Role catalogs

Legal workflow catalog

an attorney or contracts professional who drafts and reviews contracts and manages legal risk for a contractor or property company

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118
workflows in this catalog
2
industriesConstruction 60 · Property Management 58
4
areas of workLargest: Contracts, Procurement & Subcontracts (35)
80k
hrs/yr across these workflowsPlanning estimates from the Process Atlas

Legal

Industry
Area

118 workflows

Legal · 2 areas · about 52k hrs/yr

Construction (60 workflows)

Contracts, Procurement & Subcontracts (35)

about 32,398 hrs/yr

  1. Subcontractor bid package issuance (Daily / Weekly, about 1,118 hrs/yr) After award, the PM issues buyout bid packages to subcontractors with scope sheets, drawings, specs, schedule, insurance requirements, and the subcontract form, asking for final pricing by a set date.
  2. Subcontractor selection (Daily / Weekly, about 1,118 hrs/yr) The PM compares buyout bids, confirms scope, schedule, and prequalification status, and selects the subcontractor, documenting the leveled comparison and buyout savings or loss against budget.
  3. Subcontract scope sheet (Daily / Weekly, about 1,118 hrs/yr) Each subcontract gets a scope exhibit listing inclusions, exclusions, alternates, unit prices, allowances, schedule obligations, and clarifications agreed during buyout.
  4. Subcontract drafting (Daily / Weekly, about 1,118 hrs/yr) The subcontract is drafted from the company template with the sub's legal name, contract value, scope exhibit, schedule, retention, insurance requirements, and flow-down terms from the prime contract.
  5. Subcontract approval (Daily / Weekly, about 1,118 hrs/yr) Subcontracts are approved under the company authority matrix by value and risk before anyone signs, and every approval is recorded against the commitment.
  6. Subcontract e-signature routing (Daily / Weekly, about 1,118 hrs/yr) The approved subcontract goes out through DocuSign or Adobe Sign to the subcontractor's authorized signer, then to the company signer, and the executed copy is filed with the job.
  7. Subcontract commitment entry (Daily / Weekly, about 1,118 hrs/yr) Once executed, the subcontract is entered as a commitment with lines by cost code, retention, and compliance requirements, so cost tracking and payment control can begin.
  8. PO approval (Daily / Weekly, about 1,118 hrs/yr) Purchase orders route for approval by dollar value and job, with the PM or purchasing manager confirming budget, pricing, and cost coding before the order is issued.
  9. PO issuance (Daily / Weekly, about 1,118 hrs/yr) Approved purchase orders are sent to the vendor with terms, delivery instructions, and required documents, and the vendor's acknowledgment of price and delivery date is recorded.
  10. Material procurement tracking (Daily / Weekly, about 1,118 hrs/yr) Purchasing follows each order from PO through submittal approval, fabrication, shipment, and delivery, updating expected dates as vendors report progress by email and portal.
  11. Long-lead purchase tracking (Daily / Weekly, about 1,118 hrs/yr) Long-lead items are tracked every week against release, fabrication, and delivery milestones, because a slip of a few weeks on switchgear or steel can move the critical path.
  12. Subcontract change order request (Daily / Weekly, about 1,118 hrs/yr) Subcontractors submit change order requests for added scope or changed conditions, with pricing backup, labor and material breakdowns, and schedule impact, which the PM logs and reviews.
  13. Subcontract change order approval (Daily / Weekly, about 1,118 hrs/yr) Subcontract change orders pass through the authority matrix by value before execution, with the approved amount and its budget impact recorded.
  14. Subcontract change order execution (Daily / Weekly, about 1,118 hrs/yr) Approved subcontract change orders are signed by both parties and entered in the ERP, updating the commitment value and the affected cost code budgets.
  15. Prime contract change request (Daily / Weekly, about 1,118 hrs/yr) When scope changes, the contractor notifies the owner and prices the change from subcontractor quotes, self-perform estimates, and contract markups, submitting the request within the contract's notice period.
  16. Owner change order preparation (Daily / Weekly, about 1,118 hrs/yr) After negotiation, the owner change order is prepared with description, value, schedule adjustment, and backup, often on the owner's own form or an AIA G701.
