Director dashboard
Private Formsure case view. Customer drafts shown here are for testing with made-up details.
LPA questionnaire testing
Preview the property and financial affairs, health and welfare, or combined questionnaire with made-up details. This does not create a customer case.
Test LPA questionnaireCOP customer instructions
Download the instruction checklist for the customer's application route to include with their email or postal pack.
| Case | Customer | Service | Progress | Payment (test) | Updated |
|---|
Case progress
Private staff notes
Only Formsure directors can read these notes.
Activity history
Form preparation and draft generation records. Only Formsure directors can read this history.