AssessIQ Counsel — Prototype

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Coming up

Every date on the book, soonest first: scheduled BOR hearings from the county case records, plus each parcel's effective filing window. A firm override always beats the county's published date, and every entry says which one it is.

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Watch-list

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Change events

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County calibration rules

Every county's math is different — Ohio runs a statutory 35% ratio with Board-outcome calibration, Pennsylvania runs per-county common level ratios that move annually, Illinois runs township multipliers. The rules are data, visible here, and editable with a name attached: an edit is recorded with full provenance and applied at the next onboarding build, never silently mid-cycle.

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Valuation (Module B)

awaiting Module B

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Case Builder (Module C)

awaiting Module C

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Appeals Library

Every Board of Revision case across the watch-list, from the county's own case system. The decided outcomes here ARE the calibration pool behind Module B's first-pass values. Filed paperwork opens in-app.

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Import firm documents

Drop an appraisal, complaint, decision letter, or evidence packet. The same deterministic extractor that processed the county's BOR paperwork reads it locally — nothing leaves the machine. The system proposes a parcel; nothing attaches until you confirm, and nothing touches the book until an analyst approves.

Calibration model

The learning loop: approved decision letters extend the per-bucket calibration pools. Extensions are recorded immediately; the book's first-pass values only move through the explicit, named recompute below.

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Document library

Every uploaded document with the fields it produced and where each field came from.

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History

The audit trail: county scans and detected changes, firm uploads, parcel confirmations, and analyst approvals, newest first. A read-only view over the underlying records — nothing here can be edited, which is the point.

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Alerts Phase 2 design

Detection without notification is a change nobody saw. Phase 2 delivers the alert layer, entirely inside the firm's network: a daily digest per domain owner (deadlines to Julie's queue, national-group changes to Brendan's), urgency tiers keyed to the days remaining on each window, and an escalation rule when a watched parcel's value moves inside an open filing window. Every alert links back to this History feed — the alert is a pointer to the record, never a copy of the data.