Collecting client identity, proof of address, and funds documents for a property matter involves repeated requests, incomplete submissions, and manual chasing before a file is complete. This back and forth delays compliance checks and slows the entire transaction.
An automated version sends checklists, tracks what has arrived, and chases outstanding items without manual follow up. The result is a faster, more complete file with fewer delays before verification can begin.
The full workflow, from trigger to completion.
A new matter record triggers the document collection workflow automatically.
The assistant builds a checklist based on matter type and tracks what has been received.
A personalised checklist email and reminder sequence go out to the client automatically.
Client identity documents and proof of address are captured and checked.
Verified documents are filed to the correct matter folder automatically.
Any identity check that fails automatic verification is routed to the conveyancer for manual review.
The matter record is updated to show all documents received and compliance checks complete.
The fee earner receives a notification that the matter is ready to progress.
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