Digital transaction workspace
See the transaction as a coordinated legal file.
Explore the milestones, responsibilities and common dependencies around a transfer — then mark the stage that best reflects your own preparation.
Educational viewCM / TX / 01
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PlanningThe legal file starts before transfer documents do.
The agreement, finance conditions, ownership structure and timing choices can shape everything that follows.
CLIENT FOCUS
- Understand the Offer to Purchase
- Know the important dates
- Clarify finance and occupation terms
LEGAL COORDINATION
- Review transaction structure
- Identify parties and linked matters
- Prepare for instruction
WATCH EARLY
- Suspensive conditions
- Incorrect details
- Unclear special clauses
Client portal
A clearer way to stay informed after instruction.
A secure matter portal can bring approved milestones, outstanding actions, messages and document requests into one place for clients.
Attorney-approved statusSecure document requestsOutstanding client actionsMilestone notifications
CM CLIENT PORTALMATTER / PORTAL
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Instruction receivedCompleted
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Documents requestedClient action
03
Figures & clearancesUpcoming
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LodgementFuture milestone