Title Search Ordering & Tracking

Q: Does a paralegal still need to review the title report?

Yes, review of exceptions and liens on the report still involves a person; the automation removes the manual checking and follow-up around it.

Q: Can this work with the matter management system our practice already uses?

It is built to connect with common practice management and document storage tools already in use rather than replace them.

Q: What happens if a title order runs past its expected turnaround?

The automation flags the delay and sends a follow-up request to the title company without waiting for someone to notice.

Q: Will our existing order tracker still be used?

Existing tracking spreadsheets can continue to be updated automatically, so historical order data stays intact.

Ordering title searches and tracking results through to closing.

234 hrs

Manual time identified

Companies have mapped

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About This Automation

Title search ordering and tracking involves confirming property details, submitting orders to a title company, and monitoring progress until a report arrives. Manual monitoring and follow-up on delayed orders pull attention away from other matter work and create room for missed deadlines.

The automated version validates property details, places and tracks orders, and flags delays before they become a problem. Completed reports are filed and the attorney is notified right away, keeping matters moving without constant manual checking.

Key features:

Validates property and parcel details against matter records before an order is placed

Submits title search orders and logs expected turnaround automatically

Tracks order status and flags any order running past its expected date

Escalates delayed orders with a follow-up request to the title company

Files completed reports to the matter record without manual saving

Notifies the attorney as soon as a report arrives

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Constant status checking Repeated checking of email and the title company portal takes up significant time.	80%
2	Missed delay escalations Orders running past the expected date are not always caught in time to follow up.	67%
3	Inconsistent tracker updates Order details are sometimes logged late or inaccurately in the spreadsheet.	53%
4	Delayed attorney notification Attorneys are not always told promptly once a report has arrived.	40%
5	Manual property detail checks Confirming legal description and parcel details against the file takes extra review time.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.2/ 10

AI Fit Rating™

8.5/ 10

Automation Lift Index™

8.0/ 10

Hidden Overhead™

6.1/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Order Request Detectedtrigger

A new matter task requesting a title search automatically starts the workflow.

2. Validate & Prepare Order Details

The automation checks legal description, parcel number, and owner names against the matter file before ordering.

3. Submit Title Search Order

An order request email is sent to the title company using a saved template.

4. Log Order In Tracker

Order details and expected turnaround are written tracker automatically.

5. Escalate Delayed Order

If the report is not received within the SLA window, an escalation email goes out and the paralegal is flagged for follow-up.

6. Save Report

The completed title report is stored automatically in the matter's folder.

7. Notify Attorney

A message confirms the report has arrived and links to it in the matter channel.

Most popular tool stack used

— the complete tool combinations companies use

55% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

376 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What parts of title search ordering does the automation handle?

It validates property details, places and tracks the order, escalates delays, and notifies the attorney once the report arrives.

Does a paralegal still need to review the title report?

Can this work with the matter management system our practice already uses?

What happens if a title order runs past its expected turnaround?

Will our existing order tracker still be used?

View more FAQs

Process pain:9.2/10

Mapped by:9 Companies

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Page updated 10 August 2026