Legal-CPA Advisory Pack

Legal-CPA Dashboard

Matter management for estate settlement, SEC compliance, conflict checks, legal document workflows, and evidence control.

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Active matters

11

4 legal-CPA

Estate cases

3

2 awaiting heirs

SEC deadlines

5

Next 45 days

Conflict checks

2

Pending clearance

Matters

Legal-CPA advisory queue

ClientMatterStageConflictNext document
Estate of Amalia SantosEstate settlementAsset inventoryClearCAR package
Mabini Ventures Corp.Corporate secretaryDocument draftingPendingSecretary certificate
Lazaro Family HoldingsDue diligenceEvidence reviewClearSPA and deed review

Documents

Legal workflow queue

EJS draft

CAR follow-up letter

SPA checklist

Secretary certificate

Due diligence index