Features
Everything in the platform
The full inventory — what ships today, surface by surface. Compare it against your spreadsheet stack.
Workspaces & Projects
Tract lifecycle state machine with audit-trailed changesShared drive per project — search, recents, trash with restoreFolder templates with token substitution to bootstrap tractsBoards mixing work items and field requests; settings cascade
Documents & Spreadsheets
Faithful .xlsx round-trips — charts, pivots, and macros surviveLive multi-user editing with presence cursorsWord-compatible documents with version snapshotsRead-only share links for clients and counsel
Timesheet & Approvals
Entries carry project, county, legal description, and wellCascading rules — field requirements, hour caps, invoice behaviorsApproval queues with annotations, resubmit, and bulk approveExcel/CSV exports with per-role column templates
Financials & Invoicing
Invoice lifecycle from approved time — draft to paid, batch exportBilling dashboard with drill by project, county, or landmanEstimator backtested against your completed projectsMineral-owner tracking and QuickBooks sync
AI & Automation
Dashboard, workbook, and document AI — propose-then-applyAuto-Title: OCR'd county scans into an annotated chain of titleField Request AI pre-fills intake from uploaded scansMCP access for your own AI clients — same roles, same audit trail
Field Requests & County Research
Request intake from web forms and synced sheetsStatus flow from pending to ingested, with activity eventsLinked to tracts and legals, pinnable on boards500+ county reference library — record types, index books, sources
Reporting & Exports
AR aging, WIP, cash-flow forecast, profitability varianceCSV/XLSX everywhere, formula-injection-safeInvoice templates — form-fill .xlsx with a template designerExport history with signed, expiring download links
Administration & Security
Schema-isolated tenancy and granular RBAC with containmentAdmin activity dashboard with per-user drill on an append-only logOrg newscast, notification routing, and org-wide brandingRate-limited auth, signed file URLs, CSP, forced HTTPS + HSTS
On the roadmap, and only these: Strata View — well data from all 50 states, coming 2027 — and a County Data / Title-Plant add-on that turns county records into a paid title-data product layered on the research library. Everything else above ships today. We only badge things "coming" when they actually are.