The closing busywork, handled. The judgment, yours.
A dedicated attorney workspace: matters triaged by what needs review, a releases queue that waits for your approval, a recording calendar, and per-state closing rules, all on the same deal record the agent maintains.
Agent workspace
The full deal, every tab
Client portal
Timeline, documents, payments
Vendor portal
Requests and uploads only
Attorney workspace
Matters, releases, recording
It is a workspace for attorney-closing matters: a triaged Matters queue filtered by what needs review, missing documents surfaced per matter, a Releases Queue where every release waits for your approval, a Recording Calendar for recording and disbursement checkpoints, and per-state closing rules at hand. Legal judgment always stays with you, never the AI.
Less re-reading. More deciding.
Matters, triaged
Your active matters in one queue, filtered by what needs review, what is missing documents, and what is ready to release.
Changes surfaced, not re-read
The workspace highlights discrepancies and drift across the closing packet, so you review the differences instead of every page.
A Releases Queue
Everything cleared for release sits in one queue, and every release waits for your explicit approval.
Recording Calendar
Recording and disbursement checkpoints across matters, tracked in a dedicated calendar.
State Rules at hand
Per-state closing rules live in the workspace, so attorney-state requirements are visible where you work.
Legal judgment stays with you
The AI never makes legal-equivalence decisions or final packet releases. Those always remain the attorney’s call.
Attorney questions, answered
See the attorney workspace.
Watch how the packet busywork gets handled while every legal decision stays in your hands.
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