Business Context
Commercial real estate law delineates legal frameworks governing property transactions, leases, financing, zoning, and development, ensuring compliance with regulations and facilitating smooth transactions. It encompasses property acquisitions, sales, and leases, involving intricate contracts that outline terms, conditions, and responsibilities of involved parties. Regulations guide land use and zoning, dictating permissible activities and structures within designated areas. Financing aspects involve legal documentation for loans, mortgages, and other financial instruments. Compliance with environmental regulations, building codes, and permits is crucial in development projects, establishing a legal foundation that safeguards the interests of all involved parties.
The Real Estate – Commercial Accelerator is designed to expediate the landlord and tenant elements of this work and provides lighter container driven support for other work types.
- Design Documents that can be used to define requirements with your stakeholders.
- Process Maps that can be used to facilitate process design workshops.
- ShareDo configuration samples, including work types, workflows, personas, portals and forms.
The Accelerator caters for different work management styles, including:
- Straight Through Processing – cases can be operated with little or no "touch" required from handlers.
- Matter Management – cases are managed in an expert-centric way with minimal prompts from ShareDo to the handler.
Solution Components
The following diagram illustrates the overall solution components for the Real Estate - Commercial Accelerator.
| Element | Description |
|---|---|
| Instructions |
Instructions are the primary container for the processing of inbound instructions for cases. Just like any other items of “work” in ShareDo they can be specialised to meet specific processing requirements. |
| Service Requests | Service Requests represent a discrete instruction to perform some specific processing on a case either from the client or from internal stakeholders. Examples of service requests include Change of Scope, Call Back Requests and the like. |
| Multi-channel | ShareDo is a multi-channel contact application. What this means in practice is that instructions, or indeed other work, can be received via post, email, API, portals or uploaded from an XLS file. |
| Case (Matter) |
When (or if) an instruction is converted it becomes a Matter. Matters are the primary container for the management of legal cases for the entire life cycle. The matter container provides all the tools and processes to facilitate the efficient management of the case, whilst supporting compliance with regulatory and business protocols. Matter types are then specialised to provide specific processing for case types (e.g., Financial Disputes). Matters can be specialised like any other piece of work. |
| Workflows |
Also described as Smart Plans, these are used to initiate and control activities across cases; they can be as intelligent (or basic) as you like and are triggered from a multitude of events across the application. The Real Estate – Commercial Accelerator makes extensive use of workflows as outlined in Solution Workflows. |
| Finance Work Types | ShareDo supports a variety of finance work types including invoices, payments, budgets, fees, quotes, settlement, offers etc. These are typically associated with Matters. |
| Compliance Work Types | ShareDo also supports a variety of compliance work types including conflict and duplicate searches, AML and the like. |
| Task Work Types | Out of the box ShareDo provides a number of core task “building” blocks. Examples of these include Doc Automation, Contact (Email, Fax, SMS), Appointments, Telephone calls and the like. In a similar fashion to all other work types, these can be extended for specific processing needs, called from smart plans and so on. |
| Litigation Work Types | ShareDo provides a specialist work type for litigation; the proceeding modeller is used to configure litigation for different court tracks and jurisdictions. |
| Statements of Work |
In ShareDo Cases (and indeed instructions) are performed under the “control” of a Statement of Work. The Statement of Work will define for a given set of Matters items such as:
|
| Personas | When users view ShareDo what they see is determined by their persona. Examples of personas include Fee Earners, Supervisors, B2B or B2C Clients. Different personas are then shown different screens or widgets within the ShareDo application. |
| Organisational | Managing work requires people, users and teams. Within ShareDo you model these together with their permissions and the rules by which they are allocated. |
| Integrations | ShareDo isn’t an island and will typically plug into a number of internal or external services such as document management systems, reporting tools or third-party services such as court or address services. |
Matter Type Support
| Matter Type | Description |
|---|---|
| Matter – Real Estate | Top-level, abstract real estate type that sits across both commercial and residential real estate. |
| Matter – Real Estate General | Generic commercial real estate matter type that can be used for activities like advice or small pieces of ad hoc work. |
| Real Estate – Finance | Top-level, abstract real estate types that are specifically finance-related, e.g. Certificate of Title. |
| Certificate of Title | A Certificate of Title in commercial property law serves as a legal proof of ownership and delineates property rights, detailing encumbrances or liens. It is pivotal in transactions, ensuring transparency and validating ownership rights within the complex framework of commercial property real estate law. |
| Commercial Acquisitions and Disposal | A top-level, abstract type for mattes related to the sale or purchase of freehold and long leasehold commercial properties. |
| Commercial Acquisition (FH/LLH) | Commercial acquisition of a property representing the buyer. |
| Commercial Disposal | Commercial disposal of a property representing the seller. |
| Landlord and Tenant Services | A top-level, abstract matter type that provides a container for all services offered to landlords and tenants, including leases, assignments, easements, wayleaves, etc. |
| Agreement (Landlords) | A matter type for all services offered to Landlords, including leases, assignments, easements, wayleaves, etc. |
| Agreement (Tenants) | A matter type for all services offered to Tenants, including leases, assignments, easements, wayleaves, etc. |
Related Accelerators
ShareDo's accelerators are designed to be componentised, with common accelerators being referenced by other accelerators. The Real Estate – Commercial accelerator should be implemented with reference to the following accelerators.