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Create Matter Client Information Client Authorisation Retainer & Cost Disclosure VOI & AML Verification Document Management
Contract Upload AI Contract Review Risk & Clause Analysis Contract Disclosure Checklist Advice Letter Contract Amendments Pre-Exchange Enquiries Client Instructions & Engagement
Client Authorisation Form VOI / Identity & AML Checks s603 Certificate (Council Rates) s66 Certificate (Sydney Water) s184 Strata Certificate FRCGW Certificate Review Transfer Duty & EDR First Home Buyer Eligibility Foreign Surcharge / GST & Withholding
Contract Exchange Exchange Confirmation Key Dates & Reminders Transfer Duty & EDR First Home Buyer Eligibility Foreign Surcharge / GST & Withholding Requisitions on Title Finance & Mortgage Coordination Settlement Adjustments Settlement Booking & Readiness Completion Checklist
PEXA Workspace Transfer & Notice of Sale Mortgage & Discharge Funds Required Calculation PEXA Financial Settlement Schedule Settlement Statement Duties Verification & Lodgement Readiness Settlement Status & Exceptions Settlement Confirmation
Client & Agent Notifications Title Registration Verification Final Account & Disbursements Settlement Documents & Receipts Outstanding Tasks & Follow-ups Document Archiving Matter Closure