Client transfer portal
Get a transparent quote, submit details, upload documents, review AI intake findings and follow a plain-English transfer timeline.
Modern conveyancing for buyers, sellers and estate agents
Move from signed offer to registration with less chasing and fewer surprises.
Harbour & Hills gives clients a clear digital transfer journey, estate agents safe progress visibility, and conveyancers an AI-assisted actioning dashboard for every matter.
POPIA-aware document intake
Human conveyancer approval
WhatsApp-ready updates
Audit trail by design
Matter HH-4821
72%
Next: updated proof of address, bond grant and trust authority review.
OTP captured
FICA partial
Bond deadline risk
Rates clearance requested
Choose your path
One platform, three connected journeys
The public website should feel simple. The complexity lives behind role-specific portals: client, referrer and conveyancer.
Estate agent portal
See referral progress, blockers and safe updates without exposing private FICA documents or internal legal notes.
Conveyancer workspace
Review AI exceptions, document intelligence, draft communications, third-party dependencies and lodgement readiness.
End-to-end transfer workflow
From signed offer to registration
The system mirrors the real conveyancing journey: OTP intake, FICA, suspensive conditions, rates/levy/HOA, SARS, signing, lodgement, Deeds Office examination and final accounting.
Why it matters
Less admin for the firm, more confidence for everyone else
The AI does not replace the conveyancer. It handles extraction, checklist orchestration, reminders and exception surfacing so the legal team can focus on judgement and approval.
8.5hestimated admin time saved on the demo matter
12client queries prevented through the status portal
4blocked items surfaced before lodgement preparation
91%AI intake confidence with human review flags
Quote calculator
Get a transparent conveyancing estimate
A fast pre-instruction flow inspired by modern online conveyancers: clear legal fees, likely transfer duty, disbursements and a direct path into the secure transfer portal.
Demo quoteBuying · Sectional title · Bonded
Tell us about the transaction
Demo note: this is a product estimate, not legal/tax advice. A practising conveyancer must confirm fees, VAT, transfer duty, disbursements and unusual matter risks.
Customer journey
Start your conveyancing journey
Hosted on the conveyancer’s website. The client is guided through service selection, matter facts, document upload and a plain-English status report.
1. What can we help with?
Select the service. The checklist changes depending on your answers.
2. Your details
The portal collects the minimum useful information and lets the AI infer the rest from documents where safe.
3. Upload documents
For the demo, these upload cards simulate secure document intake. The Offer to Purchase card triggers an AI extraction preview with source-style citations.
AI intake preview: documents will be renamed, classified and checked for missing pages, expiry dates and mismatched names.
Capture OTP Document
Position document within frame
4. AI intake result
The portal explains what was extracted and what still needs attention before the conveyancer proceeds.
5. Customer status report
A plain-English report clients can revisit from the conveyancer’s website.
Customer status monitoring
Your transfer dashboard
Designed for buyers/sellers/agents: simple status, clear blockers, next actions and expected dependencies.
Matter HH-4821Erf 4821 Cape Town
What happens next?
Estate-agent / referrer view
Referral dashboard without exposing private documents
Agents need confidence and visibility, but not every FICA document or private legal note. This view shows milestone progress, blockers, next chase actions and referral performance.
AgentCape Atlantic Realty
Active referrals113 awaiting client docs
Average response time3hto client upload requests
At-risk transfers2deadline or clearance risk
Client rating prompt4.8★post-registration survey
Referral pipeline
Safe status detail
Agent-ready update
A shareable summary that avoids private documents and legal advice.
Conveyancer journey
Actioning dashboard
For the attorney/paralegal team: monitor every matter, review AI findings, approve communications, and produce lodgement readiness reports.
Today18 active transfers · 7 exceptions
Pre-lodgement health72%HH-4821
Admin time saved8.5hestimated on this matter
Blocked items4needs human action
Client queries prevented12via status portal
Matter pipeline
Exception queue
AI surfaces issues; conveyancer decides.
Document intelligence
Draft communications
Lodgement readiness report
Click “Generate readiness report” to prepare the conveyancer review summary.