LAST UPDATED
20/01/2026
Case Transaction and Completion
Provides an end-to-end overview of the transaction lifecycle, from the initial instruction through to final completion.
Dashboard
Lead Dashboard
Complete Transactions End-to-End - Full Lifecycle Management
Previously, managing transactions required tracking status across multiple systems with no unified view of the process. With this feature, transactions are managed through their complete lifecycle—from instruction to completion—with automated workflows, comprehensive status tracking, and integrated milestone management.
Automated Status Transitions
Status transitions are managed automatically based on user actions. For example, when a quote is instructed, the status moves to "instructed" and onboarding begins. When milestones are completed, the status updates to "conveyancing." This automation triggers appropriate notifications and reduces manual coordination.
Comprehensive Visibility
The system provides multi-dimensional views: dashboards for status, milestone trees for progress, and activity timelines for history. Clients see simplified progress views focused on major milestones, while professionals see detailed task structures, ensuring everyone knows exactly what needs attention next.