Integrations

• Title source. Bring confirmed title evidence into the relevant closing condition and retain the source reference.
• Escrow provider. Reconcile the recorded escrow amount with the provider’s confirmed funds record before a closing decision.
• Court or filing system. Keep the external filing receipt with the deadline or dated event it supports.
• Document storage or signing. Keep the exact instrument revision and content hash together with any outside approval or production reference.

Choose a responsible person for each outside source and define which reference is authoritative. A changed provider result should prompt review of the linked matter record. Keep access to privileged documents and shared attachments aligned with the firm’s review policy.