  17. Owner change order approval (Daily / Weekly, about 1,118 hrs/yr) The owner, architect, and contractor sign the change order, and the executed document updates contract value, schedule of values, and budget in the ERP and project platform.
  18. Change order log maintenance (Daily / Weekly, about 1,118 hrs/yr) The change order log shows every owner and subcontract change with status, value, dates, and related commitments, and stays current for PM reviews and owner meetings.
  19. Potential change order log (Daily / Weekly, about 1,118 hrs/yr) Potential changes from RFIs, directives, and field conditions are logged with a rough order of magnitude value and status before formal pricing, and they feed the exposure forecast.
  20. Subcontractor COI collection (Daily / Weekly, about 1,118 hrs/yr) Before a subcontractor mobilizes, the company collects a certificate of insurance showing required coverages, limits, additional insured status, and waiver of subrogation endorsements.
  21. COI expiration tracking (Daily / Weekly, about 1,118 hrs/yr) Certificates expire, and a subcontractor working without current coverage exposes the company.
  22. W-9 collection (Daily / Weekly, about 1,118 hrs/yr) Before a vendor is paid, accounting collects a signed W-9 with legal name, tax classification, and TIN, which drives 1099 reporting and backup withholding decisions.
  23. Joint check administration (Daily / Weekly, about 1,118 hrs/yr) When a supplier asks for payment protection, a joint check agreement names both subcontractor and supplier as payees, and accounting tracks the amounts that must be issued jointly.
  24. Supplier delivery coordination (Daily / Weekly, about 1,118 hrs/yr) Project teams schedule deliveries with suppliers around site logistics, crane time, and laydown space, confirming date, time window, and gate instructions in writing.
  25. Material release authorization (Daily / Weekly, about 1,118 hrs/yr) For stored or fabricated material, the PM authorizes release for shipment once submittals are approved and the site is ready, then sends the release to the supplier.
  26. Procurement log update (Daily / Weekly, about 1,118 hrs/yr) The procurement log tracks submittal status, order date, expected ship, and delivery for every item, and it is updated weekly for project meetings.
  27. Subcontract legal review (Daily / Weekly, about 546 hrs/yr) Legal reviews subcontracts that carry nonstandard terms, subcontractor markups, or high value, focusing on indemnity, pay-when-paid, warranty, insurance, and dispute resolution clauses.
  28. Subcontract change order review (Daily / Weekly, about 546 hrs/yr) The PM tests the subcontractor's pricing against scope, quantities, rates, and markup limits, and decides whether the change is owner-billable, a backcharge, or a cost the job absorbs.
  29. Commitment change reconciliation (Daily / Weekly, about 546 hrs/yr) Project accounting compares approved subcontract changes and PO revisions with commitment values in the ERP and in Procore or Autodesk Construction Cloud, so both systems agree.
  30. Subcontractor default/risk review (Daily / Weekly, about 546 hrs/yr) The company watches for subcontractor distress, such as unpaid suppliers, manpower shortfalls, liens, and financial trouble, and decides whether to add monitoring or invoke default provisions.
  31. Vendor/subcontractor performance review (Daily / Weekly, about 546 hrs/yr) At job end or on a set cycle, the PM rates subcontractors and suppliers on schedule, quality, safety, paperwork, and cooperation, and the ratings feed future bid lists.
  32. Purchase order creation (Per event / project, about 150 hrs/yr) Materials and equipment are bought on purchase orders showing vendor, items, quantities, prices, tax, delivery date, and job cost codes, created from approved quotes or field requisitions.
  33. Vendor setup (Per event / project, about 150 hrs/yr) New vendors and subcontractors are created from the approved setup form, W-9, and banking details, with payment terms, 1099 status, and compliance flags set.
  34. Subcontractor compliance onboarding (Per event / project, about 150 hrs/yr) New subcontractors must supply every required document before starting work: COI, W-9, licenses, safety program, and signed subcontract, all tracked in the compliance log.
  35. Lien waiver requirement setup (Per event / project, about 150 hrs/yr) For each job, accounting sets which lien waivers are required from subs and suppliers: conditional or unconditional, progress or final, and whether the state mandates a statutory form.

