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Office 365 received Rachel Evans's message for Harrison & Mitchell Solicitors.
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Rachel Evans
rachel.evans@email.com
Inbound email
Please can you tell me the latest status of my house purchase? The matter is 847.
ReplyPilot has the message, sender, and visible reference ready for processing.
Intent assessed by AI
Detected intent
Matter status
Assigned team
Conveyancing team
Tenant
Harrison & Mitchell Solicitors
Matter file
Reference
Matter 847
Intent
Matter status
Trust state
Client verification needed
Rules and knowledge applied
Matter status is confidential. Verify the client before sharing case progress.
Knowledge base
Approved answer content
Verification rule
Matter details require verification
Data protection
No account-specific details before trust
Draft ready for the agent
Hello, I can see you have provided a matter reference. Before sharing case progress, I need to verify the client details on file. Once verified, I can summarise the current stage or pass the matter to the conveyancing team.
The draft confirms only safe information and asks for verification before account details.
