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Dana Okonkwo
dana@terrio.ai
Overview
Good morning, Dana
What needs Terrio's attention across all 26 firms.
Recent activity
Every workforce action is logged.Background jobs
Workforce · cross-firm
Firms
Every firm on the platform. Terrio staff administer across all of them.
26Total
3Active
22Profile
1Suspended
| Firm | Type | Status | Tenant ID |
|---|
Firm
·
Identity
Name, contact, logo. Uniform styling — no per-firm colors or fonts.Saved
Provisioning
People
Who works the firm's files. At least one must certify.Role-aware. Certifies = can sign the title opinion — Terrio never fabricates this; the firm sets it.
Delivery
How finished work reaches the firm.The portal is always the homebase. Pushing to a production system is additive.
Portal pull
Always on — the firm's matters and deliverables live in the portal.
Push to production system
Also write deliverables into the firm's closing software.
Production system
Direct on-prem SQL or cloud API.SoftPro
On-prem SQL write-back — needs the firm's sandbox schema.
Qualia
Cloud API.
RamQuest
Cloud API.
Assignment model
Who gets notified on a firm's matters.All hands
Everyone at the firm sees every matter.
Assigned
Only the assigned staff are notified.
Delivery preferences
Brief the certifier on new matters
Send the certifying attorney a matter brief at intake.
Saved
Document retention
R-FIRMS-003 · defaults to 7 years.Some firms keep records 7 years, others longer for audit needs. Legal hold suspends any deletion.
Legal hold
Suspend all retention deletion firm-wide until lifted.
Saved
Policy overrides
185 settings that change how this firm's work is produced.Each setting has a Terrio default. Override one only when the firm needs its own document, rate, or storage location. High-impact settings are reviewed before they take effect.
Documents
This firm's templates. Where the firm hasn't uploaded its own, it uses the Terrio default.Upload a firm-specific version of any document; it takes effect once an attorney at the firm attests to it (the UPL gate). The full shared library lives under Platform → Documents.
Billing
What this firm owes Terrio for the platform — subscription plus metered usage.Current period · July 2026
Payment method
Activity
This firm's audit trail — every config change, attestation, and access, hash-chained.| Time | Actor | Action | Detail | Chain |
|---|
New client firm
Onboard a firm
Four steps. Terrio captures the firm's identity, its people, and its policies, then provisions an isolated tenant.
- 1Identity
- 2People
- 3Policies
- 4Provision
Firm identity
A numeric tenant ID is assigned on provision.
People
At least one person must be able to certify. Terrio never fabricates who can certify; the firm names them.
Policies
Provision the tenant
On confirm, Terrio creates the firm's isolated Postgres schema, registers it, and invites the certifier. The firm starts in Profile and goes Active once a certifier signs in.
- Legal name
- —
- Slug
- —
- Type
- —
- Retention
- 7 years
- Isolation
- schema-per-tenant · firm_<id>
Cross-firm sharing · R-FIRMS-004
Grants
Firm-to-firm data-sharing requests. Terrio verifies a request before the receiving firm can accept.
Awaiting your verification
| Grant | Scope | Expires |
|---|
Active grants
| Grant | Scope | Expires | Status |
|---|
Workforce · Terrio staff
Team
The people at Terrio who administer the platform. A super-admin provisions users and assigns each one a role plus the functions they're cleared for — by job skill.
| Member | Role | Functions | Status | Last active |
|---|
Roles set the default functions. A super-admin can add or remove individual functions per person — by job skill — in the member panel. Access is enforced server-side from the Entra app-role, never the UI.
| Role | Invited by | Sent |
|---|
Ecosystem
Parties
The people and firms on closings — realtors, lenders, surveyors, title searchers, and title insurance agencies (underwriters). The shared directory firms draw from.
| Name | Type | Contact | Coverage | Status |
|---|
Ecosystem
Vendors
Services Terrio procures on behalf of firms — title-search data, municipal-lien search, e-recording. The catalog; each firm chooses which it uses.
| Vendor | Service | How orders are placed | Secure transfer | Status |
|---|
Platform
Documents & templates
The document library — platform defaults and firm-specific templates, by state and document type. Every document is version-controlled; changes are attorney-attested before they go live (the UPL gate).
| Document | Type | State | Scope | Version | Status | Updated |
|---|
Operations · cross-firm
Work queue
Operator work across every firm — title exam, document retrieval, the reject-loop, and quarantined ingests awaiting review.
| Matter | Firm | Task | State | Owner | Age |
|---|
Platform
System health
Background jobs, integrations, and per-firm schema state.
Background jobs
Integrations
Schema & migrations
Platform head + per-firm tenant version. Drift is flagged.Platform
Billing
What each firm owes Terrio — subscription plus metered usage. Terrio bills the firm for the platform; the firm's client trust/escrow money never touches this boundary.
| Firm | Plan | Usage (mo) | Subscription | Amount due | Billing |
|---|
Platform
Audit log
Every workforce and system action — immutable, hash-chained (audit_log sha256 chain + npi_access_log).
| Time | Actor | Action | Target | Firm | Chain |
|---|
Platform
Security
Workforce access posture, sessions, and periodic access review.
Posture
Access review
Recertify who can do what.Next review due Aug 1, 2026. 6 members · 2 with elevated (admin+) access to recertify.
Active sessions
Reference data
States
The 54-state legal reference that makes the platform multi-state — recording act, signing model, owner's-policy payer, rate regime. This is config, not code; Terrio curates it.
5Profiled
1Partial
~44Owed
| State | Recording act | Signing | RON | Rate regime | Status |
|---|
Reference data
Counties
Per-county recording offices, e-recording capability, and recording fees / transfer tax — 3,151 counties nationwide.
3,151Counties
100%Office data
803e-record capable
| County | State | Recording office | e-Recording | Recording fee | Transfer tax |
|---|
Reference data
Underwriters & products
The underwriter registry, their requirement overlays, ALTA endorsement availability, and loan-program matrices.
| Underwriter | Requirement overlays | ALTA endorsements | Status |
|---|
Reference data
Rates
Filed title-premium rate tables per state — regime, calculation method, and rate bands. TX / FL / OH seeded; others owed.
| State | Rate regime | Method | Rate source | Status |
|---|
Governance
Rule review
Proposed rule changes from the automated sweeps — statute change-awareness, ALTA bulletins, and LLM rule discovery — awaiting a human's approval before they go live (UPL / no-fabrication gate).
1,284Rules in registry
2,374Firm knobs
4Awaiting review
Awaiting your review
| Proposed change | Source | Jurisdiction | Confidence |
|---|
Platform
Settings
Workspace-wide configuration for the Terrio platform — the defaults every firm inherits.
General
Saved
Security defaults
Require MFA for all workforce
Enforced by the Entra workforce tenant.
Idle session timeout
Sign workforce users out after 30 minutes idle.
IP allow-list
Restrict the console to approved office/VPN ranges.
Pen-test gate before real firm data
Block production data until the security review passes.
Plans offered to firms
The subscription tiers a firm can be placed on.My notifications
Daily digest email
A morning summary of what needs attention.
Alert me on quarantined ingests
Immediate email when the scan gate holds a document.
Alert me on failed deliveries