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Land Revenue Management · Available now

Carry each service case from request to recorded outcome.

Land Revenue Management organizes public service applications as cases. An organization defines its services and assigns staff.

  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewCases awaiting intake
Land Revenue Management · Cases

Cases awaiting intake

submission waits for the land revenue operator

New ca
Cases in view
6
Draft
6
NumberNameOrganizationDefinitionOwnerSubmitted at
CSS-25549Northfield property tax correctionNorthfield Revenue OfficeLand-use certificateGabriel Ortega31 Oct
CSS-26715Elm Street land record transferSouthbank Planning AuthorityOwnership extract issuanceOmar Ndlovu19 Oct
CSS-41690Willow Ridge assessment appealWillow Ridge Assessment BoardTax clearance certificateArvind Rao24 Oct
CSS-52288Riverside parcel subdivision requestNorthfield Revenue OfficeAssessment appeal reviewGabriel Ortega28 Oct
CSS-52136Hillcrest tax clearance applicationCedar County Records OfficePayment adjustment reviewPeter Mwangi15 Oct
6 of 6 records
Northfield property tax correctionCases · CSS-25549
Draft
OrganizationNorthfield Revenue Office
DefinitionLand-use certificate
OwnerGabriel Ortega
Submitted at31 Oct
Independent decisionCSS-25549 · Northfield property tax correction

Land Revenue Reviewer checks the submitted revision and records approval, return or rejection.

Waiting for Land Revenue Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
14
Roles with set permissions
5
Reports and dashboards
8
Features

One place for each service case

Every feature works on the same records. Pick one to see the screen your team works in.

Service configuration

Define the service, its organization and the people responsible for cases.

  • Organization ownership
  • Service identity
  • Staff assignment
  • Organizations
  • People
  • Public services
  • Source mappings
  • Cases
Explore service configuration
OverviewActive service definitions
Land Revenue Management · Service configuration

Active service definitions

Public services

New
NameCodeOrganizationEffective fromEffective toPolicy reference
Property tax correctionTAX-CORRRiverside District Council17 Oct26 OctRevenue code section 12.4
Land record ownership transferLAND-XFERCedar County Records Office03 Nov06 NovLand registry rule 8.2
Assessment appeal reviewASSESS-APPLRiverside District Council01 Nov06 NovAppeals policy 3.6
Parcel subdivision approvalPARCEL-SPLITNorthfield Revenue Office23 Oct26 OctSubdivision rule 5.1
Tax clearance certificateTAX-CLEARNorthfield Revenue Office27 Oct03 NovTax clearance guide 2.7
6 of 6 records
Property tax correctionPublic services · PS-36783
Yes
CodeTAX-CORR
OrganizationRiverside District Council
Effective from17 Oct
Effective to26 Oct
Policy referenceRevenue code section 12.4
Example screen with sample data
Process

From application to recorded response

Service request to recorded delivery ships ready to use. One step needs a named approval before the work moves on: Independent decision (Land Revenue Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Register service

    Define the owning organization and service.

    Northfield property tax correctionCSS-25549 · Land Revenue Administrator
    Register serviceBy Land Revenue Administrator
  2. Prepare case

    Assign the application and capture its references.

    Northfield property tax correctionCSS-25549 · Land Revenue Operator
    Prepare caseBy Land Revenue Operator
  3. Submit case

    Send the checked case for review.

    Northfield property tax correctionCSS-25549 · Land Revenue Operator
    Submit caseBy Land Revenue Operator
  4. Verify requirements

    Check requirement outcomes and supporting files.

    Northfield property tax correctionCSS-25549 · Land Revenue Operator
    Verify requirementsBy Land Revenue Operator
  5. Independent decision

    The reviewer records a reasoned decision on the revision.

    Northfield property tax correctionCSS-25549 · Land Revenue Reviewer
    Independent decisionBy Land Revenue Reviewer
    ApprovalLand Revenue Reviewer checks the submitted revision and records approval, return or rejection.
  6. Record delivery

    Confirm the result and retain its reference.

    Northfield property tax correctionCSS-25549 · Land Revenue Operator
    Record deliveryBy Land Revenue Operator
Inside a record

Keep source and result references together

Open any ca to see its case actions, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Organization, Definition, Owner and Submitted at.

