Co-branded practitioner portal preview
What the When I Am Gone client portal looks like with your branding
The mock-up below is a read-only snapshot of the practitioner dashboard branded for Van der Merwe Attorneys. The firm's name, short-name logo and primary colour are pulled from our co-branding config; the client and activity data shown is illustrative only.
Van der Merwe Attorneys
Estate and trust practitioners · Stellenbosch
Welcome back
Today's overview across 4 active matters
Active matters
4
Awaiting review
1
Ready for export
1
Combined estate value
R 46 350 000
| Matter / client | Status | Progress | Estate value | Updated |
|---|---|---|---|---|
J. van der Berg VDM-2026-014 · Estate planning - joint | In review | 86% complete · 9 docs | R 12 400 000 | 2 days ago |
M. Naidoo VDM-2026-021 · Will refresh + executor change | Active | 64% complete · 5 docs | R 4 850 000 | 1 week ago |
S. Botha VDM-2026-005 · Deceased estate - Section 29 lodged | Ready | 100% complete · 18 docs | R 21 900 000 | today |
P. Khumalo VDM-2025-198 · Trust restructure | Active | 41% complete · 3 docs | R 7 200 000 | 3 weeks ago |
A. van der Merwe approved access request for S. Botha
Today, 09:42
L. Petersen uploaded death certificate for S. Botha
Today, 08:15
A. van der Merwe generated handover pack for J. van der Berg
Yesterday, 16:03
Client added retirement annuity for M. Naidoo
Yesterday, 11:28
A. van der Merwe added internal note for P. Khumalo
2 days ago, 14:50
Generate handover pack
Compile a client's vault into a single PDF for estate administration. Disabled in this preview.
What we customise for partner firms
Firm identity
Your name, logo and primary colour appear in the top bar and on every client-facing screen.
Client portal
Clients see your branding from the invitation email through to their vault dashboard.
Handover packs
Exported PDFs carry your firm's identity in the header and footer of every page.