Run your real estate law practice with tools built for the way you work
Turn complex property transactions into simple, trackable workflows. Build custom client intake, matter dashboards, closing timelines and checklists, document request portals, referral partner tools and more — just by describing what you need.
Start with the basics
Build the tools your real estate practice actually needs
Real estate deals move fast and involve buyers, sellers, agents, lenders and title companies. Deadlines, documents and status updates can sprawl across emails and spreadsheets, making it easy to miss details.
Use YeshBe to build custom apps that fit your process. Create matter records with the exact fields you need (property details, parties, key dates), design closing timelines and checklists for purchases, sales and refinances, and set up client and agent portals that share status without exposing sensitive information.
Centralize document requests, standardize intake and keep your team aligned with dashboards, templates and reminders that reflect how your firm actually works — without adapting to a generic case system.
- Custom matter managementBuild matter records with your fields: property, parties, key dates, tasks and status — organized the way your firm works.
- Closing timeline & checklistsCreate templates for purchase, sale or refinance. Auto-generate milestones, tasks, owners and due dates for each deal.
- Client and agent portalsShare a limited, permissioned view of status and next steps with clients and referral partners.
- Document intake & trackingRequest, receive and track required documents per party with clear statuses, comments and review logs.
Learn and apply
Guides for Real Estate Lawyers
Practical guides that help real estate lawyers and firms run the business better.
- 8 min readRun your real estate law practiceA practical guide for real estate lawyers to organize intake, timelines, documents, and client communication—and turn that workflow into a website and custom app with AI.Read the guide
- 9 min readRun your real estate law practicePractical workflows for real estate lawyers and how to turn them into a custom website, client portal, and matter app using AI and Vibe Coding with YeshBe.Read the guide
Build it yourself
What real estate lawyers and firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client intake & matter creator
Standardize how new files start, pre-screen names against your records and spin up a matter with the right template.
PromptBuild a client intake and matter creation tool for a real estate law firm. Public intake form fields: client name, email, phone, role (buyer/seller/lender/developer), property address, anticipated closing date, referral source, opposing party names, agent and lender contacts, and notes. After submission, send the record to an internal 'Intake Review' queue. On the review screen, allow searching existing contacts and matters for name matches to flag potential conflicts, assign responsible attorney and paralegal, choose a matter template (purchase, sale, refinance, commercial) and create the matter with an auto-generated matter number.
Closing timeline & checklist dashboard
Track milestones, tasks and deadlines across all open deals with a clear timeline and risk view.
PromptBuild a closing timeline app for real estate matters. Each matter stores key dates: inspection deadline, mortgage commitment, appraisal, title commitment, HOA/condo docs, survey, walk-through and closing date. From a selected template, generate tasks with owners and due dates. Provide: (1) a per-matter timeline view, (2) a checklist with status and comments, (3) a '7-day risk' panel for approaching deadlines and (4) a firm-wide dashboard listing all open matters with filters by attorney, stage and closing week.
Document request & delivery portal
Request, receive and track documents from clients, agents and lenders with role-based access.
PromptBuild a document request portal linked to each matter. Staff select required documents from a template list (ID, contract, addenda, payoffs, HOA estoppel, insurance binder, title commitment, wire instructions). Create a secure invite link per party (client, agent, lender, title) that shows only their requested items. Each item can be uploaded, marked received or rejected with a comment. Include an internal page to manage requests, track outstanding items and log when documents were reviewed.
Referral partner portal
Give agents and loan officers a simple way to submit deals and view non-confidential status updates.
PromptBuild a referral partner portal for real estate agents and loan officers. Provide partner registration and login. Partners can submit new deals with client contact, property address, side (buyer/seller), expected close date and notes. Internally, staff can accept the referral and create a matter. Partners can view a read-only status page showing non-confidential milestones (file opened, title ordered, commitment issued, clear to close, closing scheduled, recorded). Add a report showing referrals by partner and conversion to closed matters.
Questions and answers
Common questions about Real Estate Lawyers
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, and refine it step by step until it matches your workflow.
Can I build a closing checklist and timeline for purchases, sales and refinances?
Yes. You can create templates by deal type, generate milestones and tasks, assign owners and track status across matters.
Can clients and real estate agents see status without exposing sensitive information?
Yes. You can create portals with permissions so each party sees only the fields and milestones you choose to share.
We live in email and spreadsheets today. Can we start small?
Yes. Start with one workflow—like intake or document requests—recreate your spreadsheet as a structured list and expand once it works well.
Build the app your real estate lawyers and firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free