DRAFT — REQUIRES CURRENT SOLICITOR/TAX VERIFICATIONLegal and tax statements, dates and legislative status in this demonstration are unverified draft content. This is a concept and prototype, not a production-ready legal service.
ASSURE · LAWYERSCLIENT CARE / DELIVERY SYSTEM
Private concept for Jim · Campaign 01

Inside Assure: Solicitor Delivery System

Care, carried through.

FICTIONAL NSW MATTER

A guided workspace for staff. A clear review queue for solicitors.

Illustrative workflow only. All people, facts and documents are fictional. Every change stays in this tab. Outputs are preparation summaries, not legal instruments. No signing, dispatch, legal advice or external services.
DEMO-NSW-001

Evelyn Hart

Awaiting sample Health Check
Start with a fictional completed Health Check. No actual questionnaire answers are imported.

Fictional matter summary

Missing information & review flags

    Collect · compare · escalate

    Know what is on the file.

    Toggle receipt of fictional documents. Receipt does not mean authenticity, completeness or legal effect has been verified.

    Document merging · enter once, use many times

    One source of facts.
    Five consistent preparation drafts.

    Use the fictional-only intake choices below. The same facts flow to each output. No free-text client intake is enabled.

    Fictional client intake

    CLIENT-SUPPLIED FACTS · FICTIONAL & UNVERIFIED

    Source revision 1

    Facts and legal choices stay distinct.

    Client-supplied facts

    Names, address, proposed appointments and family details. Reused consistently, pending verification.

    Verified facts (simulation)

    Staff compare source material and mark the fictional facts verified.

    Solicitor-controlled choices

    Capacity, scope, appointment powers, beneficiary provisions, legal effect and execution requirements remain reserved for the solicitor.

    Complete the fictional Health Check to begin.

    Merge the fictional intake to preview a preparation draft.

    Separate queue · version-aware checks

    Prepared by staff.
    Reviewed by a solicitor.

    Outstanding approval checks

      Role switching is a demonstration control, not real identity verification or access management. No document becomes executable or approved for real use.

      Solicitor review queue

      No preparation drafts queued.

      Illustrative activity trail

        Asset 05

        Internal solicitor and staff pack

        Intake and triage checklist
        • Confirm client identity, contact details, original file and arrangement type.
        • Confirm conflicts, relevant jurisdiction and who is responsible for the matter.
        • Identify urgent issues such as sale/refinance deadlines, incapacity, relationship changes or security discharge.
        • Do not assume the trust loan balance from bank deposits or withdrawals; refer reconciliation to accountant and solicitor.
        • Solicitor approves the scope, advice, documents and fees.
        Staff training modules
        • Module 1: Explain the campaign and help clients navigate the questionnaire without giving legal advice.
        • Module 2: Verify identity and securely collect existing Wills, trust deeds, loan/security documents and EPOAs.
        • Module 3: Route responses, book consultations and follow the approved escalation matrix.
        • Module 4: Record completion, reminders, opt-outs and client communications.
        Legal and tax approval gates
        • Verify the current law, proposed trust-tax rules and all dates before publication.
        • Approve each fixed and conditional report paragraph and the question-to-paragraph mapping.
        • Check state-specific Will, EPOA, trust and property-security statements.
        • Approve any statements concerning loan repayments, redraws, trust income and creditor protection.
        • Approve privacy notice, client consent, email marketing compliance and record retention.
        Responsibilities

        Growth-system provider: campaign assets, questionnaire technology, approved report assembly, integrations, analytics, technical training and agreed maintenance. Assure: client data ownership, staff management, legal content approval, matter acceptance, professional work, client communications and solicitor supervision.