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NF-2024-007 · Will / testament
Petra Janssen· Client invited
Risk: lowCompliance: not startedOwner: Lotte Smit·Due 1/21/1970Awaiting client
Action required
Blocked
Client unresponsive for 11 days
Progress
8%
Client invited
Documents
0/0
approved
Compliance
not started
Signing
Pending
Open tasks
0
Last activity
—
ago
Viewing as Director
Petra Janssen
individual
p.janssen@protonmail.com
Phone
+31 6 1111 2222
Address
Witte de Withstraat 64, Rotterdam
Country
Netherlands
Language
NL
Client since
3/19/2024
Client history2 cases· lifetime €5,700
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
Petra Janssen
Primary client
individual · Netherlands
p.janssen@protonmail.com
UnverifiedChannel: email
Mr. Visser
Notary · signer
visser@notaryflow.nl
SignereIDAS
Petra Janssen
Client signer
p.janssen@protonmail.com
Signer
Done
1
- PIntake created
In progress
1
- PClient invited
Pending / blocked
14
- PClient verified
- PDocuments requested
- PDocuments uploaded
- PDocuments reviewed
- PKYC completed
- PDraft preparation
Phase progression
2 of 16 · current: Client invited
- ✓Intake created
- 2Client invited
- 3Client 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