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Clix CRM

Roadmap

Forms A, B and F, prepared, uploaded and reviewed against the deal.

A structured compliance case on every deal, with the required documents listed, a review step, and a completion percentage that tells you what is still outstanding.

In development

A deal level compliance workspace is in development at Clix. It is specified to hold a compliance case per deal with its required documents, a prepare then upload then review workflow for Forms A, B and F, a completion percentage, and a clear distinction between documents Clix prepares and documents issued by an authority. Listing level permits, document templates, expiry reminders and signature requests are already available in Clix today.

Available in Clix today

  • Listing level permit number and expiry with reminders
  • Document templates with versions
  • Generated documents with record data filled in
  • Signature requests through DocuSign or a manual path
  • Agreements and Documents screen

Specified and in progress

  • A compliance case per deal
  • Required document checklist per deal type
  • Prepare, upload and review workflow for Forms A, B and F
  • Review step with reviewer and decision recorded
  • Completion percentage on the deal
  • Clear separation of documents Clix prepares from documents an authority issues

Why it is sequenced this way

Sequenced first because it is a daily operational requirement rather than a quarterly one, and because it can be built without depending on an external authority API. The distinction between a document Clix generated and a document an authority issued matters more than it sounds: conflating the two is how a compliance file passes an internal check and fails an external one.

Roadmap items are not included in the current price and have no committed delivery date.

Roadmap

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