Twenty transaction types. Fifteen stages. One plan per matter.
Open a matter and THEMIS builds its plan from the facts: who is involved, how the property is held and how the deal is funded. Steps are added or removed to fit, and each one closes only with evidence on file and an authorised approval.
Sales and transfers
The everyday work of moving property between parties.
- Standard sale
- Residential transfer
- Commercial transfer
- Family transfer
- Donation
- Company property transfer
- Undivided share transfer
- Cession of rights
Finance and security
Bonds and the money behind them.
- Mortgage registration
- Mortgage cancellation
- Refinancing
Estates
Property that passes on death.
- Deceased estate
Land division and tenure
Changing how land is held or divided.
- Subdivision
- Consolidation
- Partition
- Sectional title transfer
- Lease registration
Special tenure
Land held under other systems.
- Customary land transfer
- State land transfer
Development
Projects with many transfers behind them.
- Property development
The fifteen stages behind every plan.
- 01
Initial instruction
Parties, property, price and funding are captured once and the matter opens.
- 02
Client onboarding and KYC
Identity and company documents are read, checked and tracked to expiry.
- 03
Property classification
The kind of property and tenure is settled, because it decides which steps apply.
- 04
Title and property intelligence
Title deeds are read for owners, encumbrances and conditions, with the passage shown.
- 05
Legal due diligence
Documents are compared against each other and against the rules that apply.
- 06
Agreement generation
The agreement is generated from the matter and edited in the document editor.
- 07
Clearances and consents
Rates, levies and consents are requested, tracked and filed.
- 08
Transfer duty and tax
Duty and taxes are calculated from the facts and reviewed by a person.
- 09
Mortgage and banking
Lender instructions, guarantees and bond documents run alongside the transfer.
- 10
Trust account and finance
Client money moves through the matter's own ledger with two-person approval.
- 11
Deed preparation
The deed is drafted, checked and approved by the responsible lawyer.
- 12
Pre-lodgement validation
A final validation of the file against the evidence the rules require.
- 13
Deeds Registry submission
The lodgement is prepared and tracked. Submission itself is a human act.
- 14
Examination and requisitions
Requisitions are logged with due dates and answered by a person.
- 15
Post-registration and closure
Registration is confirmed, money is settled and the matter is closed with a full record.
How a plan adapts to the matter
- 1
Facts are entered
Parties, tenure, price, funding and any existing bond.
- 2
Steps are added or removed
A cash purchase has no bond steps. A development adds child transfers.
- 3
Independent steps run together
Work that does not depend on other work proceeds in parallel.
- 4
Each gate needs approval
A step closes only with evidence on file and an authorised approval.
Beyond property
Contracts
From first draft to last obligation.
- Seven steps from parties to execution
- Review with a scored report and a human approval gate
- A register that tracks dates and obligations
Recoveries
Collections run to a plan.
- Limitation and interest rule sets the practice controls
- Letters, payment arrangements and agency handover
- Every step on the record
Compliance
Obligations tracked, not remembered.
- Client identity checks tracked to expiry
- Reconciliations due and overdue
- Concern reports limited to named roles
Billing
From time recorded to invoice paid.
- Billable entries by lawyer and matter
- Invoices sent from the platform
- Collected and outstanding at a glance
Every matter, run to a plan.
Start from a ready-made workflow, or let THEMIS build one from the facts.
See a plan built from your own matter.
Bring a live file and we will show you the workflow it produces.