Consolidated evidence pack
Bring identity, AML, Source of Funds, forms, signatures, and review notes into one export.
Capability
Defensible files, assembled as work happens.
Capture the artefacts and decision context your firm needs before a file review asks for them.
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
What evidence and audit covers.
Each capability uses the same redesign anatomy: client action, firm output, and review-ready evidence.
Matter timeline
Preserve who did what, when, and why across client actions and firm review.
Sensitive evidence controls
Keep high-sensitivity material behind role-aware access and review workflows.
How it fits the wider onboarding record.
No capability is presented as a standalone landing page. Each one contributes to a complete conveyancing matter record.
- Client-side flow: what the client completes and why.
- Firm-side output: what fee earners and reviewers see.
- Evidence context: how the result appears in the matter record.
- Compliance guardrail: final decisions remain with the firm.
Review this capability in context.
Book a practical walkthrough of client onboarding, firm review, evidence packs, and pricing fit.