Safety, Risk & Compliance (25)

about 19,630 hrs/yr

  1. Incident intake (Daily / Monthly, about 806 hrs/yr) Every injury, illness, or property damage event is reported from the field in the safety app with date, location, people involved, and immediate actions, starting the incident record.
  2. Near-miss intake (Daily / Monthly, about 806 hrs/yr) Near misses are reported from the field app with description, location, and potential severity, and logged so hazards are fixed before anyone is hurt and trends show up across jobs.
  3. Incident investigation (Daily / Monthly, about 806 hrs/yr) Serious incidents are investigated for root cause, with witness statements, photos, equipment records, and training history gathered, and corrective actions documented in the incident record.
  4. OSHA log maintenance (Daily / Monthly, about 806 hrs/yr) Recordable injuries and illnesses go on the OSHA Form 300 log within seven calendar days of learning of them, and the Form 300A annual summary is posted from February 1 to April 30.
  5. Insurance claim notification (Daily / Monthly, about 806 hrs/yr) Injuries, property damage, and liability events are reported to the insurance carrier or broker through its portal, with the incident details and supporting documents attached.
  6. Workers comp claim administration (Daily / Monthly, about 806 hrs/yr) Workers compensation claims are managed from the first report of injury through treatment, return to work, and closure, with adjuster requests answered on time through the carrier portal.
  7. Builder's risk claim (Daily / Monthly, about 806 hrs/yr) Damage to work in place from fire, water, wind, or theft is claimed under the builder's risk policy, documented with photos, repair costs, and the incident timeline.
  8. Subcontractor COI compliance (Daily / Monthly, about 806 hrs/yr) Every subcontractor's insurance is monitored against contract requirements across all active jobs, and non-compliant subs are held from payment or site access until corrected.
  9. Safety inspection (Daily / Monthly, about 806 hrs/yr) Safety managers inspect each site on a set schedule in the safety app, scoring conditions and recording hazards, photos, and required corrections by trade and area.
  10. Corrective action tracking (Daily / Monthly, about 806 hrs/yr) Corrective actions from inspections, incidents, and audits are tracked in the safety app until the responsible party fixes the hazard and a verifier signs off with photos.
  11. Toolbox talk tracking (Daily / Monthly, about 806 hrs/yr) Toolbox talk records are tracked by job and crew in the safety app to confirm every crew received the required talks each period, as company policy and owner contracts require.
  12. Training certification tracking (Daily / Monthly, about 806 hrs/yr) Worker training and certifications, such as OSHA 10 and 30, fall protection, scaffold, and equipment operation, are tracked in the LMS for expiration and for each job's requirements.
  13. Site-specific safety plan (Daily / Monthly, about 806 hrs/yr) Each project needs a site-specific safety plan covering hazards, emergency procedures, and responsibilities, submitted to the owner before mobilization and revised as the work changes.
  14. Emergency action plan (Daily / Monthly, about 806 hrs/yr) Each site's emergency action plan sets evacuation routes, assembly points, alarm methods, nearest hospital, and emergency contacts, and it is posted on site and reviewed as the site layout changes.
  15. Environmental inspection (Daily / Monthly, about 806 hrs/yr) Environmental inspections check for spills, dust, noise, waste handling, and concrete washout against permit conditions and company standards, with findings recorded in the safety app.
  16. SWPPP inspection (Daily / Monthly, about 806 hrs/yr) Stormwater inspections under the site's SWPPP and construction stormwater permit are performed at the frequency the permit sets, including after qualifying rain events, and signed reports are kept on site.
  17. Stormwater corrective action (Daily / Monthly, about 806 hrs/yr) Stormwater deficiencies such as failed silt fence, sediment tracking, or damaged inlet protection must be corrected within the deadline the permit sets, and each correction is documented.
  18. DBE/MBE/WBE tracking (Daily / Monthly, about 806 hrs/yr) On public projects with DBE, MBE, or WBE goals, participation is tracked by firm, certification status, commitments, and payments against the contract goal.
  19. Contract compliance reporting (Daily / Monthly, about 806 hrs/yr) Owners require periodic compliance reports on labor, safety, participation, and environmental matters, submitted by portal or form on the schedule the contract sets.
  20. Bond renewal tracking (Daily / Monthly, about 806 hrs/yr) Performance and payment bonds, license bonds, and permit bonds are tracked for renewal, exoneration, and release, with surety correspondence filed against each bond number.
  21. License renewal tracking (Daily / Monthly, about 806 hrs/yr) Contractor licenses by state and trade are renewed before expiration, meeting continuing education, fee, and qualifying individual requirements set by each licensing board.
  22. Subcontractor debarment check (Daily / Monthly, about 806 hrs/yr) Before award on public work, and on a set cycle after, subcontractors and suppliers are checked against federal and state debarment and exclusion lists, and results are filed.
  23. Legal hold/claim document collection (Daily / Monthly, about 806 hrs/yr) When a claim or lawsuit is anticipated, related documents must be preserved under a legal hold and collected, including email, project platform records, and files.
  24. Permit compliance review (Daily / Weekly, about 546 hrs/yr) Project permits are reviewed for compliance with their conditions, such as work hours, noise limits, street closures, and required inspections, and violations are corrected before fines follow.
  25. Risk register review (Daily / Weekly, about 546 hrs/yr) Leadership reviews the enterprise risk register each quarter, covering insurance, legal, safety, surety, and financial exposures, and assigns owners and mitigation for each risk.

