Steel Vault Group builds the systems an heir search firm runs on — case intake and tracking, vital-record and archive requests, research documentation, and court-ready report assembly — using modern automation. We're not consultants selling advice: we run a multimillion-dollar company of our own, and we rebuilt its back office first.
See How an Engagement Works The first workflow is built free. No contracts, no sales process.Most automation consultants have never run payroll, chased a late invoice, or watched a scheduling mistake cost a customer. We have. Steel Vault's principals operate a multimillion-dollar manufacturing company serving more than 600 commercial customers, and over the last year we rebuilt its entire back office — scheduling, production tracking, receivables, reporting — cutting hundreds of staff-hours every month.
Now we build those same systems for established, owner-run American heir search and probate research firms. Everything we propose for your business is something we already live with in ours.
We've structured engagements so that all the risk sits on our side of the table.
Together we pick the single process that eats the most of your week — usually scheduling or job tracking — and we build it over four to six weeks, on our time, at no cost.
You run the system in your real operation and count the hours it saves. If the free build doesn't earn its keep, we part as friends. No invoice, no hard feelings.
Only once it's proven do we talk about a flat monthly fee to run, maintain, and extend the system. No contracts, no hourly billing, no enterprise sales process.
Every estate matter opened as a tracked case — referral source, jurisdiction, deadlines — with one live view of where each one stands.
Vital records, probate files, and archive requests sent, logged, and chased automatically across every county and agency you're waiting on.
Findings, sources, and family connections captured as you work, so the due-diligence trail builds itself instead of being reconstructed at the end.
Affidavits of heirship and kinship reports assembled from the documented trail in your format — ready for counsel in hours, not days.
Jason spent a decade in user-experience consulting and operations leadership before taking over day-to-day operations of a multimillion-dollar manufacturing company. Frustrated by back-office software that never fit how the business actually worked, he rebuilt its systems end to end with modern automation — and Steel Vault Group grew out of that work.
Every engagement is overseen by Jason personally, and we take on a limited number at a time so that never changes.
We don't run ads, and we don't have a sales team. We research established services firms we believe we can genuinely help, and we write to their owners directly.
If we've written to you, simply reply to that email — it comes straight to Jason, the principal who would lead your build. He'll suggest the first workflow worth automating and you can take it from there.