Audit Trail
A clear audit trail is a valuable benefit for you and the client.
- We will provide an overview sheet which will time and date each stage of the process.
- This can be used to help with the compliance of your file making file reviews easier.
- It can also be used to evidence to the client all the work that you have undertaken.
Client Information
This can be provided either by providing your fact find or file notes depending on how you choose to work. To act for you we simply need some basic client information and to understand the objective you wish to achieve for your client.
All information is then held securely and we are happy to talk more about this with you.