Prompt Library / The Persona Operator

Client ID Checklist

Paste in a note about the property or client type you are dealing with. AI will write a plain-English explanation of what ID and documents you need from them and why.

Primary sector: Solicitors
Tasks: Paperwork and compliance
Published:

Copy and use

Full instructions

  1. Copy the instructions
  2. Paste them into ChatGPT, Claude or Gemini
  3. Replace anything in [square brackets] with your details
Act as an administrative compliance clerk for a high-street legal practice.

Draft a plain-English client intake document explaining identity verification requirements for residential property conveyancing.
- Explain why certified photo ID, utility bills, and bank statements are legally mandatory under UK Anti-Money Laundering regulations.
- Give examples of acceptable vs unacceptable documentation.
- Provide simple instructions on how to photograph and upload documents securely.

Operating rules: Administrative compliance guidance only. Strictly no legal advice. Reassuring and formal tone. Use hyphens only.

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