Onboard clients.
Prepare purchase agreements.
Intake
Client details prepared for the law firm
2
Workflows live: client onboarding and broker tool
Transfer
Reuse captured details in Advocat
Matching product
Workforce Basis. Set up together.
The law firm and UNOY aligned client intake, broker details and contract templates. The attorneys use the workforce themselves and review the drafts. Workforce Basis is the starting point for comparable law firm tasks.
In use
- Guided client onboarding
- Broker tool for buyer and seller data
- Draft purchase agreement based on the firm’s template
- Legal review before sending
- Handover to Advocat
Collaboration & use
- Set up together · used by the law firm
- Advocat
- Law firm in the Salzburg region (founded 2024)
Background
Who is Esterer & Ellmauthaler?
Esterer & Ellmauthaler Rechtsanwältinnen OG is a law firm founded in 2024 in the Salzburg region, with offices in Puch bei Hallein and St. Johann im Pongau. Mag. Elisabeth Esterer and Mag. Corina Ellmauthaler run the firm together, focusing on property and real estate law, construction law, criminal law and corporate law.
Esterer & Ellmauthaler uses tailored UNOY workflows to onboard clients and prepare real estate contracts. The law firm runs the deployment and performs the legal review.
The problem
Capture details without transferring them several times.
New mandates require details, powers of attorney and documents. For real estate transactions, broker data and details on buyers and sellers are added.
UNOY guides people through the required details and prepares them for the law firm. The attorneys review the file and the contract drafts created from it.
Model
Set up together · Used in-house
Esterer & Ellmauthaler
Law firm · Professional liability & attorney-client privilege
UNOY
Work environment · set up together
Clients & brokers
Data in · files directly in Advocat
Clients and brokers provide details. UNOY prepares the file and the contract draft. The attorneys review them and approve further use.
Application
Capture details once and reuse them.
Onboarding
Client onboarding with data extraction.
“How can we help you?”: the client selects their area of law, describes the facts in plain language and uploads documents. UNOY extracts the relevant facts and structures them as a reviewable file. The power of attorney and engagement agreement are signed digitally right away.
Broker tool
Collect buyer and seller data.
Engagement to draw up a real estate contract: buyer and seller enter their master data, plus the email address and phone number of each contracting party. UNOY structures the data and checks it for completeness before the next documents are uploaded.
Processing rules
Complete broker data: draft purchase agreement is generated · Edge case (land register status unclear, buyer identification pending): escalation to the attorney with reasons · No match: stop, query to the broker.
Purchase agreement
Draft purchase agreement from broker data.
The broker uploads the offer, land register extract and the buyers’ e-cards. UNOY reads property data, purchase price, land register number and master data in a structured way and prepares the draft purchase agreement based on the firm’s template. The attorney reviews, signs and sends it.
Experience
A clear start to the mandate makes the rest of the work easier.
When the required details are available in a structured way, the law firm can review more precisely and request missing information.
The law firm wants to be able to adapt the logic of its workflows itself instead of waiting for development slots.
Two workflows that have been set up accompany client contact from the inquiry to the contract draft.
Frequently asked
What you should know about this case.
What is Esterer & Ellmauthaler?
Esterer & Ellmauthaler is a law firm of women attorneys in the Salzburg region, founded in 2024. Focus areas: property and real estate law, construction law, criminal law, corporate law. The firm runs two UNOY workflows live in production: guided client onboarding and a broker tool for property contracts.
How does Esterer & Ellmauthaler work with UNOY?
Done together during setup, done by the firm itself in daily work: UNOY set up the workflows with the law firm. The attorneys then use and maintain them themselves.
Who bears legal responsibility?
Esterer & Ellmauthaler bears legal responsibility itself, with its own professional liability insurance and attorney-client privilege. UNOY prepares the data in a structured way; the attorneys review, sign and send. UNOY does not replace any legal step.
How does the Esterer broker tool work technically?
The broker tool is modeled as a UNOY workflow. Buyer and seller enter their data via a structured web form. UNOY checks for completeness, collects land register extracts and broker exposés, and generates a draft purchase agreement. The attorney reviews and signs; the structured file goes directly into Advocat.
How does guided client onboarding work?
A new client calls or writes an email. UNOY structures the unstructured input: it sets out the request in an orderly way, fills in required fields and generates the power of attorney and engagement agreement. Instead of 30 minutes of phone notes, onboarding takes 3 minutes. The attorney reviews and sends the digitally signed documents.
What happens if UNOY ceases operations?
The agreement defines which workflows, templates, rules and logs are provided at the end of the contract. The legal obligation to retain files remains with the law firm.
Technical basis
How UNOY works in the background.
UNOY Workflow Designer
Workflows for client onboarding, broker tool and purchase agreement: logic editable directly by the attorneys, without a developer ticket.
Data extraction
Structured data from unstructured input: client calls, emails, broker exposés, land register extracts.
Broker tool integration
Buyer/seller data, land register extracts, property identification, transferred in a structured way into the contract draft.
Purchase agreement generator
Contract draft from master data, broker data and a clause playbook; the attorney reviews and signs.
Integration with existing systems
Advocat (file handover) · WinCause (amount in dispute & claim preparation) · DocuSign (eIDAS signature) · Email system · Audit storage.
Digital signature
Power of attorney and engagement agreement signed digitally with an eIDAS signature, directly from the workflow.
Data residency & GDPR
EU data centers in Frankfurt and Vienna · Sub-processing agreement on request · Client data stored encrypted.
AI governance
Matter inventory, risk assessment per workflow, approval per matter, regular review.
Audit trail
Every workflow step documented with timestamp and actor, exportable for audits and professional conduct reviews.
Your starting point
Set up together. Used in your own team.
Workforce Basis combines prepared capabilities with your own way of working. Firm-specific forms, templates and integrations can be set up together with UNOY.
In the case of Esterer & Ellmauthaler: guided client onboarding, a broker tool for buyer and seller data and draft purchase agreements based on the firm’s template, with legal review by the law firm.
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