Bring the whole title workflow onto your desk
A landman moves between the assignment letter, courthouse records, document images, a runsheet, ownership calculations and the client's workbook. TitleDesk brings those steps together so the research and the deliverable stay connected. You can trace a proposed reading to its source, correct it, and keep examining the assignment.
Built for independent landmen, land brokerages and title teams, TitleDesk focuses on the daily work of oil and gas title research. If you are selecting a broader lease administration platform, our landman software comparison explains the different workflows to evaluate.
From assignment letter to a package for review
1. Define the assignment and the client format
Start with the client's assignment letter, subject tract, source deed, research scope and deliverable requirements. TitleDesk organizes the requirements and the work plan. Company profiles configure folder names, filing rules and report columns through the Customization Lab.
2. Research and read the source records
Work with your held documents and configured county-records sources. Current integrations include CountyRecords.com, TexasFile and CourthouseDirect; access depends on your account, county coverage, document dates and installed release. Keep the original instruments alongside the project.
Local OCR processes PDF and multi-page TIFF scans on your computer with no per-page cloud OCR charge. Automated title examination uses your selected AI provider after consent and sends selected page images to that provider. Research purchases, subscriptions and AI usage are separate costs.
3. Build a runsheet you can check
Organize instruments chronologically with parties, recording references, document types and source links. Open the cited page to review a proposed reading. Missing records and chain gaps belong in the work queue so they can be resolved or clearly carried into the exceptions. Explore the runsheet workflow.
4. Work the ownership and net mineral acres
TitleDesk computes interests using exact fractions rather than repeated decimal rounding. For example, three accepted interests of 1/3 total exactly 1. The mineral ownership workspace connects calculations with the tract and the supporting instruments; professional review still determines what each conveyance means.
5. Track curative and assemble the deliverable
Keep title issues, evidence and proposed next steps with the assignment. Prepare runsheets, ownership schedules, reports and the submission folder in the company's configured format. Package checks help identify missing source references and incomplete output before you hand the work to your reviewer. See the workflow phase by phase.
What to check before choosing landman software
- Your county and date range. Confirm that the needed indexes and original instruments are available, including older references and separate record series.
- Source evidence. Ask to open the actual page behind a runsheet row, an ownership interest and a curative exception.
- Your client's workbook. Use a real blank template in the demonstration. Check column mapping, accepted corrections and the final folder structure.
- Full operating cost. Include software seats, record-provider access, document charges, AI usage, setup and professional review. See current TitleDesk pricing and the ROI assumptions.
- Completion and recovery. Include a missing instrument and an interrupted session in the evaluation. Ask the software to show what remains unresolved.
AI-assisted title research, with the local work kept explicit
For a closer look at model-assisted page examination, local OCR and deterministic ownership calculations, read about AI landman software. The distinction helps you evaluate provider costs, source evidence and the review required before a client handoff.
Local work, connected research and your review
Local OCR, existing project records, exact arithmetic and report assembly can work without AI. Connected county research, automated page examination and Drive delivery need the relevant online services. Licensing checks in periodically. See security and privacy for the data flow and downloads for current macOS, Windows and Linux builds and platform details.
TitleDesk assists the landman throughout the assignment. Source interpretation, unresolved title questions and approval of a client deliverable stay with the qualified professional reviewing the work.
See TitleDesk on the work you actually do
Bring a permitted sample packet, your assignment requirements and a blank client workbook. Walk through the source records, proposed runsheet, ownership math, curative list and exported package together.