Features
One job: keep your documents organized, provable, and accessible.
sample view
Active files
14
3 new in last 30 days
Incomplete
3
2 missing deed, 1 missing DASK
ARCHIVE
Case files and handover inventory
Every sale and rental opens in its own file with ready categories; handover inventory becomes a room-by-room, photo-backed record.
- Ready document categories from sector templates
- Per-file completeness indicator
- Room-by-room photo inventory records
- Timestamped PDF record with counterparty approval
COMPLIANCE
Deadlines and audit trail
Insurance expiry, lease renewal, authorization certificate - get advance warnings for every dated document. Every access is logged immutably.
- Email alerts 30, 7, and 1 day ahead
- Upcoming deadlines list on the dashboard
- Who viewed which document and when
- Immutable append-only audit log
SHARING
Links and team access
Collect and share documents via time-limited links with no account required. Revoke access when an agent leaves; the archive stays with the office.
- Password-protected and time-limited share links
- Collect documents from the other party
- Owner, admin, member, read-only roles
- Ctrl+K search across cases and documents
