01 / Title, closing and abstract files
Step 1 · Where it starts
One intake form per matter, filled in by the client or typed once by staff, that asks for the parcel, the parties, and the closing date and refuses to open a file without them.
Step 2 · What gets automated
Deeds, tax bills, surveys and lender packets arriving by email are read, named, and dropped into the right matter folder. Dates and parcel numbers are pulled out so nobody keys them a second time.
Step 3 · The process it plugs into
Every file carries a countdown to its recording deadline and a short list of what is still outstanding. The list is the same one the closer sees, so nobody works from a different version.
Step 4 · SolaceSentry review
Nothing is recorded or released on a machine’s say-so. A licensed person checks the file, and anything the system could not read cleanly is put in front of a human rather than filled in with a guess.
Step 5 · What leaves the system
A closing packet that is complete the first time it goes to the recorder, with a log showing who touched what and when.
Proof metric: Files that miss a recording window, and how many days the average matter sits waiting on a document nobody chased.