Probate Intelligence Log
Discovery & Systems Analysis • v2.0
System Status: Active
Operational Footprint
Target Markets (Counties/States)
Primary Strategy
Probate
Fix/Flip
Wholesale
Commercial
User's Daily Focus
VA's Daily Focus
Data Extraction Logic
Manual Extraction Steps (The "Grind")
Gemini Automation Auditor
Running workflow analysis for bot compatibility...
Generate Tech Strategy
Data Fields Collected
Decedent
Case #
Executor
Property
Attorney
Heirs
Portals & Access URLs
Systems & Infrastructure
Current Tech Stack
Skip Tracing Method
Security & Privacy Policy
Current System Pain Point
Strategic Requirements
30-Day Definition of Success
Technical Comfort Level
SELECT LEVEL...
Non-Technical (Push Button)
Comfortable with Setup
Total System Control
Hard Constraints or Infrastructure Notes
Additional Context
Finalize & Send Report