The property-workflow command layer broad legal AI does not give managers.

Scottish property sales and conveyancing operations

Move sale-agreed and purchase instructions into legal work with Home Report, AML, offer and missives gates visible.

• 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.

Residential conveyancing operations

Give managers one portfolio board for blocked matters, reviewer pressure and export locks.

• 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 and registration operations

Keep title-plan, deed-plan, burden, servitude and likely requisition risk visible before registration-ready export.

• 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 conveyancing risk control

Show advance-notice, RoS, LBTT/ADS, lender, AML/source-of-funds, cashroom and export-lock pressure in one view.

• 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, cashroom and tax operations

Keep cashroom release, client ledger reconciliation, LBTT return evidence and ADS uncertainty visible before completion export.

• 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 private client and estate-property operations

Keep will/executor authority, estate inventory, IHT assumptions, confirmation readiness and estate-property handoff visible before export.

• 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 property

Turn lease drafts and heads of terms into a partner-first issue table and client-impact note.

• 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 conveyancing operations

Keep lender conditions, certificate-of-title gates, funds release and disclosure pressure visible before completion.

• 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 conveyancing operations

Keep RoS application, discharge, LBTT/ADS, requisition and title-sheet closure from disappearing after completion.

• 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.

Property evidence operations

Translate matter folders into source requirements, review gates and import-ready metadata.

• 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.

Operations management and partner assurance

Show reviewer load, blocked exports, saved-time value and expansion evidence before renewal.

• 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.