Global Legal and Compliance Network Ltd · Developer workspace

Full process & integration plan

End-to-end conveyancing workflow blueprint with automation boundaries and integration prerequisites.

Prototype plan · 0 live connections

Conveyancing matter lifecycle

Illustrative English conveyancing workflow · firm validation required

01 · ENQUIRY

Enquiry received & routed

Capture source and limited contact data; route by website to the correct firm review queue.

Human: firm and service scope triage; no automated acceptance.

02 · PRE-INSTRUCTION

Conflict, identity & risk checks

Track check status and missing information without making a decision.

Human: authorised staff conduct and decide all checks.

03 · INSTRUCTION

Engagement & onboarding

Prepare approved forms, tasks and a matter workspace after authorised instruction.

Human: approve client, scope, fees, terms and recipients; send/sign.

04 · PRE-CONTRACT

Open file & contract pack

Track title, forms, contract pack and initial review tasks.

Human: qualified review of title, documents and issues.

05 · SEARCHES

Searches & enquiries

Track ordered/received status and missing items; create internal reminders.

Human: interpret results, advise and approve enquiries.

06 · READINESS

Report & mortgage readiness

Display checklist progress and lender-document status supplied by staff.

Human: confirm lender conditions and readiness; no auto-legal conclusion.

07 · EXCHANGE

Exchange preparation

Show approved checklist and request an authorised decision.

Human: named decision-maker authorises exchange and communications.

08 · COMPLETION

Completion preparation & completion

Use the date entered by authorised staff for internal reminders only.

Human: decide date, approve funds steps and confirm completion.

09 · AFTER COMPLETION

Post-completion & registration

Track internal checklist, registration status and outstanding items.

Human: perform/approve filings, undertakings and client updates.

10 · CLOSURE

Review, retention & close

Flag incomplete tasks and prepare closure checklist.

Human: approve file closure, retention and any disposal decision.

This sequence is a planning outline, not legal advice or a complete firm procedure. The responsible firm must supply and approve its own checklists, dates, escalation rules and closure criteria.

Automation register

Every proposal remains off until individually approved and tested

TRIGGER / STAGE	PROPOSED ACTION	DATA → DESTINATION	RESPONSIBLE OWNER / RISK	HUMAN APPROVAL	TEST & ROLLBACK	STATUS
New enquiry submittedWebsite form event	Tag source domain; queue for firm triage	Domain, timestamp, minimum metadata → matching firm review queue	Receiving firm · Medium	Staff verifies entity, duplicate/conflict process and next step	Test each domain with synthetic forms; pause routing and return items to triage	OFF · proposed
Firm accepts matter manuallyAuthorised user action	Create internal checklists/tasks; flag missing items	Matter ID, role, check status → firm workspace	Responsible firm · Medium	Human owns client acceptance, conflicts, AML/KYC and risk decisions	Test correct firm/role access; disable and reverse eligible task/flag changes	OFF · proposed
Instruction marked approvedManual milestone	Prepare approved onboarding documents as drafts	Approved template + minimum matter metadata → firm draft folder	Responsible firm · Medium	Reviewer checks terms, fees, scope and recipient; human sends/signs	Test synthetic draft only; disable and discard draft	OFF · proposed
Pre-contract documents loggedStaff records status	Create review tasks and stale-item reminders	Document status metadata only → assigned matter team	Responsible firm · Low	Qualified staff review title/contract and decide action	Test status-to-task mapping; cancel future tasks and preserve audit	OFF · proposed
Search status changedAuthorised user update	Flag missing search status; add review task	Search status and matter ID → firm task list	Responsible firm · Low	Staff interprets results and approves enquiries/advice	Test no document content in notification; pause and clear generated flags	OFF · proposed
Readiness checklist updatedManual field update	Highlight outstanding fields; request internal review	Checklist flags → restricted firm workspace	Responsible firm · Medium	Authorised fee earner decides readiness; no exchange decision by app	Test role restriction and false/missing flags; disable alert and correct by human	OFF · proposed
Approved date enteredHuman-supplied completion date	Create internal reminders from supplied date	Date, task title, role → firm team task/calendar	Responsible firm · Medium	No date calculation/change, payment, completion confirmation or client message	Test timezone/date display; cancel future reminders and audit corrections	OFF · proposed
Post-completion status loggedAuthorised user update	Create registration/closure checklist tasks and stale flags	Status metadata only → owning firm workspace	Responsible firm · Low	Human approves filings, undertakings, closure and records decisions	Test task ownership and firm boundary; pause and reverse eligible flags, never delete records	OFF · proposed

For each live rule, keep a pause control and audit record of initiator, firm, time, trigger, action, data category, destination, outcome and approver. No client communication, legal decision, funds, signature, filing or retention change is automated.

Integration map

Candidate use · unverified in actual accounts

Microsoft Entra ID

Candidate for staff sign-in, MFA and firm-scoped roles. Separate web and API app registrations; minimal permissions and tenant-admin consent as required.

Not configured

SharePoint Online

Potential document repository only if each responsible firm approves its tenant/sites, permissions, retention and data handling. Keep HLS matter files in HLS-authorised environment.

Not connected

Planner / Teams

Candidate for internal task sync and staff alerts only. Planner Graph API supports basic plans; verify plan type, tenant settings and task permissions.

Not connected

DocuSign

Candidate for approved-document envelope workflows. Confirm correct firm account, templates, recipients, approval and logging before any send.

Not connected

Hostinger · glcn.co.uk

Hostinger documents Node.js web app deployment on specified Business/Cloud plans and VPS options. Actual plan, private authentication, database, region, backup and security fit remain unverified.

Plan unverified

Smokeball

Keep as firm-authorised case system while API and account setup are checked. No application connection was verified; do not copy client files into the group dashboard.

Unverified

Outlook / email

Could support internal drafts or reminders after configuration. No automatic client or third-party sending is proposed.

Not connected

Codex connector tools

Some assistant-side Microsoft, DocuSign and Hostinger tools appear in this environment. They are not runtime APIs wired into this web app and confer no app access or consent.

Assistant-side

Review before rollout

Implementation gates

Name the first matter-owning regulated firm
HLS, Bukhari Law Firm or another authorised entity; identify its accountable decision-maker and compliance escalation role.
Set GLCN developer and hosting access boundaries
Decide whether GLCN only develops or also hosts/supports; restrict and audit privileged access.
Choose the source of truth and data location
Decide whether the first release is a workflow companion to the firm's existing system or a matter/document store.
Confirm actual Microsoft and Hostinger configuration
Verify tenant, licences, app permissions, domain, plan, database, data location and operational controls.
Approve one integration and workflow at a time
Review trigger, action, fields, destination, owner, risk, test evidence, approval gate, pause and rollback.
Test separation and recovery with synthetic records
Test cross-firm denial, staff roles, audit integrity, pause, backup restore, failure paths and data deletion controls.

Required production controls

Not implemented by this static prototype

Identity & permissionsFirm-scoped server-side authorization, MFA, session control, least privilege.

Data & documentsEncryption, retention, versioning, malware checks, backup and restore.

Audit & incidentsTamper-resistant event trail, access review, alerting and incident process.

Release & rollbackStaged environment, synthetic test tenant, deployment approval and tested rollback.