Blog
Building and construction
5 min read
How to structure a useful report, who to send it to, how to track snags and decisions, and when to circulate it
Advice
5 min read
The documents a estate agent most often gathers from sellers and buyers before the preliminary agreement, and how to collect them without chasing
Building and construction
4 min read
What a variation must describe, how to present it, who must answer, and why a text message's "ok" isn't enough on invoice day
Advice
4 min read
The habits that limit leaks when a law firm exchanges documents with clients: channel, access, third parties, traceability
Advice
4 min read
Entry-into-relationship document, engagement letter, questionnaire, identification and asset documents: a working list and a way to collect it
Advice
5 min read
A simple method to get documents from a client without spending your evenings on it: clear list, deadline, spaced reminders, reasoned refusal
Method
5 min read
Why email and WhatsApp lose decisions, what a useful record contains, and how it differs from qualified electronic signature
Mortgage brokering
4 min read
The standard list of documents to request from a borrower, how to organise requests by deadline, and how to protect sensitive files
Building and construction
5 min read
Finish choices, variations, site appointments, snags: how to track everything with the client so nothing gets lost in WhatsApp