What changedTabs and filters
Filters that stack
Tabs pick the kind of change. The client list narrows it to one client, and the last list shows open items only, or open and reviewed ones too.
Changing a tab goes back to page 1.
The portal lists your own book.
What changedOne per kind of change
The alert explanations
Each kind of change comes with one short explanation of what it can mean for the client.
The explanations are general information, not legal, tax or financial advice.
The lease report holds the detail.
What changedProduction
How a lease gets flagged
Down: the last three filed months are 25% or more below the same months a year earlier. Stopped: no oil or gas reported for four months or more after producing.
Each item names its production month.
A missing filing alone isn’t a stop.
Lease reportOne per client lease
What the lease report includes
Where the lease is, its production month by month, the MVestimate, and its filings from the last 120 days.
It’s an estimate, not an appraisal, offer or reserve report.
Save it as a PDF or print it.
Railroad Commission of TexasPublic record
The public Railroad Commission record
On an operator change, the link opens the Railroad Commission’s public query site in a new tab.
You can check the original filing yourself.
The link carries the well’s number.
What changedActivity
Completions in the client’s counties
A new well completed in a county where the client holds a lease, filed in the last 120 days.
It shows drilling in the county, not necessarily on a client lease.
The client’s map marks recent filings.
What changedActivity
Operator changes
When a new operator is filed for a client lease, the change shows on that lease.
Confirm whether the division order needs an update.
It links to the public record.
What changedData
Records that need a look
No production record: the lease is left out of the totals, not counted as zero. No decimal on the roll: its income isn’t estimated.
It doesn’t necessarily mean a problem with the client’s income.
The item names the record.
What changedReviewed
Marking items reviewed
Reviewed takes an item off the open list, and each count drops by one. Mark All as Reviewed clears what the filters show.
“Open and reviewed” shows it with a green Reviewed label.
The mark stays after a reload, kept in the browser where you marked it.
What changedReviews
Upcoming reviews
A client’s next review, set when you add the client, shows in the list within 30 days.
Your own tasks stay on the Reviews and tasks page.
A calendar holds reviews and tasks.
Reports and lettersPrepared with your name and firm
The letter to an operator
It lists the client’s affected leases, each with oil, gas, the change on a year earlier and the last filed month.
It asks for information; it does not claim an amount is owed.
Check it on screen first.