Real estate lawyers need practice management software that handles repeatable transactions at a fixed price, holds client deposits in trust with a clear ledger per client, reconciles that trust account against the bank, and produces documents from templates for signature by several parties.
LawAOS supports this with a flat fee arrangement per matter, one trust ledger per client with deposits that start Uncleared until a person marks them Cleared, and a guided three-way reconciliation that compares the bank statement balance, the book balance and the sum of client ledgers. Document templates fill {{variable}} fields from a form, and built-in e-signatures send documents to several signers in order or in parallel.
The closing workflow itself stays with the firm's usual tools: LawAOS has no closing-disclosure preparation and no title or registry integrations.
Deposits and completion funds pass through trust. In LawAOS a deposit is recorded against the client's ledger and starts Uncleared. The database refuses any drawdown, fee or transfer larger than that client's cleared balance, so a ledger cannot go overdrawn. Postings cannot be edited or deleted, and a client-to-client transfer writes both sides in one transaction.
At reconciliation a person enters the statement closing balance. The database computes the book balance, the client ledger total and the difference, and gives a verdict of Balanced or a discrepancy. Filed reconciliations are append-only, and the accounting page shows the same check as a report with findings, a signature line and CSV export.
- Parties on the matter
- Buyers, sellers, lenders and agents are recorded as matter parties with their roles, and conflict checks search matter parties as well as clients.
- Several signers
- Signers get capacity labels such as Client, Attorney, Witness or Notary, and each executed PDF carries a certificate of completion with SHA-256 hashes.
- Fees shared by payers
- Split billing allocates one invoice across several payers by percentage when costs are shared.
- Repeatable matters
- A firm-built matter template sets stages, workstreams, starter tasks, folders and documents for each transaction type.
Launch from a template
Open the matter from the firm's transaction template, with its stages, tasks and folders in place.
See the moduleSet the flat fee
Record a Flat fee arrangement on the matter, with fee milestones if the fee is paid in stages.
See the moduleReceive the deposit in trust
Post the deposit to the client's ledger and mark it Cleared when the funds clear.
See the moduleDraft and sign
Fill a document template, then send it for e-signature to every party in order or in parallel.
See the moduleReconcile the account
Enter the bank statement balance and file the three-way reconciliation for the period.
See the module
Stated plainly, so you can decide before you sign up rather than after.
- LawAOS has no closing-disclosure preparation and no title, registry or lender integrations.
- Trust reconciliation is guided: the firm enters the statement balance, because there is no bank connection or statement import for trust accounts.
- No state or jurisdiction trust rules ship; the client-funds checklist is generic and the firm is responsible for its own rules.
- No document or matter templates ship pre-built; the firm creates its own.
Anything the list leaves open, our team answers directly.