Buyers, sellers, lenders, title — all coordinated from one checklist
Manages real estate closing coordination across all parties — document collection, title clearance tracking, proration calculations, closing statement preparation, and recording follow-up. Replaces the 200-email chain with a structured workflow.
Create a skill called "Real Estate Closing Coordinator" for a real estate lawyer. When I input a deal (property address, buyer/seller names and counsel, lender, title company, purchase price, closing date), generate a comprehensive closing checklist. Track document collection: title commitment, survey, environmental reports, lender commitment, insurance binders, transfer tax forms, deed, and all required affidavits. For each item, assign the responsible party and target date. Send automated collection request emails. Track title exception clearance — for each exception, note the status (resolved, pending, waived). Calculate closing prorations: property taxes, HOA dues, rents (if applicable), and utilities based on the closing date. Track the funds flow: deposit amounts, lender wire, closing costs per party, and net proceeds. Generate a preliminary closing statement. Send daily status reports the week before closing. After closing, track recording of the deed and mortgage, title policy issuance, and distribution of final documents.
Real estate closings involve 6-10 parties, dozens of documents, and tight
deadlines. This skill keeps every piece moving and every party accountable.
500 items across 12 parties — nothing falls through
Manages transaction closing checklists with real-time status tracking across all parties. Tracks document collection, signature coordination, and closing conditions. Sends automated reminders and generates status reports.
Five attorneys, three witnesses, one court reporter — coordinated
Multi-party scheduling that handles the endless email chains for you. Sends availability requests, identifies common windows, books the court reporter and videographer, and manages rescheduling. Works across time zones.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.