Transactions
Every file has a home base.
Keep dates, tasks, documents, people, notes, email actions, cover sheets, and next steps connected to the transaction they belong to.
Private beta opening soon
The daily closing desk for transaction coordinators.
Norma brings tasks, deadlines, documents, email, and follow-ups into one calm workspace, so you can see what needs action before anything slips.
Built for active files, real follow-ups, and the work between contract and close.
The Real Problem
The hard part isn't knowing how to coordinate a file. It's keeping the whole day visible.
Most TC work does not get harder because you forgot how to do the job. It gets harder because the work is spread across email threads, calendars, checklists, portals, spreadsheets, and mental notes.
Norma gives that work one daily operating surface.
Workflow
Open Norma. Know what needs action.
The Home desk organizes the day around the work that moves files forward.
Do Now
Overdue follow-ups, due tasks, and file work that needs attention today.
Coming Up
Key dates and deadlines before they become urgent.
Waiting On
Every person, document, answer, and update still holding a file open.
Risk & Overview
Missing docs, low-health files, and the places most likely to cause friction.
Product
Built around the real surfaces of TC work.
Norma is not a pretty checklist with a few labels changed. It is a workspace for the places your day actually happens: files, email, tasks, deadlines, documents, and intake.
Turn email into transaction work.
Work from the inbox without losing file context. Link messages to transactions, create tasks, add Waiting On items, mark documents received, reply with templates, and keep the thread connected to the work.
Tasks & Waiting On
Separate what you control from what you're waiting for.
Tasks are work you can do. Waiting On items track the people, documents, answers, and approvals that are holding a file open. Move between them as the file changes.
Documents & Cover Sheets
Keep file status visible without rebuilding the same summary.
Track required documents, see what is missing, and generate clean folder covers that summarize the people, property, and critical dates.
Intake
Start the file the way it arrives.
Create a transaction from a contract upload, manual entry, an intake link, Jotform, or connected imports depending on how the details come in.
AI
Tasteful AI, built for review.
Norma uses AI where it can reduce admin work without taking control away from the transaction coordinator. Contract extraction, email signals, summaries, and suggested next steps are designed to be reviewed, edited, and trusted because you stay in the loop.
No prompt theater. No generated clutter.
AI should help the TC see the file more clearly: what was found, what is missing, what may need review, and what action could come next. It should not bury the desk in synthetic busywork.
Contract upload and review
Email signal triage
Draftable summaries
Workspace-level AI controls
Norma Suite
The first product in a broader TC operating suite.
NormaTC is the center of the daily desk. Around it, the suite is growing into focused tools for intake, reports, utilities, and the other operational surfaces that support transaction coordination.
NormaTC
The daily closing desk for transaction coordinators.
Norma Intake
A cleaner way to collect file details and start transactions.
Norma Reports
Reporting surfaces for production, files, and operational visibility.
UtilitySheet
Utility tracking for addresses, providers, and connection details.
Free in private beta
Free during private beta. Simple pricing at launch.
Join the beta while access is opening. Public pricing is planned around flat monthly tiers with no per-file fees.
Starter
For TCs getting started or managing under 10 files
$49/mo planned
Daily closing desk
Transactions, dates, and documents
Norma Intake links
1 user
Most popular
Professional
For solo TCs managing 10-30+ transactions monthly
$79/mo planned
Waiting On tracker
Email signal triage
Transaction health scoring
Workspace AI controls
Team
For small TC teams who need shared visibility
$149/mo planned
3 users included
Shareable portal links
Organization overview
Priority support
Pricing is planned and may adjust before public launch. Beta access is free while cohorts open.
FAQ
A few practical answers before beta.
NormaTC is preparing for private beta. Early access will open in small cohorts so feedback can shape the product before broader launch.
No. Norma works with email as a source of transaction work. The goal is to keep messages, follow-ups, documents, and file context connected without forcing your day into a separate inbox.
Norma is organized around the daily operating view: what needs action, what is coming up, what is still waiting on someone else, and which files need attention. The checklist is part of the work, not the whole product.
AI is used for reviewable workflow help such as contract extraction, email signal triage, and draftable summaries. It is designed to surface context and save clicks while keeping the TC in control.
No. Beta access is free while cohorts are opening. Planned launch pricing is shown so buyers have a realistic expectation, but it may adjust before public release.