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Workflows

Every matter runs to a plan.

Open a matter and THEMIS builds its plan from the facts: who is involved, how the asset is held and how the deal is funded. Nothing is forgotten, and nothing waits on one person's memory.

Workflow / Residential transfer, mortgage
1. Instructiondone
2. KYCdone
3. Classificationdone
4. Title intelligencedone
5. Due diligenceready
6. Agreementupcoming
7. Clearancesupcoming
8. Transfer dutyupcoming
9. Mortgageupcoming
20
transaction types
15
stages
7
phases
Workflows

For practices whose checklist should live in the system, not in someone's head.

A plan built from the facts

Funding, tenure and existing bonds change the steps, so the plan fits the matter in front of you.

Gates that need evidence

A step closes only when its evidence is on file and an authorised lawyer approves.

From facts to a running plan

  1. 1

    Classify

    Intake captures what kind of transaction this is and the facts that change the route.

  2. 2

    Plan

    THEMIS builds the plan: the stages, their order and which can run side by side.

  3. 3

    Work

    Tasks, requests and checks are created and assigned. Each step shows what evidence it still needs.

  4. 4

    Approve

    An authorised lawyer approves each gate. Nothing advances on assumption.

Every kind of matter, ready on day one

Twenty transaction types

Sales, bonds, estates, subdivisions, sectional title, customary and state land.

  • Standard sale and residential transfer
  • Estates and developments with child transfers
  • Customary and state land routes

Seven phases, fifteen stages

A shared shape for every matter.

  • Onboard, Investigate, Agree, Clear and fund
  • Prepare, Submit and register, Close
  • Progress shown the same way on every file

Conditional steps

Facts add or remove work.

  • Mortgage funding adds lender steps
  • Existing bonds add cancellation evidence
  • Company parties add authority checks

Approval gates

Control where it matters.

  • Evidence required to close a step
  • Authorised conveyancer approval
  • Blocked steps explain what is missing

Works with

Questions

Can we change a plan?+

Rules are versioned and administered by authorised people at your practice. A change is a new version, and matters keep the version that applied to them.

Does it replace a lawyer's judgement?+

No. It makes sure nothing is forgotten, and it asks a lawyer to approve each gate.

What about transactions you have not listed?+

New types are added as reviewed rule sets. Ask us about yours.

Does THEMIS submit to the registry?+

Registry submissions are prepared in THEMIS and tracked as tasks with the evidence attached. Lodgement itself stays with your practice.

A quiet courtroom with wooden benches and tall windows

A lawyer decides every outcome.

The software proposes and prepares. Professionals review, edit and approve.

See Workflows on your own matters.

We will walk you through it with a real transfer, start to finish.

A matter at a glance
Property verified against registrypass
Identity and authority verifiedpass
Transfer duty reviewedpass
Bond cancellation evidenceblocked
Ready to lodgeblocked