PropLegal · Real-estate due diligence

Less chasing.
Less retyping.

More staff time for the matter.

PropLegal helps real-estate law firms reduce the work around each property questionnaire: preparing requests, chasing answers, gathering responses and populating documents. Your firm keeps the legal judgment.

Built for real-estate law firms. Simple for the property managers they work with.

PROPLEGALMATTER OVERVIEW
DUE DILIGENCE
PROPERTY QUESTIONNAIRE

A clearer picture.
All in one place.

Unit sale · Example matter

01 Building informationReceived
02 Financial informationReview needed
03 Supporting documentsReceived
A useful next question

“Please confirm the period covered by the attached rent roll.”

Suggested follow-up · for your firm's review
Your questionnaire.Your firm's judgment.
Illustrative workflow. Not a live product screenshot or client record.
Built around your mattersUnit salesBuilding salesSponsor transfers

INSIDE PROPLEGAL

Know where the matter stands.
Know what to do next.

A workspace for your firm.
A straightforward request for the manager.

Your firm's workspace01 / Track & review
Lawyer workspace separating requests waiting on recipients from responses available for review.
Product screen with synthetic example data. View full size (new tab) ↗

Less searching. A clearer next step.

Open the matter,
not another email chain.

See which requests are waiting on a recipient and which have answers ready to review. Move from the request into responses, follow-ups and document preparation.

  • Property and recipient context in one place
  • Distinct states for answers and follow-ups
  • Your questions, your firm's review
See it with our team

Designed for the person answering, too

A link to open.
Not a system to learn.

The property manager sees who is asking, which property the request concerns, and what to do. They can save a main-questionnaire draft, review answers and explicitly submit to your firm.

No recipient account or installation. Follow-up questions stay connected to the request.

Mobile recipient questionnaire showing requesting firm, saved answers, and a review step before final submission.
Synthetic example · recipient review

01 / THE BOTTLENECK

The work is legal.
The friction is
administrative.

The Word attachment. The missing answer. The follow-up to the follow-up.

Getting a complete picture of a property takes judgment. Getting the questionnaire back shouldn't take an endless email chain.

PropLegal gives your firm a structured way to collect the answers, review gaps and keep the matter moving—without asking the property manager to learn another system.

The familiar way

Attachments. Reminders. Re-keying.

The PropLegal way

One link. A visible trail. Answers you can use.

02 / ONE CONNECTED WORKFLOW

From first question
to a prepared draft.

Your firm's process stays yours.
PropLegal connects the steps.

  1. 01

    Make it yours.

    Build from your firm's standard questions, with fields and conditional questions that fit the matter. Keep internal questions just for your team.

    Reusable questionnaires
  2. 02

    Send one link.

    The property manager opens a secure link, saves progress and submits when ready. No recipient account. No software to install.

    A simpler recipient experience
  3. 03

    Keep it moving.

    See the status of each request. Reminder and escalation capabilities require enabled scheduling and email delivery. Confirm the setup for your firm during onboarding.

    A visible status trail
  4. 04

    Review. Then merge.

    Review answers and suggested follow-ups together. Merge responses into your firm's Word template, ready for your review.

    Your document, populated

03 / PUT A VALUE ON THE TIME

What is less admin
worth to your firm?

Start with the work—not a percentage.
Estimate the time your process could give back.

Illustrative assumptions · not measured customer results

Change the example below to fit your firm. Enter minutes you think you could save, not the total time each task takes. You can enter zero for steps you would not use.

Fully loaded cost—not your client billing rate.
Assumed minutes saved per questionnaire

Reuse a published questionnaire and recipient details.

See request status in one place. Reminder automation requires enabled scheduling.

Review questions, answers and attachments together. Legal analysis remains yours.

Reuse answers in a configured Word template. Allow for checking the result.

Calculated in your browser. These figures are not submitted to us.

04 / AI, WITH OVERSIGHT

A second look.
Not the final say.

AI can help find the gaps.
Your firm decides what comes next.

PropLegal helps identify thin or incomplete responses and drafts follow-up questions with references to the answers that prompted them. Your team reviews the suggestions in context.

01

Rules alongside the model.

Deterministic checks complement AI review. The model is an additional review layer, not your only one.

02

Settings with a history.

AI setting changes are logged with who changed them and when, creating an attributable record of the configuration.

03

Use AI deliberately.

AI assistance is a separate step in the review workflow. Assess the suggestions before deciding what to ask next. It does not replace legal judgment.

A FEW PRACTICAL QUESTIONS

Before we talk.

Your process, your documents, your decision.

Does the property manager need an account?

No. They open the secure questionnaire link, save the main questionnaire as a draft if needed, and submit their responses. Unsubmitted follow-up answers currently stay only in the open page. There is nothing to install or sign up for.

Can we use our own questions and documents?

Yes. Build questionnaires from your firm's questions and use your own .docx templates for document merge. Internal-only fields stay with your team.

What if a response needs clarification?

Your firm can review the response in context and send follow-up questions. AI suggestions help identify potential gaps; your team decides what to ask.

Do we need a Word template to get started?

No. You can build and publish a questionnaire without uploading a Word document. Add a .docx template when you want to populate your firm’s document from the answers.

How should we evaluate the fit for our firm?

Start with a representative questionnaire, without confidential client information. In the demo, walk through sending it, answering as a property manager, reviewing the responses and preparing an output. We can discuss configuration and pricing for your process.

What will we see in a demo?

A walkthrough of the workflow—from preparing a questionnaire and the recipient experience to reviewing responses and merging a Word document. We can discuss how it fits your firm's process.

See the difference in the details

Bring one questionnaire.
Find the avoidable work.

Walk through a representative questionnaire without confidential client information. Compare the manual steps with PropLegal, including setup and document checking—not just the happy path.

Request a demo