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NF-2024-003 · Inheritance / estate
Familie de Vries· Documents requested
Risk: lowCompliance: not startedOwner: Lotte Smit·Due 1/15/1970 · OVERDUEAwaiting client
Action required
Overdue
Past internal deadline. Reassign or extend.
Progress
20%
Documents requested
Documents
0/0
approved
Compliance
not started
Signing
Pending
Open tasks
0
Last activity
—
ago
Viewing as Director
Familie de Vries
family
info@devries-family.nl
Phone
+31 20 555 0190
Address
Prinsenlaan 42, Utrecht
Contact person
Hendrik de Vries
Country
Netherlands
Language
NL
Client since
1/8/2024
Client history3 cases· lifetime €18,900
Owner & handoff
Reassign this case after intake or escalate it to the right desk.
Current owner
Lotte Smit
AI suggests Compliance based on risk + draft state.
Parties on this case
Familie de Vries
Primary client
family · Netherlands
info@devries-family.nl
UnverifiedChannel: phone
Mr. Visser
Notary · signer
visser@notaryflow.nl
SignereIDAS
Familie de Vries
Client signer
info@devries-family.nl
Signer
Done
3
- PIntake created
- PClient invited
- PClient verified
In progress
1
- PDocuments requested
Pending / blocked
12
- PDocuments uploaded
- PDocuments reviewed
- PKYC completed
- PDraft preparation
- PInternal legal review
- PNotary approval
Phase progression
4 of 16 · current: Documents requested
- ✓Intake created
- ✓Client invited
- ✓Client verified
- 4Documents requested
- 5Documents uploaded
- 6Documents reviewed
- 7KYC completed
- 8Draft preparation
- 9Internal legal review
- 10Notary approval
- 11Signing preparation
- 12Signing completed
- 13Final documents delivered
- 14Invoice / payment completed
- 15Case closed
- 16Archived