Exporting the client notice & project record

Generate the client AI notice and the full explainability pack for an instruction.

Client AI notice disclosure dialog — Under “Documents”, choose “Client permission form”. Tick anything this particular client must be told before they instruct you, add an optional note, then “Generate notice (PDF)”. The notice already lists your material tools and standard wording.

Documents section with the Project Record button — The “Project Record (PDF)” button next to it produces the full s.4.4 explainability pack — the AI used, the due diligence, the decisions and the output reviews — that RICS may request for an instruction.

Every step above uses ComplyQS on fictional demo data. Try it on your own firm — free for 180 days, from £20/month after.

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A how-to guide for the ComplyQS app (https://complyqs.co.uk). ComplyQS records what your firm decides and does; it does not make compliance decisions. Not affiliated with or endorsed by RICS.

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