Track any task or issue on the file.
Keep every task and issue on a file in one place, alongside the off-title work, so nothing on the deal gets lost across inboxes and spreadsheets.
Where a commercial file stands is scattered across the practice.
On a commercial closing, dozens of tasks and searches move at once. The work gets done. Knowing where it all stands is the hard part, because the file lives in too many places.
The status is spread across inboxes, spreadsheets, and portals.
Tasks, searches, and results sit in different tools, so no one has a single, current view of where the file stands today.
When the clerk running the file is out, so is the file.
The full picture of a file lives in one person's experience and old emails. Cover for them, or bring a colleague onto the matter, and that context gets rebuilt from scratch.
Partners learn what is outstanding by asking.
Without a shared view there is no bird's-eye read on what is open, done, or waiting, and an item can slip past a closing date across a busy practice.
The whole file in one place, kept current by your team.
Bakers keeps every task, search, and result on a single file, so the file itself is the record the practice works from, not one person's memory of it.
A single source of truth
Every open file in one consistent place, so the same picture is in front of every clerk, associate, and partner.
Resilient by default
The process lives on the file, not in one person, so the know-how and capacity stay with the firm.
An auditable trail
A clear record of what was searched and where it stands, ready for the client report-back and for lenders.
Run the whole file, not just the searches.
Off-title is one part of a closing. Tracking keeps the rest of the file visible in the same place your team already works.
Any task or issue, not just searches
Open and track anything a file needs, with a title, owner, status, and notes, right alongside the off-title work.
One place for the whole team
Everyone sees what is open, what is done, and what still needs attention, instead of chasing updates across inboxes and spreadsheets.
Clear status at a glance
Each item shows where it stands (to do, awaiting response, review required, or clear), and your team keeps it current.
Everyone works from the same file.
One file, read three ways, so each person sees what they need without chasing an update.
A bird's-eye view of every open file across the practice, without chasing clerks for status.
See what is outstanding on a file before it becomes urgent, and step into any matter already in motion.
Run the file in the same place the off-title work already lives, with no new process to rebuild.
A record you can stand behind.
The consolidated file is also the record your team reports from and a partner reviews, built the same way on every closing.
A record for the client report-back
Off-title work gets reported back to the client. Because every search and result sits on the file, the summary of what was searched and where it stands is right there.
Client data stays out of it
Bakers works from public, property-level information, so confidential client details are never required to run a file.
The same file, every time
Every file is built the same way, so a partner reviewing it, or a colleague picking it up mid-closing, sees a consistent, reviewable record.