Lawyers
Report authorised transaction milestones and review relevant readiness items within an accepted engagement.
For the wider transaction team
Record what you checked.
In this fictional demonstration, lawyers, mortgage brokers and inspectors enter through scoped engagements. The workbench records attributed status, not the underlying documents.
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A precise scope for each professional.
Mortgage brokers
Attribute a review of lender indications or evidence of funds, with a date and limited scope.
Inspectors
Validate the assigned technical item without taking custody of the underlying report.
Signals, not documents. Engagement access must be accepted, scoped and revocable. Real professional onboarding needs separate regulatory checks and partner approval.