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Demonstration preview — creates a temporary user for a practice firm. Use invented data only.

Firm

Your name

Founding Firms Pilot. Sign in with the personal account your firm was given. Your firm is set by your account; it cannot be chosen here.

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Your firm at a glance

A firm is its clients, not its files.

What needs my attention?

Nothing needs action. All matters are progressing.

Clients

No clients yet — start with “+ New enquiry”, or “Load sample data”.

Registries: People registered once. Property captured with the file (vendor-owned). Financiers are reference data.

👥 Clients — Master List

Every client, registered once. Walk-in clients are individuals; developer / project clients are organizations. Zoom into a client to see all their matters.

Files

🏠 Properties registry

Title no *

Address *

State

Tenure

Condition / Syarat Nyata

Title status

New sub-sale matter

Reference a registered property, then assign registered persons to roles. Nothing here duplicates master data.

Matter reference

Property (title)

+ Register a new property

Acting for (your client's side)

Purchase Price (RM)

Contractual Deposit Required (RM)

Earnest Money Received (RM)

Further Deposit Received (RM)

Loan Sum (RM)

SPA date

Completion period (months)

Financing

Property type

Assign participants

Role

Search person

+ Person not found — create a new Person

Assigned

🏦 Financiers

Organisation · type Financier. Selected during intake; becomes the matter's chargee and will drive the financing documents. Profiles are future-ready (workflow / document / template packs can be added later).

New enquiry

Completion — where this file stands & what's next

Legal Instruments — the work to complete each instrument (status · elapsed · next · risk)

Participants — parties on this file

Add role

Search person

+ Person not found — create a new Person

Documents — what we still need from the client

Client uploads from 📷 Camera · 🖼 Gallery · 📄 Files · ☁ Cloud

Prepare documents — draw up the firm & bank documents

What our client pays — legal fees · stamp duty · disbursements For practitioner verification

Estimate only. Scale fees, stamp duty, SST, RPGT and disbursement figures come from a seed Fee & Tax Catalog compiled from public sources in July 2026 and not yet verified by a practitioner. Check every figure before quoting it or asking a client to pay.

Client account — deposits, balance & money held in trust

Timeline — journey & matter chronology

Audit trail — tamper-evident hash chain ()