Step 3: Send & Track - Undoubt Demo

Verification Snippet Inserted

The add-in automatically inserts a professional verification snippet at the end of your email. The recipient receives clear instructions on how to verify the sensitive information.

📧 Email Ready to Send

To: sarah.mitchell@example.com

Subject: Completion Funds - Bank Details for 42 Maple Avenue

Dear Ms. Mitchell,

Further to our conversation earlier today, please find below the bank details for transferring your completion funds for the purchase of 42 Maple Avenue, London SW1A 1AA.

Bank Transfer Details:

Account Name: Shepherd+Wedderburn Client Account
Sort Code: 20-00-00
Account Number: 12345678
Reference: MITCHELL-42MAPLE
Amount: £450,000.00

Please ensure the funds reach our account by 10:00 AM on Friday, 13th December 2025 to allow completion to proceed as scheduled.

If you have any questions or concerns about these details, please contact me immediately.

Best regards,
David Thompson
Senior Associate
Shepherd+Wedderburn
020 7123 4567

🔐

Verify This Email Undoubt Protection Enabled

This email contains sensitive information that has been verified by Shepherd+Wedderburn.

Verification Reference: VRF-A7K9-2M4P

To confirm this information came from us, visit:

https://verify.smithpartners.law/VRF-A7K9-2M4P

⚠️ Always verify before acting on payment instructions. If in doubt, call our main office number.

✅

Email Sent Successfully

Your email has been sent with full verification protection. The recipient can now verify the contents using the secure portal.

📊 Audit Trail Logged

Every verification is recorded with complete details for compliance and security tracking.

Verification ID: VRF-A7K9-2M4P Created: Dec 9, 2025 14:32 GMT

Created By: David Thompson (d.thompson@smithpartners.law)

Client/Matter: Mitchell, Sarah - Property Purchase

Message Type: Bank Account Details

Recipient: sarah.mitchell@example.com

Email Subject: Completion Funds - Bank Details for 42 Maple Avenue

Context: Property completion payment - 42 Maple Avenue

Verification URL: https://verify.smithpartners.law/VRF-A7K9-2M4P

Valid Until: Dec 16, 2025 14:32 GMT (7 days)

Status: ● Active

🛡️

Client Protected

Recipient can verify information authenticity before acting on payment instructions—eliminates fraud risk.

📋

Full Compliance

Complete audit trail with timestamps, authentication, and verification history for regulatory requirements.

⚡

Zero Workflow Change

Agents continue using Outlook normally—no new systems to learn or workflows to adapt.

🎯 What Happens Next

Customer Receives Email

Sarah Mitchell receives the email with bank details and verification snippet

Client Visits Verification Portal

Clicks the verification link to authenticate the information

Portal Confirms Authenticity

Undoubt portal displays verified bank details and firm confirmation

Client Proceeds with Confidence

Sarah transfers £450,000 knowing the details are verified and legitimate

✨ Agent Journey Complete

The agent has successfully sent a verified email with complete security protection. The customer can now verify the information using the secure portal.

← Back to Overview 🔄 Review Journey

← Previous: Add Verification Complete Journey ✓

Agent Journey

0 Initial Setup 1 Compose Email 2 Add Verification 3 Send & Track

📈 Key Metrics

Fraud Risk

100%

Audit Coverage

<30s

Time to Verify