ALPS
JULY 7, 2022
5) Supervising Staff – By way of example, consider a busy real estate practice where an attorney has assigned one staff member the following: all title search responsibilities, preparation of all settlement packages, and additional related administrative tasks. Remember that Rule 5.3
CARET Legal
FEBRUARY 14, 2024
With legal workflow automation software, you can set up a “Closing-Sale” workflow template that automates the following steps after creating a record and adding a close date: Title search: Automatically get notified of upcoming closings 10 days before. This workflow starts as soon as you file the summons and petition for dissolution.
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