Mike.ai

Completion daybook

Same-day control for Scottish conveyancing completions.

A manager-grade daybook for the completion day: risk huddle, cashroom checks, RoS and advance notice, LBTT/ADS, lender conditions, reviewer gates, export locks and end-of-day ROI readback.

Fictional sample workspace. Metadata-only public artefact. Not affiliated with any law firm.

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Readiness

30/100

Export locks

3

Reviewer gates

4

At-risk matters

7

Same-day external completion exports locked until reviewer gates clear

The sample daybook keeps same-day external packs locked while source-of-funds, advance notice and partner-export gates need reviewer clearance.

08:45

review required

Risk huddle

high risk

Clear source-of-funds exceptions or keep completion packs locked.

AML/source-of-funds metadata lane · Risk partner · 3 matters

Export locked

Reviewer clearance required before external use.

09:15

watch

Cashroom and funds

medium risk

Confirm client balances, lender drawdown and settlement figures before release note.

Completion statement and lender metadata · Cashroom liaison · 6 matters

Internal control

Tracked for same-day readback.

10:00

locked

Title, RoS and advance notice

high risk

Confirm advance notice status and discharge dependency before external completion pack.

Title/RoS metadata lane · Title reviewer · 2 matters

Export locked

Reviewer clearance required before external use.

11:00

review required

Lender and insurance

medium risk

Check lender special conditions and insurance confirmation against pack status.

Lender and insurance source map · Conveyancing partner · 4 matters

Internal control

Tracked for same-day readback.

12:00

watch

LBTT and ADS

medium risk

Confirm LBTT/ADS position and mark provisional completion statements where client confirmation is pending.

Tax metadata lane · Completion operator · 3 matters

Internal control

Tracked for same-day readback.

14:30

locked

Partner export window

high risk

Approve only packs with cleared high-risk rows and source references.

Review queue and export-lock register · Supervising partner · 2 matters

Export locked

Reviewer clearance required before external use.

16:30

ready

Manager readback

low risk

Record blocked matters, cleared packs, reviewer actions, saved chasing time and tomorrow carry-forward.

ROI/control report metadata · Conveyancing manager · 42 matters

Internal control

Tracked for same-day readback.

Same-day controls

Source-of-funds export lock

Gifted-deposit or unclear funds rows need risk-owner clearance before external pack use.

Risk partner

Fail closed: If source trail is incomplete, pack stays internal and completion note is marked blocked.

Advance notice and registration lock

Advance notice status, discharge dependency and registration window must be recorded.

Title reviewer

Fail closed: If RoS readiness is missing, partner export is blocked.

LBTT/ADS watch

LBTT return status and ADS position need explicit client or reviewer confirmation.

Completion operator

Fail closed: If confirmation is absent, completion statement remains provisional.

Lender condition watch

Mortgage offer conditions and buildings insurance confirmation must be matched to source metadata.

Conveyancing partner

Fail closed: If evidence is absent, lender lane remains watch and external export is withheld if risk is escalated.

Next actions

  1. 1Use the daybook alongside the source map during a 30-minute completion-control workshop.
  2. 2Confirm named owners for risk, title, cashroom, tax and partner export windows.
  3. 3Keep the artefact fictional or metadata-only until Access, retention, deletion and private source-vault gates pass.

Export sample artefacts

Downloads contain fictional metadata only and are suitable for internal evaluation, not external client use.

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Fictional public artefact only. No real law-firm approval, endorsement, evaluation or private client data processing is implied.