Legal · 2 areas · about 28k hrs/yr

Property Management (58 workflows)

Risk, Insurance & Compliance (28)

about 18,200 hrs/yr

  1. Property insurance renewal (Daily / Monthly, about 650 hrs/yr) Insurance renewal gathers updated property values, unit counts, loss runs, and building details for the broker's submission, compares quotes, and binds coverage before the policy expires.
  2. Claim intake (Daily / Monthly, about 650 hrs/yr) Claim intake records a potential insurance claim (property damage, liability injury, theft) with date, location, description, photos, and parties involved, and notifies the carrier or broker.
  3. Claim documentation (Daily / Monthly, about 650 hrs/yr) Claim documentation assembles the photos, repair estimates, invoices, incident reports, and correspondence an adjuster needs to evaluate and pay a claim.
  4. Claim reserve tracking (Daily / Monthly, about 650 hrs/yr) Each open claim carries a carrier reserve, payments made, deductibles, and recoveries.
  5. Incident report (Daily / Monthly, about 650 hrs/yr) Incident reports document accidents, injuries, crimes, fires, floods, and other events on the property, with witnesses and photos, as soon as possible after they happen.
  6. Slip/fall investigation (Daily / Monthly, about 650 hrs/yr) A slip and fall investigation documents location, surface conditions, lighting, weather, maintenance records, and witness statements after someone is hurt on the property.
  7. Resident injury claim escalation (Daily / Monthly, about 650 hrs/yr) Injury claim escalation moves a resident or guest injury to the insurer and legal counsel when a claim or demand letter arrives, and preserves the evidence.
  8. Property damage claim (Daily / Monthly, about 650 hrs/yr) A property damage claim covers losses from fire, water, wind, or vandalism: documenting damage, obtaining estimates, meeting the adjuster, and tracking repairs and payment.
  9. Certificate of insurance monitoring (Daily / Monthly, about 650 hrs/yr) COI monitoring keeps a register of every certificate held for vendors, tenants, and contractors, checking coverage against requirements and catching policies about to expire.
  10. Vendor COI compliance (Daily / Monthly, about 650 hrs/yr) Vendor COI compliance blocks vendors without current, adequate insurance from receiving work or payment, and tracks corrections until each vendor complies.
  11. Tenant COI compliance (Daily / Monthly, about 650 hrs/yr) Tenant COI compliance confirms commercial tenants and residents covered by master policies meet the lease insurance requirements, and follows up on every lapse.
  12. License renewal (Daily / Monthly, about 650 hrs/yr) Property management, real estate broker, and business licenses expire.
  13. Business permit renewal (Daily / Monthly, about 650 hrs/yr) Permit renewal keeps rental registration, business, and operating permits current with the city or county, with renewal fees paid and any required inspections scheduled.
  14. Elevator certificate tracking (Daily / Monthly, about 650 hrs/yr) Elevator certificate tracking keeps each car's operating certificate current, with inspection results, open deficiencies, and the certificate posted where the jurisdiction requires.
  15. Pool permit tracking (Daily / Monthly, about 650 hrs/yr) Pool permit tracking keeps the operating permit current with the health department, along with inspection results, signage and safety equipment requirements, and chemical logs.
  16. Fire inspection compliance (Daily / Monthly, about 650 hrs/yr) Fire inspection compliance keeps fire marshal inspections, sprinkler and alarm certifications, and correction notices current for every building on the property.
  17. Building inspection compliance (Daily / Monthly, about 650 hrs/yr) Building inspection compliance handles city rental inspections, facade or balcony inspections where local law requires them, and other periodic building safety inspections with their reports.
  18. Code violation tracking (Daily / Monthly, about 650 hrs/yr) Code violation tracking logs city or county citations, correction deadlines, fines, hearing dates, and completed corrections for each property, keeping proof of every fix.
  19. Fair housing complaint response (Daily / Monthly, about 650 hrs/yr) Fair housing complaint response handles complaints filed with HUD or a state agency: preserving records, meeting response deadlines, and coordinating with counsel.
  20. Privacy request handling (Daily / Monthly, about 650 hrs/yr) Privacy requests ask to access, correct, or delete personal information, handled within the deadline of any state privacy law that applies to the company.
  21. Document retention (Daily / Monthly, about 650 hrs/yr) Document retention keeps leases, applications, financial records, and compliance files for the periods law and policy require, then disposes of them securely.
  22. Legal hold (Daily / Monthly, about 650 hrs/yr) A legal hold preserves documents and data relevant to a lawsuit, claim, or investigation, suspending normal deletion schedules until counsel lifts the hold.
  23. Eviction legal file coordination (Daily / Monthly, about 650 hrs/yr) Eviction legal coordination manages communication between property staff and eviction counsel: documents, hearing dates, settlement terms, stipulated payments, and move-out dates.
  24. Property tax appeal tracking (Daily / Monthly, about 650 hrs/yr) An assessment notice starts the clock: appeal deadlines, filings, hearings, and outcomes are tracked for each parcel, often alongside an outside tax consultant.
  25. Environmental compliance (Daily / Monthly, about 650 hrs/yr) Environmental compliance covers storage tanks, asbestos, stormwater, hazardous waste, and remediation obligations, with required inspections, permits, and agency filings kept on schedule.
  26. Lead-based paint compliance (Daily / Monthly, about 650 hrs/yr) Lead compliance for housing built before 1978 covers the federal disclosure form and EPA pamphlet at leasing and lead-safe work practices during renovation.
  27. Mold compliance documentation (Daily / Monthly, about 650 hrs/yr) Mold documentation keeps records of disclosures, complaints, inspections, remediation, and clearance testing, to meet state rules and to defend against claims.
  28. Security incident tracking (Daily / Monthly, about 650 hrs/yr) Security incident tracking logs break-ins, vandalism, trespass, and threats, with police report numbers, camera footage references, and follow-up actions such as lighting or lock repairs.

