Steps
- 1
Open the legal-accounting control desk for the relevant matter and confirm the connection is a permitted reference, sandbox or read-only boundary.
- 2
Record the proposal precisely in pounds and pence with the correct client or office position, matter reference and short evidence reference.
- 3
Route the proposal to an independent reviewer. The person who created it must not approve or reject it.
- 4
Correct an approved item only with a compensating reversal and separate independent approval. Do not edit the original amount.
- 5
Record and review both client and office reconciliations against the authoritative accounting or statement reference, then resolve every exception before export.
- 6
Keep payments, bank credentials, statement bodies and regulated-ledger activity in the firm-approved system rather than Mike AI.
Checks
Client and office positions remain separate and every decision has a reviewer, reason and timestamp.
Open exceptions or pending approvals keep the export lock in place.
No payment instruction, bank credential, document body or email body was entered into Mike AI.