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NF-2024-016 · Will / testament
Bram Kooistra· Documents uploaded
Risk: lowCompliance: not startedOwner: Lotte Smit·Due 1/12/1970 · OVERDUEAwaiting compliance
Action required
Overdue
Past internal deadline. Reassign or extend.
Progress
30%
Documents uploaded
Documents
0/0
approved
Compliance
not started
Signing
Pending
Open tasks
0
Last activity
—
ago
Viewing as Director
Bram Kooistra
individual
bram@kooistra.eu
Phone
+31 6 3333 4444
Address
Oudegracht 215, Utrecht
Country
Netherlands
Language
NL
Client since
8/5/2022
Client history2 cases· lifetime €4,600
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
Bram Kooistra
Primary client
individual · Netherlands
bram@kooistra.eu
VerifiedChannel: portal
Mr. Visser
Notary · signer
visser@notaryflow.nl
SignereIDAS
Bram Kooistra
Client signer
bram@kooistra.eu
Signer
Done
4
- PIntake created
- PClient invited
- PClient verified
- PDocuments requested
In progress
1
- PDocuments uploaded
Pending / blocked
11
- PDocuments reviewed
- PKYC completed
- PDraft preparation
- PInternal legal review
- PNotary approval
- PSigning preparation
Phase progression
5 of 16 · current: Documents uploaded
- ✓Intake created
- ✓Client invited
- ✓Client verified
- ✓Documents 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