Getting started with LetterScript

Sign in, find your way around, and run your first transaction in a few minutes.

LetterScript turns a pile of transaction paperwork into a structured transaction: it reads your documents, extracts the key facts, matches them against the point-of-sale disclosures the property requires, and puts the deadlines on a calendar.

Sign in

Go to the app and choose Continue with Google, Continue with Microsoft, or Continue with Apple — with a social sign-in there's no password to manage, and your provider account is your identity. Prefer email? You can also sign up with an email and password instead. You may briefly see Checking your browser for bots… the first time; that's an automatic security check, not something you need to act on.

Find your way around

After signing in you land on Transactions — the home for every transaction you're working. The top bar carries five destinations — Transactions, Inbox, People, Calendar, Automations. The first four carry a count when there's something there for you: things needing you on a transaction, unread messages, people waiting to be confirmed, deadlines inside seven days. Beside them:

  • Search anything — press ⌘K (or Ctrl+K) to search transactions, documents, conversations, settings, and these help articles. See Search everything.
  • Settings holds everything that isn't a tab: General, Billing & transactions, Integrations, Audit Log, Purchase, Profile & password, and Appearance.
  • The account menu under your avatar has Personal profile, Appearance, Help centre, Contact support, and Log out.
  • Buy transactions whenever you need more — Settings → Purchase opens the pricing page. See Plans and transactions.

Your first transaction, in three steps

  1. Create your first transaction — start from any California address. See Create a transaction.
  2. Upload your documents — drop in the contract and disclosures; LetterScript OCRs and extracts them. See Upload documents.
  3. See your deadlines — contingencies and the close date land on your calendar automatically. See Deadlines and the timeline.

Working in an AI assistant like Claude or ChatGPT? You can connect it to your transactions — see AI assistants.

Related articles

Didn't find what you needed? In the app, click the ? icon and choose Contact support, or reach us here.