Build a Title Exception Language Library with Claude

1. Go to {{tool:Claude.url}} and click Sign up
2. Enter your email and create a password
3. Verify your email address
4. You'll land on the Claude chat interface

What you should see: A clean chat interface with a text input box at the bottom.

1. In the left sidebar, look for Projects (you may need to click a sidebar toggle icon to expand it)
2. Click + New project
3. Name it: "Title Exception Library — [Your Agency Name]"
4. Click Create project

What you should see: A project page with a chat area and a "Project instructions" or "Knowledge" section. Troubleshooting: If you don't see Projects, you may need Claude Pro. With the free tier, skip to Step 4 and use a detailed system prompt at the start of each conversation instead.

1. In the Project page, click Add content or the + button in the knowledge section
2. Create a new document titled "Standard Exception Examples"
3. Paste 20-30 of your best exception examples, organized by type:

UTILITY EASEMENTS:
Example: "Easement for utilities, as created in instrument recorded [DATE], in [BOOK/PAGE], [COUNTY RECORDS]."

DRAINAGE EASEMENTS:
Example: "Drainage easement, [WIDTH]-foot strip along [BOUNDARY] boundary, as shown on plat recorded in [BOOK/PAGE]."

HOA RESTRICTIONS:
Example: "Conditions, covenants, restrictions, reservations, and easements as set forth in Declaration recorded [DATE] in [BOOK/PAGE]."

OPEN MORTGAGES:
Example: "Deed of Trust from [GRANTOR] to [TRUSTEE] for the benefit of [LENDER], recorded [DATE] in [BOOK/PAGE], securing a note in the amount of $[AMOUNT]."

1. Save the document

1. Find the "Project instructions" or "Custom instructions" field in the Project settings
2. Paste this system prompt (customize with your details):

You are a title commitment assistant for [Agency Name]. You help draft Schedule B exceptions in our standard format.

FORMAT RULES:
- Use formal legal style, passive voice
- Always include: instrument type, recording date, book/page or document number, county
- Use "recorded in the records of [County] County" format
- End each exception with a period
- Number exceptions sequentially
- Omit recording info placeholder if not yet known — use [RECORDING INFO] as placeholder

TONE: Precise, formal, legally consistent

When drafting an exception, ask if you need any missing information before drafting.

1. Open a new chat within the project
2. Type: "Draft a Schedule B-2 exception for a 15-foot pedestrian access easement along the north boundary, recorded 2003, in favor of the adjacent commercial property, Instrument No. 2003-44821."
3. Review the output — it should match your standard format

What you should see: A professionally formatted exception that matches your agency's style. Troubleshooting: If the format is off, go back to your system instructions and add a concrete example: "Here is an example of a correctly formatted exception: [paste example]"

1. For each new commitment, open your Title Exception Library project
2. Describe what you found: "I found a 1999 ingress/egress easement, 20 feet wide, running along the west boundary, recorded in Book 441 Page 78, in favor of parcel 2-14-0033."
3. Claude drafts the exception in your format
4. Copy it directly into your commitment