Professional undertaking register

Register

The undertakings you say were given, and where each one has got to.

The register that does least, on purpose

An undertaking binds the person who gave it, and a failure to honor one is a disciplinary matter rather than a contractual one. So this supplies no wording, makes no determination that anything has been discharged, and reaches no view on whether an undertaking was properly given, satisfied or released. What it does is remember that one is outstanding — which is the thing that actually goes wrong, usually because the person who gave it moved on.

Moving a row to Complete is you saying so

The stage is a button somebody presses. It is not this product concluding that an undertaking has been discharged, and the discharge note is a required field precisely so that the row says what you actually did and where the confirmation is filed.

Related risk tools: Client verification log · Conflict check log · Matter file closure checklist

A list of undertakings you say were given. No wording supplied, no discharge determination, and no view on whether an undertaking was properly given, satisfied or released. Not legal advice. Everything runs on your device.

Questions people ask

Does it supply standard undertaking wording?
No, and it never will. The wording on a row is what you typed, because an undertaking is given in the words the person gave it in.
Does moving a row to Complete mean it is discharged?
It means you say it is. CompliMaint makes no discharge determination and reaches no view on whether anything was properly performed or released.
Can I use this to satisfy my firm's undertaking policy?
CompliMaint makes no claim that keeping this satisfies any policy, rule or regulator. What your rules require is a question for somebody who knows them.
Why is the discharge note required?
Because a row that says Complete and nothing else is the shape that gets filed and forgotten. The note is where you record what you did and where the confirmation is.