant Closing Disclosures directly from your transaction data. LegalEdge calculates prorations, credits, and adjustments based on closing date, contract terms, and lender instructions. Review, revise, and distribute — all from one screen.

  • Automated proration calculations based on closing date
  • TRID-compliant Closing Disclosure generation
  • HUD-1 settlement statement support for commercial deals
  • Lender instruction integration for fee calculations
HUD-1 & Closing Disclosure Generation

Trust Accounting for Escrow

Real estate escrow demands trust accounting precision that general-purpose tools cannot deliver. LegalEdge provides separate ledgers for every transaction, automated bank reconciliation, and compliance with state-specific escrow accounting rules. Interest-bearing escrow accounts? Handled.

  • Per-transaction escrow ledgers with full audit trail
  • Automated three-way reconciliation
  • Interest-bearing escrow account tracking
  • State-specific escrow compliance rules built in
Trust Accounting for Escrow

Contract-to-Close Pipeline

Visualize your entire pipeline from ratified contract to recorded deed. Track contingency deadlines, inspection periods, financing commitments, and title clearance milestones. LegalEdge shows you which closings are on track and which need attention — across dozens or hundreds of transactions.

  • Pipeline dashboard with status at a glance
  • Contingency deadline tracking with alerts
  • Financing commitment and approval tracking
  • Bulk closing management for high-volume practices
Contract-to-Close Pipeline

Document Package Assembly

Assemble closing packages with every required document — deed, mortgage, affidavits, transfer tax returns, and title insurance documents — auto-populated from your transaction data. Generate buyer and seller packages separately, each containing only what that party needs to sign.

  • Party-specific document packages (buyer, seller, lender)
  • Deed and mortgage generation from transaction data
  • Transfer tax and recording fee calculations by county
  • E-signature integration for remote closings
Document Package Assembly

Commercial Real Estate Tools

Handle commercial transactions with tools for lease analysis, tenant estoppel tracking, and environmental due diligence checklists. Manage multi-parcel deals, 1031 exchanges, and complex financing structures with purpose-built workflows that scale beyond residential closings.

  • Commercial lease review and abstraction tools
  • Tenant estoppel certificate tracking
  • 1031 exchange timeline and requirement tracking
  • Environmental and zoning due diligence checklists
Commercial Real Estate Tools

Recording & Post-Closing

Track document recording status, manage title policy issuance, and handle post-closing disbursements. LegalEdge monitors recording confirmations, calculates recording fees, and ensures every document is recorded in the correct order and correct jurisdiction.

  • Document recording status tracking
  • Recording fee calculations by jurisdiction
  • Final title policy issuance management
  • Post-closing disbursement and surplus handling
Recording & Post-Closing

2,100+ Real Estate Forms Ready for Your Jurisdiction

Deeds, mortgages, title affidavits, closing disclosures, settlement statements, and recording cover sheets — all auto-filled from your transaction data. County-level recording requirements included for every state.

Explore Document Automation

Close More Deals with Less Stress

Start free. No credit card required. Real estate workflows preconfigured from day one.

Free migration from Clio, PracticePanther, MyCase, and more.