Property & Entity Onboarding (30)

about 10,122 hrs/yr

  1. Chart of accounts mapping (Per property, about 552 hrs/yr) Mapping ties the prior manager's or owner's chart of accounts to the company chart line by line, so opening balances, history, and owner reports translate correctly and no account is left unmapped.
  2. Opening balance import (Per property, about 552 hrs/yr) At cutover, the prior trial balance becomes the new ledger's opening position: cash, receivables, deposits held, payables, prepaids, and equity, supported by closing statements from the seller or prior manager.
  3. Tenant/resident data migration (Per property, about 552 hrs/yr) Resident migration moves every current household into the new system: names, contact details, unit, lease dates, rent, occupants, pets, vehicles, and balances, exported from the prior system and cleaned in Excel.
  4. Lease data migration (Per property, about 552 hrs/yr) Lease migration records each lease's start and end dates, rent, recurring charges, concessions, deposits, and renewal status, then attaches the signed lease PDF, so billing is right from the first cycle.
  5. Vendor data migration (Per property, about 552 hrs/yr) Vendor migration brings over active vendors with legal names, remit-to addresses, tax IDs, 1099 status, payment method, insurance certificates, and contract terms, dropping duplicates and dormant vendors along the way.
  6. Security deposit balance migration (Per property, about 552 hrs/yr) Every resident's security, pet, and other deposits must arrive in the new ledger intact, reconciled to the deposit bank account and the prior manager's deposit liability report at cutover.
  7. Open AP migration (Per property, about 552 hrs/yr) Open AP migration carries over unpaid vendor invoices at cutover with invoice numbers, dates, amounts, and GL coding, so the old and new managers never both pay the same bill and nothing is dropped.
  8. Open AR migration (Per property, about 552 hrs/yr) Open AR migration transfers each resident or tenant's unpaid charges by charge code and original date, preserving aging so late fees, collections, and deposit dispositions calculate correctly in the new system.
  9. Utility account transition (Per property, about 552 hrs/yr) Common-area and vacant-unit electric, gas, water, sewer, and trash accounts move into the owner's or manager's name, with account numbers, start dates, and billing addresses taken from the utility portals.
  10. Property team assignment (Per property, about 552 hrs/yr) A new property needs a name in every seat (property manager, assistant, leasing agents, maintenance supervisor, regional manager, accountant) so work queues, approvals, and notifications reach the right people.
  11. Resident portal activation (Per property, about 552 hrs/yr) Portal activation invites every current resident to register so they can pay rent online, submit maintenance requests, and receive notices, then tracks who has signed up and who still needs a nudge.
  12. Historical document migration (Per property, about 552 hrs/yr) Years of leases, applications, inspection reports, notices, vendor contracts, and correspondence move from the prior manager's files into the new system and SharePoint, indexed by unit, resident, and document type.
  13. Post-conversion audit (Per property, about 552 hrs/yr) After conversion, a sample of leases, balances, recurring charges, vendors, and deposits is checked against source documents, and every error and correction is documented for the owner.
  14. Go-live reconciliation (Daily / Weekly, about 546 hrs/yr) After go-live the team checks the first cycles: rent roll against leases, bank balances against the ledger, first charges and payments posted correctly, and deposits held against the prior manager's report.
  15. New property onboarding project (Per event / project, about 150 hrs/yr) Once a management contract is signed, onboarding runs a long checklist: entity and property setup, bank accounts, data migration, vendors, utilities, insurance, portals, and staff access, all tracked to a go-live date.
