GLCN Conveyancing  /  Dashboard
● Prototype · not connectedAdministrator demo
GL
Global Legal and Compliance Network Ltd · Developer workspace

Conveyancing Matter Desk

Track matter progress, internal tasks, documents and approvals in one place.
Active matters ▤
8
Sample records across demo workflow
Tasks due this week ◷
6
Internal task dates only
Awaiting approval ▣
3
No communications sent
Completion this month ✓
4
Synthetic demo matters

Recent matters

MATTERTYPESTAGENEXT MILESTONEOWNERPRIORITY
Names and matter references are invented. Dates are workflow examples, not legal deadlines.

Milestone overview

Illustrative lifecycle
Enquiry
Instruction
Pre-contract
Searches & enquiries
Report & mortgage
Exchange
Completion
Post-completion
Milestones must be configured and checked by the responsible firm. No legal dates are calculated here.

My task list

Approvals needed

Human review

Quick actions

Demo only

System connections

Not connected
M
Microsoft 365 Business PremiumTenant, licensing and permissions not verified
Unverified
S
SmokeballNo connection configured; keep matter files in firm-authorised system
Unverified
H
Hostinger · glcn.co.ukHosting/domain ownership and private access not configured
Unverified
Matter register · synthetic sample data

Matters

Filter and open a sample conveyancing record.
MATTERCLIENTTYPEPROPERTYSTAGENEXT MILESTONEOWNER
Internal workflow

Tasks & milestones

Administrative tasks only. No legal deadlines are created automatically.

Upcoming internal work

Sample data
Human review required

Approval queue

Client-facing, legally significant, or external actions require an authorised reviewer.

Pending approvals

3 sample items
Matter documents

Documents

Workflow status only. Document contents are not stored in this prototype.
No documents loaded. Synthetic document workflow examples are shown inside each sample matter.
Matter parties

Contacts

Synthetic parties linked to demo matters only.
Contact directory is not enabled. Avoid entering any personal information.
Operations overview

Reports

Synthetic counts only. No client details in group-level summaries.
Active matters
8
Synthetic
Purchase
4
Synthetic
Sale
3
Synthetic
Remortgage
1
Synthetic
Access & configuration

Settings

Production controls are not configured in this prototype.

Proposed role model

Must be approved and implemented server-side
System operatorGLCN development/hosting role. No default case-content access; access must be explicitly authorised, limited and audited.
Firm administratorAuthorised firm app administrator; administers only that firm’s tenant and users.
Fee earner / conveyancerAccess only to assigned firm matters and approved case tasks.
Support / operationsLimited workflow metadata; no unnecessary document or client-data access.
Supervised student userOnly if eligible and authorised; age-appropriate non-sensitive work, no client matters by default.

Deployment checklist

1
Confirm regulated firm owner for each matterRequired before data modelling and user onboarding
2
Confirm GLCN developer and hosting access termsLeast privilege, support access and audit boundaries
3
Verify Microsoft 365 tenant and actual licensingSeparate firm workspaces, identity, MFA and retention
4
Security and recovery designAuthentication, encryption, backups, incident response, restore tests
5
Pilot with synthetic recordsAccess tests, entity isolation, approvals, audit, rollback