PARTNERS
FOR YOUR FIRM

Different roles.
Different points of friction.

A marketing agent, an adviser and an authorised delivery team do different work. Explore the part your firm actually handles, then consider whether a specific output would help.

These are candidate workflow patterns. Citizenship, investor residence and relocation do not share one universal process.

Existing client requests and professional handovers

Introducers & marketing agents

You may originate a request and help it reach an appropriate professional, without managing the application. The useful record is who has permission to receive what, whether the professional has accepted and when the next status checkpoint is due.

POSSIBLE JURIS OUTPUTAccepted handover record

Request scope, permission, receiving professional, acceptance, agreed status and referral milestone. This is a candidate coordination output; no matching marketplace or commission protection is implemented.

Discuss an introduction
Consultation, comparison and engagement

Advisory firms

Bring objectives, household context and unanswered questions into a consultation. Carry reviewed route comparisons, fee assumptions and proposal exclusions into the engagement so the delivery team can see what was agreed.

POSSIBLE JURIS OUTPUTEnquiry brief and reviewed-assumption sheet

Separate investment capital, government charges, professional fees and unconfirmed costs. The adviser owns recommendations and approves the proposal.

Discuss adviser preparation
Readiness, dependencies and next actions

Local & authorised delivery teams

Coordinate document status, external-provider responses and requests from authorities. A useful register connects a missing item to its consequence, responsible person and next review date.

POSSIBLE JURIS OUTPUTDocument-status and dependency register

Missing evidence remains missing when recorded. Authorised professionals decide sufficiency, control deadlines and use the required government filing systems.

Discuss delivery coordination
Separately responsible providers

Relocation & multi-provider teams

Carry appointments, provider milestones and outstanding actions into a shared plan. Identify who owns each checkpoint and which status may be communicated to the client or introducer.

POSSIBLE JURIS OUTPUTProvider milestone and review record

Renewal or review obligations are included where applicable and agreed. Each provider retains its professional role; no automatic deadline monitoring is implied.

Discuss provider handovers
FROM EXISTING ENQUIRY TO REVIEW

Find the handoff that matters.

Choose a perspective and stage to see the task, possible friction, proposed output and retained responsibility. The enquiry link carries only your selected workflow.

Show the work from your perspective
01 / 06 · Advisers

Prepare for the first useful conversation.

Bring objectives, household context and missing facts into the consultation.

The task
Gather the existing enquiry, objectives and unanswered questions before a call.
Possible friction
The same facts sit in messages and call notes; the next follow-up is unclear.
A possible Juris outputStructured enquiry brief and follow-up queueProposed output · scoped engagement

The firm assesses suitability and decides whether to engage.

Discuss this workflow

These are candidate patterns for existing client work. An investor-residence route is distinct from a citizenship application; your firm determines the relevant process.

Organising demand already present is different from generating new demand. None of these outputs promises increased traffic or sales.

PROFESSIONAL RELATIONSHIPS

Bring your expertise as well as your workflow.

Independent advisers and advisory firms can explore the Juris Adviser Network to discuss programme knowledge, contributions and suitable professional relationships. Participation follows review and agreement, independently of any Control work.

Become a Juris adviser

Introducers and other providers can discuss a separate collaboration. If the need is new enquiries alone, operational support may not be useful; Juris does not guarantee leads or enquiry volumes.

Explore professional collaboration

Tell us how your firm works.

Describe your role, existing process and the next step that is difficult to coordinate. Keep applicant identities and confidential case details out of the enquiry.

Discuss your firm’s needs