Title Review Assistant
Desktop workflow for faster, consistent title opinions
This project laid the groundwork for Cleardeal.
Title Review Assistant is a desktop application built for residential real estate title review drafting. It combines local encumbrance management, optional AI-assisted PDF extraction, and polished Word output with law-firm branding, while keeping lawyer review and approval central to every step.
Key Features
Encumbrance Database Management
Store, search, edit, and categorize encumbrances with fast lookup during title opinion drafting.
AI-Powered PDF Analysis
Extract encumbrances from uploaded title PDFs using OCR and AI, including confidence scoring for each result.
Human Review Interface
Review, edit, approve, or reject AI suggestions before anything is committed to the main database.
Word Document Generation
Generate professional title review letters with letterhead, sectioned tables, and lawyer signature blocks.
CSV Import and Export
Import existing encumbrance datasets and export backups with validation and duplicate handling.
Firm and Template Settings
Configure firm identity, letterhead, lawyer defaults, AI provider settings, and optional Word templates.
Storage and Cleanup Controls
Persist useful uploaded PDFs and clean rejected files to reduce clutter and keep storage efficient.
AI Capabilities
- Supports OpenAI and mock provider modes for testing
- OCR and extraction flow for scanned title documents
- Confidence scoring with review-first workflow
- Effort selector for GPT-5 reasoning levels
Completed Milestones
- Core desktop workflow for search, selection, and document generation
- AI review tab with edit, approve, reject, and confidence display
- Template-based Word output and lawyer signature block support
- CSV import/export and in-place database editing workflows
- File retention and cleanup logic for uploaded PDF analysis
Problems We Solve
- Encumbrance analysis is repetitive and slow when done manually from PDFs
- Maintaining consistency across title opinion letters is difficult without structured templates
- Searching and curating prior encumbrances can become fragmented across files and team members
Impact
- Reduces drafting time by combining search, extraction, review, and document generation in one desktop workflow
- Improves consistency with reusable encumbrance records and structured section output
- Keeps legal judgment central through human approval before records are stored or used
Trust and Compliance
- Local SQLite storage for firm settings, encumbrances, and AI review records.
- Configurable AI provider, threshold settings, and optional API key usage.
- Automatic cleanup for rejected document uploads to control storage use.
- Clear guidance that human review stays central.
Technology Stack
How It Works
Search and Upload
Search existing encumbrances and upload title PDFs when no suitable match is found.
Review and Curate
Validate AI results, edit details, and approve selected encumbrances for persistent use.
Generate
Generate a polished Word title opinion using your firm letterhead and selected lawyer signature.
Results You Can Trust
Designed for legal reliability first: automation assists, but the lawyer remains the final decision-maker.