Source-map builder
Turn completion folders into a reviewer-ready import blueprint.
Mike.ai now exposes the practical bridge from a Scottish conveyancing folder structure to a metadata-only source vault, review queue and export-lock policy. It is built for the SharePoint/OneDrive path without requiring Microsoft admin consent yet.
Public source-map only. Do not enter client names, matter references, document text, email text or confidential instructions.
Default readiness
89/100
Source requirements
16
Data boundary
Metadata only
Folder and source assumptions
Use only public or rough operating assumptions. Do not enter client names, matter references, document text, email text or confidential instructions.
Source-map result
89/100
import ready
Public metadata-only source map. Do not enter client names, matter references, document text, email text or confidential instructions.
Folders
7
Review gates
7
Export locks
10
SharePoint/OneDrive manifest
- Matter Reference/00 Intake and identity
- Matter Reference/10 Contract and price
- Matter Reference/20 Title and register
- Matter Reference/40 Funds and completion statement
- Matter Reference/50 Review and export
- Matter Reference/30 LBTT and tax
- Matter Reference/35 Lender and insurance
Review gates
- Risk partner clearance
- Conveyancing partner review
- Completion operator check
- Title reviewer clearance
- Cashroom and completion operator check
- Partner export approval
- Tax position review
Import risks to control
- Gifted deposit evidence needs risk-owner review before external pack export.
- ADS position needs explicit client confirmation.
- Discharge and registration dependency should stay export-locked until reviewer clearance.
Next actions
- 1Use this manifest as the SharePoint/OneDrive import contract for a metadata-only pilot.
- 2Nominate the risk partner, title reviewer and completion operator who own the review gates.
- 3Create a pending company workspace request without adding private matter details.
- 4Do a 30-minute dry run against a fictional matter folder before any admin consent request.