Example SOPs: Real Estate Attorney

Real Estate Attorney SOPs

Creating Standard Operating Procedures for your Real Estate Attorney work can be difficult and take time. That’s why we’ve created these example Real Estate Attorney SOPs so you can jumpstart your SOP creation process. We want to help you set up your Law systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Law procedures in one place, your team will have the information they need at all times. Let’s look at some Real Estate Attorney SOP examples.

Real Estate Attorney SOP Examples

1. Client Intake and Consultation: The purpose of this SOP is to ensure a smooth and efficient process for onboarding new clients and conducting initial consultations. The scope of this SOP includes gathering necessary client information, explaining legal services, and assessing the client’s needs. The real estate attorney is responsible for this SOP, and it may reference other SOPs such as Conflict of Interest Check and Retainer Agreement.

2. Title Search and Examination: This SOP aims to guide the real estate attorney in conducting thorough title searches and examinations to identify any potential issues or encumbrances on the property. The scope of this SOP includes researching public records, analyzing title documents, and preparing a title report. The real estate attorney is responsible for this SOP, and it may reference other SOPs like Title Insurance and Title Clearance.

3. Contract Review and Negotiation: The purpose of this SOP is to outline the process of reviewing and negotiating real estate contracts on behalf of clients. The scope of this SOP includes analyzing contract terms, identifying potential risks, and negotiating favorable terms. The real estate attorney is responsible for this SOP, and it may reference other SOPs such as Due Diligence and Contract Execution.

4. Due Diligence: This SOP ensures that the real estate attorney conducts a comprehensive investigation of the property and its legal aspects before finalizing any transactions. The scope of this SOP includes reviewing property documents, conducting inspections, and verifying compliance with regulations. The real estate attorney is responsible for this SOP, and it may reference other SOPs like Environmental Assessment and Zoning Compliance.

5. Closing Process: The purpose of this SOP is to outline the steps involved in the closing process of a real estate transaction. The scope of this SOP includes coordinating with all parties involved, preparing necessary documents, and overseeing the transfer of funds and property. The real estate attorney is responsible for this SOP, and it may reference other SOPs such as Escrow Instructions and Closing Disclosure.

6. Dispute Resolution: This SOP provides guidance on handling disputes related to real estate transactions. The scope of this SOP includes assessing the situation, exploring negotiation options, and representing clients in mediation or litigation if necessary. The real estate attorney is responsible for this SOP, and it may reference other SOPs like Alternative Dispute Resolution and Litigation Management.

7. Ethical Considerations: This SOP ensures that the real estate attorney adheres to ethical standards and guidelines set by the legal profession. The scope of this SOP includes maintaining client confidentiality, avoiding conflicts of interest, and upholding professional conduct. The real estate attorney is responsible for this SOP, and it may reference other SOPs such as Confidentiality Agreement and Conflict of Interest Check.

8. Continuing Legal Education: This SOP outlines the requirements and process for the real estate attorney to maintain their professional knowledge and skills through ongoing education. The scope of this SOP includes identifying relevant courses or seminars, attending or completing the necessary education, and documenting the completion for licensing purposes. The real estate attorney is responsible for this SOP, and it may reference other SOPs like Licensing Renewal and Professional Development Plan.

9. Record Keeping and Document Management: This SOP establishes guidelines for organizing and maintaining client files, legal documents, and other records in a secure and accessible manner. The scope of this SOP includes creating a filing system, labeling documents, and implementing backup procedures. The real estate attorney is responsible for this SOP, and it may reference other SOPs like Document Retention and Data Security.

10. Client Communication and Follow-up: This SOP ensures effective communication with clients throughout the real estate transaction process. The scope of this SOP includes promptly responding to client inquiries, providing regular updates, and addressing any concerns or questions. The real estate attorney is responsible for this SOP, and it may reference other SOPs like Client Engagement and Communication Protocol

Real Estate Attorney SOP Templates

Looking for SOP templates for your Real Estate Attorney work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Real Estate Attorney work. Get in touch if you’ve got questions about the quickest way to build out your Law SOPs library.