Real Estate Authority (REA)

As New Zealand’s regulator of the real estate industry, the Real Estate Authority needed to streamline how it handled complaints, legal advice, and document management. Their legal team relied on email to deliver important advice to the Complaints Assessment Committee (CAC), making it hard to track and ensure consistency. Shared drives lacked structure, and staff struggled to find previous legal advice and documents, creating risks around transparency and consistency in decisions.

REA partnered with DocSmart to implement M-Files, creating a searchable knowledge base and automating the legal advice request process. DocSmart tailored M-Files to meet REA’s legal and compliance needs, introducing digital workflows, peer reviews, and easy access to up-to-date templates and legal precedents. Users can now request legal support using smart forms, and all documents are tagged and easily searchable using metadata.