Conveyancing System for Malaysian Law Firms
An extra conveyancing clerk who never forgets a deadline — and doesn’t go home at 6pm. It doesn’t replace your clerks; it takes the repetitive work off them, and puts any matter’s status in front of you the moment you ask.
The Reality of Running a Conveyancing Practice Today
Whether you're dealing with a residential sub-sale in Cheras or a developer project in Iskandar Puteri, your firm deserves SRO compliance that's bulletproof and matters that are tracked from start to finish.
Our conveyancing system replaces the WhatsApp groups, Excel fee calculators, and folder-based precedent files with one centralised platform — purpose-built for the way Malaysian conveyancing lawyers actually work.
Sound Familiar?
If any of these keep you up at night, you're not alone.
"I have no idea what the Penang team is doing today."
You're the Managing Partner in KL, but your outstation branch operates like a black box. Updates come through WhatsApp — if they come at all.
"The junior used the wrong old file and kept the old client's name."
Your firm's precedents live in local folders, old emails, or a shared drive nobody can navigate. Every SPA is a copy-paste gamble.
"Did we collect the 1% for that JB case yet?"
Finance is chasing lawyers for billing updates. Lawyers are too busy to reply. Nobody has a clear picture of what's been quoted, invoiced, or collected.
"I spent 45 minutes calculating fees for one quotation."
Manual SRO lookups, Excel formulas that break, and the constant worry of under-quoting or facing a Bar Council query.
"Which file does this RM472,500 credit belong to?"
Seven bank panels, seven clients' accounts, dozens of live matters sharing each one — and a bank reference that names a code, not a file.
"Our turnover looks like a property developer's."
Client money has leaked into the firm's own books. Purchase-price movements sit in receivables, and every ratio built on turnover is meaningless.
The Fix: 6 Core Capabilities
Each one solves a specific pain point Malaysian conveyancing firms face daily.
Compliance on Autopilot
SRO 2023 Fee Engine
Auto-calculate your professional fees and disbursements instantly — no more manual SRO lookups or Excel formulas.
- State-specific fee calculations
- Transaction type aware (sale, purchase, transfer, charge, discharge)
- Multiple purchasers and vendors handled
- First-time buyer exemptions applied automatically
- Leasehold vs freehold adjustments
- Professional charges, disbursements, and out-of-pocket expenses separated
Result: What used to take 45 minutes of SRO lookups now takes under 10 minutes. Every quotation is compliant and professional.
The God-View
Multi-Branch Practice Management
One dashboard. Every branch. Every matter. Real-time. No WhatsApp required.
- Centralised matter tracking across all branches
- Filter by office, lawyer, status, or client
- Real-time status updates — see changes as they happen
- Person-in-charge tracking at every stage
- Progress at a glance for weekly meetings
- Replaces WhatsApp groups with structured, searchable updates
Result: Your firm grows from 1 office to 3 without the chaos. Partners sleep better knowing nothing slips through the cracks.
Smart Precedents
SPA Document Generation
Generate Sale and Purchase Agreements from your firm's gold-standard templates — not a generic template from the internet.
- Your firm's latest approved precedent, always current
- Add, remove, or amend clauses — regenerate cleanly
- Every iteration tracked with full version history
- Consistent output across all offices and lawyers
- No more copy-paste disasters or old client names in new SPAs
Result: Senior Partner quality from every desk in every branch. 100% consistency across all offices.
Client Money, Kept Separate
Clients' Account Management
Every bank panel account, tracked by conveyancing matter, on proper double-entry accounting — in journals kept entirely separate from the firm's own books.
- One clients' account per bank panel, all of them in a single view
- Every receipt and payment attributed to a matter — so you know each file's own position inside a pooled account
- Deposits, loan releases, redemption sums, RPGT retention and stakeholder sums tracked through to release
- Separate journals and chart of accounts — client money stays a liability and never touches turnover or receivables
- Reconciliation reports per account for Rule 11(4) of the Solicitors' Account Rules 1990
- Year-end position per client account, with the matter-level detail behind every figure
- Fee earners see payment status on the file — no messaging Finance to ask whether it cleared
Result: Your accountant stops reconstructing transaction history from bank statements, and the firm's own financial statements describe the firm rather than the property market passing through it.
Clients' account compliance across every bank panel, explained →
Closing the Loop
Financial Oversight & Billing
From the moment a fee quotation is issued to the moment payment is collected — your finance team has full visibility.
- Quotation history — which client, which property, which lawyer, which branch
- Engagement tracking — quotations accepted and converted to active matters
- Invoice management tied to original quotations
- LHDN e-Invoice compliant — submit invoices for validation and generate consolidated e-invoices, all within the same workflow
- Collection tracking — know instantly what's been paid
- Seamless handoff to finance — change person-in-charge, full context transfers
- Audit-ready trail from quotation to receipt
Result: Lawyers focus on legal work. Finance handles billing. Everyone has the information they need without chasing anyone.
Your Document Library
Document Customisation
The standard conveyancing letters your firm sends every day — generated straight from the matter, plus any templates you build yourself.
- Every standard conveyancing letter — Letter of Undertaking, redemption, EPF withdrawal, caveat lodgment and more — generated from the matter, not mail-merged
- Create your own templates — add any letter or document using the system's placeholders, and it generates with the same matter data as the built-in set
Result: Your most-used documents are one click away — pre-formatted, consistent, and always up to date.
Built for Malaysian Conveyancing Practices
Multi-Branch Firms
The primary use case. If you have 2 or more offices across Peninsular Malaysia, this system was built for you.
Growing Practices
Expanding from Klang Valley to the Northern or Southern corridors? Scale without the coordination chaos.
Developer Panel Firms
Handle high-volume developer projects with consistent SPA generation and SRO-compliant fee management.
Bank Panel Lawyers
Streamline loan documentation and charge/discharge instruments across your practice.
Solo Practitioners
Even a one-person practice benefits from automated SRO calculations and organised matter tracking.
Why UpStore?
Built for Malaysian conveyancing practice — not adapted from foreign software.
No IT Setup Needed
Browser-based. Works on any device. Your team is up and running in days, not months.
One System Per Firm
Your data is never shared with another firm. Dedicated system, dedicated server.
Customised to Your Precedents
We build around your firm's templates, clause libraries, and workflows — not ours.
Multi-Branch Ready
KL and Kuantan on the same live system from day one. No syncing, no duplicates.
When a Client Calls for an Update, How Long Before You Can Answer?
If the answer is “let me check with the clerk and revert”, that’s the gap. Book a 30-minute Workflow Audit — we’ll show you how a partner pulls matter status, a fee quotation or a Letter of Undertaking without waiting on anyone.