Reusable questionnaires
Build your due-diligence checklist once, in nine field types — dates, dropdowns, multi-select, yes/no, structured addresses — and send it on every matter.
PropLegal — by Attain Core
Due-diligence answers, complete the first time.
PropLegal lets your firm build a questionnaire once, send a secure link to the property-management company on the other side of the matter, and get back tracked, validated, AI-reviewed answers — plus a merged Word document. No logins for the recipient. No email chains for you.
Built for unit sales, building sales and sponsor transfers — co-op package status, rent rolls, DOB items and all.
The questionnaire is the bottleneck.
Every closing waits on the same thing: a management company answering the firm's questions. Today that means a Word file attached to an email, half-finished answers, "see attached", three rounds of follow-up, and an associate re-keying everything into the closing documents. PropLegal replaces the whole loop with one link.
What your firm gets
Locked versions, no surprises
Editing a questionnaire never changes one that's already out. Every sent link keeps its original wording and answers, permanently.
Forms that adapt
Questions appear only when they apply — co-op-only items stay hidden on a condo — and answers are checked as they're typed, so you get usable answers the first time.
One secure link, no account
The property manager clicks, saves a draft, comes back later, and submits. The link locks on submission and shows a receipt. Nothing for them to install or remember.
Reminders that chase for you
Recipients are nudged on your firm's own schedule and the assigned attorney is escalated to when a matter goes stale — stopping the moment they submit.
One-screen review and export
Every question paired with its answer, a status timeline, a print-ready PDF packet and structured data export — ready for the file.
Merged Word documents
Attach your firm's own .docx template. Answers — and the internal fields only your team fills in — drop straight into the document, downloadable any time.
AI follow-up suggestions
Thin, vague or contradictory answers are flagged and the follow-up questions drafted for you, each shown next to the answer that triggered it.
How it works
- 1
Build
Assemble the questionnaire from your firm's standard questions. Mark which ones are internal-only.
- 2
Send
Enter the recipient's email. They get a secure link — no account, no password, nothing to set up.
- 3
Track
Watch status in real time. Reminders and escalations run on your schedule until the answers arrive.
- 4
Review & merge
Read AI-flagged answers on one screen, ask the suggested follow-ups, and download the merged Word document.
AI you can govern.
Firms are right to be careful about AI. PropLegal is built so you can see exactly what leaves your tenant boundary, every AI setting change is logged with who changed it and when, and deterministic rules always run alongside the model — so nothing can quietly suppress a finding. AI review is metered in plain units a firm can reason about, not tokens.
See PropLegal on one of your own matters.
A 30-minute walkthrough using your firm's real questionnaire.