Ontario Real Estate Law

Practice management for
Ontario real estate solicitors.

Pre-built checklists for residential purchases and sales, trust accounting that satisfies LSO By-Law 9, and AI document processing — built specifically for Ontario solicitors handling residential closings.

Start Free Trial →Free Limitation Period Calculator

LSO By-Law 9 compliance: Every trust transaction in Atticus is tied to a specific client and matter. Live per-client balances, a compliant trust ledger CSV export, and automatic alerts if any trust balance goes negative. Your trust accounting and practice management in one place.

Built for the Ontario real estate closing workflow.

Pre-built Ontario closing checklists

Both residential purchase and sale matter templates come pre-loaded with Ontario-specific task checklists. Open a matter, select the type, and your checklist is ready.

Trust accounting built for By-Law 9

Track every trust receipt and disbursement tied to the client and matter. Live per-client balances, LSO-compliant CSV ledger export, and negative-balance alerts in your morning briefing.

Client portal for document collection

Send your buyer or seller a portal link. They upload their documents — ID, mortgage commitment, utility bills — and Atticus processes and links everything automatically.

AI document processing

Upload the APS, title search, status certificate, or any other document. Atticus extracts key dates, parties, dollar amounts, and action items — and emails you a summary.

Limitation period calculator

For litigation-adjacent matters, calculate Ontario limitation periods instantly. One click adds any period to your deadline tracker.

Billing and invoice management

Log time on each matter, generate invoices from billable time, add HST (13%), and send directly to the client. All from the same system as your trust accounting.

Ontario closing checklists — ready on day one.

Pre-built for Ontario residential real estate. Open a matter, select the type, and your checklist appears.

Residential Purchase

  • 1.Receive and review Agreement of Purchase and Sale
  • 2.Order title search and review title
  • 3.Obtain and review status certificate (condos)
  • 4.Arrange title insurance
  • 5.Review mortgage commitment and instruct lender
  • 6.Prepare transfer and mortgage documents
  • 7.Calculate and confirm trust requirements (deposit, balance due on closing)
  • 8.Book signing appointment with clients
  • 9.Conduct closing — register transfer and mortgage
  • 10.Release funds to vendor solicitor
  • 11.Report to client and lender

Residential Sale

  • 1.Receive and review Agreement of Purchase and Sale
  • 2.Obtain mortgage statement and discharge information
  • 3.Review existing title and encumbrances
  • 4.Prepare vendor statement of adjustments
  • 5.Prepare transfer documents for purchaser's solicitor
  • 6.Book signing appointment with clients
  • 7.Confirm closing funds and wire from purchaser
  • 8.Register transfer / release mortgage
  • 9.Account to clients — net sale proceeds
  • 10.Report to clients

Every document, automatically processed.

Upload the Agreement of Purchase and Sale, title search, mortgage commitment, or any other document. Atticus AI extracts key dates, parties, amounts, and action items — and emails you a summary within minutes.

Closing date automatically extracted and added to your deadline tracker
Parties (buyer, seller, lender) identified and linked to your client record
Dollar amounts (purchase price, deposit, mortgage amount) surfaced for quick reference
Action items extracted and flagged for your review
Document searchable by semantic search — find anything across all your files

Questions from Ontario real estate solicitors

Does Atticus work alongside Teraview?

Yes. Atticus handles practice management — client records, checklists, document processing, trust accounting, and billing. Your Teraview workflow for title searching and registration stays the same. Atticus handles everything around it.

How does trust accounting work for closing funds?

Log trust receipts (deposits, closing funds received) and disbursements (payout to vendor solicitor, discharge fees, etc.) tied to each client and matter. Atticus shows a live per-client balance, alerts you if any balance goes negative, and generates a By-Law 9-compliant CSV ledger.

Can my clients upload ID and documents through a portal?

Yes. Each matter has a shareable client portal link. Clients upload documents directly — they are automatically processed by Atticus AI, linked to the matter, and you receive an email with the extracted findings.

What does the closing checklist cover?

Both residential purchase and sale templates come pre-loaded with Ontario-specific task checklists covering the standard closing workflow. You can add, edit, or remove tasks on any matter.

Is there a free trial?

Yes — 14 days, full access, no credit card required. You can start processing documents and running your first closing on day one.

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