Practice system

Real Estate & Construction, run as a system.

Purchases, sales, leasing, development and construction: date-of-the-essence transactional work.

Contract-created dates where time is of the essence. Missing a contingency date doesn't get you sanctioned, it silently waives your client's rights: the cascade protects option value, not compliance.

Real Estate & Construction · Matter cockpit
Illustrative

Stage

ContractDue DiligenceTitle & SurveyFinancingClosing PrepClosingPost-Closing

Diligence expires

6d

Closing date

Sep 3

Earnest money at risk

$25,000

Title objection deadline · 11dClosing date · 38d

Computed: Critical-Date Runway

Days to the next unwaived contingency, plus the earnest-money risk state.

Posture

One question decides how the whole matter reads.

Transaction: do we represent the buyer, seller, landlord, tenant, or lender? Construction: owner, GC, subcontractor, or surety?

What it tracks

The documents this practice actually produces.

  • Purchase & sale agreement

  • Title commitment

  • Amendments & extensions

  • Lien waivers & pay applications

  • Closing statement

Computed

Critical-Date Runway

Days to the next unwaived contingency, plus the earnest-money risk state.

Opening checklist

What starts moving on day one.

  • Conflicts incl. dual-agency issues
  • Every contract date extracted and confirmed
  • Title ordered, inspections scheduled
  • Objection letter tracked to its deadline
  • Recording confirmed post-closing

Questions

Before you book the call.

Do you build a matter management system specifically for real estate & construction practices?
Yes. It runs on the same MATTER Method as everything else I build, configured for how real estate & construction actually moves: Contract-created dates where time is of the essence. Missing a contingency date doesn't get you sanctioned, it silently waives your client's rights: the cascade protects option value, not compliance.
What does the system actually track for a real estate & construction matter?
Every stage from contract to post-closing, the facts that matter most for this practice (diligence expires, closing date, earnest money at risk), the document set the matter actually produces, and one computed read: critical-date runway, days to the next unwaived contingency, plus the earnest-money risk state.
Can I get this through MatterOS, or does it need a custom build?
Both. It ships as a configured practice pack inside MatterOS for solo and small-firm workflows, or as a private, purpose-built system when a firm needs more control over data, integrations or workflow. Either way, we start with a short call to see which fits.
Do you also handle litigation technology and expert witness work for these matters?
Separately, yes, under the same practice. If a matter needs digital evidence structured or presented in a US courtroom rather than just tracked, that is the second half of what I do. See the Services page for how that engagement runs.

Bring me the real estate & construction matter. I've probably built this before.

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