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For lawyers & law firms

Back-office intake, file support, payment, and Law Firm Hub workflow.

Law firms can start with per-file support, monthly overflow support, or a white-label client hub. Create a firm account, submit intake, approve payment terms, then submit and track real-estate files through the Law Firm Hub.

Start Law Firm SupportLaw Firm IntakeLaw Firm Hub
Start here for law firms

Firm account → package intake → payment plan → Law Firm Hub.

Law firms do not use the public-client path. Use the dedicated law-firm flow for per-file support, monthly overflow support, billing, and first-file submission.

1. Create firm accountFirm contact, lawyer-in-charge, staff contact, billing contact, and file volume.
2. Choose support packagePer-file intake, Closing Readiness Pack, monthly overflow desk, or white-label hub.
3. Approve terms and paymentSupport agreement, billing method, invoice/payment link, and activation rules.
4. Submit files in hubTrack missing items, ready-for-review files, billing, and monthly allowance.
Open Law Firm StartSubmit package intakePayment planLaw Firm Hub
Launch packages

Lawyer and law-firm launch packages

Workflow support for intake, closing-readiness packs, overflow capacity, and client hub setup.

Intake Processing service imagePer file

Intake Processing

CAD $150/file

For firms that want client intake cleaned up before lawyer or staff review.

Service includes
  • Client/contact summary
  • Matter type and closing date capture
  • Initial document list
  • Basic missing-item notes
  • File-start checklist
  • Support boundary note
Outcome: A cleaner intake package arrives before legal review begins.
Start intake
Closing Readiness Pack service imageStructured file

Closing Readiness Pack

CAD $350/file

For firms that want a structured file with documents, dates, and client questions organized.

Service includes
  • Document index
  • Missing-items list
  • Timeline and key dates
  • Client questions
  • Upload/status notes
  • Handoff summary for firm review
Outcome: Your team receives a clearer file package for review and follow-up.
Start intake
Overflow Support Desk service imageMonthly

Overflow Support Desk

From CAD $1,500/month

For busy real-estate practices needing monthly support capacity during peak periods.

Service includes
  • Monthly file or hour allocation
  • Client follow-up support
  • Checklist maintenance
  • Status updates
  • Document organization queue
  • Support process reporting
Outcome: Extra support capacity without turning the public site into a law-firm fee page.
Request quote
White-Label Client Hub service imageCustom

White-Label Client Hub

Custom quote

For firms that want a branded intake, upload, and status workflow for their own clients.

Service includes
  • Branded intake page
  • Upload workflow
  • Status dashboard planning
  • Firm-specific templates
  • Client hub language customization
  • Setup and monthly support options
Outcome: A custom client-facing workflow that can match the firm’s process.
Request quote
How it works

From scattered information to a clear support package.

Submit intake details, upload what is available, receive a missing-item view, and use the client hub or handoff summary to keep next steps visible.

Start intakeOpen Client Hub
  1. Choose the support lane.Public client, agent/brokerage, or lawyer/law-firm workflow.
  2. Submit documents.Agreements, ID, lender papers, statements, client details, correspondence, or other requested items.
  3. Track missing items.See what is received, what is missing, who is responsible, and which date matters.
  4. Prepare for handoff.Use the organized package for lawyer, lender, client, or real-estate professional follow-up.
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

Explore Partner Options

Apply to Partner →

Agents & brokerages

Client-readiness workflow

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Mortgage professionals

Document and condition tracking

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Law firms

Intake and file support

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Apply to partner

Start your partner application

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Partner workflow

Intake, tracking, handoff support

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RE/MAX Canada

Residential real-estate brokerage

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Royal LePage

Full-service real-estate brokerage

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Sutton Group

Canadian real-estate brokerage

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Dominion Lending Centres

Mortgage brokerage

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Meridian Credit Union

Credit union / lender

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MCAP

Mortgage lender / provider

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Fasken

National law firm

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BLG

National law firm

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Blakes

Business law firm

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Become a partner

Apply and build your workflow

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