Firm-wide notices, policy updates and operational memos
Post announcement
AllUnreadCriticalOperationsHRComplianceGeneral
Loading...
In Transit
0
currently with bearer
Returns Overdue
0
past expected return
Unbilled to Clients
0
across entries
Pending Dispatch
0
drafts ready to send
AllDraftsIn TransitReturnedUnbilled costs
New Outbound Delivery
Is this an original document? * required
Original Documents do NOT include letters from Vanguard Law. They include only important government documents (ID, Birth/Death Certificates, Passport, Titles, Wills, signed Court Documents, signed Contracts, signed Instrument of Transfer, etc.).
Loading...
AllReceived
New Inbound Document
Leave blank if this is a new document not linked to any outbound. Doc name shown so you can pick the right one when there are multiple to the same place.
Is this an original document? * required
Original Documents do NOT include letters from Vanguard Law. They include only important government documents (ID, Birth/Death Certificates, Passport, Titles, Wills, signed Court Documents, signed Contracts, signed Instrument of Transfer, etc.).
Loading...
AllUnbilled to clientBilledFirm expenseStandalone (no link)
Loading...
Pick a client above to view their full bearer activity and outstanding costs.
Add Cost
Link to an existing Outbound or Inbound, or save as Standalone. Set Date billed only after the client has been invoiced.
High priority tasks are emailed to the assigned staff member the day before due date
Add task
Task
Assigned to
Assigned by
Due date
Priority
Status
Actions
Loading...
to
Log Cash Received
Log petty cash expense
Petty Cash Book
Date
Description
Category
Paid by
Receipt
Cash In (JMD)
Cash Out (JMD)
Balance (JMD)
Loading...
Items in red are critically low. Click any item to update stock, log a reorder, or mark as received.
Add / Update Stock Item
Log Reorder
Loading...
Inventory History
Date
Item
Action
Qty
Notes
By
No history yet
Track every enquiry from first contact to retention. Monitor follow-up speed and conversion.
Awaiting Contact
0
This Month
0
Needs Attention
0
Needs Attention
AllNot ContactedThis WeekThis Month
Log new lead / enquiry
First contact details
Lead
Matter
Source
Age
Status
Last Contact
Loading...
Total leads
0
Retained
0
Conversion rate
—
Top source
—
Referral sources
Leads by source
Networking events
Log networking event
Loading events...
All leads by source
Date
Name
Matter
Source
Status
Loading...
View your firm's Google Calendar. Court dates, deadlines, and hub tasks appear here automatically.
Quick Add Event
Upcoming Deadlines from Hub
Loading...
Regulatory deadlines and compliance obligations. Items turn amber at 30 days, red at 7 days.
Add Compliance Deadline
Deadline
Due date
Days
Status
Actions
Loading...
Before taking on any new matter, run a conflict check. The system searches across all leads, bearer log clients, vendors, and undertakings for potential matches. Every check is logged for your GLC compliance audit trail.
Run Conflict Check
Pending Conflict Reviews
Awaiting your determination
Conflict Check Log
All checks are logged for audit
Date
Client
Opposing
Matter
Result
By
No conflict checks yet
Log all clients requiring Enhanced Due Diligence. Maintained for AML/CFT compliance and GLC audit.
Log Enhanced Due Diligence
ID
Client
Ref
Matter
KYC Date
EDD Date
Conducted By
Onboarded
Reason
No EDD records yet
Aggregated from hub data. No additional data entry required.
Loading performance data...
Click any template to open in Google Drive. Replace each link with your actual Drive document URL.
Onboarding
Contract of Engagement / Retainer
Client Care Letter
KYC / Due Diligence Form
Client Onboarding Checklist
Fee Estimate Letter
Trust Receipt Confirmation
Corporate & Commercial
Board Resolution — General
Board Resolution — Banking
Shareholders Agreement
Company Registration Checklist
Non-Disclosure Agreement
Service Agreement
Conveyancing
Agreement for Sale
Requisitions on Title
Transfer Instrument
Mortgage Instrument
Discharge of Mortgage
Conveyancing Checklist
Immigration
Work Permit Application Checklist
Permanent Residency Checklist
Citizenship by Descent Checklist
Citizenship by Marriage Checklist
Immigration Cover Letter
Asset Protection
Trust Deed — Standard
Deed of Gift
Power of Attorney — General
Power of Attorney — Property
Asset Protection Checklist
Litigation
Letter Before Action
Defence — General
Affidavit — Standard
Witness Statement
Court Filing Checklist
Estate Planning
Will — Standard
Will — With Testamentary Trust
Letters of Administration Checklist
Grant of Probate Checklist
Estate Distribution Letter
To link actual documents: replace each https://drive.google.com in this file with the correct Google Drive URL for that template.
Professional contacts, service providers and key relationships
Add vendor / professional contact
Loading...
Firm policies, SOPs and training materials accessible to all staff
Compliance & Legal
Compliance
Data Privacy & Confidentiality Policy
Open document →
Compliance
KYC / Anti-Money Laundering Policy
Open document →
Compliance
Client File Management Policy
Open document →
Office Procedures
SOP
Bearer & Document Management SOP
Open document →
SOP
Client Onboarding Procedure
Open document →
SOP
Petty Cash & Expense Procedure
Open document →
HR & Staff
HR
Staff Handbook
Open document →
HR
Leave Policy
Open document →
Training
New Staff Onboarding Guide
Open document →
To link actual documents: open this file and replace each Google Drive URL with the correct document link.
