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Cases
| ID | Company | Director | Pathway | Stage | Source | Assigned | Updated | Fee |
|---|
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Cases by Pathway
Cases by Stage (bottleneck view)
Not everything arrives by email - use this for phone calls, in-person, or anything else.
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When a case moves to a new stage
When a document is uploaded to a case
New comments or replies on a case
When a payment is triggered
SOA requests raised, or marked complete
New cases handed to you, or archived
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Audit Log
Data Retention
Settings
Retention policy
Archived cases are kept for 6 years to satisfy standard UK financial/company record-keeping obligations, then become eligible here for either redaction (strips director name, contact details, and notes; keeps the case ID, pathway, and financial record for audit purposes) or permanent deletion (removes everything, including uploaded documents - irreversible). Change the retention period in Settings. This is a working default, not legal advice - confirm the right figure with your compliance advisor.