In this article:
Send a clearance request when your firm is taking on a client who is currently with another firm, and you need confirmation there is no professional reason preventing the transfer.
How it works #
You create the request against the client, add the entities that need clearance, and send it to the other firm. You can attach a signed clearance letter and add context for the person reading it. Requests can be saved and finished later.
Once sent, the request appears in your list with its current status, so you can see what is outstanding without chasing an inbox.
Doing it #
Step by step guidance is built into the app. Open Ethical Clearances and use the help icon on the screen you are on.
For the wider picture, see the Ethical Clearances overview.
