Twenty-four professions.
One map for each.
Each profession page maps the recurring processes of that profession and shows how many Regaldi runs, how many it prepares for the licensed professional’s decision, and how many stay with the person.
The counts below come from the same maps as the profession pages. Each is a responsibility map, subject to setup and approvals, not a measured automation share.
- Professions mapped
- 24
- Recurring processes
- 1047
- Runs. The system runs it; a person at the firm confirms, approves or signs.
- Prepares. The system prepares it; the licensed professional decides.
- Stays with people. The professional, or the person the rules name, does it. The system keeps the records around it.
Health
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Pharmacies
Refills, renewals, compounding records and the inspection file for community and compounding pharmacies.
Runs 22 of 38 processes
Prepares 12 for the professional’s decision. 4 stay with the pharmacist.
-
Clinics and med spas
Intake packets, reminders, records and referral relationships for outpatient clinics and med spas.
Runs 23 of 45 processes
Prepares 16 for the professional’s decision. 6 stay with the clinician or owner.
-
Dental practices
Claim packets, recall and approved follow-up for independent dental practices.
Runs 22 of 45 processes
Prepares 15 for the professional’s decision. 8 stay with the dentist.
Law and finance
-
Law firms
Court records, companies, property and documents connected for litigation and real-estate practices.
Runs 20 of 45 processes
Prepares 17 for the professional’s decision. 8 stay with the lawyer.
-
CPA firms
Source documents, open items and draft workpapers prepared for the CPA’s review.
Runs 18 of 44 processes
Prepares 19 for the professional’s decision. 7 stay with the CPA.
-
Insurance agencies
Quote documents, policy checks, renewals and referral relationships for independent agencies.
Runs 23 of 44 processes
Prepares 14 for the professional’s decision. 7 stay with the licensed agent.
-
Mortgage brokers
Borrower files, disclosure dates and property research under licensed supervision.
Runs 17 of 44 processes
Prepares 19 for the professional’s decision. 8 stay with the originator, the creditor or the AML officer.
-
Title agencies
Sourced encumbrance pre-screens, document drafts and file follow-through.
Runs 19 of 43 processes
Prepares 17 for the professional’s decision. 7 stay with the licensed agent.
-
Court reporting
Notice checks, job packets, confirmations and read-and-sign tracking around the reporter’s record.
Runs 25 of 45 processes
Prepares 9 for the professional’s decision. 11 stay with the reporter or owner.
Real estate
-
Realtors
Property records with sources, recorded-sales ranges and document drafts for agents and brokerages.
Runs 21 of 45 processes
Prepares 16 for the professional’s decision. 8 stay with the licensee.
-
Property managers
Requests, documents and public records for rentals and association management.
Runs 21 of 45 processes
Prepares 15 for the professional’s decision. 9 stay with licensees, boards and counsel.
-
Community associations
Board packets, official records, estoppels and building oversight for licensed CAM firms.
Runs 19 of 45 processes
Prepares 16 for the professional’s decision. 10 stay with the board, the CAM or counsel.
-
Real-estate investors
Auction calendars, sourced parcel records and what-if scenarios for investors buying for their own account.
Runs 21 of 39 processes
Prepares 11 for the professional’s decision. 7 stay with the investor or a professional.
-
Appraisers
Sourced property records, workfiles and revision tracking around the assignment, never the value opinion.
Runs 21 of 45 processes
Prepares 13 for the professional’s decision. 11 stay with the appraiser.
Buildings
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Contractors
Property records, proposals, permit paperwork and job follow-through for licensed contractors.
Runs 23 of 42 processes
Prepares 10 for the professional’s decision. 9 stay with the qualifier or company staff.
-
Architecture firms
Plan-review comment logs, existing-conditions research and the project record.
Runs 18 of 44 processes
Prepares 16 for the professional’s decision. 10 stay with the architect or principal.
-
Engineering inspections
Report drafts marked preliminary, building history with its gaps, and document coordination.
Runs 20 of 43 processes
Prepares 13 for the professional’s decision. 10 stay with the engineer or principal.
-
Home inspectors
Report drafts from your notes and photos, insurance-form worksheets and property records.
Runs 23 of 42 processes
Prepares 12 for the professional’s decision. 7 stay with the inspector or owner.
-
Permit expediters
Applications, review comments and resubmittals, with statutory clocks and their source.
Runs 22 of 44 processes
Prepares 14 for the professional’s decision. 8 stay with the people the law names.
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Interior design studios
Quote comparisons, client approval packets and order records from selection to delivery.
Runs 22 of 43 processes
Prepares 12 for the professional’s decision. 9 stay with the designer or principal.
-
Land surveyors
Job folders with a research log, map text checks, access notices and filing dates around the surveyor’s judgment.
Runs 22 of 44 processes
Prepares 11 for the professional’s decision. 11 stay with the surveyor in responsible charge.
Services, supply and schools
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Private schools
Teacher materials, enrollment files and scholarship paperwork for schools taking Florida scholarships.
Runs 24 of 45 processes
Prepares 13 for the professional’s decision. 8 stay with the head of school and teachers.
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Commercial cleaning
Walkthrough-to-proposal drafts, crew cards, bid packets and approved follow-through.
Runs 25 of 44 processes
Prepares 10 for the professional’s decision. 9 stay with the owner and their team.
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Wholesale distributors
Supplier-document matches, approved-price quotes, resale certificates and approved follow-up for distributors of packaging and supplies.
Runs 23 of 44 processes
Prepares 12 for the professional’s decision. 9 stay with the owner and authorized staff.
Start with one workflow.
Open your profession’s map and choose the recurring process that takes your team the most time. Bring it to Ita or write to us. The access, the review owner and the scope are agreed in writing before work begins.
Prices: regaldi.ai/pricing/
Regaldi LLC is a software company. General information, not legal advice. Each firm remains responsible for the rules of its own profession. AI output can be inaccurate and must be reviewed by the responsible professional before it is relied on.