Sherman & Phalen, Pc

What Sherman & Phalen, Pc does

Sherman & Phalen, PC (legal entity: Sherman & Phalen, LLC) is a Marietta, Georgia-based real estate closing law firm founded in 1995 by Glenn F. Sherman. The firm provides residential and commercial real estate closings, For Sale By Owner (FSBO) services, investor transaction support, title search and insurance coordination, deed preparation, simple estate planning, and business incorporation. Clients include individual homebuyers and sellers, commercial real estate investors, lenders (credit unions, banks, mortgage companies, hard money lenders), and FSBO sellers. The firm serves five southeastern states — Georgia, Florida, Tennessee, Alabama, and South Carolina — through attorney licensure in GA/AL/SC and licensed title/escrow agent status in FL/TN.

The firm operates a relationship-driven, sales-led model with no proprietary technology platform. Core technology consists of third-party integrations: CertifID plus Plaid for secure earnest money payments up to $15,000, Qualia for secure wire instruction delivery, and a basic online closing costs calculator for Georgia and Alabama residential closings. Pricing is primarily quote-based for closing services, with unit pricing for ancillary items such as deed preparation ($300 standard, $30 for prepaid legal plan members), a $250 FinCEN compliance fee when applicable, and a $75 mail-away/POA fee. Marketing channels are referral-driven (real estate agents and lenders), supplemented by blog content, LinkedIn/Facebook presence, and website inquiry forms.

The team comprises three attorneys (William L. Phalen III, David M. Sherman, Zach Landy), one Operations Manager (Rebecca Phalen), one Office Manager (Michelle Wolfe), and five paralegals/staff. Ownership is held by the two named partners; no institutional investors, parent company, or external capital are indicated. The firm has no disclosed revenue, no funding history, and no M&A activity. Its competitive posture rests on multi-state attorney licensure, decades of closing experience, and established referral relationships across the Southeast.

Name

Sherman & Phalen, Pc

Legal name

Sherman & Phalen, LLC

Website

https://shermanphalenlaw.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Short description

Sherman & Phalen, PC is a Marietta, Georgia-based real estate closing law firm serving homebuyers, sellers, investors, and lenders across five southeastern states (Georgia, Florida, Tennessee, Alabama, and South Carolina) with a 10-12 person team.

Ownership category

akta.pro rank

Product category

Real Estate Closing Legal Services

NAICS

Offices of Lawyers (541110), Title Abstract and Settlement Offices (541191), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111), Title Insurance (6361), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Real Estate & Construction Law (BPAHAAAE)

akta.pro secondary industries

Closing & Settlement Services (Settlement Agents) (BPAJAOAE), Document Preparation & Recording Services (Deeds, Liens) (BPAJAOAG), Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

Keywords

• Real estate closings
• Title services
• Estate planning
• Business formation
• Property law

Headquarters

HQ city

Marietta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Real Estate Closing Legal Services: Legal fees for residential and commercial real estate closings, including title search, document preparation, settlement services, and title insurance placement. Services include purchase, sale, refinance, and investment property transactions.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Sherman & Phalen is a Marietta, Georgia-based law firm providing real estate closing services for residential, commercial, for-sale-by-owner, and investor transactions across Georgia, Florida, Tennessee, Alabama, and South Carolina. The firm also offers related services including title examination and insurance placement, earnest money payment processing, simple estate planning, business incorporation, and deed preparation.

Product overview

Sherman & Phalen operates as a regional real estate closing law firm offering a unified suite of legal services centered on residential and commercial property closings. The core offering comprises residential and commercial closings, For Sale By Owner services, investor transactions, and title services. Additional value-added services include earnest money payment processing through CertifID, a Closing Costs Calculator for Georgia and Alabama, estate planning, business incorporation, and deed preparation. All services are delivered through a relationship-driven model with dedicated single points of contact across five southeastern states.

Differentiator

Problem solved

Functional benefit

Products and services

• Residential Real Estate Closings
• Commercial Real Estate Closings
• For Sale By Owner Services
• Investor Real Estate Transactions
• Title Services
• Earnest Money Payment Processing
• Estate Planning
• Business Incorporation
• Deed Preparation

Quantifiable outcome

• Closings completed in under 30 minutes for standard residential transactions

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core and supporting.

• CertifIDcoreTechnology or IntegrationPartnership with CertifID for secure earnest money payments up to $15,000. Provides identity verification through text-based authentication and uses Plaid for secure bank account connection. Also used for secure wire instruction delivery to prevent fraud. $20 service fee applies for earnest money payments.
• QualiasupportingTechnology or IntegrationTitle and escrow technology platform used as an alternative to CertifID for secure delivery of wire instructions to clients. Helps prevent wire fraud by ensuring wire instructions are delivered through secure portals rather than unredacted email.
• Title Insurance UnderwriterscoreStrategic or Co-development PartnerFirm serves as agent for title insurance underwriters, issuing lender's title insurance and owner's title insurance policies. Performs title searches and issues Attorney's Certificate of Title for clients.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Westcor Land Title Insurance Company: Westcor is a national title insurance underwriter with significant southeast U.S. agency operations. Its agency network directly competes with independent closing law firms like Sherman & Phalen for lender- and agent-referred closing volume across the same five-state region.
• WFG National Title Insurance Company: WFG National Title is a fast-growing title insurance underwriter focused on the agent model, with strong presence in the Southeast. It competes with Sherman & Phalen for both underwriter agency relationships and direct closing business.
• Old Republic National Title Insurance: Old Republic is a national title insurance underwriter that supports independent title agents and direct operations. As an underwriter-agency relationship the law firm may sell under, Old Republic also competes for direct closing volume in similar markets and segments.
• Fidelity National Title: Fidelity National Title, part of FNF (Fidelity National Financial), is one of the largest U.S. title insurance underwriters and title agencies. It competes broadly for real estate closing volume through both direct operations and independent agent networks that overlap with Sherman & Phalen's geographic footprint.
• Stewart Title: Stewart Title is a major national title insurance underwriter providing title insurance and closing services across the U.S. Sherman & Phalen serves as an agent for similar underwriters, while Stewart's direct closing operations compete in the same regional buyer/seller markets across the Southeast.
• First American Title Insurance Company: First American is one of the largest national title insurance underwriters and offers affiliated title and escrow/closing services. As a broad incumbent with significant market share, it offers both underwriter agency relationships and direct closing services that compete for lender- and agent-driven closing volume.

Others

• Qualia: Qualia is a title and escrow production software platform used by title and closing professionals to coordinate closings. While a current technology partner of Sherman & Phalen for secure wire delivery, Qualia is also used by competitors to streamline their closing workflows, making it an enabling ecosystem participant.
• SoftPro: SoftPro is a leading provider of title production and closing software to independent title agents and real estate closing firms. As a broadly adopted back-office technology provider in the closing industry, it is comparable as an ecosystem enabler shaping the economics of comparable law-firm closings.

Emerging players

• Snapdocs: Snapdocs is a digital closing platform that connects lenders, title/escrow agents, and notaries for e-closings and remote online notarization. It represents the technology-enabled threat to traditional attorney-led closings, including RON adoption that allows closings to be completed without in-person attorney presence.

Direct peers

• Doma: Doma (formerly known as States Title) is a national title insurance and real estate closing platform using AI to streamline title production and closings. It competes directly with traditional attorney-led real estate closing firms by offering faster, lower-cost digital closings — including in markets where attorney presence is required.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/shermanphalen
• LinkedInlinkedin.com/company/sherman-&-phalen-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Sherman & Phalen, Pc