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Legal Audit
Topic
Legal Audit
Browse Compliance Monitor guides related to legal audit.
01
Understand compliance record statuses
Read draft, pending, approved, current, due, overdue, expired, rejected, revoked and cancelled states consistently.
02
Transition a deposit protection workflow
Move a deposit record through supported lifecycle actions without skipping evidence checks.
03
Start a deposit return or deductions case
Select an eligible deposit record and open the end-of-tenancy settlement workflow.
04
Build a deposit deductions breakdown
Add itemised deductions and keep the proposed return amount consistent with the deposit balance.
05
Open and resolve a deposit dispute
Record a dispute reason, track evidence and move the case to a supported resolution state.
06
Complete, close or reopen a deposit return case
Finish the workflow, record closure evidence or reopen a case when a legitimate correction is required.
07
Export deposit return cases to CSV
Create a controlled CSV export of deposit-return workflow records.
08
Delete a Right to Rent intake safely
Remove an incorrect or duplicate intake with the appropriate permission and audit reason.
09
Use the Right to Rent audit workspace
Review check records, evidence state and lifecycle events from the tenancy audit area.
10
Record a manual AML credit check
Save a structured manual credit-check result against the AML intake.
11
Delete AML / KYC evidence safely
Remove an incorrect intake or document without erasing the wrong approved compliance history.
12
Use the AML / KYC and sanctions audit
Review AML, KYC, manual credit-check and sanctions evidence from the financial audit workspace.
13
Use GDPR retention and deletion controls
Review retention policies, due records, legal holds, dry runs, execution and anonymisation audit results.
14
Run a GDPR retention dry run
Preview records due for retention action without changing them.
15
Apply a GDPR legal hold
Exclude a specific supported record from retention execution while a valid hold is active.
16
Remove a GDPR legal hold
Release a record back to normal retention processing after the hold purpose ends.
17
Execute GDPR retention actions
Run approved anonymisation or deletion actions after reviewing the dry-run results.
18
Review GDPR retention audit logs
Trace backfill, hold, anonymisation, deletion, skip and error events.
19
Understand GDPR anonymisation boundaries
Recognise which sensitive fields the module masks while preserving operational audit structure.
20
Review tenant information service evidence
Use the tenancy audit area to verify service logs, supporting files, acknowledgements and linked records.
21
Use possession and notice compliance
Record notice evidence, review required fields and preserve service history.
22
Review possession notice evidence
Use the tenancy audit workspace to trace notice records, proofs and chain-of-custody events.
23
Use the legacy Section 21 archive
Review retained historical Section 21 service records without treating them as a new live notice workflow.
24
Use rent increase and bidding compliance
Record rent or bidding changes, review decision fields and retain an audit trail.
25
Delete a rent increase or bidding intake safely
Remove an incorrect intake while preserving legitimate historical records.
26
Use the rent increase and bidding audit
Review rent-change and bidding evidence, statuses and audit events.
27
Use tenant fees and permitted payments
Create automated fee logs, calculate supported limits and retain evidence for review.
28
Delete a tenant fee log safely
Remove an incorrect or duplicate fee log with the correct permission.
29
Use the tenant fees audit
Review fee records, calculations, evidence and status changes.
30
Use pet requests compliance
Track pet-request intake, decision due dates, evidence, review and approval.
31
Delete a pet request intake safely
Remove an incorrect or duplicate request without losing a genuine decision history.
32
Use the pet requests audit
Review request timing, decisions, evidence and lifecycle events.
33
Use the Redress Scheme Membership register
Track redress provider, scheme, membership reference and dates as a live governance record with evidence and audit history.
34
Use the ICO Data Protection Fee / Registration register
Track ICO registration status, reference, issue, expiry and review dates as a live governance record with evidence and audit history.
35
Use the Estate Agency AML Supervision register
Track supervisory authority, registration, status, evidence and renewal dates as a live governance record with evidence and audit history.
36
Use the Landlord Ombudsman register
Track ombudsman or scheme status, references, evidence and review dates as a live governance record with evidence and audit history.
37
Use the Material Information register
Track governance position, authority guidance, phase gate, enforcement date and evidence as a live governance record with evidence and audit history.
38
Use financial sanctions checks
Review the financial-sanctions compliance workspace alongside AML/KYC evidence and audit records.
39
Use the legal governance register
Manage the shared governance register for redress, ICO, AML supervision, ombudsman and material-information obligations.
40
Use the Legal & Audit dashboard
Review legal obligations, approved records, audit packs, PDFs and regulator export routes.
41
Use the approved records register
Review approved compliance records across operational workspaces.
42
Build an audit pack
Assemble a PDF or evidence ZIP for the selected audit dataset and filters.
43
Use official PDF reports
Open system-generated compliance reports from the central legal audit area.
44
Create authority or regulator exports
Generate controlled datasets for an authorised authority or regulator request.
45
Export an audit register to CSV
Create a filtered CSV from an allowed audit workspace.
46
Export an audit pack PDF
Create a printable audit pack using the supported workspace and filter token.
47
Export an audit evidence ZIP
Package supported source evidence and reports into a controlled ZIP.
48
Run a compliance audit backbone check
Create an audit run, reconcile obligations and write evidence events for the selected audit area.
49
Use audit logs and chain of custody
Trace hashes, events, source snapshots and evidence movements across the module.
50
Use the financial audit workspace
Review AML/KYC, sanctions, CMP, client money, redress, ICO and estate-agency AML audit views.
51
Use the tenancy audit workspace
Review deposit, Right to Rent, tenant fees, information service, notices, rent changes, pet requests and regional registration evidence.
52
Use the property audit workspace
Review safety certificates, HMO/licensing, building safety and asbestos audit records.
53
Review Gas Safety, EICR and EPC audit evidence
Use the combined property audit to compare core certificate coverage and expiry risk.
54
Review fire, legionella and alarm audit evidence
Use the combined property audit for fire-risk, legionella and smoke/CO alarm records.
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