Overview

TrackWithEase is a cloud-based transaction management platform designed for real estate law firms, supporting matter organization and workflow management from contract to close.

Key Features & Functions:

Transaction Management
Centralizes documents, contacts, critical dates, workflows, and e-signatures across all active transactions in a single platform, accessible from any location without software download.

Workflow Automation
Supports automated task follow-up and client communications, sending updates and reminders to the appropriate parties at specified points in the transaction workflow.

Client Portal
Provides clients and agents with 24/7 online access to transaction updates and real-time notifications, reducing inbound calls and emails to the firm.

E-Signatures
Supports creation and customization of e-signature requests from any document within the platform.

Task and Timeline Management
Provides to-do lists and timeline tracking across transactions, with tools to assign, monitor, and follow up on outstanding items across all active matters.

Email Integration Connects with Gmail and Microsoft email accounts to support transaction management workflows within existing email environments.

View more
HEADQUARTERS
US
LANGUAGES
English
OFFICES
US
YEAR FOUNDED
2017
REGIONS SERVED
North America
Areas of Use
TARGET AUDIENCE
Law Firms - 20-99 lawyers
Law Firms - 100-499 Lawyers
Law Firms - 500+ lawyers

Loading...