Three-section firm backend
This is the attorney-side workspace for disclosures, paid intakes, property assessment validation, research links, and drafting handoff.
1 · Client enrollments
Every client signup on one board, with a permanent Client ID number, property economics, chosen path, uploaded documents and signed authorizations.
Open enrollment board →2 · Case review
Open paid files, confirm client intake, and check whether the property assessment is complete.
Open cases →3 · Property research
Use generated Zillow, county, clerk, tax, court, lien, foreclosure, and lis pendens links for staff review.
Open research →4 · Drafting queue
Locked plans awaiting trust drafting and attorney review.
Open drafting →5 · Audit trail & vendor cache
Every staff action logged, plus cached vendor lookups so a paid report is never ordered twice.
Open audit →6 · Backend setup
Review vendor wiring steps for valuation, title, lien, public-record, and mortgage-balance providers.
Open setup →Required sequence
Client Start My Plan → disclosures/signature → checkout → trust intake → property assessment → firm validation/research/attorney packet.