# Mike.ai UK property operations suite

Boundary: Controlled-data sample suite. Not affiliated with any law firm and not approved for legal advice.

A premium, property and private-client operations layer for regional firms: estate-agency handoff, title-plan requisitions, settlement/LBTT controls, executry confirmation, completion readiness, lease triage, source mapping, supervision, exports and ROI proof.

## Launch Claim

Mike.ai should compete on a narrower property and private-client operations wedge rather than broad AI parity: a better manager surface for Scottish estate-agency handoff, title-plan/requisition readiness, settlement/LBTT release, executry confirmation, estate-property handoff, completion readiness, lender/funds release, post-completion closure and adjacent commercial property workflows.

## Signals

- Suite readiness: 48/100 (critical). Average of handoff, title-plan, settlement/LBTT, executry, completion, supervision, lease, lender, post-completion and source-map readiness signals.
- Controlled-ready workflows: 11/11 (ready). Public controlled-data workflows with tests, exports and visible review controls.
- Export locks: 33 (critical). Client-facing or external outputs held until reviewer conditions are cleared.
- Reviewer gates: 33 (watch). Partner, risk, title, lease and operator gates represented across the suite.

## Workflows

### Scottish estate-agency handoff desk

Route: /mike-ai/estate-agency-handoff
Practice area: Scottish property sales and conveyancing operations
Jurisdiction: Scotland
Readiness: pilot-ready
Export locks: 2
Reviewer gates: 2

- Rows track Home Report state, accepted offer, AML/source-of-funds, solicitor instruction and missives readiness.
- Legal-ready export locks stop weak handoffs from entering completion pressure as if they were clear.
- CSV, Markdown and JSON exports show the handoff desk without private matter data.

### Scottish completion command centre

Route: /mike-ai/completion-command-centre
Practice area: Residential conveyancing operations
Jurisdiction: Scotland first; England/Wales variant modelled
Readiness: pilot-ready
Export locks: 2
Reviewer gates: 2

- AML/source-of-funds, RoS, LBTT/ADS, lender, insurance and completion-statement lanes.
- Each blocker carries owner, source reference, due pressure, next action and export-lock state.
- Output pack, daybook, supervision queue and ROI report use the same sample portfolio.

### Scottish title-plan and requisition desk

Route: /mike-ai/title-plan-requisitions
Practice area: Scottish title and registration operations
Jurisdiction: Scotland
Readiness: pilot-ready
Export locks: 2
Reviewer gates: 2

- Rows track title plan state, cadastral map state, deed-plan criteria, burdens, servitudes and likely requisition state.
- Registration-ready export locks stop plan and title defects from being treated as clear.
- CSV, Markdown and JSON exports show the title-plan desk without private matter data.

### Scottish completion risk radar

Route: /mike-ai/scottish-risk-radar
Practice area: Scottish conveyancing risk control
Jurisdiction: Scotland
Readiness: pilot-ready
Export locks: 3
Reviewer gates: 4

- Matter radar tracks target completion, advance-notice pressure, lender and cashroom state.
- Control lanes hold outputs when title, tax or AML/source-of-funds gates remain unresolved.
- Day-of-completion release gates show what must clear before any readiness pack can leave.

### Scottish settlement and LBTT desk

Route: /mike-ai/settlement-lbtt
Practice area: Scottish settlement, cashroom and tax operations
Jurisdiction: Scotland
Readiness: pilot-ready
Export locks: 2
Reviewer gates: 3

- Rows track cashroom state, client ledger state, LBTT state, ADS position, settlement statement and reviewer owner.
- Settlement export locks hold release where funds, tax or ledger evidence is unresolved.
- CSV, Markdown and JSON exports show the settlement/LBTT desk without private matter data.

### Scottish executry confirmation desk

Route: /mike-ai/executry-estate
Practice area: Scottish private client and estate-property operations
Jurisdiction: Scotland
Readiness: pilot-ready
Export locks: 3
Reviewer gates: 3

- Rows track executor authority, asset inventory, IHT/excepted-estate state, confirmation state, estate property and beneficiary watch.
- Confirmation export locks hold release where authority, inventory, tax or estate-property evidence is unresolved.
- CSV, Markdown and JSON exports show the executry desk without private client document data.

