Operations director and supervising partner
Initial workflow scope
Included
- Scottish conveyancing completion readiness board
- Advance-notice, lender, title, LBTT/ADS, cashroom and post-completion lanes
- Redacted evaluation source-map and Office-readiness pack
- Reviewer queue, export locks and monthly ROI readback
Excluded
Unsupervised legal advice; Live Microsoft Graph, Outlook, Word add-in or DMS writeback; Private client document body storage; Optional implementation, managed-support commitments or external client sends.