The right tools for your work.
From the first request to the final handoff, keep the details that matter to your business connected.
Client management
Create a client record with the transaction context, authorized contacts and upcoming milestones. Record who owns each follow-up and which questions need professional review.
Explore this toolProperty transaction coordination
Property transaction coordination
Organize transaction documents
Follow conditions and deadlines
An illustrative workflow, adapted to your specialty.
Frequently Asked Questions
Which tools are most useful for this specialty?
Client management · Files & documents · Client portal. Keep supporting documents organized by matter and version. Confirm recipient access before sharing, and distinguish client-supplied records from reviewed deliverables.
What should I prepare before the first appointment?
Create a client record with the transaction context, authorized contacts and upcoming milestones. Record who owns each follow-up and which questions need professional review. Avoid mixing separate matters simply because they concern the same property.
Can the client follow the work in Azyba?
Yes. Invite the client to their free Azyba account to keep authorized requests, shared documents and job updates together. When you issue an invoice and complete payment setup, the client can also pay through their account.
