Connected brokerage workflow

Set up

Projects, legal descriptions, and assignments

Capture

Time, expenses, and receipts

Review

Approvals, reminders, and alerts

Deliver

Client invoices and reporting

Workflow illustration based on verified Land Agility capabilities.

From project setup to client delivery

Run landman brokerage
operations in one system.

Set up projects and legal descriptions, assign work, capture activity, review submissions, and prepare client invoices and reports without rebuilding the operational record at each step.

Project setup

Project

Client work and operational details

Legal description

Project-specific land details

Assignment

Responsible landmen or staff

Workflow illustration, not a product screenshot.

Give every project context

Projects, legal descriptions,
and assignments

Create the project, maintain its legal-description details, and assign landmen or staff. The work begins with the context needed to connect later time, expenses, approvals, invoices, and reports.

Capture project activity

Time, expenses,
and receipts

Landmen and staff can record time and expenses for their work and keep supporting receipts with the operational record. That activity remains available for review, invoicing, and reporting.

Activity record

Time

Project time entries

Expenses

Work-related costs

Receipts

Supporting records

Workflow illustration, not a product screenshot.

Client delivery

Client invoice

Prepared from recorded and approved activity

Reporting

Operational and client-facing records

Workflow illustration, not a product screenshot.

Prepare client delivery

Client invoicing
and reporting

Use the time, expenses, and project activity already recorded in Land Agility when preparing client invoices and reports. Approval workflows provide a review step before that information moves on.

Review and follow-up

Keep submitted work moving toward client delivery.

Land Agility connects the review work between activity capture and client invoicing.

Approval workflows

Review submitted project activity before using it in client invoices and reports.

Automated reminders and alerts

Follow up on outstanding work from the same operational workflow.

Reporting

Review project, activity, and approval information without rebuilding the record elsewhere.

Connected capabilities carry brokerage work from setup through reporting.

Projects

Legal descriptions

Assignments

Time entries

Expenses and receipts

Approvals

Reminders

Client invoices

Reporting

Projects

Legal descriptions

Assignments

Time and expenses

Approvals

Reminders

Client invoices

Reporting

Operational visibility

Projects and assignments

Organize client work and assign landmen or staff.

Time and expenses

Capture time, expenses, and supporting receipts.

Legal descriptions

Keep project work connected to its legal-description details.

Approvals and reminders

Review submitted activity and use automated reminders or alerts.

Invoices and reporting

Prepare client invoices and operational reports.

Projects and assignments

Organize client work and assign landmen or staff.

Time and expenses

Capture time, expenses, and supporting receipts.

Legal descriptions

Keep project work connected to its legal-description details.

Approvals and reminders

Review submitted activity and use automated reminders or alerts.

Invoices and reporting

Prepare client invoices and operational reports.

Developed and used since 2011

Purpose-built for land-services operations

One workflow from project setup through reporting

Developed and used since 2011

Purpose-built for land-services operations

One workflow from project setup through reporting

Developed and used since 2011

Purpose-built for land-services operations

One workflow from project setup through reporting

Developed and used since 2011

Purpose-built for land-services operations

One workflow from project setup through reporting

Ready to simplify your
land services operations?

Start free Request a demo

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