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SALES FILE WORK FLOW

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SALES FILE – WORK FLOW

 

Steps

        Lawyer       

Back office Assistant (BOA)
Step #1 – File Opening

Make Initial Contact with Client
Complete Retainer
Introduce BOA to client

Obtain Required File
Information from client
Open New file in Unity
Step #2 – Due Diligence

Enter Client Information into Unity
Review information and resolve any issues with lawyer.
Order discharge statements.
Step #3 – Documents Review and approve response to requisition letter.

Prepare SOA
Reply to requisition letter.
Prepare all documents for preparation of file for signing and provide to lawyer for review and comment.
Prepare Transfer in preparation and message to Lawyers.
Step #4 – Pre-Closing

Prepare file for Remote Signing via docu-sign, Adobe etc or Print file in duplicate for in office signing.

Provide BOA with signed documents to complete closing package.

Advise lawyer of any outstanding items: ie: discharge statement, IDs etc.

Prepare file for final closing inclusive of letters for discharge and commission.
Step #5 – Closing

Obtain Closing Funds.

Close file with Vendors solicitor.		  
Step #6 – Post Closing

Advise BOA deal is closed.
Provide BOA with all registered Documents.
Send out discharge funds.
Send out commission funds.
Send out Sale proceeds to client.
Review and sign Client reports.

Complete all registrations details in Unity.
Prepare and send Tax notification letters.
Prepare Client reports for lawyers review and comments.
Send approved report client.
Step #7 – Discharge  

Follow up on any undertakings.
Complete U/T fields in Unity and mark file as closed once completed.