### Commercial lease triage

Route: /mike-ai/commercial-lease
Practice area: Commercial property
Jurisdiction: Scotland, England/Wales and UK-wide clauses
Readiness: pilot-ready
Export locks: 2
Reviewer gates: 3

- Break, repair, rent-review, assignation, service-charge and insurance/use rows.
- High-risk client-facing outputs stay locked until partner review clears them.
- CSV, Markdown and JSON exports show how the pack leaves the workflow.

### Scottish lender readiness desk

Route: /mike-ai/lender-readiness
Practice area: Scottish conveyancing operations
Jurisdiction: Scotland
Readiness: pilot-ready
Export locks: 3
Reviewer gates: 3

- Rows track mortgage offer state, lender-specific conditions, insurance and disclosure evidence.
- Funds hold and export locks stop certificate-of-title and readiness packs being treated as clear too early.
- CSV, Markdown and JSON exports show the lender desk without private matter data.

### Scottish post-completion register

Route: /mike-ai/post-completion-register
Practice area: Scottish conveyancing operations
Jurisdiction: Scotland
Readiness: pilot-ready
Export locks: 2
Reviewer gates: 2

- Rows track RoS application ref, discharge state, LBTT/ADS state and title-sheet closure.
- Requisition watch and export locks keep unresolved post-completion evidence visible to managers.
- CSV, Markdown and JSON exports show the closure register without private matter data.

### SharePoint/OneDrive source-map builder

Route: /mike-ai/source-map
Practice area: Property evidence operations
Jurisdiction: Scotland and England/Wales variants
Readiness: pilot-ready
Export locks: 10
Reviewer gates: 7

- Folder manifest, metadata schema, review gates, import risks and export locks.
- No Microsoft admin consent is requested by the public builder.
- Designed to become the first Microsoft/DMS integration contract.

### Supervision and ROI readback

Route: /mike-ai/roi-report
Practice area: Operations management and partner assurance
Jurisdiction: UK regional firm operating model
Readiness: pilot-ready
Export locks: 2
Reviewer gates: 2

- Supervision queue exposes reviewer load, SLA pressure and export locks.
- ROI report translates the same sample workflow into monthly hours and value.
- Board pack converts the evidence into approve/stop criteria.

## Adoption Sequence

- 01 Fit, handoff, title, settlement, executry and source-map: Check volume, folder shape, agency-to-legal handoff, title-plan/requisition readiness, settlement/LBTT controls, executry/estate-property controls, reviewer ownership and source readiness without private matter data. Route: /mike-ai/fit-check
- 02 Completion readiness deployment: Run the Scottish completion command centre, daybook, supervision queue and output pack as one workflow. Route: /mike-ai/completion-command-centre
- 03 Commercial property expansion: Add commercial lease triage only after the completion workflow has produced reviewer and ROI evidence. Route: /mike-ai/commercial-lease
- 04 Integration and private-data gates: Move toward SharePoint/OneDrive import, Outlook evidence packs and DOCX export only when Access and source-vault gates pass. Route: /mike-ai/integrations

## Buyer Questions

- What does Mike.ai do better than a broad legal AI assistant? For the property and private-client wedge, it makes operational states visible: reviewer owners, source references, SLA pressure, export locks, ROI readback and specific Scottish completion, estate-property and executry controls.
- Can it be shown without private client data? Yes. The public suite is using controlled evaluation data, with no private document bodies and no real-firm endorsement language.
- What stays gated before private-data activation? Live Cloudflare Access application readback, private source-vault retention/deletion drills, persistent reviewer actions over live matters, DOCX/Word export and Microsoft/DMS connectors.
- Why should a regional property team care? It targets the repeatable work managers already chase: completion blockers, title-plan and requisition risk, settlement/LBTT holds, executry inventory gaps, estate-property handoffs, lease issue tables, missing evidence, partner review, export control and defensible saved-time reporting.
