for title & legal
Kelly keeps every file moving to close.
Kelly handles intake, scheduling, and the closing file, plus the email and calendar that surround it. clean files, on time.
Kelly
Universal Title
intake, instant
New files opened and documents requested the moment they land.
scheduling
Closings, signings, and reminders on everyone's calendar.
the closing file
Payoffs, title, and conditions tracked to clear.
email and calendar
The back-and-forth handled in your voice.
How Kelly runs the day
A title or closing desk is a dozen inboxes pretending to be one. The lender writes to the firm address, the seller's agent replies to your personal one, and the payoff letter you need is in a thread from three weeks ago. Kelly connects every Google Workspace account you run and treats them as one desk, so when you ask whether the payoff came back, it checks all of them.
On each file, Kelly opens intake the moment the referral lands, requests the contract and earnest money, puts the closing on the calendar, and tracks payoffs, commitments, and conditions until they clear. When a file is cleared to close, it sends the borrower their appointment details and copies the agent, in your voice, after you say yes. Wire instructions stay in your secure channel.
You text Kelly or call the same number between closings. The morning brief lists the files that need a decision today. Outbound messages and calendar changes wait for approval by default and are written to an audit log, which is how a law firm should expect an assistant to behave.
“Kelly opens the file before i've finished reading the email.”Universal Title
Want the long version? Read the guide: ai executive assistant for lawyers and small firms