Payment verification scenario

A bank-detail change before completion

A fictional last-minute change of bank details has arrived. Decide how the request is checked, who takes the decision and what evidence the team retains.

For finance teams and COFAs at transactional law firms

Fictional exercise. Do not enter real client names, bank details or payment instructions. This tool does not authorise a payment or certify compliance. Your choices are cleared when this page is reloaded. Creating a PDF sends only these fixed-choice answers to this website for file generation; they are not saved or sent to HubSpot or analytics.

01—04

One situation. A record you can use.

Four short steps, with unknown answers allowed. See a working draft at any point, edit your choices, then download or print your own findings. No email or booking required.