Automated Client Tracking & Portal Solutions for Professional Services
Give clients 24/7 visibility into their matter — from property transfers and bond origination to recruitment, estates, immigration, tax, and admissions. Dramatically reduce status inquiries.
ERF 4821 CONSTANTIA
Bond & Transfer, Constantia, Cape Town
- Instruction ReceivedBank/transfer instructions logged & compulsory FICA pack issued12 Jun
- FICA & Compliance VettingIdentity, residential proof, income, and tax verification18 Jun
- Bond & Transfer DraftingAttorney coordination, title search, & draft document preparation24 Jun
- Document SigningBuyer/seller signing of bond and transfer agreements
- Deeds Office LodgementBatching and lodgement at the Deeds Office
- Registration & SettlementRegistration complete, bond account activated, & payouts finalized
Required Documents
- Signed Compulsory FICA Form
- Conveyancing Attorneys Contact Details
- Barcoded ID / Passport Copy
+ 6 more requirements — the full checklist is revealed in your live portal demo
Automated Progress Updates
Visual milestone emails go out to every client on your chosen cadence — no matter the industry, zero admin time required.
Far fewer status callsEncrypted FICA & Document Vault
Documents upload into a private vault: encrypted in transit and at rest, released only through short-lived signed links, with every access recorded in an audit log. Built on infrastructure independently certified to SOC 2 Type II and ISO 27001.
POPIA-aligned · Certified hostingDirect Matter Messaging
A secure real-time chat thread keeps questions off the phone and inside the matter — for any niche.
Secure & audit-loggedFAQ
Answers to common questions
Everything clients and firms need to know about security, document uploads, progress tracking, and customization.