Client Registry
Master list of all 22 platform clients.
| Client | UEN | Professional | Status | Onboarding | Actions |
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Lead Capture
Enquiries submitted via the Quote Calculator — review and convert to clients.
| Company | Contact | Services requested | Quoted fee | Submitted | Status | Actions |
|---|---|---|---|---|---|---|
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Professional Applications
Inbound applications from the professionals page — track from first contact through to onboarding.
| Applicant | Specialisations | Experience | Employer | Applied | Status | Actions |
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Professional Registry
Platform professionals · capacity, earnings, and performance overview.
| Professional | Specialisation | Clients | Capacity | Rating | Status | Actions | |
|---|---|---|---|---|---|---|---|
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Client–Professional Matching
Assign or reassign professionals to clients. Unassigned clients shown first.
QA Workflow
Review and release documents to clients.
Billing Engine
Invoice management, revenue share calculations, and payment tracking.
| Professional | Client fees billed | Share % | Payout | Status |
|---|---|---|---|---|
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| Client | Task | Professional | Due | Completed | Fee (S$) | Action | |
|---|---|---|---|---|---|---|---|
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| Client | Invoice | Amount | Due | Type | Actions |
|---|---|---|---|---|---|
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| Invoice | Client | Professional | Period | Amount | Pro share | Status | Actions |
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| Professional | Client | Share rate | Eligible from | Status | Action |
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Compliance Calendar
All regulatory deadlines across platform clients.
Reports & Analytics
Platform performance · Updated on load.
| Date | Professional | Client | Flag type | Description | Status |
|---|---|---|---|---|---|
| No circumvention incidents recorded. All professionals in full compliance. | |||||
Agreements
Generate, send, and track Master Agreements and Letters of Engagement.
| Reference | Client | Type | Status | Created | Accepted | Actions |
|---|---|---|---|---|---|---|
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CPD Resources
Manage continuing professional development resources published to the Professional Portal.
| Title | Category | Source | Published | Status | Actions |
|---|---|---|---|---|---|
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Company Monitor
Full company profile — officers, shareholders, deadlines and key details in one view.
Select a company to view
Officers, shareholders, deadlines, and key details in one profile.