The Real Estate Assistant module comes pre-installed with over 150 letter templates. Each letter within The Legal Assistant is assigned to a specific letter group, or class making the locating of a specific letters as rapid as possible.
Just some of the Real Estate letters include:
- Letters to Clients & Opposing Parties
- Letters to both Seller's and Buyer's Attorney
- Letters to the Real Estate Brokers
- Letters to the Bank & Mortgage Brokers
- Letters to the Register of Deeds
- Letters to Surveyors
- Letters to Title Companies
As well as other miscellaneous documents, the Legal Assistant allows you to easily add new letters to the system by allowing you to create custom templates containing custom field codes.
Letters are generated rapidly through the Legal Assistant using a wizard approach starting with the click of the Letter button from the Case Details Form. Upon choosing the desired letter template you are led through a minimal set of questions depending whether the case features multiple clients or not and finally what you would like to do with the letter. At this stage the options including simply producing a hardcopy, viewing the letter on screen allowing further editing or distributing the letter on via E-mail or Fax to any contacts relevant to that case where you have recorded the E-mail & Fax information.
Upon completion of the letter generation process, your letter will then be featured permanently as an attachment to that individual Case File allowing future recall at the press of a button, as well as the generation of a billing entry against that case. Billing charges are all parameter driven so they can be set as per your firms requirements.
Security needn't be a worry either when distributing letters via E-mail as the document will be sent in the read-only Adobe PDF format to prevent tampering.
Letterheads can be quickly assigned to either an entire letter class or even specified at the individual letter level allowing you to use your existing firm's letterheads without change.
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