FAQs

The portal is used to take initial instructions, ask follow-up intake questions, issue quotations, complete onboarding steps, share documents, and release advice once your matter is ready. It is designed to keep the process clear and traceable from first enquiry through to delivery.

Not automatically. The portal helps us understand the matter, assess scope, and progress onboarding. We normally begin formal work after the identity checks, issue of the quotation and engagement letter, and any required payment.

The intake assistant asks focused questions about the pensions issue you describe. The aim is to gather enough factual information for scope review, quotation preparation, and internal handoff. The portal does not itself provide legal advice during this stage.

Different pensions matters need different background facts. For example, an enquiry about contribution errors may need information about the number of affected members and the period involved, while a trustee discretion issue may need details of decisions already taken, notices issued, and any deadlines.

Once we have enough information, the portal moves the matter to identity checks and reviewer assessment. After that, the quotation and engagement letter can be prepared for issue together.

Accepting the quotation in principle means you wish to move forward to the next formal steps. It does not itself replace the engagement letter or complete the onboarding process.

As part of legal-services onboarding, we may need to complete identity and associated compliance checks before work is opened formally. This is part of client due diligence and professional compliance requirements before the quotation and engagement letter are issued.

That depends on the client type and the matter. The portal may request identification details, address evidence, information about instructing parties, ownership or control details, and source-of-funds information where relevant. The aim is to ask only for the information needed for onboarding.

PEP stands for politically exposed person. Broadly, this means a person who holds, or has held, a prominent public function, or in some cases a close family member or close associate of such a person. The portal explains this because it may affect onboarding review requirements.

Once the checks are complete, the reviewer can issue the quotation and engagement letter. After any required payment has been made, the matter can move into drafting and advice delivery.

Yes. The portal can be used to upload supporting documents during intake, onboarding, and later stages. These may include correspondence, scheme documents, complaint material, ID documents, or other information requested for the matter.

Yes. The portal is intended to keep the quotation visible as part of the workflow history, even after the matter has moved on to identity checks, payment, or advice stages.

Once the matter reaches the delivery stage, the client portal provides access to the released advice documents. Depending on the matter, there may also be supporting notes or follow-up workflow options shown alongside the advice.

The portal can be used to send a follow-up question. If the point can be dealt with as a short follow-up, that can be handled through the portal. If the point requires more substantial further work, a new quotation can be issued.

Not necessarily in full. Where onboarding has already been completed and remains sufficient, the process can be shorter for a later matter. However, further checks or updated information may still be needed depending on the circumstances.

Information provided through the portal is handled as part of our client onboarding and matter-management process. The portal is intended to support a structured intake and delivery workflow, while substantive legal work remains subject to solicitor oversight and review.

No. Portal prompts, workflow notices, and status updates are administrative and informational. Legal advice is provided separately once the matter has been accepted, progressed, and prepared for release.