Cleardeal
Multi-tenant title review web application
Built from the concepts first validated in Title Review Assistant.
Cleardeal is the web evolution of the title review workflow: inbox ingestion, OCR plus AI extraction, lawyer-guided review, automated DOCX output, and outbound delivery in a single tenant-aware platform. The product is now live and entering its marketing and growth phase.
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Key Features
Microsoft 365 Inbox Ingestion
Connect Microsoft accounts and ingest title-review requests from inbox messages and PDF attachments.
OCR + AI Encumbrance Extraction
Run OCR on title PDFs and extract encumbrances with confidence scores and review-ready structured output.
Review Lifecycle Management
Create reviews from email or manually, categorize encumbrances, and manage pending/document-required items.
DOCX Letter Automation
Generate title review letters with firm settings, category-grouped sections, and optional template support.
One-Click Delivery
Send completed review letters through Microsoft Graph email with configurable firm templates.
Multi-Tenant Roles
Support lawyer, admin, and super-admin roles with tenant-scoped workflows and approvals.
Implemented Milestones
- Microsoft OAuth flow and inbox fetch pipeline
- Create-review-from-email with duplicate-safe behavior
- OCR and extraction functions for title and encumbrance documents
- Document generation with category-grouped sections
- Tenant/admin/super-admin workflows with approvals
Problems We Solve
- Title-review intake starts in crowded inboxes and usually requires manual triage
- Encumbrance extraction from title packages is repetitive and error-prone
- Letter drafting and outbound delivery are often split across disconnected tools
Outcomes
- Converts inbox requests into review records with attachment handling and duplicate detection
- Combines OCR, extraction, and lawyer review into one guided workflow
- Produces consistent, firm-branded DOCX output and supports direct outbound sending
Trust and Data Model
- Tenant-aware Postgres model with role-based controls and RLS policies.
- Edge-function pipeline for OCR, extraction, and document generation.
- Workflow design keeps human legal review central before final output.
Technology Stack
How It Works
Intake
Connect inbox, detect title-review requests, and create a review record from email plus attachments.
Extract and Curate
Run OCR/extraction, then validate and categorize encumbrances with lawyer review controls.
Generate and Deliver
Generate a DOCX review letter and send through Microsoft Graph with firm templates.