Law-firm intake

Create a firm account and start the support package intake.

Use this form for per-file support, monthly overflow desk setup, white-label client hub setup, or first-file submission. Intake is free. Payment is due only after the support scope and payment terms are approved.

Secure document handling note: This form is configured for launch-safe intake only. Do not upload photo ID, bank statements, lender instructions, trust/closing funds information, or other highly sensitive documents here. RealEstateExpt will send an approved secure upload link when the file is ready.
Law-firm intake is free. No paid support work starts until the firm approves the support scope, payment terms, and activation or billing instructions.
Firm details
Support path and package
Support services needed
First file details, if available
Large File Dropbox Upload

Upload large files to the RealEstateExpt Dropbox

Click the button below to open the RealEstateExpt Dropbox File Request page. Upload your large files there, then return to this form and write the file names or a short note so we can match them to your request.

Do not paste your Dropbox account link or password. Clients upload through the Dropbox File Request button. The files land in the Dropbox folder selected by RealEstateExpt.

Consent and professional boundary
Privacy notice: By submitting this form, you consent to RealEstateExpt collecting and using the information for the selected support request, quote, intake, upload, payment, partner workflow, or handoff purpose. Do not include sensitive ID, bank, tax, trust, closing-fund, or lender documents in ordinary forms unless an approved secure upload/Dropbox route is provided. See Privacy Policy, Consent, and Safeguards.
See payment plan
Client clarity

Closing support desk

Open the bullet-point guide for intake, checklists, document notes, deadline reminders, upload support, and handoff summaries.

  • What clients need to provide
  • What documents are missing
  • Who is responsible for each item
  • Which dates and deadlines matter
  • What is ready for lawyer review
  • What support is not included
View bullet-point page