  2. 2
    Case actions

    Each line is linked to this ca.

  3. 3
    Who works on it

    Read Only Analyst, Land Revenue Administrator and Land Revenue Operator, each with their own permissions.

  4. 4
    Process stages

    Prepare case, with the role that acts.

  5. 5
    Approvals

    Independent decision, with who decides.

Cases awaiting intakeNorthfield property tax correction
Land Revenue Management · Cases

Northfield property tax correction

Northfield Revenue Office · Draft

Log activity
1
Record details
OrganizationNorthfield Revenue Office
DefinitionLand-use certificate
OwnerGabriel Ortega
Submitted at31 Oct
2
Case actions

Northfield property tax correction

SourceTitleAssigned to
Willow Ridge assessment appealVerify transfer deed signaturesClara Fernandes
Northfield property tax correctionRequest current tax receiptArvind Rao
Cedar Lane ownership updateCorrect parcel boundary mapPeter Mwangi
Case actions
6
3

Who works on it

  • Read Only AnalystView case actions, case documents, case requirements, Cases…
  • Land Revenue AdministratorManage public services
  • Land Revenue OperatorManage case actions, case documents, case requirements, Cases
4

Process stages

  • Prepare caseLand Revenue Operator
5

Approvals

  • Independent decisionLand Revenue Reviewer
    Approved
Example screen with sample data
Approvals

A named decision on the right revision

The reviewer records decisions and reads the evidence behind a submitted case.

OverviewApprovals
Land Revenue Management · Overview

Approvals

Signed in as Land Revenue Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CSS-25549Northfield property tax correction
    Northfield Revenue OfficeRequested by Gabriel Ortega
    Draft2dActions
  • CSS-26715Elm Street land record transfer
    Southbank Planning AuthorityRequested by Omar Ndlovu
    Draft3dActions
  • CSS-41690Willow Ridge assessment appeal
    Willow Ridge Assessment BoardRequested by Arvind Rao
    Draft5dActions
  • CSS-52288Riverside parcel subdivision request
    Northfield Revenue OfficeRequested by Gabriel Ortega
    Draft3dActions

Who approves what

DecisionApprover
Independent decisionThe reviewer records a reasoned decision on the revision.Land Revenue Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Roles

A workspace for each role

Everyone opens Land Revenue Management to the work that is theirs. Pick a role to see what it starts with.

Read Only Analyst

Reads authorized summaries and aggregates across every table plus the four portal pages. No record creation or editing, no schema or administrative capability.

This is the first screen this role sees.

OverviewDelivered cases

Delivered cases

Cases · Read Only Analyst

NumberNameOrganizationDelivery referenceCompleted atStatus
CSS-31648Northfield property tax correctionHillcrest Treasury DepartmentCERT-2026-0412Delivered
CSS-81091Elm Street land record transferWillow Ridge Assessment BoardEXTRACT-2026-0187Delivered
CSS-11510Willow Ridge assessment appealWillow Ridge Assessment BoardNOTICE-2026-0524Delivered
CSS-34365Riverside parcel subdivision requestCedar County Records OfficeDECISION-2026-0098Delivered
CSS-67278Hillcrest tax clearance applicationCedar County Records OfficeRECEIPT-2026-0641Delivered
6 of 6 records
Example screen with sample data
Reports

See workload and exceptions

Answer workload, review and delivery questions from case records.

Overview
Land Revenue Management · Overview

Land Revenue Management dashboard

This quarter

Case actions in view
6
Open
3
In progress
3
Due date within 14 days
4

Cases by status

How far records got this quarter

StageReachedStep
Draft25
Submitted1040%
Verified440%
Decided125%

Number of cases by status

Sample counts per stage

0
-50Draft
-20Submitted
-50Verified
-20Decided
-50Delivered
Example screen with sample data
  1. 01Case status by service

    Group Cases by Definition and Status for each Organization.

  2. 02Requirement outcomes

    Compare case requirements Outcome by Parent and service code.

  3. 03Document verification queue

    List case documents marked No by Source and verified by.

  4. 04Reviewer decisions by revision

    Show Decisions under each Source with source revision, Decision and Reason.

