Real Estate Attorney Transaction Discovery Form

When you're handling a real estate transaction, getting the full picture from your client upfront is critical. This Real Estate Attorney Transaction Discovery Form helps you gather all the essential details—property information, transaction type, title concerns, financing contingencies, inspection requirements, and closing timeline preferences—in one organized intake process.

Whether you're representing buyers, sellers, or lenders in residential or commercial transactions, this form template streamlines your client discovery process and ensures nothing falls through the cracks. You'll collect structured information about the property, parties involved, and potential complications before your first consultation, saving valuable billable time and setting clear expectations.

Built for real estate attorneys and title professionals

This template is designed specifically for attorneys who specialize in real estate law, title companies, and closing coordinators who need to assess transaction complexity and identify potential issues early. The form walks clients through key areas including property details, existing liens or encumbrances, buyer/seller concerns, financing terms, inspection contingencies, and preferred closing dates.

Streamline discovery with conditional logic

The form uses smart conditional logic to show relevant follow-up questions based on transaction type. When a client indicates they're purchasing a property, they'll see financing-related questions. If they're selling, they'll be asked about existing mortgages and seller concessions. This keeps the form focused and reduces completion time while ensuring you gather all case-specific information.

Enhance your workflow with Stepper and Papersign

Once a client submits their discovery form, you can use Stepper (stepper.io) to automatically create a case file in your practice management software, send a conflict check to your team, generate a custom engagement letter based on transaction type, and schedule an initial consultation. When it's time to review documents with your client, Papersign (papersign.com) lets you send contracts, retainer agreements, and disclosure forms for secure eSignature, keeping everything connected to the original intake for a complete client record.

Secure, compliant, and professional

Paperform is SOC 2 Type II compliant and offers robust security features including SSL encryption, data residency controls, and secure form submissions—essential when handling sensitive real estate and financial information. You can customize the form's design to match your firm's branding, embed it on your website, or send it as a standalone link to prospective clients.

This template helps real estate attorneys move from initial inquiry to qualified consultation faster, with all the information you need to assess scope, identify conflicts, estimate fees, and deliver exceptional service from day one.