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Document versioning deserves priority before adding more data feeds. A fast import does not help if valuation notes, energy documents and listing particulars circulate as attachments with unclear versions. During a trial, change a document, reassign the case and open it on mobile. Can the next...

I’d ask for a short factual reply first: verified floor area, current service charges, reserve position, energy performance, occupancy/condition history, and whether parking or fixtures are included. If those answers are satisfactory, then arrange the appointment and request the title documents...