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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Performance
Early-warning view of every professional–client relationship — catch problems before they become complaints.
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.