Polunsky Beitel Green Recognized as a “Legal Technology Trailblazer”

by The National Law Journal

SAN ANTONIO--(BUSINESS WIRE)--Polunsky Beitel Green, the country’s leading law firm representing mortgage lenders, has been named one of the nation’s most innovative law firms by The National Law Journal. The publication’s 2022 Legal Technology Trailblazers, which recognizes law firms and companies that have used technology to change the way their businesses operate, honored PBG for its development of proprietary technology that automates and streamlines the mortgage loan document preparation and review process. The National Law Journal’s full profile of the firm is available here.

Texas-based PBG occupies a specialized niche in the residential real estate finance industry, representing mortgage lenders in Texas and other states that require closing documents to be reviewed by the lender’s third-party legal counsel.

PBG blends a team of renowned mortgage lending lawyers with a secure technology and workflow solution, enabling the firm to prepare and review closing documents for an astounding 30,000-plus transactions each month. The system automatically retrieves data from its clients’ systems and routes the appropriate data to PBG’s team of more than 300 mortgage document specialists, who quickly confirm the accuracy of critical data so that they can turn their attention to identifying legal or regulatory compliance concerns that require more in-depth involvement from the firm’s lawyers.

“Our technology, process, and a team of the most talented lawyers and professionals I could ever hope to work with, facilitates the efficient resolution of legal or compliance impediments, allowing files to proceed to closing without undue delay,” said Eric Gilbert, Polunsky Beitel Green’s Chief Technology Officer and the architect of its technology platform. “The technology is the engine that enables us to provide a detailed, meaningful legal review of loan documents, while also addressing the need for perfect documents, delivered quickly and seamlessly every time.”

Legal industry experts have defined “New Law” as having four critical characteristics, but PBG is perhaps the first to have demonstrated a mastery of each – technology, alternative staffing, process improvement, and use of data.

“We are delighted to be recognized as a New Law leader by one of the legal profession’s bellwether media outlets,” said Allan Polunsky, managing partner and founder of Polunsky Beitel Green. “This recognition is a testament to our staff’s extreme dedication to service, which drives us each day to find better, more efficient ways of helping our clients.”