  16. Property master setup (Per event / project, about 150 hrs/yr) Every new property starts as one master record: legal name, address, owner entity, property type, unit count, fiscal year, accounting basis, fee terms, and reporting attributes, from the management agreement and setup sheet.
  17. Building master setup (Per event / project, about 150 hrs/yr) Building setup adds each building under the property with its address, floor count, year built, square footage, and amenities, so units, inspections, and work orders attach to the correct structure.
  18. Unit/suite master setup (Per event / project, about 150 hrs/yr) Unit setup loads every unit or suite with its number, building, floor plan, bedrooms, baths, square footage, market rent, and status, usually from a seller spreadsheet that needs cleanup before import.
  19. Entity/legal owner setup (Per event / project, about 150 hrs/yr) Entity setup records the owning LLC or partnership: legal name, EIN, address, ownership percentages, fiscal year, and bank relationships, drawn from the operating agreement and IRS letter so owner reporting and 1099s come out right.
  20. Management company setup (Per event / project, about 150 hrs/yr) Before fees can calculate, the managing entity itself must exist in the system, with fee structures, reimbursable payroll rules, corporate bank accounts, and the list of properties it manages.
  21. Bank account setup (Per event / project, about 150 hrs/yr) Bank account setup links each operating, security deposit, and reserve account to its property and GL cash account, with routing and account numbers, check stock settings, and signers confirmed from the bank's welcome letter.
  22. Lockbox/payment setup (Per event / project, about 150 hrs/yr) Payment setup connects the property to its lockbox, online payment provider, and merchant accounts, so resident checks, card payments, and ACH receipts land in the right bank account and property ledger.
  23. Recurring charge setup (Per event / project, about 150 hrs/yr) Recurring charge setup schedules rent, pet rent, parking, storage, utilities, and fees for each lease, with amounts, start and end dates, and charge codes, so the monthly charge run bills correctly.
  24. Insurance policy setup (Per event / project, about 150 hrs/yr) Insurance setup records property, liability, umbrella, and flood policies: carrier, policy number, limits, deductibles, premium, term, and additional insureds, so renewals, accruals, and lender requirements stay tracked.
  25. Property tax account setup (Per event / project, about 150 hrs/yr) Tax setup records each parcel: parcel number, taxing authority, assessed value, installment due dates, escrow status, and payment method, pulled from the county website and the prior owner's tax bills.
  26. License/permit setup (Per event / project, about 150 hrs/yr) License setup records the rental registration, business license, and elevator, pool, boiler, and fire permits the property needs, with issuing agency, number, expiration date, and renewal fee for each.
  27. User security setup (Per event / project, about 150 hrs/yr) User security setup grants each staff member access to the new property with the right role (leasing, maintenance, accounting, or management) plus approval limits and report permissions.
  28. Owner portal setup (Per event / project, about 150 hrs/yr) Owner portal setup creates logins for each owner or investor contact, links them to their properties and entities, and controls which statements, reports, and documents each one can see.
  29. Document folder setup (Per event / project, about 150 hrs/yr) Folder setup creates the standard SharePoint structure for the property (leases, accounting, maintenance, insurance, legal, owner reports) with permissions matching the assigned team.
  30. Integration setup (Per event / project, about 150 hrs/yr) Integration setup connects the property to payment processing, screening, ILS feeds, utility billing, and accounting exports, entering property codes, partner IDs, and settings in each partner portal.

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