Mandate enquiry
At every step.
Booking journey
From mandate to file for law and fiduciary offices, built for Saudi Arabia
In Saudi Arabia, quotes and invoices are in riyals with 15% VAT shown clearly, so this is planned that way from the start. A new mandate arrives, the conflict check runs, the engagement is signed and the file opened. Each step is recorded with an owner.
- English and the community languages your customers speak
- SAR, VAT and local levies
- Data protection under PDPL
From mandate to file
The enquiry is linked to the client record and the parties go through the conflict search with the result recorded. The engagement is prepared from a template and, after signature, the file opens automatically with its folder structure and an owner and deputy are assigned.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Saudi specifics
The decision to accept a mandate and the legal assessment are the practice’s; the system keeps process and record.
Frequently asked questions
Does the process stop if a conflict is flagged?
Before the file opens, the authorised person’s decision is awaited and recorded.
Related topics
From work to time record
From work to time record for law and fiduciary offices in Saudi Arabia: meeting and correspondence. SAR quote with 15% VAT, Arabic and English.
Learn moreConflict check
Conflict check for law and fiduciary offices in Saudi Arabia: party search and related-person match. SAR quote with 15% VAT, Arabic and English.
Learn moreClient record
Client record for law and fiduciary offices in Saudi Arabia: contacts and addresses and file list. SAR quote with 15% VAT, Arabic and English.
Learn more