Active Clients
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Active Professionals
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Documents in Vault
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Across all clients
Total clients
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Active professionals
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Unmatched clients
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Awaiting assignment
Total documents
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Uploaded to platform
Pending approval
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Professionals
Recent Activity
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Platform Health
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Client Registry
Master list of all 22 platform clients.
Search clients…
Add client
| Client | UEN | Professional | Status | Onboarding | Actions |
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Lead Capture
Enquiries submitted via the Quote Calculator — review and convert to clients.
New leads
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Awaiting review
Contacted
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Follow-up in progress
Converted
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Became clients
Total leads
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All time
| Company | Contact | Services requested | Quoted fee | Submitted | Status | Actions |
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Professional Registry
Platform professionals · capacity, earnings, and performance overview.
Total professionals
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Avg clients/pro
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Max recommended: 8
Platform capacity
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Avg client rating
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Across all pros
Pro payout
S$0
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All ProfessionalsAdd professional
| Professional | Specialisation | Clients | Capacity | Rating | Status | Actions | |
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⚠ Platform at 88% capacity. Recommend recruiting 2 additional professionals before onboarding new clients.
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Client–Professional Matching
Assign or reassign professionals to clients. Unassigned clients shown first.
All Clients
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Assign to: select a client first
QA Workflow
Review and release documents to clients.
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Billing Engine
Invoice management, revenue share calculations, and payment tracking.
This month
S$0
Gross billing
Firm net
S$0
After pro share
Outstanding
S$0
Unpaid invoices
Pro payouts due
S$0
Current period
Revenue Share — Professional Payouts
| Professional | Client fees billed | Share % | Payout | Status |
|---|---|---|---|---|
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Ready to Invoice
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| Client | Task | Professional | Due | Completed | Fee (S$) | Action | |
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Outstanding Invoices
| Client | Invoice | Amount | Due | Type | Actions |
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Invoice History
| Invoice | Client | Professional | Period | Amount | Pro share | Status | Actions |
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Compliance Calendar
All regulatory deadlines across platform clients.
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Mon
Tue
Wed
Thu
Fri
Sat
Sun
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Upcoming deadlines
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Reports & Analytics
Platform performance · Updated on load.
Gross revenue — YTD
S$0
All invoices sent/paid
Firm net — YTD
S$0
After pro share
Active clients
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On platform
Avg client rating
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Across all professionals
Monthly RevenueLast 12 months
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Professional PerformanceBy revenue contribution this month
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Non-Circumvention MonitorNo violations detected
| 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.
Master agreements
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Signed by clients
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Fully executed
LOEs issued
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Awaiting acceptance
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Sent, not yet signed
| Reference | Client | Type | Status | Created | Accepted | Actions |
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CPD Resources
Manage continuing professional development resources published to the Professional Portal.
Total resources
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All categories
Active / published
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Visible to professionals
Added this quarter
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Last 90 days
Archived
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Hidden from portal
| Title | Category | Source | Published | Status | Actions |
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