Manage residential property transfers with document signing, payment processing, and scheduling. Track closing timelines, access legal documents, and communicate with agents and clients through the platform.
by PLAN B HOLDINGS, LLC★ 5.02 ratingsBusinessFreeData updated 2026-09-14
Manage case files, schedule appointments, and communicate with clients through secure messaging. Track deadlines, generate legal documents, and access a database of legal resources and precedents.
Manage real estate transactions with document sharing, payment processing, and schedule tracking. View closing details, send and receive documents, and monitor deadlines. Communicate with agents and clients through in- messaging.
Access legal support by contacting your law firm directly. Send speeding ticket photos to your firm using the "Snap" feature. Tap a red button for 24/7 emergency assistance. View case details and communicate with your attorney through the .
Create and customize documents with templates for contracts, wills, and more. Fill out forms with guided steps and save drafts. Share documents securely with others. Access resources and expert advice through the .
Access loan details securely, schedule or make payments instantly, review balance and payment history, and check home equity and property estimates. View escrow information and track loan progress in real time.
Start intake, view appointments, chat with support
Start intake forms and schedule appointments. View case details and chat with customer service. Access legal documents and track appointment history. Receive notifications for upcoming meetings and service updates.
Match referrals, secure financing, ensure e-signatures
Real estate can access platform features on mobile. Receive instant notifications for new referrals, assign them to team members, and communicate with clients. Track referrals, manage client interactions, and streamline closing processes.
Access closing fees for real estate transactions. Place orders for products and services. Learn about available offerings to support real estate needs.
Access legal texts including the US Constitution, Federal Rules, and Code of Federal Regulations. Search and bookmark sections. Download laws and rules for offline use. Sync across devices.
Access closing fees for real estate transactions. Place orders for services. Learn about products and services to support real estate needs. Track transaction details and manage associated costs.
Create professional proposals with customizable templates. Define job scopes with detailed descriptions and timelines. Automate closing processes to streamline client onboarding and project confirmation.