Alfred

New Case from Documents

Upload the documents you have — passports, contracts, NIE certificates, emails, anything.

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Click to upload or drag documents here

PDF, DOCX, JPG, PNG, TXT — multiple files at once

Tip: For best results, upload passports, contracts and NIE documents. Large title deeds can be added to the case later.

Documents

Running summary

Confirmed Uncertain Missing Click any field to edit before saving

New Case

Step 1 of 4 — Case Details

How would you like to start?

Start from scratch

Enter case details manually — client names, property, case type and fee structure.

Create from documents

Upload a contract, passport or NIE certificate and Alfred will extract the case details automatically.

1Case Details

2Contacts

3Fees & Services

4Money & Deposits

Case Information

Case Type *

Status

Priority

Case Source *

Office

Responsible Solicitor

Originating Team Member

Real Estate Agency *

Referred by

Our Client

First Name *

Last Name *

Email

Phone

Nationality

NIE Number

Passport No.

Marital Status

Language

Full Address

Client Role

Acting as

Private

Company

Deadline Date

Internal Reference

Internal Notes

Case Parties

Add all parties — click a role to add a contact card

Add Contact Role

+ Buyer

+ Seller

+ Buyer's Agent

+ Seller's Agent

+ Buyer's Lawyer

+ Seller's Lawyer

+ Mortgage Adviser

+ Notary

+ Mortgage Bank

+ Tax Adviser

+ Other

Click a role above to add contacts to this case

Fees & Services

Tick each service and enter the fee. All fees are recorded for invoicing and automation.

Legal & Professional Services

Total Fees (excl. transaction costs)

Invoice & Currency

Invoice Status

Client Currency

Client Account Ledger

AML compliance — complete all recipient/sender details for each transaction

Total Received

Total Paid Out

Balance Held

Date	Description	Recipient / Sender	IBAN	Bank	In (€)	Out (€)
No transactions yet

Add Transaction

Date

Type

Amount (€) *

Description / Purpose *

Reference

AML — Recipient / Sender Details

Recipient / Sender Name

Account Holder Name

IBAN

Bank Name

BIC / SWIFT