Automatic progress
Clients can pause and return without repeating completed work.
For UK solicitors and law firms
Get each client started without the usual chase.
One secure place for clients to complete their checks, forms, documents, and signatures. Your team can see what is ready and what needs attention.
One secure link
Clients start online on any device, without creating a platform account.
Quick to complete
A guided checklist keeps every assigned task clear and saves progress automatically.
Fast to review
Progress, exceptions, evidence, and decisions arrive in one matter record.
Digital first
Send one link, then follow the matter.
Clients always know what comes next. They can save their progress, return later, and correct one item without starting again.
Focused redo requests
Send one clear request covering only the items that need attention.
Built-in recovery
Resend access, retry affected tasks, and keep the rest of the matter moving.
Complete onboarding
Keep onboarding work in the same matter.
Identity and AML are only part of getting a client started. Keep the forms, letters, funds information, signatures, and review record with them.
Identity verification
Guided document capture, quality checks, clear retries, and review-ready outcomes.
Explore capabilityAML screening
Structured screening outcomes with final judgement retained by your firm.
Explore capabilitySource of Funds
Structured explanations, live amount context, and supporting evidence without email trails.
Explore capabilityAI-assisted forms
Turn existing documents into editable draft digital forms, then review before publishing.
Explore capabilityDocuments and signing
Present official PDFs and capture signatures without leaving the onboarding flow.
Explore capabilityClient Care Letters
Customise templates and firm branding, then generate and sign the right letter per party.
Explore capabilityClient Care Letters
Use the right Client Care Letter every time.
Set your design and wording by matter type, generate from live matter data, or upload a bespoke letter when the standard template does not fit.
Firm-customised design
Edit the shared A4 header and footer, including firm layout, branding, and reusable contact details.
Matter-type templates
Maintain published or draft wording for each department and matter type your firm handles.
Party-specific signing
Each eligible party receives and signs their own current copy, preserved as an immutable PDF.
Ready before invitation
Your team can see the wording, version, and signed copy.
- An invite cannot go out with a missing or out-of-date letter.
- Each eligible party signs their own protected copy.
- Your team can upload a bespoke letter when the template is not suitable.
Different clients and matter types
Give each party the work that applies to them.
Every party has the right path
Clients, directors, beneficiaries, attorneys, and donors receive only the work assigned to them.
Related parties stay connected
Keep each person's checks, documents, role, and relationship attached to the matter.
Terms stay party-specific
Client Care Letters and signatures are handled per party, including multi-party matters.
Matter workflow
A clear route from setup to file.
01 · Configure
Set up the matter
Add every party and assign the right checks, forms, documents, and terms from one workspace.
02 · Invite
Send one secure link
Each client or donor opens a personal checklist online and can begin straight away.
03 · Progress
Track and correct
See progress as it happens and request only the missing or unclear items in one grouped redo.
04 · Complete
Review and file
Resolve exceptions, record decisions, and export the evidence your matter file needs.
For your team
Spend less time setting up and chasing.
Create reusable forms, keep ownership visible, and send one focused request when something needs correcting.
Create forms faster
Use AI-assisted import to turn an existing document into a draft form for firm review.
Keep ownership clear
Assign matters smoothly so responsibility and handovers stay visible across the team.
Review once, with context
Group redo requests, inspect evidence, and record the decision in the same matter.
Evidence
The record builds as the client completes.
Review the matter history, export the evidence, or connect the workflow to another system when your firm needs it.
Evidence pack
Audit bundle
Outcomes, artefacts, timestamps, and review notes are packaged for the matter file.
Pack assembled
Export readyTimeline
Complete
Files
Attached
Notes
Signed off
Review-ready outputs
Export identity, AML, Source of Funds, documents, signatures, and decision context.
Detailed matter history
See who acted, what changed, what was sent, and why a redo or decision was recorded.
Sensitive evidence controls
Keep high-sensitivity material behind role-aware access and review workflows.
You can start with secure links and notifications. If your firm needs more, approved apps and scoped API or MCP access can use the same matter record.
See how it works with your matters.
Book a walkthrough using the clients, documents, checks, and review points your firm handles.