From instruction to open matter in a single form.
Capture the parties, the asset, the price and the funding once. The workflow, the first tasks and the client ledger are created for you.
For practices that lose hours re-keying the same instruction.
Take the instruction once
Parties, property, price, funding and conditions in a single guided form.
Everything else follows
The plan, the checklist, the ledger and the first tasks are created for you.
From instruction to open matter
- 1
Capture
A guided form asks only what the transaction needs, in the order you would ask it.
- 2
Classify
The route is chosen from the facts, and a conveyancer verifies the classification.
- 3
Open
The matter, its plan, a trust ledger and the first tasks are created together.
- 4
Invite
Clients and parties are invited to the portal to complete identity and document requests.
Fewer keystrokes, fewer mistakes
One pass
No retyping across systems.
- Buyer and seller details together
- Property and price
- Funding and conditions
Rules recorded
Know what applied on the day.
- Rule versions in force stamped on the matter
- Classification verified by a person
- Changes create a new version
Tasks assigned
Work starts at once.
- First tasks created and owned
- Due dates from the plan
- Visible on the calendar
Client onboarding
Identity checks without the paperwork.
- Invite by email
- Identity and company checks where enabled
- Documents land in the matter
Works with
Clients see where their matter stands, what you need from them, and upload it securely.
ExploreA ready plan for every kind of matter: the right steps, the right evidence, the right approvals.
ExploreA live register of your obligations, daily automated checks and a private channel for concerns.
ExploreQuestions
What if the facts change later?+
Update the matter and the plan adjusts. Earlier versions stay in the record.
Can clients fill part of it in?+
Yes. Clients complete requests and uploads through the portal.
Who verifies the classification?+
An authorised lawyer. Until then the matter is marked as awaiting verification.
Can we import existing matters?+
Start new work in THEMIS and bring older files in as needed.
A lawyer decides every outcome.
The software proposes and prepares. Professionals review, edit and approve.
See Intake on your own matters.
We will walk you through it with a real transfer, start to finish.