Guided questions
Clients are asked for structured source details, context, and supporting evidence.
Capability
Source of Funds without email trails.
Collect explanations and supporting documents in one matter-aware workflow for review and export.
Source of Funds
Deposit story
Funds explanations, donor evidence, and uploads are collected without email trails.
Evidence complete
Summary generatedBuyer
Submitted
Donor
Linked
Uploads
Ready
What source of funds covers.
Each capability uses the same redesign anatomy: client action, firm output, and review-ready evidence.
Donor party flows
Gifted deposit donors can complete their own ID, AML, and Source of Funds evidence path.
Review-ready file
Source of Funds evidence is packaged with identity, AML, and review context.
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.