Deadline check
Watches for approaching deadlines and missing signatures.
Workflow example: Ontario real estate
Business profile
An Ontario real-estate team coordinating transaction deadlines, signatures, conditions, documents, and third-party responses.
The challenge
Deadlines are visible only to whoever remembers them. Handoffs drift across calls, calendars, and inboxes. A missed condition or signature can delay or end a deal.
Canadian context: The CMHC national homebuying guide places the usual closing window at 30 to 60 days from the agreement. The Ontario regulator notes that lender approval can take days to weeks and that approval letters normally contain conditions. LAWPRO data from 2015 to 2026 averages 748 Ontario real-estate claims and C$26.8M each year, with 37% connected to inadequate investigation and 33% to communication.
The review
We map every transaction’s accepted offer, closing date, conditions, signatures, documents, owners, and third-party status. We identify milestones without owners and handoffs without a recorded next action. The baseline is measured locally, not assumed.
How the work moves
Watches for approaching deadlines and missing signatures.
Assembles the transaction, conditions, documents, and third-party status.
Prepares factual updates and reminders.
Sorts responses as signed, pending, or blocked.
Checks completion and flags what needs a person.
Interactive prototype
Choose a third-party response, review the prepared follow-up, and see how the system tracks the timeline while the lawyer keeps legal decisions.
Prepared follow-up
The system used the closing calendar, condition tracker, and the lawyer's communication preferences. It did not make legal determinations or modify the agreement.
Deadline detected, file status assembled, follow-up prepared, and approval requested.
The rollout
Copy each milestone from the signed agreement and legal file and assign an owner.
Draft factual reminders and status updates for realtor approval.
Send approved reminders, classify responses, verify completion, and surface risk early.
Send routine reminders within agreed limits. Keep professional and relationship judgment with the realtor.
The results
This illustrative scenario uses a fictional 12-file pipeline. The 30 to 60 day horizon is grounded in CMHC guidance.
What stays with your team
What comes next
Once transaction scheduling is running, the same operating model can support client updates and document collection. The workflow can use the team’s established closing process to keep clients informed.