You are in demo mode. Edits are fake and stay in this browser (localStorage) after refresh. Use Reset demo data to restore the original fixtures. No real client data is sent to a server.
Documents
Matter document records in demo mode (metadata only — no real files stored or downloadable).
Client upload receipt queue (1)
Internal client-upload receipt queue. Items appear after a portal upload fulfills a client-visible document request. Recording receipt review is staff-only and is not shown on the client portal.
| Request | Matter | Uploaded file | Uploaded | Receipt status | Action |
|---|---|---|---|---|---|
Proof of funds letter Compliance | FL-2026-001 1427 Orange Blossom Dr, Winter Garden, FL 34787 | Client portal upload | 03/11/2026, 16:05:00 | Pending receipt review |
Document requests needing follow-up (1)
Internal list of document requests marked Needs follow-up. This is a neutral staff signal after receipt review — it does not mean the client was contacted, a reminder or task was created, the document was rejected, or any legal conclusion was made. Not shown on the client portal.
| Request | Matter | Follow-up | Receipt review | Linked upload | Marked | Action |
|---|---|---|---|---|---|---|
Executed purchase contract Contract Confirm funds letter matches contract buyer names. | FL-2026-001 1427 Orange Blossom Dr, Winter Garden, FL 34787 | Needs follow-up | Receipt review recorded | Executed Purchase Contract.pdf 03/04/2026, 09:35:00 | Emma Kline 03/04/2026, 11:30:00 |
Requested documents
| Request | Matter | Category | Status | Follow-up | Requested | By | Action |
|---|---|---|---|---|---|---|---|
Proof of funds letter Bank letter or statement showing available cash for closing. Fulfilled by Proof of Funds - Palm Harbor Bank.pdf | FL-2026-001 | Compliance | fulfilled | No follow-up | 03/10/2026, 09:00:00 | Emma Kline | |
Buyer government-issued photo ID Clear color copy of driver’s license or passport for each individual buyer. | FL-2026-001 | Compliance | open | No follow-up | 03/05/2026, 14:00:00 | Emma Kline | |
Executed purchase contract Fully signed FAR/BAR contract for the closing file. Fulfilled by Executed Purchase Contract.pdf | FL-2026-001 | Contract | fulfilled | Needs follow-up Matter FL-2026-001 Document request Executed purchase contract Receipt review Receipt review recorded Linked client upload Executed Purchase Contract.pdf Uploaded 03/04/2026, 09:35:00 Internal follow-up note Confirm funds letter matches contract buyer names. | 03/04/2026, 10:00:00 | Emma Kline |
Uploaded documents
| Document | Matter | Category | Status | Uploaded | By |
|---|---|---|---|---|---|
| FL-2026-004 | Post-Closing | final | 03/21/2026, 09:20:00 | Katherine Ruiz, Esq. | |
| FL-2026-002 | Compliance | reviewed | 03/20/2026, 13:40:00 | Emma Kline | |
| FL-2026-001 | Compliance | draft | 03/12/2026, 15:30:00 | Emma Kline | |
| FL-2026-001 | Compliance | draft | 03/11/2026, 16:05:00 | Emma Kline | |
| FL-2026-001 | Title | reviewed | 03/09/2026, 15:20:00 | Katherine Ruiz, Esq. | |
| FL-2026-001 | Contract | final | 03/04/2026, 09:35:00 | Emma Kline |