Legal Brokers – Report on Title Assistant

In development

Upload transaction documents, review extracted information, inspect the source behind each field, correct anything necessary, and export structured matter data for report generation.

Drafting tool only: The instructed conveyancer remains responsible for checking the original documents, applying legal judgement, complying with lender requirements, resolving outstanding matters, and approving the final Report on Title.
9
Verified fields
5
Needs review
2
Missing items
3
Exceptions raised

1. Matter and Transaction Details

Core data
Verified
Source: Case management system
Verified
Source: Matter opening data
Verified
Confidence: 99%
Verified
Confidence: 99%
Verified
Confidence: 100%

2. Parties and Ownership

Review required
Verified
Source: Contract
Check mismatch
Register shows: Michael A. Seller
Client confirmation
Source: Client questionnaire
Review

3. Title Register and Plan

3 exceptions
Verified
Verified
2 identified
Needs explanation
Confidence: 97%
Action required
Client confirmation

4. Seller Information and Searches

Cross-checking
Conflict found
Seller information form
Inconsistent
Passed
Verified
2 outstanding

5. Mortgage and Lender Requirements

Mortgage offer missing
Yes
Missing
Not assessed

6. Risk and Exception Review

Conveyancer action
High priority: The seller information states that no alterations have been made, but the local search identifies a rear extension approved in 2019.
Medium priority: A restriction on title appears to require a certificate or consent before registration.
Medium priority: The formal mortgage offer has not been uploaded, so lender requirements have not been checked.
Information: The title contains restrictive covenants which should be explained to the client.
Manual input
Required
Not approved

7. Output Options

Ready

Case Management Software

Case Management Software

Web Design For Law Firms

Web Design For Law Firms

Law Firm Sales

Law Firm Sales

Estate Agent & Brokers

Estate Agent & Brokers

Legal Recruitment

Legal Recruitment

Conveyancing Searches

Conveyancing Searches

Franchising

Franchising

Fee Sharing Solicitors

Fee Sharing Solicitors
Providing a range of different services we are a multi-faceted business that can assist with online marketing, organic Search Engine Optimisation, Pay Per Click advertising, Legal Recruitment, Property Searches, White Label Conveyancing, Franchising, Law firm sales, Fee Sharing and providing PII quotes.