A conveyancing practice is a production line with money in trust at every station. AttorneyOS tracks each transfer by stage with the rates clearance and guarantee dates counting down, prices the costs from the current SARS tables and your fee bands, produces the pro-forma and final accounts, requests and reconciles the trust deposits, and keeps sellers, purchasers and agents updated without a phone call.
Eerste maand R1 · Een vaste prys vir die hele firma · Kanselleer enige tyd
Elke stap hieronder is vandag 'n skerm in die produk, nie 'n padkaart nie.
The agent sends the offer. Open the transfer, price it in a minute, and email the purchaser a pro-forma account with the trust deposit request and the account details.
FICA for both parties, signing dates and outstanding documents live on the transfer. The matter alerts when something that blocks lodgement is missing.
The purchaser's deposit arrives; the trust bank import matches it to the transfer. The rates clearance figures are paid from trust against the matter.
The lodgement pack checklist confirms everything the Deeds Office and the bank expect. Lodge, and the seller and purchaser receive a progress email automatically.
Registration turns the pro-forma into the final account with the actual figures. Fees transfer from trust to business against the fee note; the balance pays out to the seller.
Duty from the SARS table by signing date, your fee bands, VAT and disbursements, per party, as pro-forma and final accounts.
Hoe dit werk →Per-matter trust balances, bank-statement matching, deposit requests and a monthly reconciliation that does not slip.
Hoe dit werk →Automatic emails and WhatsApp-ready text when a transfer moves stage, switched on per firm.
Hoe dit werk →Fee notes at registration, statements showing trust held, and reminders for anything outstanding.
Hoe dit werk →Yes. Set your fee bands once in Settings and every estimate, pro-forma and final account uses them.
Duty is worked out from the SARS tables by effective date, so a transfer signed before a Budget change and one signed after both use the right table.
Yes, the free transfer cost calculator on this site uses the same engine. Estate agents send it to purchasers.
Bond registrations and cancellations are tracked as related matters with their own costs and deadlines; transfers are the core workflow.
Any of them. Every plan has every feature, conveyancing included, down to Solo Attorney. The plan decides how many people may sign in, nothing else.
Open 'n werkruimte in sowat 'n minuut. Eerste maand R1, geen demo-oproep nie, en elke prys staan in rand op die pryseblad.
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