Early access
PA-first
AI-assisted
Outlook-connected transaction coordination

Calm, clear, and on-time closings.

Norma turns deal chaos into a daily plan by connecting Outlook, key dates, tasks, and documents into one focused Command Center — with AI to scan contracts, triage emails, and draft the next step.

Invite-only while we refine the experience. No spam — just launch updates.

Norma Command Center screenshot.
Command Center
Do Now • Coming Up • Missing Docs • Waiting-On
Screenshot

See Norma

Built for the reality of transaction coordination: email-driven workflows, constant exceptions, and deadlines that can’t slip.

Screens
Real product UI

Explore the core surfaces. These are screenshots from the in-progress build (UI will keep improving).

Command Center
  • Do Now + Coming Up
  • Missing Docs + Waiting-On
  • Portfolio Health signals
Click to zoom

Built for real TC work

Norma is designed around how transaction coordinators actually operate: email-driven workflows, strict deadlines, and a constant stream of exceptions.

Command Center for your day

A single “Today” view across all active files: what’s due, what’s blocked, what’s missing, and what’s at risk.

Waiting-On tracker (with reminders)

Track who owes what by when — and draft follow-up emails when items go overdue.

Key dates you can trust (PA-first)

Auto-fill PAR default contingency timelines from execution/settlement, and keep deviations visible.

Missing docs + signature status

Know what’s missing before it becomes urgent — plus optional DocuSign Rooms sync for documents and envelopes.

Share a read-only portal link

Give agents/clients a clean, read-only view of status, key dates, required docs, and Waiting On items.

Built with privacy in mind

Early access is invite-only. The app stays private, and we avoid indexing sensitive routes.

AI that does real work

Norma uses AI to extract signal from the noise: dates from contracts, actions from emails, and reminders from what’s overdue — with review points built in.

Human-in-the-loop by default

AI suggestions are meant to speed you up — not replace judgment. You confirm contract scan results before applying, and you review drafts before sending.

AI contract scan (Agreement of Sale PDF)

Extract execution/settlement and contingency timelines, then confirm before applying changes to the file.

AI email triage + action extraction

Classify emails by intent/urgency, surface what happened, and suggest the next action in plain English.

AI Insights (proactive prompts)

Highlights approaching deadlines, overdue items, missing contract docs, and low “health score” files.

Magic Paste intake

Paste an MLS listing or email snippet to auto-fill key fields and speed up file creation.

Integrations

Built around Outlook-first workflows, with optional document integrations.

Outlook (Microsoft Graph)

Email + calendar + tasks + contacts, connected once.

Microsoft To Do

Sync “Waiting On” items to a dedicated list for follow-up.

Outlook Calendar

Push key dates as `[Norma]` events so your week stays predictable.

DocuSign Rooms (optional)

Connect Rooms to sync documents, create envelopes, and reflect signature status.

Google Workspace (planned)

Gmail + Google Calendar + Google Tasks integration is planned.

Canonical intake: JotForm → auto file creation

Agent submits intake → Norma creates the transaction, dedupes contacts, seeds key dates, applies PAR defaults, and can generate follow-up tasks (best-effort).

Optional

How it works

Connect Outlook once, then operate from a single daily Command Center. Norma helps you keep deals moving without living inside threads.

1
Connect Outlook

Email, calendar, tasks, and contacts — in one secured workspace.

2
Add a transaction

Create a deal manually, via JotForm intake, or by pasting listing/email details.

3
Run the day from “Today”

Norma surfaces what’s due, what’s missing, and what’s at risk.

FAQ

Keep it simple. Join the waitlist, and we’ll reach out when your cohort is ready.

Is Norma available today?

Not publicly yet. We’re opening early access in small cohorts to keep onboarding and support tight.

Who is it for?

Real estate transaction coordinators and teams who live in Outlook and want fewer follow-ups, fewer missed deadlines, and a calmer close.

Does it replace my checklists?

No — it operationalizes them. Norma is built to surface risk, create tasks, and keep you on track across email, calendar, and documents.

Does Norma use AI?

Yes — for contract scanning, email triage, and task/insight suggestions. Anything “AI” is designed to be reviewed before it changes your file or sends messages.

Does it integrate with DocuSign or Dotloop?

DocuSign Rooms integration is supported (optional). Dotloop support is on the roadmap — join the waitlist and tell us what you need first.

What about Google (Gmail/Calendar/Tasks)?

Google Workspace integration is planned. If you’re Gmail-first, join the waitlist and mention your workflow so we can prioritize it.

What does Norma store from Outlook?

Norma stores workflow data (transactions, tasks, dates, and triage metadata). Full email bodies are fetched from Outlook on demand when you view a message.

What do you need from me to join the waitlist?

Just an email and a little context so we can prioritize the right early-access cohort.