Select Instruction Type
Customer chooses which type of instruction to submit to the firm
Portal Dashboard
Submit a Secure Instruction
Select the type of instruction you need to send to your legal team
Bank Account Details
Submit or confirm account details for receiving completion funds or other payments
Approve Document
Review and approve contracts, agreements, or other legal documents
Authorise Action
Grant permission to proceed with exchange, completion, or other critical steps
Confirm Identity Info
Verify or update your identity information, address, or contact details
Send Message
Send a structured, verified message to your solicitor
Approve Fees
Confirm acceptance of fees, disbursements, or settlement offers
Sarah's Choice
Selecting "Bank Account Details"
Sarah Mitchell needs to provide her bank account details for receiving the completion funds after her property purchase. She selects "Bank Account Details" from the instruction menu.
This structured approach ensures:
- The instruction is categorized correctly
- Required fields are enforced
- All relevant warnings are displayed
- The submission is fully auditable
- The firm can process it efficiently
⚠️ Why Structured Instructions Matter
Free-text email is dangerous: When customers send instructions via regular email, critical details can be missing, misunderstood, or altered by attackers. Structured instruction forms ensure all necessary information is captured accurately, with appropriate warnings and confirmations. This protects both the customer and the firm.
Benefits of Structured Instructions
Complete Information
All required fields are enforced, preventing incomplete submissions
Categorized & Tracked
Every instruction type has a clear category and audit trail
Appropriate Warnings
Context-specific warnings are shown based on instruction type
Validation Built-In
Format checking (e.g., sort codes, account numbers) prevents errors
Analytics & Reporting
Firms can track instruction patterns and identify risks
Efficient Processing
Structured data enables automation and faster handling
Customization by Matter or Practice Area
Tailored Instruction Options
The instruction types shown can be customized based on:
- Practice Area: Conveyancing matters show bank account and completion authority options
- Matter Stage: Different options appear at different stages (pre-exchange vs. post-completion)
- Customer Type: Corporate customers may see additional instruction categories
- Firm Preferences: Each firm can enable/disable specific instruction types
What Happens Next?
Entering Bank Account Details
Now that Sarah has selected "Bank Account Details", she'll be shown a form to enter her bank name, sort code, and account number. The form will include strong warnings about verifying accuracy and double-checking all details before submission.