What's inside
Eight stages of a typical Ontario purchase closing, each with the same two questions answered: what a well-built system can genuinely do here, and what has to stay with the lawyer regardless of how capable the surrounding tools are.
Intake, Retainer & Identity Verification
Opening the file, and the By-Law 7.1 identity-authentication gate that applies whenever a client is verified virtually.
Title, Mortgage & Purchase Review
Three separate, task-scoped review passes — and why one generalist reviewer is a different, less auditable design.
Closing-Document Generation
The fixed-layout document package a file needs on closing day, and what a lawyer checks on each before signing.
Registration, Trust & Post-Closing
Where automation stops entirely: land-registry filing and trust disbursement, plus the undertakings and correspondence that follow.
Prefer to read online first? The full guide is also live as a page on this site — the download is the same content, formatted to print.