Firm-customised design
Edit the shared A4 header and footer, including firm layout, branding, and reusable contact details.
Capability
Client Care Letters, configured once and correct per matter.
Customise firm-wide design and matter-type wording, generate from live matter data, or upload a bespoke letter when the case needs an exception.
Client Care Letters
Ready for each party
Firm templates, matter data, uploaded exceptions, and signed copies stay versioned and ready.
Letter ready
Invite unblockedTemplate
Published
Matter data
Resolved
Signatures
Party scoped
What you can do with client care letters.
Give clients a clear task and keep the completed work with the matter.
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.
Workflow
From firm template to signed evidence.
The workflow keeps standard matters fast while preserving manual control for bespoke letters.
01 · Configure
Configure the firm layout and defaults
Set the shared header, footer, people, complaints contact, and client account values used when a matter has no override.
02 · Template
Choose matter-specific wording
Start from supplied content or a firm template, use safe variables and preview the composed A4 document.
03 · Prepare
Generate or upload for the matter
Generate from stored matter data, or keep upload as a first-class route for exceptional or bespoke letters.
04 · Sign
Gate invites and collect signatures
Missing, stale, or unreviewed uploaded letters block invitation until ready; each party signs their own copy.
Human in the loop
Document automation with legal wording under firm control.
The platform resolves matter data and readiness automatically without hiding the template, version, or exception path.
What Verify Client handles
Repeatable work moves automatically.
- Matter-variable resolution, A4 composition, unresolved-variable diagnostics, and stale-state detection.
- Party-specific copy creation and invite-readiness checks.
- Preservation of signed snapshots and current-version evidence selection.
What your firm decides
Judgement and exceptions stay visible.
- Template wording, firm header/footer, defaults, publishing, and matter-type mapping.
- Whether a matter uses generated mode or a manually uploaded bespoke letter.
- Review of uploaded letters and deliberate selection of an earlier signed version where permitted.
Correct wording, correct signer, correct version.
Safe A4 generation
Templates reject active content and unresolved variables before a live document is created.
Immutable signatures
Each party's signed PDF remains separate, protected, and historically accurate.
Readiness and audit
Generation, upload, readiness, version selection, and signing remain visible in the matter history.
Questions about client care letters.
The practical details firms usually ask about.
Can a firm customise its Client Care Letters?
Yes. Firms can configure a shared header and footer, defaults, and matter-type templates, with starter content and preview support.
Can a matter still use an uploaded Client Care Letter?
Yes. Upload remains a first-class option for bespoke matters or matter types without an approved generated template.
What happens in a multi-party matter?
Each eligible non-donor party receives and signs their own current-version copy. Signed snapshots remain party scoped and immutable.
Related capabilities
Keep the rest of the onboarding work connected.
Move between related checks, documents, and evidence without losing the matter context.
See how client care letters fits your matters.
We will focus the walkthrough on your current process, exceptions, and review requirements.