- Client profile
- Company with foreign shareholders · documents must be coordinated across countries and languages · Location: Switzerland (coordinated with Ubon Ratchathani)
- Services used
- contract drafting and review + wills and succession
- Challenge
- A name spelling did not match the passport and the file was returned — the task was to make this set usable by the receiving authority in Switzerland in the required format.
- What we did
- review each original document and produce a checklist of what to fix before filing
- book queue slots so that the document flow matches the client's own deadline
- draft a power of attorney that covers every step to be handled on the client's behalf
- Outcome and indicative timeline
- the risk points were corrected before filing, which reduced the number of revision rounds · about one working week, depending on the intake cycle
- What mattered most to the client
- detailed checking before filing to reduce the chance of a return