A link for the request.
The link gives access to that questionnaire. Keep it private and share it only with people authorized to respond.
PropLegal · Connecting law firms and property managers
Simplify the sales
due diligence process.
Save time for law firms and property managers.
Clients and partners told us how much time goes into chasing questionnaire responses and handling back-and-forth emails. We built PropLegal to make that process simpler — from the first request to a prepared document. Your firm keeps the legal judgment.
Built by Attain Concepts, with 25+ years in technology and cybersecurity.
PROPLEGALMATTER OVERVIEW
DUE DILIGENCE
PROPERTY QUESTIONNAIRE
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 reviewYour questionnaire.Your firm's judgment.
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
View larger For your legal team
Why Legal Teams Prefer PropLegal
Due diligence without the administrative drag. PropLegal coordinates questionnaires, follow-ups and supporting documents so your team can focus on legal analysis and keep the matter moving.
- Follow-up on your schedule. Automatically remind recipients about outstanding questionnaires and unanswered follow-up questions at the intervals your firm sets.
- Stay informed. Receive a copy of each reminder for requests you send, according to your firm’s settings — without managing every follow-up manually.
- Set when your team steps in. Configure reminder timing and attorney escalation thresholds separately.
- Get more complete responses. Relevant questions and required-field checks help catch missing information before submission and reduce avoidable clarification.
- Keep the matter together. Review answers, supporting documents and communication history in one place.
Designed for the person answering, too
Why property managers
prefer PropLegal.
Due diligence is one more task in an already busy day. Help managers and assistants respond without unnecessary questions or scattered attachments.
- No new account or installation. Open the secure link and respond in your browser.
- Answer what applies. Related questions appear when your answers make them relevant.
- Work around your day. Save your progress and return when the remaining information is available.
- Keep the response together. Answers and supporting documents in one place, protected in transit.
- Reduce status-checking emails. Shared progress updates help the legal team see where the request stands.
Built by Attain Concepts, with 25+ years in technology and cybersecurity.
Watch “Yes” reveal the related detail question.
View larger See the answered example without motion
01 / THE BOTTLENECK
When getting the questionnaire back
is time-sensitive.
The Word attachment. The missing answer. The follow-up to the follow-up.
When a sale is time-sensitive, every extra round of emails can add delay. Chasing updates, clarifying answers and re-keying information uses time on both sides — just when the sale needs to keep moving.
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.
- 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 - 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 - 03
Keep it moving.
Set your firm’s reminder schedule and attorney escalation threshold. PropLegal follows up on outstanding questionnaires and unanswered follow-up questions, while your team tracks progress.
Automatic follow-up, with your team informed - 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
View larger 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.
Enter whole numbers within the field limits: 0–10,000 questionnaires, $0–1,000 per hour, and 0–480 minutes per task.
Calculated in your browser. These figures are not submitted to us.
04 / SECURITY & ACCESS
Simple to answer.
Built with security in mind.
A secure link.
No software to install.
Property managers respond in their browser, with answers and documents protected as they’re sent. Built by Attain Concepts, with 25+ years in technology and cybersecurity.
Your firm controls access.
Your firm can revoke access if a link reaches the wrong person. Initial questionnaire links expire; submitted requests can remain available for follow-up until access is revoked.
Your team keeps the judgment.
Managers provide answers and documents. Your authorized team reviews the response, asks for clarification and prepares the matter documents.
A FEW PRACTICAL QUESTIONS
Before we talk.
Your process, your documents, your decision.
How do reminder copies keep us informed?
Your firm can enable reminder copies, make them optional or turn them off. When optional, the person who sent the request can choose to receive copies at their sign-in email address. Copies keep you informed; they are not confirmation that the recipient has received or read the message. Track progress in the request’s history and use attorney escalation to identify requests that need attention.
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 focused follow-up questions linked to the original answer. Your team decides what needs clarification.
Do we need AI to use PropLegal?
No. The core workflow does not require a language model. Your firm can use rules-only checks or enable optional AI-assisted suggestions. Review what information will be sent before enabling a model. Suggestions support attorney review; they do not replace legal judgment.
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.
See how your firm can follow up consistently, make responding easier for property managers and prepare documents from the answers. Bring a representative questionnaire without confidential client information.