Pick a tool. Nothing you type leaves this page.
‹ All toolsSign outPaste an attorney's whole signature block into any box and it sorts itself into the lines. When the deal is saved, a typed-in attorney is filed in the address book once and linked to the matter.
One deal, every document. The premises, the parties, the attorneys, the price and the closing date are typed once, in the deal panel at the top of any tool, and the contract, deed, closing statement, estimate and engagement letter all read from it — change the price in one place and every document changes. Nothing you type leaves this page unless you press “Save to site”, which stores that deal on the firm’s own site behind the office PIN.
The grantor, grantee, premises, block and lot, title company and date of deed come from the deal above — the grantors are the sellers exactly as typed there, the date of deed is the closing date. Only what is particular to the deed is set here.
One line per seller named in the deal. Mark an entity and say who signs for it; the acknowledgment follows.
Prepared from the firm's Bargain and Sale Deed with Covenant against Grantor's Acts form. Confirm the grantor's name against the last deed of record and attach Schedule A from the title report.
Printed form text is the 2025 NYC Bar / NYSBA Contract of Sale – Cooperative Apartment, unaltered; only the fill-ins, the firm's rider and the lead-paint exhibit are generated. Review against the board's requirements and the purchaser's attorney's comments before sending.
Printed form text is the NYC Bar / NYSBA Contract of Sale – Condominium Unit as used by the firm; the fill-ins, the schedules, the firm's rider and the lead-paint exhibit are generated. Review against the board's requirements and the purchaser's attorney's comments before sending.
Since March 20, 2024 the $500 credit is gone — a seller of a 1–4 family house must give the purchaser a completed Property Condition Disclosure Statement before the contract is signed, unless the transfer is exempt (estates, foreclosures, new construction, transfers between co-owners or family, and the like).
Printed form text is the NYSBA Residential Contract of Sale as used by the firm; the fill-ins, the firm's rider and the lead-paint exhibit are generated. Attach Schedule A from the title report and review the purchaser's attorney's comments before sending.
The parties, premises, the attorneys in ¶ 18 and the dwelling in ¶ 24 come from the deal above; the date is left blank because the contract is dated by the seller's office. Click any paragraph in the preview to reword or strike it for this deal only.
The firm's purchaser's rider to the NYSBA residential contract, as sent back to the seller's attorney. Against the office file: the "Intentionally Omitted" slots are gone and the paragraphs renumber; ¶ 4 refers to form ¶ 16(f) (the systems paragraph — 16(e) is broom-clean possession); the open-permits paragraph gives the purchaser, not the seller, the option to cancel; and four paragraphs the form lacks were added — walk-through, lender failing to fund (financed deals only), time not of the essence with adjournments, and counterparts / e-signature. The agreed-repairs paragraph prints last, when there are repairs.
Lender escrows (taxes and insurance), prepaid interest, adjustments with the other side and the first-year homeowner's policy are called out in the note under the table rather than estimated.
Transfer, mansion and mortgage recording taxes use the same statutory math as the closing adjustments tool. Everything else is a typical figure to be replaced by the title company's, lender's and managing agent's actual charges.
Attach a contact above and they are on the deal — every document reads them from there.
Contacts is the one directory: everyone on a matter is here, once, under the role they play. Matters and deals link to a contact, they do not copy it. Nothing here goes on a printed document until you attach the contact to a deal.
The estimate follows the side, property type, fee, client and premises above. To edit its lines, open the Closing cost estimate tile — the same lines print here.
Attach the client, the real estate agent and the mortgage broker under Contacts — their address, cell, email and referral print on the intake sheet, and the same names flow into every other document.
Save as PDF and upload to Adobe Sign; the client completes the intake sheet, card authorization and signatures there.
Ticklers come from the follow-up date on the latest update. Contingencies flag 14 days out and turn red once expired without a commitment; closings flag 7 days out. Deposits on canceled matters can be applied to a new matter for 30 days.
The days and wording come from the contract in the deal; the dates are FEC plus those days — the contractual target, not a scheduled closing.
Money the firm holds as escrowee — the contract downpayment, not the legal fee. Record it when it comes in and when it goes out, so the balance here is what should be sitting in the account.
Everyone involved and what they are to this matter. The Call mark is whoever you actually deal with — that is who the list and the status report show, which is what you want when the title is in one name and the phone belongs to someone else. Roles are free text: type a new one and it joins the list.
Each one opens already filled in from this matter — the property, the client, the other side, the attorneys, the broker. Everything stays editable there. What you type into a document is saved with the matter's documents; names that turn up in a document and are not on this matter yet are offered above, under People.
Westchester bills vary by town. Periods default to the usual calendars — edit them to match the bill.
School tax is inside this bill. Suffolk issues one combined bill — town, school, and county together — for the Dec 1 – Nov 30 year, so there's one adjustment line, not separate school/general lines like Nassau.
Per the managing agent's statement.
Usage between the reading and closing is the seller's — estimate it from the last regular bill:
One row per tenant. Deposits transfer in full.
One-offs — e.g. condo working capital, prepaid HOA dues, a Suffolk village tax.
Per the payoff letters. Prints on the payoff lines and comes off the net to seller.
Adds a step and a second printed page. Leave off for adjustments only.
Separate from the adjustments. Taxes compute from the sale price.
Enter a sale price on the setup step to compute these.
The mortgage recording tax uses the loan amount in the deal above — leave it blank for an all-cash purchase.
Typical figures for this county and deal type — edit freely. Changing county or deal type resets the list.
Pick a closing date above and the statement will build itself here.
Enter a sale price (and any fees on the costs step) and this section builds itself.
A worksheet, not legal advice — adjust from the actual bills and title report, and confirm conventions against the contract. Tax calendars verified September 2026.