Workflow-Driven Legal Operations Platform
Legal Contract Abstraction & Order Management System
Centralized Operations Platform
Streamline Property Research, Tax Processing, and Legal Abstraction Workflows
A powerful, secure, and workflow-driven Order Management System built for companies handling property search details, title research, tax verification, legal contract abstraction, and vendor-based production operations.
Our system helps admins, supervisors, vendors, tax teams, and abstractors work together from a single platform — reducing manual follow-ups, improving turnaround time, and giving complete visibility into every order.
Built for Property Search and Legal Abstraction Teams
Centralize order management, vendor coordination, tax processing, abstractor workflows, reporting, and final delivery from one connected platform.
Managing property search orders through emails, spreadsheets, WhatsApp messages, and manual reports can quickly become difficult. Our OMS centralizes the entire process — from order entry to vendor assignment, tax processing, abstractor coordination, quality review, final submission, reporting, and payment tracking.
Whether your team handles current owner searches, full searches, update searches, judgment/lien checks, deed searches, mortgage assignments, document retrieval, or tax-related research, the system is designed to keep every order organized and traceable.
Everything Your Operations Team Needs
Built to manage complex property research, tax processing, vendor coordination, and production workflows from one centralized platform.
Smart Order Intake
Create orders manually or upload them in bulk using CSV. The platform checks for duplicate order numbers and matching property addresses before creating new orders, helping reduce repeated work and entry mistakes. Each order can include client details, order type, property address, borrower information, state, county, parcel number, priority, ETA, tax requirement, instructions, attachments, and order links.
Flexible Production Workflow
Move orders through your operational stages with full control.
Supported workflow stages include:
Searching → Screening → Typing → Examining → Final Submission
Admins can assign, reassign, or unassign orders at any stage. Vendors can complete their assigned work and move the order to the next approved stage or send it to clarification when required.
Parallel Tax Processing
Tax work can run alongside the main production workflow.
The platform tracks whether tax work is pending, partially completed, completed, or in clarification. Orders cannot be treated as fully completed until the required tax work is finished, unless an admin uses a controlled Taxes to Follow option for urgent delivery.
Abstractor Coordination
When a searching vendor requires abstractor support, the order can be moved into the abstractor workflow.
Admins can send order details to the abstractor directly from the platform, track the request, upload completed abstractor documents, and return the order back to the searching vendor for continuation.
This keeps the abstractor process visible, traceable, and connected to the main order workflow.
Vendor and Tax Team Management
Give each vendor a focused dashboard showing only their assigned work.
Vendors can view pending tasks, accepted orders, work in progress, clarification items, reopened orders, completed orders, and turnaround performance.
Admins and supervisors can monitor:
- Assigned orders
- Pending orders
- Stage-wise performance
- Completed orders
- Late orders
- Tax completion status
- Vendor accuracy
- Completed orders
Daily Reports and Monthly Payments
Generate daily production reports for vendors and tax teams.
Track work completed each day, pending tasks, late orders, reopened orders, clarification items, and productivity by user.
Monthly payment reports can be generated for:
- Searching vendors
- Typing vendors
- Examining vendors
- Tax persons
- Abstractors
Payments can be calculated based on completed work, order type, stage, pricing rules, additional fees, and deductions.
Product Modules
A connected system for managing workflows, vendors, taxes, reporting, and orders efficiently from one platform.
Order Management
Create, edit, upload, assign, cancel, track, and complete orders with full order history.
Workflow Management
Control stage-wise movement across searching, screening, typing, examining, tax, abstractor, clarification, reopen, and final submission.
Tax Management
Run tax work in parallel and track completed, partially completed, pending, and clarification tax statuses.
Abstractor Management
Manage abstractor requests, email communication, document receipt, invoice details, and return assignment to vendors.
Vendor Management
Track vendor acceptance, rejection, assigned work, completed work, TAT, accuracy, reopened orders, and payments.
Communication
Use built-in chat, order notes, comments, alerts, read/unread messages, and file attachments to reduce dependency on external tools
Reporting
Generate production, client, vendor, tax, payment, invoice, and operational reports from one platform.
Document Management
Upload and manage files securely with stage-wise classification and permission-based access.
Designed for Every Role
Dedicated dashboards and role-based access designed for admins, supervisors, vendors, tax teams, and abstractor coordination.
For Admins
Control orders, users, vendors, pricing, assignments, reports, payments, documents, and workflow rules from one place.
For Supervisors
Manage queues, assign work, monitor performance, and maintain secure production workflows.
For Vendors
Work from a simple dashboard with assigned tasks, instructions, attachments, order notes, and submission options.
For Tax Teams
Handle tax work independently while staying connected to the main order timeline.
For Abstractor Coordination
Send abstractor requests, manage received work, upload supporting documents, and return the order back to production.
Why Businesses Use This Platform
Built to improve operational speed, visibility, accuracy, and vendor coordination through one centralized workflow system.
Clear Vendor Accountability
Control orders, users, vendors, pricing, assignments, reports, payments, documents, and workflow rules from one place.
Improved Accuracy
Use duplicate checks, structured order forms, FIPS-based state/county selection, and reopened order tracking to improve quality.
Secure and Scalable
Built for secure cloud hosting, document storage, access control, backups, and growing order volumes.
Reduced Manual Follow-Up
Control orders, users, vendors, pricing, assignments, reports, payments, documents, and workflow rules from one place.
Faster Turnaround
Track deadlines, priorities, ETA, vendor progress, and stage-wise status in real time.
Better Operational Visibility
Know exactly where every order stands — searching, tax, abstractor, clarification, examining, or completed.
Bring Your Complete Order Workflow Into One Platform
Manage and link Purchase Orders and Proforma Invoices from one centralized system. Teams can accurately connect records, track linked and pending entries, and maintain better visibility across the complete transaction workflow.
- Improve visibility
- Track every order
- Reduce delays
- Pay vendors accurately
