Legal Document Management System For Lawyers

Image showing letters & attachments on case details form The Real Estate Assistant module comes pre-installed with over 150 letter templates. Each letter within The Legal Assistant is assigned to a specific letter group, or class making the locating of a specific letters as rapid as possible.

Just some of the Real Estate letters include:

  • Letters to Clients & Opposing Parties
  • Letters to both Seller's and Buyer's Attorney
  • Letters to the Real Estate Brokers
  • Letters to the Bank & Mortgage Brokers
  • Letters to the Register of Deeds
  • Letters to Surveyors
  • Letters to Title Companies

As well as other miscellaneous documents, the Legal Assistant allows you to easily add new letters to the system by allowing you to create custom templates containing custom field codes.

Letters are generated rapidly through the Legal Assistant using a wizard approach starting with the click of the Letter button from the Case Details Form. Upon choosing the desired letter template you are led through a minimal set of questions depending whether the case features multiple clients or not and finally what you would like to do with the letter. At this stage the options including simply producing a hardcopy, viewing the letter on screen allowing further editing or distributing the letter on via E-mail or Fax to any contacts relevant to that case where you have recorded the E-mail & Fax information.

Upon completion of the letter generation process, your letter will then be featured permanently as an attachment to that individual Case File allowing future recall at the press of a button, as well as the generation of a billing entry against that case. Billing charges are all parameter driven so they can be set as per your firms requirements.

Security needn't be a worry either when distributing letters via E-mail as the document will be sent in the read-only Adobe PDF format to prevent tampering.

Letterheads can be quickly assigned to either an entire letter class or even specified at the individual letter level allowing you to use your existing firm's letterheads without change.

Back to The Real Estate Assistant

What our clients say ...
  • Andrew Venturelli, P.C. says : "I cannot imagine going back to my old system. The Legal Assistant software has allowed my practice to run much more efficiently and much more profitably."
  • James M. Cundari, Esq. says : "I have a solo real estate practice, and T.R.E.A. continues to be the backbone of my legal documents management system. It serves as my part-time "secretary" and "para-legal" partner, and helps me provide professional quality service to my clients. The larger my practice gets, the more useful are T.R.E.A.'s data storage and retrieval capabilities, saving me time and energy, and helping to streamline my workload. I love the email component. I can send an email to Realtors, clients, attorneys, lenders, title companies, etc, with multiple documents and letters attached, using just a few quick commands. Lawyers doing residential closings really need to make efficient use of their time, and The Real Estate Assistant is a great help. Oh, and by the way, the best part: it is easy to use!"
  • Lerner & Kaplan says : "This is the most innovative and useful software that the Real Estate Practitioner could ever hope for. I can now capture more of my fees, more of my time, and more of my space using this amazing software. I scan documents, see them anywhere anytime, I log the time spent on files, I see all of my phone calls, and everyone else in the office.... There is so much to it that I can't get it all out, without rambling.....OUTSTANDING JOB GUYS, CAN'T RUN MY OFFICE WITHOUT IT!"
  • Martin D. Eisenstein, Attorney at Law says : "The Legal Assistant software has streamlined our real estate practice and has been an invaluable help. The support provided has been top of the line! Time saving from the system begins the first day you use it, and just keeps going up from there. It is very well designed by lawyers with many years of experience. I highly recommend it."
  • Nancy E. Cotton, Esq. says : "Without this software, I could not even have begun to think about going out on my own for the first time. As a sole practitioner, there would simply be too much to do and too little time to do it without the Real Estate Assistant. I am able to prepare letters and HUDS quickly and correctly. In addition, all my client information and every letter written on each file is stored together and I can keep track of how much time I spend on each matter with the new billing feature of the program. With the control run feature it is like having a little legal angel sitting on my shoulder making sure I don't miss any important dates or contingencies. It truly gives me peace of mind that I wouldn't have if I was using a different system that couldn't "think for itself". This is by far the best program I have ever used and has literally every feature I could dream up."
  • Purvin & Purvin, L.L.C. says : "I have been very happy using this program since 2004 and the latest updates with the auto billing, dictation, recorded reminders, timed delay reminders, amongst many others have truly blown me away. This product has been clearly designed with the lawyer in mind."
  • Robert C. Selser, Esq. says : "This software allows me to maintain my files and the requirements that are needed on each. I have the ability to keep track of all important dates, the control run does most of the work for you. The system is actually the best helper one could ask for. I have experienced other Real Estate Programs, but they are nothing like this system. This system truly does it all."
  • Silverman and Roedel, LLC says : "Very true to the Words, "Designed by Lawyers for Lawyers", what more can I say..."