Open the permit matter
Keep the authority, parcel, project, parties, and current stage together.
Legal Office US · Early access
Resolve identifier and notice mismatches before submission review.
Keep authorities, parcel records, plans, notices, missing documents, assigned staff, and attorney review in one permit or zoning view.
Need several workflows or a tailored rollout? Configure it with usPERMIT RETURNED
MissingMatching parcel ID on the site plan
Assigned toMatter lead
Next stepReconcile the parcel record and site plan
Attorney reviewRequired before any deadline, filing, final document, or external action
What slows the permit or zoning down?
Municipality and parcel records live separately from plans and correspondence.
Local requirements such as LA County or NYC DOB items need their own review.
A returned submission is visible, but nobody owns the correction and next request.
One permit matter view, one clear next action
- ✓ Authority, parcel, and project records in one place
- ✓ Returned items and document mismatches visible
- ✓ Every correction assigned to a responsible person
- ✓ Attorney review visible before submission or external action
From intake to attorney review
Add records, plans, and notices
Collect applications, parcel records, plans, notices, correspondence, and hearing materials.
Surface mismatches and missing items
See which identifier, document, or local item is blocking review.
Assign the next step
Give each correction, request, or follow-up to a specific person.
Send the submission to attorney review
The attorney reviews the matter before filing, hearing, or external action.
What the workflow keeps together
Authority and jurisdiction
Parcel and project records
Applications, plans, and notices
Missing items and corrections
Next steps and responsible staff
Attorney review history
Adapt the permit checklist to the authority and jurisdiction.
Your firm confirms municipality, county, board, agency, hearing, filing, local-form, and deadline requirements. The workflow organizes the review without predicting approval or compliance.
How do you want to start?
It is the same system — choose the way you want to begin.
Use the ready workflow
Start with the prepared matter workflow and adjust fields, checklists, and roles to match your firm.
Open your next permit or zoning matter in one queueConfigure it with us
Need multiple workflows, integrations, or a firm-wide rollout? Configuration support is available.
Configure it with usDon’t see your matter type?
Start with a flexible matter for documents, tasks, responsible staff, missing items, and attorney review. Add your own checklist or configure the workflow with us.
Configure this matter with usThe firm stays in control
Robo Connector organizes matter data, documents, missing items, and tasks. Legal judgment, deadlines, final documents, filings, submissions, and client advice stay with the firm.
Security, privacy, and legal boundaries