Summary Report

The Summary Report is an editable Word document emailed to you. It contains a summary of the job including the number of transactions analysed, the number of review points generated and details of the review points. You can request this document at any time whilst completing the job.

Being a Word document it's fully customisable so you can edit it if you want to send it to the client. Useful for suggesting any work the client might need to do before you start work on the job or as a document around which you can discuss fees for new clients. You could even send this report to the client at multiple stages throughout the job.

Take a look at a sample report to see the full detail and then benefit this can provide the client..