County workflow
Choose a state and county to load required forms, recipient details, and filing notes.
Excess tax properties
Properties with excess tax proceeds available for recovery in the selected county. Select a county above and click Load county workflow to view properties.
No county selected.
Client packet preview
This portal can prepare text and email drafts, but direct court filing, DocuSign API signing, and automatic fee disbursement need your live vendor/account setup and legal review.
After you enter a lead and click Build client packet, this area will show the client agreement summary, intake details, recipient routing, and a ready-to-send email draft.
Lead list format
Use this table shape for county records imported from your VA workflow. In a production version, clicking a lead row can auto-fill the intake panel and packet generator.
| Owner | Property | County | Case | Excess | Status |
|---|---|---|---|---|---|
| Jane Doe | 123 Main St, Austin, TX | Travis | D-1-TX-000123 | $18,450 | New |
| John Smith | 456 Oak St, Bastrop, TX | Bastrop | 24-0897 | $42,100 | Contacted |