Plan on about an hour to a few hours, depending on assignment complexity. Paste the assignment, connect your sources, and let TitleDesk organize the research and report while you retain the final review.
Your records sources, together
Search CountyRecords.com, examine page images through a configured CourthouseDirect subscription, and use the Windows TexasFile adapter to search the free index before choosing a page-priced PDF. Reuse the recorded copies you already own in the same workspace.
Phase 01 — Taking the assignment
Paste Your Assignment. Paste the client's letter. TitleDesk reads it as data, never as instructions, extracts the county, survey, abstract, acreage and parties. Review the facts, attach your assignment files, and choose your research workflow and purchase ceiling. Rounds until it's done: when a round finishes, TitleDesk works out what is still outstanding from the project's own records, not by asking a model whether it is finished. Only the landman closes an assignment.
Phase 02 — Reading the documents
On-machine OCR with Tesseract; multi-page instruments processed page by page; twenty-three instrument types classified by your naming conventions; unreadable pages marked "needs your eyes". Local OCR.
Phase 03 — Building the work product
Runsheet with row provenance and chain-gap flags; curative and issues list with evidence and next step; ownership by tract with balance checking; exact-fraction arithmetic; Texas RRC wells, leases and production; heirship tree. Runsheets · Chain of title.
Phase 04 — Delivering it
Your workbook filled in by column meaning; ten report types in Word, Excel, PDF or CSV; a submission package in the client's folder tree with originals copied, never moved; gaps stated out loud; finished packages to a separately connected personal Google Drive. Delivery to a personal Drive is hash-pinned: every uploaded file is verified against the package the gate approved.
Phase 05 — Control and safety
Local OCR and exact arithmetic; automated page examination through the AI provider you select; proposed, source-linked model output; append-only audit log; research browser inside an allowlist; AES-256-GCM at rest with the key in the OS keychain; isolated encrypted workspace per company; device-based seats with an offline lease. Security and privacy in full.
Phase 06 — Also in the workstation
Time, billing and owners in exact cents; GIS plat with offline SVG and GeoJSON; and the Customization Lab, where the company profile is described in plain English and approved before it applies.
Guidance when you need it
The blue assistance card tells you which tract or instrument needs an answer; add a fact or upload its source document and send it back into the examination. The red AI card gives you the next step when your AI connection needs attention. Local OCR and manual source review remain at hand, and interrupted assignments can be continued from the run screen.
From review to delivery
Review the source citations, ownership fractions, net mineral acres and curative questions, then open the completed package. Package checks keep the generated files and verified Drive delivery tied to the work you reviewed.
Bring your assignment, recorded instruments and client format. TitleDesk brings the research, source pages, runsheet, ownership calculations and report package into one workspace, so you can spend more time examining title and serving your clients. Download TitleDesk or talk to Spencer.