The situation
Martin manages 60 properties for 25 landlords. One client’s tenant is behind on rent and neighbours have complained about noise. The landlord wants their paperwork in order before they meet a solicitor.
What he did
- Started a case in the Section 8 Eviction & Possession Checklist and ticked the grounds the landlord wanted to ask their solicitor about (8, 10, 11 and 14), to see which records each one usually involves.
- Brought in the rent figures and deposit dates from the Rent Arrears Tracker, and the locked check-in report from the Inventory & Check-in Report.
- Used the evidence list to chase what was missing: proof the prescribed information was given, and a dated incident log from the neighbours.
- Locked the pack and sent the PDF to the landlord with the list of questions for their solicitor.
Where the tools fit, and where the solicitor fits
| What the tools helped Martin do | What stayed with the landlord’s solicitor |
|---|---|
| Keep each client’s records separate, dated and locked | Advising the landlord on whether and how to go ahead |
| See which records each ground usually involves | Which grounds to rely on, and preparing the notice |
| Send the landlord a printed pack and a list of questions | Any court claim and representation |
Questions landlords ask
Is this a real case?
No. It is an illustrative example with made-up details.
Can an agent use the tools for several landlords?
Yes. Each case and report is separate, and the Team plan covers up to five devices.
Does the pack replace a solicitor’s own review?
No. It is an organised, dated set of records. The solicitor still reviews everything and advises the landlord.
Where is client data kept?
In the browser on the agent’s own device. Property Clues does not receive it. The agent can print a PDF or download a backup to share with the landlord.
Sources
- Shelter England (legal): Section 8 notices (checked 18 Oct 2026)
- Shelter England (legal): discretionary grounds from 1 May 2026 (checked 18 Oct 2026)