Templates

Real Estate Law Email Agent

Automates email processing for real estate law firms to manage property transactions and legal documents efficiently.

Legal & Law Firms

What This Agent Does

Automates email processing for real estate law firms to manage property transactions and legal documents efficiently.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: "property sale", "closing documents", "title search", "lease agreement", "purchase agreement", "escrow", "due diligence" OR from: clients@realestatelaw.com, @titlecompany.com, @escrow.biz

THEN DOES

Search knowledge base for client files and related property transaction documents. For closing documents, forward to closings@realestatelaw.com with relevant client and property details, mark with 'urgent' label. For title searches, forward to titlesearch@realestatelaw.com, mark as 'pending'. For lease agreements, review compliance with regulatory standards using searchDocuments, reply with required amendments if any, and forward to paralegals@realestatelaw.com. For escrow inquiries, forward to escrow@realestatelaw.com, label as 'escrow', and send status update to client. Archive after processing.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.