  5. 05Action aging

    List case actions by assigned to, due date and Status.

  6. 06Delivery trace

    Follow Cases into operation runs, operation steps and their result references.

  7. 07Execution exceptions

    Compare execution attempts by Status, failure reason and operation key.

  8. 08Service workload by organization

    Count Cases by Organization, Definition and Owner.

Controls

Trace corrections and delivery attempts

Each stage of service request to recorded delivery names the role that acts and the status it records, so a change is never anonymous.

OverviewService request to recorded delivery
Land Revenue Management · Process

Service request to recorded delivery

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
3
Tables touched
12
Submit case
Land Revenue Operator
StatusDraft → Submitted
Verify requirements
Land Revenue Operator
StatusSubmitted → Verified
RecordsCase actions
Independent decisionApproval
Land Revenue Reviewer
StatusVerified → Decided
RecordsDecisions
Service request to recorded delivery
  1. Start
    Submit caseDraft → Submitted
    Land Revenue Operator
  2. Step
    Verify requirementsSubmitted → Verified
    Case actions
  3. Approval
    Independent decisionVerified → Decided
    Decisions
  4. Step
    Record deliveryDecided → Delivered
    Execution attempts
Example screen with sample data
AI agent

Prepare work with Proto

Use Proto to prepare case work while named staff keep decision authority.

It can

  • Operator: Summarize the case's requirement outcomes, supporting documents and open actions before submission.
  • Reviewer: Gather the current revision, earlier decisions and evidence references for a named review.
  • Administrator: Compare service definitions, effective dates and source mappings before a new intake cycle.
  • Analyst: Explain case status and execution exceptions using the authorized records behind the report.

Stays with a person

  • Proto can organize the information and prepare a proposed next step.
  • The assigned operator checks the source and the independent reviewer makes the decision.
  • A delivered result still needs its provider reference checked when the external response is uncertain.
Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Land Revenue Management
  • Request intake
  • Document source
  • Service response
  • Policy source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Service configuration5
  • Case intake6
  • Requirements and documents5
  • Independent review6
  • Delivery and actions5
  • Execution provenance6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Define the service

    Name the organization, service code, policy reference and effective dates. Assign an administrator, operator and independent reviewer.

  2. Prepare case data

    Match incoming references to cases, requirement lines and documents. Review any source mappings on real examples.

  3. Rehearse decisions

    Submit a complete case and a case with a rejected requirement. Check the return, correction and approval records against their revisions.

  4. Trace delivery

    Record a successful result, then investigate a failed or unknown attempt before repeating an operation.

  5. Review access and reports

    Confirm each role’s permitted work, organization scope and the meaning of status and exception reports.

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Land Revenue Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Land Revenue Management for your business. Pilot one organization, one service definition, an operator and an independent reviewer. Walk a complete case and a returned case before expanding.

What is the main working screen?

Cases Workspace shows the case board, selected case detail, state history, pending decisions, requirement lines and operation trace.

How is an application assigned?

The operator selects the organization and service definition, records the case number and references, and assigns an owner. The owner reference lets staff identify that person's work in the case list.

How are supporting files checked?

A document stays linked to its case with a date and external reference. Its verified value and named verifier show whether the file was checked.

Who decides a case?

The Land Revenue Reviewer records an independent decision with the case revision, reason and evidence reference. The operator prepares the application and handles corrections.

What happens when a review is returned?

The operator uses the recorded reason to correct the case and assign follow-up work. The next decision refers to the revised case while earlier decisions remain in the history.

How do we find unfinished work?

Use the case board, pending requirements, reviewer decision inbox and open assigned actions. Each gives a different view of the same underlying records.

How is delivery traced?

The case can hold a delivery reference and completed date. Execution attempts and operation runs retain the operation key, result, step details and exceptions behind that outcome.

What if a provider response is uncertain?

Check the existing operation key, provider reference and step receipt before another attempt. Assign the investigation so the final result can be recorded against the case.

Can teams review several offices?

Cases, services and people reference their organization. Authorized analysts can group status and workload by organization while operators work within their assigned scope.

Set up Land Revenue Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started

A personal agent for your business

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