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  Sample Case Tracking Report  
Below is an example of the type of report you would see. This relates to a fictional matter on behalf of imaginary clients, Simon and Sheila Smith, and their purchase of 5 The Avenue Nottingham. Obviously the steps and reminders you would see would relate to your particular matter(s). The Go to your list of cases' link takes you to a list of all the cases we are working on for you - from there you can go straight to those cases - you don't have to re-enter your password.

Name(s):-  Simon & Sheila Smith   Go to Reminders
Details relating to:-  Purchase of 5 The Avenue, Nottingham   Go to Notes
Case Number:-

 123456
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 Step No.  Step Description  Done on  By
A05 INSTRUCTIONS 03-01-2001 Mark Slade
A10 CONTACT CLIENT 03-01-2001 Mark Slade
A15 CONTACT SOLICITOR 03-01-2001 Mark Slade
B05 DEEDS REQUESTED not done
B10 DEEDS RECEIVED 03-01-2001 Mark Slade
B20 OFFICE COPIES REQUESTED 15-03-2001 Mark Slade
B25 OFFICE COPIES RECEIVED 04-05-2001 Wendy Walker
C05 PART 1 PROP INFO FORMS RECEIVED 03-01-2001 Mark Slade
C10 ALL REPLIES PRESENT 03-01-2001 Mark Slade
C15 PART II PROP INFO FORM PREPARED 03-01-2001 Mark Slade
E05 CONTRACT PREPARED 03-01-2001 Mark Slade
E10 CONTRACT SENT - REGISTERED 03-01-2001 Mark Slade
E15 CONTRACT RETURNED 03-01-2001 Mark Slade
E20 CONTRACT SENT TO CLIENT 03-01-2001 Mark Slade
E25 CONTRACT SIGNED 03-01-2001 Mark Slade
F05 WORKING TOWARDS A DATE 03-01-2001 Mark Slade
F07 WORKING TOWARDS A DATE not done
F10 READY TO EXCHANGE? 03-01-2001 Mark Slade
F15 EXCHANGE CONTRACTS 07-03-2001 Mark Slade
G04 REDEMPTION REQUESTED - FIRST MORTGAGE 03-01-2001 Mark Slade
G30 FIRST MORTGAGE REDEMPTION RECEIVED 03-01-2001 Mark Slade
G55 AGENT ACCOUNT RECEIVED + SENT TO CLIENT 03-01-2001 Mark Slade
G60 AGENT ACCOUNT APPROVED BY MAIN CLIENT 03-01-2001 Mark Slade
G63 BILL PREPARED 03-01-2001 Mark Slade
G65 COMPLETION STATEMENT PREPARED 03-01-2001 Mark Slade
H05 FORM DS1(S) PREPARED 03-01-2001 Mark Slade
H10 UNDERTAKING PREPARED 03-01-2001 Mark Slade
H20 DRAFT TRANSFER DEED APPROVED 03-01-2001 Mark Slade
H25 REQUISITIONS ANSWERED not done
H30 DEED RECEIVED & SENT TO CLIENT not done
H40 DEED EXECUTED BY CLIENT not done
I05 READY TO COMPLETE? not done
I10 COMPLETION not done
I15 FIRST MORTGAGE REDEEMED not done
I40 AGENT PAID not done
I45 BALANCE AND ACCOUNTS TO CLIENTS not done

Report last updated on Tuesday 27 Mar 2007 at 07:31 AM
 
 
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